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

The wealthy clients of Pilatus Bank

Pilatus Bank served as a clearing-house for hefty, multi-million transactions for PEPs. An FIAU penalty of €5 million revealed the extent of its activities

Mattioli Woods' Acquisition Of Wealth Management Firm Completes

Application has been made for the admission of the Ludlow Wealth Management consideration shares to trading on AIM.

Multrees wins OMBA Advisory & Investments mandate

The partnership with Multrees will enable Omba to provide both UK onshore and offshore custody solutions to its clients.

South African wealth manager buys London advice firm

Decided to expand its UK presence through this acquisition to support the growth of Holborn Financial and we are very pleased to be on this journey with the Holborn team.

New Wealth Management Firm Launched To Support British Expats Around The World

Headway Wealth, owned and managed by two expatriate wealth management experts, will support British citizens working in the UK or overseas, advising on a range of tailored investment opportunities

Cherie Blair to headline Guernsey Private Wealth Forum

Mrs Blair’s efforts to make the world a better place ties in with this year’s event, entitled 'The Power of Capital', which will focus on the good that wealth can do.

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.

Wealth and Asset Management