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

UBS' Wealth Management Business Could Cross $19 Billion In Five Years

Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.

Private Banking London Award winners announced

All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.

Six new acquisitions take Succession past £8bn AUM

55 deals since 2014

Crestbridge sets up ManCo branch in London in light of Brexit

Daniela Klasén-Martin, group head of management company services at Crestbridge, said: “Irrespective of when and how the UK exits the EU, it is almost inevitable that the position on cross border passporting of financial products between the

Why are high net worth investors turning to fund structures?

Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.

Crestbridge sets up Luxembourg ManCo in London

The branch adds to Crestbridge’s already established Management company, FCA regulatory and UK AIFM services.

ZEDRA announces acquisition

The acquisition is subject to local regulatory approval. Interben’s existing staff will all join the ZEDRA Guernsey office.

Hauck & Aufhäuser acquires majority stake in Irish Crossroads Capital Management

Ireland is an important hub for the launch and international distribution of investment funds.

The Trends We're Seeing In My Family As We Celebrate European Excellence

Family-owned businesses are critical to European and global economies, both in absolute terms and as part of the effort to drive European economies going forward.

How Planning For Succession Can Preserve Family Wealth For Future Generations

Alongside all this, changing family structures and a wide span of generations present challenges of their own.

Quilter completes acquisition of Lighthouse

I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic

UK wealthy changing advice firms to get more ‘attention’

Clients feel alienated as wealth managers forget ‘how much they value a personalised approach’

Guernsey enhances its offer in the family office space

A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.

EFG International to enhance its offering for Independent Asset Managers

The new offering will be launched on 01 September 2019.

WHIreland Wealth Management wins further Wealth Adviser award

We pride ourselves upon providing a first class service to a diverse range of private, charity, corporate, and institutional clients, and this award further recognises these efforts.”

Clifton AM acquires Shrewsbury firm in bid to launch regional network

Plan for Life WM 'first step'

The Future of the Family Office

Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …

Clifton Asset Management makes wealth manager acquisition

The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.

Customer care vital to HNW clients

In fact care and attention were so important that almost two thirds were willing to pay more or achieve lower returns if they received a high quality of service and 63 per cent had switched provider due to insufficient attention in the past two years.

Van Lanschot Kempen completes share buy-back programme

The programme was announced on 21 February 2019.

Wealth and Asset Management