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

BNP Paribas in wealth management JV talks with China's AgBank -sources

The investment management arm of BNP Paribas will hold a majority stake

Saltus expands financial planning arm with adviser purchase

Fish Financials’ Farnham offices will be retained, with all clients continuing to be served by their Fish adviser and team, supported by the wider Saltus team.

How to build tax efficient retirement income by Weatherbys Private Bank

Although this may not be the most efficient for income tax.

Mattioli Woods' £43.5m adviser acquisition faces delay

It has assets under advice of £1.6bn.

Successful Succession Planning

The Boston Consulting Group, which compiled the figures, said the ultra-rich held £15.7bn in investable assets, or 15% of the world’s total investable wealth in 2020.

Schroders Personal Wealth opens Leeds office

The firm said its new offices formed part of SPW’s long-term regional growth strategy to increase its presence across the UK.

Digital Transformation- A critical enabler for firms

Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.

Courtiers marks £1bn under management

Over the next months and years, clients can expect to see the results of significant and ongoing investment in areas such as communication with Courtiers Advisers

IFA company buys Hampshire-based advice business

Deal adds £167m of assets under management to the group

Tavistock Wealth to be renamed Titan Asset Management

John Leiper remains as CIO

Two independent Swiss wealth managers Merge

The move, in which no money changes hands but the current owners take ownership stakes in the merged entity

Introduction to Profile Software and the firm's offering to the wealth management market

Panagiotis provides us with a brief introduction to Profile Software

The key areas wealth managers are targeting

Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be

Boutique fund managers fashion a tidy profit

There is evidence of a boutique asset management premium in terms of returns.

EFG Bank integrates innovation into strategy for clients

The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.

Mattioli Woods buys Buckinghamshire IFA for £1.8m

Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th

Suntera announces acquisition

The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.

Van Lanschot Kempen: strong net profit of €58.3 million

There is every reason to believe that we are well positioned for further growth in all our businesses.

LGT achieves very strong net asset inflows and substantial business growth

LGT is confident that it will remain on its sustainable growth path in the second half of 2021.

Lombard Odier Group reports results for first six months of 2021

This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.

Wealth and Asset Management