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

Bringing The Next Generation Into The Family Business

The majority of next gens aspire to be future leaders or wealth holders by 2025,

Does your office roof garden look like this?

A London chef has turned the narrow spaces above the Queen’s private bank into his own private Eden.

Prometeia: Risk Specialist Enters Swiss Market

The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.

Coutts Q4 Outlook

We debunk some of the most popular myths around managing wealth that we hear from clients. And we look at some key considerations around passing the wealth torch on from one generation to the next.

Brooks Macdonald to acquire asset manager

The deal is in line with Brook Macdonald’s strategy to explore inorganic growth opportunities, alongside a continued focus on organic growth.

Retirement dilemma: How much money do you really need?

Many of those under 55 in Britain don’t really know the answer to this age-old question, writes Penny Lovell Now don’t worry, this is not a column about dating advice. This is about another tricky question that we Brits seem singularly unwill

Investec eyes £17.5 million wealth and banking cost cuts

Investec has identified further cost cuts of £17.5 million across its banking and Wealth & Investment businesses as it continues to work through a major restructure of the business.

‘Family is still at the heart of our brand’ - how family office Hottinger has evolved

Mark Robertson, CEO of Hottinger Group, talks about how the structure and function of the family office has evolved in recent years.

Consolidator to seek £2bn in assets next year

A national consolidator is set to enter the advice market next year with £2bn of client assets expected to be secured in the first quarter.

New GPP Cheltenham office

We are very pleased to announce the opening of our new Cheltenham office.

Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ

Axess IQ helps streamline order flow and enhance execution performance

Veteran investors launch private investment office

The new firm has already secured over $600m in assets under management from its founders

Embark buys Zurich platform

This acquisition will also enable Embark to develop retirement investment pathway solutions and underpin its workplace, pensions and savings propositions in 2020.

Liontrust eyes acquisitions as profits risea

The positive net inflows for our teams shows the enduring appeal of active fund management when investors can see the added value being provided and their expectations being met.

Lombard Odier seeks to expand private banking team in Italy

The Italian branch of the Swiss Group, which is based in Milan, offers portfolio management and advisory services to its clients in the region.

JPMAM and UBS launch genetic therapies fund

Genetic therapies could develop into a profoundly disruptive technology for the pharmaceutical and biotechnology industry.

Liechtensteinische Landesbank moves to DIFC

The move to DIFC, and our new, larger offices in Burj Daman reflect the successful development of our business model in recent years and represents an important step for our future growth in the Middle East.

Asset manager Russell Investments put up for sale

Goldman Sachs hired to sell group with $293bn under management as industry consolidates

Julius Baer assets grow, but warns on impairment

Assets under management up 10% to CHF 422 billion – Benefits of cost-reduction programme starting to materialise – 2019 full-year results to be impacted by Kairos goodwill impairment – Launch of share buy-back programme of up to CHF 400

Descartes Finance expands its offer range in collaboration with Invesco’s ETF business

Descartes Finance is launching new model portfolios with investment specialist Invesco.

Wealth and Asset Management