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

Tavistock discretionary FUM jumps 130%

Our business model is now firmly established and the Company’s prospects are excellent.

Quilter Cheviot launches discretionary managed AIM strategy

Quilter Cheviot’s AIM strategy will provide a professionally researched, managed portfolio of AIM-listed companies that qualify for Business Relief

SYZ Asset Management awarded Best Fund Manager at the Citywire Spain Awards

SYZ received the “Best Fund Group 2017” award on account of strong and consistent performance of its OYSTER Japan Opportunities Fund.

Adjusting strategies to cope with changes in the wealth management sector

Global wealth ownership has undergone a number of changes driven by changing demographics, which in turn have impacted on customer behaviour.

Asian Wealth Pulls Barclays Back

Now in a report from the Financial Times (paywall) it seems the British bank is set to return to the worlds fastest growing wealth market.

Julius Baer CEO Quits in Surprise Departure, Joins Rival

During his tenure, Julius Baer further expanded its global presence and asset base through successful acquisitions and organic growth. Boris F.J. Collardi is leaving Julius Baer with immediate effect. He will join the privately owned Pictet Group in Genev

European shares start week on weaker note; Julius Baer tumbles

Its decline, along with weakness in the heavyweight financials and materials sectors, helped drag the pan-European STOXX 600 index down 0.3 percent by 0807 GMT.

Norway's $1 Trillion Wealth Fund Steps Up `No' Votes on CEO Pay

NBIM executive says fund will provide more details in February

St. James's Place Hosts Fifth Annual Women in Business Event

This is a number the Academy is determined to drive upwards by continuing to invest in Women In Business events and initiatives.

Citywire Wealth Interview

He says: "I hope the business can be a platform for future growth; with organic growth or with further external growth opportunities. If there was another option to acquire a business then I don't think we would rule that out.

Davy taps rising wealth to raise private equity fund

The fund - known as Davy Private Equity Strategies II - is the successor vehicle to Davy Private Equity Strategies I, which raised €60m from high- net-worth individuals.

Walker Crips increases underlying profit

We remain in a sound financial position and have continued to trade profitably since the Period end.

Reyl Offloads Asset Management

Reyl is offloading the stake in order to invest its cash elsewhere.

UBS Asset Management reveals its predictions for hot investment trends in 2018

Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.

How asset and wealth managers can leapfrog into the digital world

Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.

BMO launches multi-asset portfolios

The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.

James Quarmby named one of the '50 Most Influential' advisers

Quarmby is a specialist in tax planning, wealth structuring and asset protection for international private clients.

Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround

Hopes for higher levels of trading activity

UK Donor-Advised Funds surpass £1 billion for charities

NPT-UK’s annual industry report reveals grants to charities reach all time high

Wealth manager buys Scottish financial advice firm

"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."

Wealth and Asset Management