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

GAM axes hedge fund boss in bond crisis for ‘gross misconduct’

His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.

Rathbones dodges 2018 turmoil with tie-up

Wealth managers have had a difficult period.

Fund Administrator acquires LRI Group

This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.

Quilter buys national firm with 200 advisers

This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.

Schroder family patriarch, Bruno Schroder, dies at 86

He joined asset management group’s board in 1963

GAM expects 'challenging' 2019

GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity

Lloyds to launch HNW offering with Schroders

Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”

Van Lanschot Kempen sells stake in Dutch intermediary

VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.

Wealth Management Firm Secures £2.8M for Acquisition

"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."

Wealthsimple introduces lost pension finder

The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company's award-winning website.

Private Banking vs Wealth Management

How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.

Curtis on why he bought SJP shares

The fund manager recently increased the level of debt in the trust in order to buy more UK shares, as a sign of his confidence in the direction of markets.

Warburg Pincus and Javier Marín buy Spain's Self Bank following ECB approval

With 18 years' history, Self Bank is an online wealth management provider with a broad suite of banking and wealth management products

Schwarz Gehard to move private client services to Austria amid Brexit fears

Brexit has prompted several firms to relocate their operations.

Beyond the bottom line: UK asset managers aren't ready for new stewardship rules – should we be worried?

From questionable corporate incentives to excessive risk-taking, there were plenty of red flags that should have warned asset managers of the impending financial crisis in 2008.

How wealth managers get access to private equity

These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.

Falcon to discontinue UK operations

Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.

Rathbones makes changes to Luxembourg range to prepare for post-Brexit distribution

Changing fund structure

Trusts remain out of favour with wealthy families

Tax and privacy concerns result in an ‘image problem’ for planning structures

Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion

The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.

Wealth and Asset Management