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

Does your firm want a lead—or a customer?

This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.

EFG International opens advisory branch in Portugal

EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.

Credit Suisse combines unit InvestLab with Spain's Allfunds

Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.

Julius Baer head of key EM clients launches Mayfair wealth adviser

The new firm, Azura, is targeting billionaire clients in Monaco and London.

UK-based wealth manager enhances digital experience for HNW clients

Offers a range of investment management and wealth planning services

Wealth manager secures funding for acquisitions

The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.

Former UBS Top Banker Juerg Zeltner Poised for Swiss Strike

KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.

Australian asset manager in 'lift-out' talks with UK boutiques

In talks to acquire stakes in British firms

Savings the key to happiness - not getting a big raise

How we can take lessons from one of the world’s happiest countries, Sweden

Financial Planner scoops prestigious fintech award

LEBC was recognised as the highest scoring company in the UK, securing maximum marks in four out of the five categories.

Advice firm hands ownership to employees

The board will include Horner, two employees appointed by the wider team and three employees appointed by the holding company board, Tommy Watson, Tracey Reed and Anne Hill.

Quilter Private Client Advisers adds £211m AUA with triple acquisition

London area financial planners

Luxury inflation continues to 'corrode' HNW wealth

Savings accounts can have a place in your financial planning as well of course, with benefits including instant access and relative security.

ZEDRA take home silver

The awards represent the best brands in the industry in several categories, and ZEDRA was shortlisted for the Digital Brand of the Year award, which recognises creative and effective use of digital media over the last year.

Wealth management firm snaps up Eastern Counties counterpart

The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.

Global Wealth 2019: Reigniting Radical Growth

This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.

The ‘big six’ clubs are ‘destroying the Premier League with money,’ a new study has claimed

Clear link between improving Big 6 economic performance and increasing points tally

Global Impact Investing Network's 2019 Annual Impact Investor Survey Highlights A Diverse and Burgeoning Impact Investing Market

The impact investing industry is diverse.

Ex-Julius Baer banker opens Monaco wealth management firm for billionaires

The business will offer family office and investment advisory services as well as engage in club deals.

International multi-family office expands Corporate Finance team

He has extensive investment banking and corporate finance experience

Wealth and Asset Management