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

Close Brothers: Annual Financial Report

The Annual Report will be sent to shareholders on or around 14 October 2021, together with the Notice of Annual General Meeting.

Investors, let's take a step back from NFT Mania by Coutts

Non-Fungible Tokens are the latest hot trend but are they worth the time it takes to understand them?

The path to normalisation via shortages and volatility by Lombard Odier

The underlying strength of the economic recoveries is prompting central bankers to continue with their plans to withdraw asset purchases, to be followed by interest rate hikes.

Wealth Management Monthly Market Summary by Rothschild

After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.

Julius Baer completes acquisition

KMP will continue to operate in its established segments and markets under its own brand name.

Senior hires at Cazenove Capital

"These new joiners bring over 35 years of combined experience of working with high-net-worth clients across the country and support our growing UK footprint."

Quilter's Spiers and Rose launch adviser consolidator

They are already close to completing another takeover which will be confirmed shortly.

Citi Launches New Report on Holistic Digital Policy

Latest Report advocates Digital Policy as a complement to Monetary and Fiscal Policy

All For Nothing

Economic data continued to surprise the analysts to the downside during the quarter.

Coutts finally arrives in Scotland after nearly 330 years

The new Scottish footprint comes in the wake of the bank’s owner, NatWest Group, disposing of part of its Adam & Co business earlier this year.

AssetCo plc Completion of the acquisition of an interest in Parmenion Capital Partners LLP

Parmenion ranked number one in Platforum quarterly report

5 women from Tilney short-listed for the 2021 Women in Financial Advice Awards

Prestigious annual awards champion contributions women have made in the financial advice sector. Read extracts from Tilney nominees’ written submissions and be inspired.

PIMFA announcs shortlist for inaugural Diversity & Inclusion Awards

The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with.

Canaccord Genuity Wealth Management completes acquisition of Adam & Company

The completion establishes the Company's entry into the Scottish market

Deutsche Bank to cut Europe branches as it refocuses on wealthy clients

The bank is looking to consolidate its branch network in Italy and Spain

SJP hands £1.7bn mandate to Columbia Threadneedle

We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.

Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals

SDG Engagement Equities is a high conviction strategy with a sustainable investment objective to drive a clear and measurable improvement in a company's contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five yea

Quilter commits to the Halo Code for its recruitment and workplaces practices

Quilter is committing to ensuring people with afro-hair or any other hair textures are not discriminated against in in the workplace or in its recruitment processes.

Robeco partners with UBS

The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.

Quarterly Investment Update - From great to merely good: is that good enough?

The recovery has come off the boil, but we think it will continue supporting the markets.

Wealth and Asset Management