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

Close Brothers Asset Finance and Leasing launches 3rd Sales Academy

Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.

Law firm sets up UK wealth management service

It will provide advice on a range of issues including succession planning and cross-border estates

Rothschild & Co: 2021 – 1st quarter release

Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM

Wealth Managers: Time to Shift your Technology Priorities

Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?

Prince Andrew cuts ties with ex-Coutts sex claims banker

The Duke of York has ended his controversial business association with a former Coutts banker who was accused of sexual harassment.

STM sells Jersey trust and services arm to Guernsey firm

The Sale Companies are principally STM Fiduciaire Limited, along with a number of non-revenue generating support companies, including nominee companies.

LLB Österreich plans branch in Salzburg

The referral deal extends to potential assets under management totalling approximately EUR 1 billion.

Waverton’s Acquisition Of Cornerstone Asset Management

The Charles Russell Speechlys team was led by Partners Andrew Clarke

Why family offices are coming under the investment spotlight

This compares to $3.6 trillion for the entire hedge fund industry.

Schroders appointed as Fiduciary Manager by the Howard de Walden Estates Ltd Retirement Benefits Scheme

Schroders Fiduciary Management team took advantage of these factors to de-risk and ‘lock in’ the Scheme’s improved position.

Rathbone Brothers enjoys solid growth in the first quarter

"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO

UBS announces agreement to sell its minority stake in Clearstream Fund Centre to Deutsche Börse

The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.

Saffery Champness partner with world champion Mike Conway

The exciting partnership also sees the firm renew their commitment to MB Partners’ official Partner Programme, and comes as Mike gets set to begin his world championship defence.

Hansard Global trading update

Hansard’s new business was up strongly in Q3 2021 with increased volumes and a number of large single premium policies;

Opening up

The recovery remains on track, although some parts of the world will be able to relax and enjoy the summer sooner than others

Meet the wealth managers advising footballers on their millions

Cheshire’s ‘Golden Triangle’ of Wilmslow, Alderley Edge and Prestbury is home to many of the Premier League’s best-paid stars. We meet the advisers who help manage their money

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

IWP acquires Professional Wealth Management

Total acquisitions now stand at 23 since IWP’s formation just two years ago.

IFA firm expands UK footprint with M&A deal

Which adds £150m in client assets

The Accelerating Transformation of Family Offices in Italy

Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.

Wealth and Asset Management