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

The Omnichannel Experience - Creating Harmony Across Wealth Management

In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.

Coutts recognised by HRH The Princess Royal for training excellence

During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.

Gilson Gray Financial acquires Dunblane rival in seven-figure deal

Merger sees former owner join as a senior financial adviser

Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million

The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.

How wealth firms can tackle the next-gen client conundrum

Substantial business could walk out of the door if relationships are not built early enough

Quilter International: Nearly half a million people issued British National Overseas passports

This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.

Coutts passes tough regulator test on responsible investing

The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy

Sanlam 2021 Interim Results

Sanlam reports strong 2021 interim results.

Suntera Global makes second Luxembourg acquisition

The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg

Sanlam exits UK businesses to sharpen focus

The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.

Why The Wealth Management Industry Has So Much to Gain From AI

Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.

Cinven to snap up £2bn wealth management platform

The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.

LGT Vestra and Wealthify to offer low-fee digital investment service

Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.

Revealed: All the shortlists for Schroders UK Platform Awards

19 shortlists

Julius Baer's head of wealth planning's seven tips on how to preserve your wealth

Preserving wealth for one or more lifetimes requires long-term, strategic thinking

Tavistock turns £1.23m profit as performance turns around

Tavistock Wealth saw a 7% increase in revenue to £5.9m (2020: £5.5m).

Partners Group reports strong H1 2021 financials driven by a significant increase in performance fees

These strong realizations are a testimony to our thematic investing approach and the significant value created in these companies and assets over many years.

Tavistock Investments lays out plans for wealth sale proceeds

The funds from Titan Wealth will enable the board to make acquisitions without diluting the interests of shareholders.

The wealthy clients of Pilatus Bank

Pilatus Bank served as a clearing-house for hefty, multi-million transactions for PEPs. An FIAU penalty of €5 million revealed the extent of its activities

Mattioli Woods' Acquisition Of Wealth Management Firm Completes

Application has been made for the admission of the Ludlow Wealth Management consideration shares to trading on AIM.

Wealth and Asset Management