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

Acquisitive firm to relocate from Newcastle after 15 years

The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.

Schroders exits Odey investments but others hold

Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.

Liontrust publishes prospectus for offer for GAM shares

The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.

ONE swiss bank: H1 2023 Financial Results – Profit Hike

Profit Hike: significant increase in profit expected for the first half of 2023

Tatton Asset Management excels, and vows to increase market share further

Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.

Suntera Global Private Client Expert Recognised in Nextgen Leaders List

Having initially joined the firm in 2021, she has developed a real focus on building and maintaining long-lasting relationships with clients.

Evelyn Partners Core MPS team increases exposure to European equities at expense of UK and Japan

“Despite all the changes and exits of ETFs, the overall OCFs of the portfolios remain pretty much unchanged.”

Evelyn Partners to acquire boutique wealth manager Dart Capital

The transaction, which is subject to regulatory approval, is expected to complete later this year.

UBS completes Credit Suisse acquisition

Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.

Odey Asset Management LLP: Executive Committee Statement

This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.

Oberon takes majority stake in fintech platform

The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.

HSBC channels former SVB UK arm into 'Innovation Banking' division

Oberon Investments completes acquisition of majority stake in Logic Investments

The strategic collaboration between Oberon and Logic aims to expand their FinTech offering

HSBC AM launches second vintage of senior UK direct lending strategy

Strategy focuses on underserved lower-risk senior segment of the market

Speed Dating for Wealth Managers

By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.

BBVA Private Banking is Europe’s best in leveraging technology and digital innovation

In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.

Filing by Concordia of the simplified tender offer for Rothschild & Co

The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.

Canada Life suspends relationship with Odey wealth management unit- statement

A Canada Life said the company would not be accepting any new fund flows.

Investec: Proportion of all-male investment trust boards falls to less than 5%

‘Skin in the game’ reaches £4.2bn

Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist

Managed by Simon Nichols

Wealth and Asset Management