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

Queen's bank Coutts to review 60 years of client files over concerns about investment advice

Coutts is to review every client investment dating back to 1957 in one of the most thorough suitability reviews ever carried out in the industry.

Platform opens wine fund opportunity to wealth managers

The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners

SocGen, Santander mull tie-up with Germany’s Commerzbank – report

France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank

Rathbones' Coombs: 'If Dobell had a trust, we would buy tomorrow'

Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.

Yorkshire’s G&E Wealth Management to advise Beneden Health

G&E Wealth Management will be offering advice about the financial options for paying for care in later life to the leading mutual Benenden Health’s UK membership of around 900,000 people.

Coutts warns customers over ‘unsuitable’ investments

Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.

Bancorp lists wealth unit in Frankfurt

Bancorp chose the Frankfurt listing over Hong Kong or Singapore

Wealth Management - Act now on transfers before the regulators act on you

Arunima Haque from Capco says it's only a matter of time before the regulators step in

Societe Generale Private Banking announces the winners of the 2014 “Campden European Families in Business Awards”

Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju

Wealth management - act now on transfers before the regulators step in

Arunima Haque from Capco says it's only a matter of time before the regulators step in.

Stockbroker Hargreaves Lansdown slammed for charging small shareholders to vote at annual meetings

Hargreaves Lansdown has been criticised for introducing charges for small shareholders who want to vote at annual meetings.

Tilney for Intermediaries to open with AUM of £9.2bn

The new business-to-business brand from recently formed Tilney Bestinvest will start life with £9.2bn in assets under management, it has been confirmed.

Multi-family office named among the best in Europe

Technology has enabled us to site a business like ours outside of London

Wealth managers gear up for Citywire Scotland

The cream of the industry will be hearing from a range of expert speakers and leading fund managers at the two day event.

Packaged fund returns hit by huge fees

Model portfolios invest in a number of funds to target a level of returns and a degree of risk

The spring budget can help nurture a new era of business entrepreneurism, a wealth management specialist says.

The millions of pounds which will be easier to access in UK pension schemes following the spring budget

Lombard Odier Partner Says EU Will Block Swiss Offshore Banks

Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.

WMA calls on Europe to put brakes on regulation

Currently the main committee responsible for financial services, the Economic and Monetary Affairs Committee, is led by UK Liberal Democrat MEP Sharon Bowles who did not run for re-election. The new committee leader will be elected in July.

Italy's asset management industry posted €29.4bn in Q1

At the end of March, assets in portfolio management reached a total of €759bn, 55% of the whole industry's AUM.

UK wealth management and employee benefits business Strengthens Proposition with Rebrand

The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.

Wealth and Asset Management