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

Coutts And Adam & Company H1 Results

We continue to invest in digital solutions, whether operational or product-focused to ensure we give the best possible service and opportunities to clients.

AssetCo completes acquisition of Saracen

Plans to expand fund range

Guernsey’s new bespoke private wealth structure

This presents an innovative new tool for structuring the wealth of high-net-worth families.

In it to win it – right place, right time and right offering

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China

Privy Council consents to CISI awarding financial planners top designation and for selected firms to be Chartered

Firms which meet the necessary criteria will be able to describe themselves as CISI Chartered Firms.

Charles Stanley to be taken over by Raymond James in $279m deal

Raymond James said the deal would provide both companies with the opportunity to accelerate the growth of their respective current UK wealth management businesses

Schroders Capital senior leaders recognised among most influential women in private markets

Global Head of Real Estate Sophie van Oosterom and Maria Prieto, Co-Head of Europe and Head of Sustainability for Private Equity, were both named among Private Equity International’s (PEI) inaugural Women of Influence in Private Markets List.

Schroders Half-year results

These results reflect the benefit of our organic growth initiatives, strong investment performance and our leadership position in sustainability.

Half year results for the six months ended 30 June 2021

Strong investment performance drives growth and profits

What’s on the digital horizon for wealth management?

These trends accelerated digitalisation across financial institutions, including the wealth management sector.

It’s time to talk: intergenerational wealth planning

Families of today come in all shapes and sizes, and modern families are often larger and very different to those 40 or 50 years ago.

Fortunis Capital Eyes Wealth Management Investments

It also means that an investee wealth management firm will be able to offer venture capital investment to some of its clients.

St. James's Place Half Year Results 2021

Growth in new business and funds under management has resulted in strong growth in income

‘The Queen’s bank’ Coutts joins the ranks of ethical brands

Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status

Rathbones Funds under management and administration up 8.2%

The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.

PraxisIFM announces sale of Fund Administration division

Formed in 2005, the PraxisIFM Funds Business is one of the leading players in the European listed funds sector and augments Sanne’s existing presence in this important market.

Barclays H1 2021 Results

Barclays has announced its H1 2021 Results at 7am UK time on 28th July.

Inflection Point Intelligence launches Henley Family Office Program

The new family office executive training program builds on IPI’s successful Henley Executive Hedge Fund Programme in collaboration with Henley Business School, which has become a globally recognised training and education resource for professionals

Perspective buys four IFAs to reach £3.6bn AUM

“We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial resources"

Deutsche Bank reports profit before tax of € 1.2 billion in the second quarter of 2021

The cost/income ratio was 80%, down from 85% in the prior year quarter.

Wealth and Asset Management