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

Tavistock slams Jersey fund M&A bid as ‘unwelcome distraction’

It believes that the offer is ‘significantly below the value of the company’s assets’

Ludlow Trust Company launches with two acquisitions

The new trust specialist has been granted ‘trusted partner’ status and will have non-exclusive access to NatWest Group clients to help grow future business.

Van Lanschot Kempen and Mercier Vanderlinden join forces in the Belgian wealth management market

Mercier Vanderlinden and Van Lanschot Kempen in Belgium will continue to operate independently, each under their own brand, and will collaborate in a number of areas.

Carey awarded UK Corporate Services Team of the Year

Its awards programme aims to identify and reward excellence in the hope to inspire others to further improve their own performance.

Convertible trendwatch: the recovery candidates

This paper forms part of a series exploring thematic shifts in convertible bonds driven by the pandemic, the recovery and longer-term structural trends.

Schroders £4 billion UK InvestmenaSchroders launches £4bn UK Investment Solutions businesst Solutions business to launch low-cost Multi-Asset Funds and Model Portfolio ranges

In response to demands from financial advisers and these trends, Schroder Investment Solutions will deliver competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles.

You need to be Elon cool and Buffett savvy to grow your wealth: deVere CEO

“Moving forward, they are likely to be as influential as major hedge funds in moving markets.”

WeekWatch by St. James’s Place

Two thirds of investors want greater transparency in where their pension is invested and the environmental impact it is having, according to new research from Aviva.

Barometer: Let the rally continue

Ample monetary and fiscal stimulus should provide a strong boost to the economy and corporate profits.

How ESG is shaping the future of funds, corporations and family businesses?

In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.

Private wealth professionals expect increased efforts to tax offshore wealth post-Covid 19, says Intertrust research

More than half of respondents (53 per cent) also said that the pandemic had resulted in clients re-evaluating their objectives and shifting from wealth creation to wealth preservation strategies.

Objectway As You've Never Seen It: A Tale Of A Rebranding

We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.

IFA consolidator buys trio of firms

The three deals take the number of acquisitions to 22 since IWP’s formation two years ago, and the total assets administered to almost £4bn.

World's Billionaires List

The Richest in 2021

Independent trust company launches in Jersey

As a fully independent company we are able to do things differently, providing our clients with a bespoke, director led and efficient offering.

Family office asset allocation

This was the crux of IQ-EQ’s virtual roundtable in November 2020

Three Truths Turning The Financial Advice Industry On Its Head

Ryan George, Chief Marketing Officer at Docupace says taking the lead on positive client engagement, robust financial planning and fiduciary will reap the benefit of loyalty

Sustainable Investment Report 2020: "people want to see change"

In a foreword to our annual Sustainable Investment Report, our group chief executive Peter Harrison explains how 2020 changed the way people feel about sustainability.

Utmost Group announces the proposed acquisition of Quilter International from Quilter plc for £483m

Quilter International will become a part of Utmost International, the international life assurance business of Utmost Group

Vehicle Finance Firm Acquisition Completes

Arbuthnot Banking Group is advised by Grant Thornton, Numis Securities, Shore Capital and Maitland/AMO.

Wealth and Asset Management