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

UK-wide wealth manager takes over financial advice firm

Policy Services Ltd to trade as normal under St James's Place ownership

Brewin builds family law team with qualification launch

Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.

Structuring family office investments using Jersey private funds

A family office will typically include teams responsible for the management of investments, property, and other assets, as well as the management of the family's legal and tax affairs.

Key trends expected in the wealth management and private banking space in 2020 - RBC

Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time

St James’s Place plans HK growth

The UK wealth manager aims to expand its share of the territory’s mass-affluent market to 15% in the next five years, according to its Hong Kong head.

Oak CEO included in 2020 eprivateclient 50 Most Influential list

Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.

SJP acquires advice partner

There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs.

World's Best Private Banks 2020: The Tough Get Going

While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.

DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience

The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans

Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each

This is the fourth time both Mark and Kevin have made the list.

Merian hit by £670m outflows a month ahead of restructure

The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.

Addidi Wealth snapped up by national adviser

It has about 150 employees, including 27 financial planners and 12 paraplanners, of whom at least half are women, with a female quota at senior management level of around 40 per cent.

Deutsche Bank says hitting profitability target has become more ambitious

Deutsche Bank reaffirms its target of an 8% post-tax return on tangible equity

Global asset allocation team arrives at Merian Global Investors

The business is targeting the launch of a long/short version of the fund in Q1 2020, subject to regulatory approval.

Wealth, power and impossible children: the 250-year-old scandal that gripped Scotland

Yet 250 years ago this year, their powerful foundations would be rocked by scandalous allegations that gripped the nation and placed them at loggerheads with another of Scotland’s richest and most powerful families, the Hamiltons.

Former Quilter Cheviot CEO joins IFA

It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.

Citi Private Bank Issues Outlook 2020: Global Growth Can Endure Over the Coming Year

Citi Private Bank releases its investment themes for 2020

Why you don’t always get what you pay for with wealth managers

Cheap index trackers are increasingly part of portfolios

Sanlam partners with the Crafts Council in 2020 to support the Collect Art Fair

The Crafts Council is the country's foremost authority on contemporary craft in all its forms.

Trust in active management is easier when you ask the right questions by William Low

“Measure what you value—so long as you don’t value just what you measure”.

Wealth and Asset Management