- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Jupiter takes a cooler look at Vietnam

Market performance is supported by a number of developments in Vietnam, which Jupiter’s Teverson believes will help the country be re-classified as an emerging market.

EFG International to realign its governance structure

A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.

The 200 Year Life... by Penny Lovell

Age shall not wither us so long as our minds remain hopeful, our optimism ever new.

Canaccord cracks UK wealth top 10 with Hargreave Hale buy

Canadian parent Cannacord singled out the performance of the UK division, saying it had produced the 'most substantial’ contribution to its global wealth management operations.

Standard Life: wealth managers are switching to financial planning

Standard Life has itself built up a £4 billion restricted national advice business through acquisitions.

Investec Asset Management expands into Portugal

The company has approximately €119bn in assets under management.

Wealthy investors attempt to cash in on class action lawsuits

Normally the preserve of large institutional investors, company pension schemes and insurance companies, funds in this area are occasionally open to private investors.

Invesco fees row is a tragedy for shareholder democracy

Retail investors are the biggest shareholders, but their voice is unlikely to be heard

Firms open door to MPS expansion

For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.

Swiss bank Lombard Odier in talks on Saudi partnership

This week the Swiss wealth and asset manager launched its first sharia-compliant investment offering.

German giant boosts Swiss business and plans further expansion

It also plans further acquisitions

European Wealth Group backtracks from plan to acquire Newbridge

'While we have decided not to proceed with the acquisition of Newbridge, we remain committed to our strategy and are ambitious to grow both organically and dynamically by acquisition in the US and Europe,' said Marianne Ismail, CEO, EWG.

Shares surge at wealth consultancy as business booms

The market applauded the performance, with shares jumping by 6.65% to 205.3p by 12.20pm.

Private bank Hampden hails progress

We’re very pleased with the progress that has been made

Equilibrium funds grow to £500m AUM in first six months

Equilibrium managing partner Gaynor Rigby told New Model Adviser® in February that launching the funds created no conflict of interest, but simply improved the firm's efficiency.

George Soros’ radical plan to save the EU from its next financial crisis

Later, his understanding that markets aren’t self-correcting helped him navigate the thorny markets in the aftermath of the 2008 global financial crisis.

Julius Baer successfully closes acquisition of Reliance Group

This acquisition significantly strengthens Julius Baer’s strategic position in Brazil

Mayfair-based private investment firm expands SME lending

The Fund will operate for three years, and thereafter there will be a 12-month run-off period.

Smith & Williamson wants to double Irish arm amid IPO plan

Firm has signalled it may float on London Stock Exchange in second half of 2019 about 8 hours ago

Harwood spends £11m on deals over six months

I am pleased to report that the team has managed to execute nine deals over the period

Wealth and Asset Management