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

Managers prepare to Fatca-proof wealthy

Non-US financial institutions must sign an agreement with the IRS by June 30 2013 to identify and report on clients with links to the US and more than $50,000 in an account.

Cheltenham-based IFA firm in £725k deal

Today’s announcement marks AFH’s eighth acquisition since the company’s flotation in June last year.

Thomas Miller Investment’s private client business targets clients with £250k after softly-softly launch

He also lured his former colleague, Andrew Herberts, an investment director at Adam, to join the new business which will target individuals with at least £250,000 to invest.

Want to fly a fighter jet at 500 miles an hour just above the ocean off Cape Town

From historic hotels to private jet showrooms, the business of catering to the super-rich is still booming

Societe Generale Private Banking partners the first European family business Awards

Family businesses play an essential role in the health of the European economy, representing more than 60% of all European companies and accounting for 40% to 50% of employment in Europe.

Walker Crips raises £1.7m from Liontrust share sale‎

Walker Crips Group has disposed of its entire holding of Liontrust shares in order to pay investors a special dividend.

Ray Soudah: the M&A outlook for UK wealth management

This is particularly evident in the UK and other similar jurisdictions which host a significant number of financial services firms, many of them private banks and wealth managers serving retail, affluent and high net worth individuals.

ABN AMRO MeesPierson raise bar among private banking experts

Each high-net-worth individual has a unique situation and goals related to their wealth, and therefore a specific set of needs.

Gulf banks eye European rivals’ Middle East assets

After years of building operations in the fast-growing Middle East and North Africa region, European lenders are shrinking back due to a crippling debt crisis at home and the need to raise capital to meet regulatory requirements.

Training programme for wealth management in London

At Insight, Adam Mossakowski, the Fund Manager of the La Valette Sterling Income Fund and a UK and Global credit specialist, highlighted the systematic investment philosophy applied by Insight through precision methodology and diversification concept.

France to push for eurobonds in Brussels

"I have no doubt that we will come to an agreement at the European summit in Brussels

Dougan Doubts Mount Inside Credit Suisse as Stock Slides

Credit Suisse Group AG Chief Executive Officer Brady Dougan,

RBC Wealth Management Trust and Fiduciary Services Business Among Top 25 Trust Companies

RBC Wealth Management’s British Isles Trust and Fiduciary Services business has been named on Private Client Practitioner’s list of the Top 25 Trust Companies for the second successive year.

Liontrust assets rise, swings to profit ‎

Assets under management rose to £1.5bn at 31 March - up from £1.3bn last time.

Wealth managers set to lose market share: KPMG

Financial planning-led IFAs will pose serious competition to traditional wealth management firms that have been slow to adapt to regulatory change, a report from KPMG has claimed.

Leading Swiss private banking group in WM acquisitions talks

Given the early stage of these discussions, the outcome is entirely open.

World's wealthy are getting poorer - Research

Global high net worth population increased slightly in 2011, their investable wealth declined.

Coutts Hit By AIG Misselling Bill ‎

The taxpayer-backed private bank that counts the Queen among its clients, has begun offering customers compensation likely to run to millions of pounds for bonds missold to them at the height of the financial crisis, I have learned.

‘Risk assets needed to preserve wealth’

But wealth managers argue that only “risk assets”, such as equities, have the potential to preserve the value of their clients’ portfolios in real terms.

Advice for Global Bank CEOs

Strategic planning is back. With so much uncertainty, bank CEOs need to rethink where their institution adds value to customers, who those customers are today and who they might be in the future.

Wealth and Asset Management