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

Cambridge CEO finds his financial future in private wealth management

Olly Phillips, former Managing Director at Cambridge firm Brown Shipley, has joined the board of KMD Private Wealth Management.

Schroders collaborates with HSBC to launch multi-asset income fund

Additionally, the fund seeks to offer capital growth opportunities while effectively managing thematic variations and market volatility.

How private equity bosses become wealth management clients

As private equity firms grow assets, staff lack the time to look after their own wealth. Private bankers see opportunity here.

Swiss banks optimistic about immediate future

The Swiss banks are doing better than they have for a long time.

St. Galler Kantonalbank is also pushing forward business in Germany

As we learned, Germany is an important growth market for the state institute.

Odey Asset Management partners pocket £64m in last payout before wind down

The payout will be split between the partners, with one member alone set to take £28.6m of the total profits.

Boston acquires Turnstone’s Isle of Man fiduciary business

The move will see Roelf Odendaal, the co-founder of Turnstone (Isle of Man)

GSB Capital first international firm to get CISI status

The firm has had a string of recent senior hires including Nigel Gregory as global head of GSB Capital and Christopher Wright as head of UAE.

Maximising profit from a business sale – and investing the proceeds wisely

A successful business sale is a time for celebration, but don't pop the champagne corks too early.

Wealth management by "family offices" in Poland and the licensing requirements

The activity of "family offices" has attracted the attention of the Polish FSA, which recently reminded the market of this.

5 Best Private Banks in the UK for 2024

Choosing the right private bank is crucial for effective wealth management and financial planning.

Cazenove Capital outlook for 2024

The US has defied forecasts of a recession, with consumer spending supported by a strong labour market and household savings.

What does 2024 hold for family wealth?

Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead

Northern Trust Asset Management plans hires for London push

The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.

Hargreaves Lansdown removes abrdn Asia Pacific Equity fund from Wealth Shortlist

Unfulfilled performance expectations

The opportunity set in the infrastructure transition

The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.

Zwei Wealth is now pushing business partnerships

Two Wealth and VPZ Wealth Planning Centers work together.

Evolution or revolution? Schroders discusses tokenisation’s potential

After the UK’s regulatory ‘big breakthrough’, asset managers believe tokenisation of funds and other assets will usher in a long-term shift, including faster settlement times.

Consolidation in asset management expected to continue in 2024

Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Wealth and Asset Management