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

Wealth management division changes hands

The firm has purchased the company for an undisclosed sum

HSBC Bank Malta reports Half-Yearly Results

HSBC Bank Malta p.l.c. reported a profit before tax of ?40m for the six months ended 30 June 2014

SEB Wealth invests pension funds in Baltic private equity

SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II

Wells Fargo Asset Management’s US Equity Team Wins Nine Lipper Fund Awards

Wells Fargo Asset Management has announced that it has won 11 Lipper Fund Awards for 2014, including seven awards in Europe and four awards in Asia.

Suitability Standards and the World of Wealth Management

Recently, a UK wealth manager announced a suitability-related review of historic account records.

AXA Wealth Sipp sales soar as platform assets rise 30%

AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.

Skandia confirms September deadline for Old Mutual rebrand

Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.

Ashcourt Rowan CIO: We are raising the bar for active management

‘We are trying to establish a list of managers who have reliable investment returns and deliver a particular style.

A brave new world for wealth management

Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers

Schroders hikes dividend 50% as wealth stars in record first half

This rise was largely down to the acquisition of Cazenove Capital.

Investec scoops £3.6bn in three months

For the full year to 31 March 2014 the equivalent combined net inflow was £4 billion, split between £2.6 billion for Asset Management and £1.4 billion for Wealth & Investment.

Pictet unveils European long/short fund

The fund managers aim to identify catalysts, including corporate restructurings and M&A activity

Wealth management firm invests in Ilkley expansion

We are thrilled that John Coldwell Pension and Investments Ltd has chosen this fantastic building for its new office.

Heartwood breaches £2bn asset landmark

Heartwood’s client base has grown across its private client, charity and intermediary divisions, with total inflows of over £600 million over the past 12 months. New business was generated primarily through referrals.

Bedell supports world class musicians

World class international musicians are in Jersey this week to perform along with some of the world’s leading music college students as part of the Jersey International Masterclasses.

Leading firm of independent wealth managers joins MCA

As the chosen partner of over 18,500 global clients, both large and small, Deltek's industry expertise and purpose-built solutions enable consulting firms to optimise their business processes and be competitive in today's global market.

UBS Reports Rise in Second-Quarter Profit

At the start of the third quarter of 2014, many of the underlying challenges and geopolitical issues that we have previously highlighted remain

Deutsche Bank Profit Falls 29% on Higher Tax Payments

Income before income taxes (IBIT) of EUR 917 million, an increase of 16% from 2Q2013

St. James’s Place reports FUM up 19%

Funds under management of £47.6 billion (2013: £39.9 billion) - up 19% over the twelve months and 7% since the start of the year

SJP launches level seven masters in wealth management

Entering an exclusive partnership with such a prestigious institution as Loughborough School of Business and Economics will give our community further opportunities to be champions of high quality advice and expertise

Wealth and Asset Management