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

JTC Directors Win at 2021 Citywealth Future Leaders Awards

These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.

Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas

In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.

Global Market Insights

The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.

Equiniti private equity takeover completes

The deal was first announced in April when the US private equity firm Siris Capital confirmed its takeover offer

Barclays Sets Sights on Asia

The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.

WH Ireland on buy hunt as wealth assets hit £2.4bn

The wealth firm is on the acquisition trail as it aims to grow assets to £3bn.

Investing in technology: Family office vs venture capital fund

This makes commercial sense above certain level of assets. It mitigates potential conflicts of interest by bringing them in house.

World's Best Private Banks 2022: Western Europe

An economic rebound fills the coffers of Europe’s winners.

CCPC clears Bank of Ireland's takeover of Davy divisions

75% of the proceeds was to be paid as cash on completion, expected to take place next year, with the balance due to be paid two years after completion, subject to meeting a number of criteria.

Liontrust to acquire Asset Manager

The Liontrust brand will be used for all Majedie’s UK, US, Global and International equity funds.

Intertrust agrees to $2 bln takeover bid from corporate services firm

Recommended all-cash offer of EUR 20.00 per share

Waverton Adopts SEI Wealth Platform

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

Tavistock assets surge to £50m

The funds allowed Tavistock to repay all outstanding borrowings

In wealth management, CS is once again over the books

The big bank did not want to comment on finews.ch's request , but confirmed the meetings of the BoD this week.

Stonehage Fleming launches global thematic multi-asset fund

The Global Thematic Investment Portfolio will back funds investing in societal advancement, automation, digitalisation, the evolving consumer, healthcare innovation and the transition to a green economy.

Rothschild wins inaugural Client Relationship award

The judges commended Rothschild & Co’s Wealth Management team for successfully embedding a culture of exceptional client service throughout the business, being innovative and striving to always see things from a client’s perspective.

UBS chief Ralph Hamers signals global digital wealth push

Swiss lender plans to extend new wealth management service that will target the affluent

UBS’s London Headquarters Attracts Buyer With £1.25 Billion Deal

The Swiss bank is committed to the site, which has more than 700,000 square feet (65,032 square meters) of space, until at least 2035.

Crestbridge opens new office

Part of Crestbridge’s continued commitment to investing in the UK post-Brexit supporting the UK as a gateway to European and global markets for asset managers and international investors.

JTC Completes Acquisition

This latest acquisition is an important part of our global strategy which will greatly enhance JTC’s fund services presence in Ireland.

Wealth and Asset Management