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

Multi-family office Hottinger introduces art consultancy services

The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.

Wealth manager rolls out financial education workplace scheme

The workshops are based around retirement and pensions but will have IHT elements soon

The nation’s favourite 20-year-old. Happy Birthday ISA! by Penny Lovell

Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.

DFM business drives Saunderson House growth

Discretionary fund managers run portfolios in the way they think best, rather than engaging regularly with the end client.

Tilney figures show recovery after 'challenging' assets slump

They also showed gross new inflows of £2.9bn at the end of 2018, down from £3.2bn in the previous year.

Simon Talks about Use of Private Trust Company Structures for Family Business Ownership

“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.

Technology: the M&A Influencer

Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.

Market gains push Man Group assets up 3.5 percent in first quarter

While we expect clients to continue adjusting their portfolio allocations during the second quarter, we see ongoing engagement with clients on new mandates and, in particular, continuing strong demand for our total return strategies.

Massive Impact on Wealth Management App Market Globally To 2025

It has been summarized with a blend of primary and secondary research techniques.

Credit Suisse under fire from proxy advisers for CEO bonus

Glass Lewis's recommendation in the non-binding vote comes as Swiss ethical investment proxy adviser Ethos also urged shareholders reject the pay report.

Corry Capital Advisors Selects Northern Trust

Northern Trust will provide fund administration and depositary solutions for CCAs new Irish Life Settlements Irish Collective Asset-management Vehicle

Two European institutions lay claim to the title, but which one is the world’s oldest bank?

The growth of trade and a monetary system across Renaissance-era European society created a demand for institutions that could store personal and commercial assets securely, and even make loans to people in need of a cashflow boost.

A model example: How wealth firms deviate from the norm; Private assets' public revival

Some material differences: the average Balanced model has much less fixed income exposure than the DP allocation midpoint

Family Offices Seminar - Eight Club London - Tuesday 30 April

To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.

The Big Interview: Barclays wealth manager Ally Hogg

Now 36, Hogg retired from the sport last year after a 16-year career in which he helped secure a couple of Calcutta Cups and became the first Scotland forward to score a hat-trick of tries for 20 years.

Catalyst merges with Global financial services specialists

Market-leading financial services firms set to create global specialist consultancy

Is your outsourcing strategy stifling your success? By Prashant Singh, SS&C

The same is happening in financial services outsourcing.

UBS said to weigh asset management merger

The company has been assessing the market for at least a year as dealmaking picks up across the industry, according to the people.

SJP joins protection lobby group

Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.

Quilter sacks Woodford for Artemis's Frost

The fund has returned 28 per cent over the past three years.

Wealth and Asset Management