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

UK Business Update – September 2021

Selling a business can be a complex process, and for many business owners it will be a once in a lifetime experience.

UK wealth manager Brooks Macdonald reports 20% rise in FuM

The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.

Jersey Finance announce line-up for Private Wealth Conference in London

Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.

ASHL grows to 400 advisers after network acquisitions

In 2020, revenue for the Sense and Lyncome networks was up 8 per cent to £42m, with profit after tax reaching £1.1m. Its assets under influence now sit at more than £5bn.

Societe Generale Private Banking Launches First SRI-Labelled Discretionary Management Offer

This approach makes it possible to better assess certain risks (climate and health risks, etc.) and to identify the sources of opportunities represented by the challenges of sustainable development in the medium and long term (renewable energies, waste tr

Private equity frenzy in wealth management catches UK regulator’s eye

The FCA has asked advisers to weigh in on the possible risks to investors from PE ownership of an increasingly large proportion of the market

Charles Stanley targets ‘post-Google/pre-planning’ clients

DIYers who want to find out more but are hesitant about paying a fee for a full financial plan

The Latest Estate and Succession Planning Trends in Europe

An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.

Tilney Smith & Williamson sets out 'statement of purpose'

To deliver its purpose, Tilney Smith & Williamson has set out three core values that it is committed to embedding in the culture of the business.

The Omnichannel Experience - Creating Harmony Across Wealth Management

In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.

Coutts recognised by HRH The Princess Royal for training excellence

During one of the toughest times in history due to the pandemic, Coutts used training to address and adapt to changing business needs.

Gilson Gray Financial acquires Dunblane rival in seven-figure deal

Merger sees former owner join as a senior financial adviser

Schroders and BlueOrchard’s climate impact strategy rapidly attracts $100 million

The Fund’s investment will help to facilitate the company’s growth as a provider of climate-smart solutions in a rapidly growing market.

How wealth firms can tackle the next-gen client conundrum

Substantial business could walk out of the door if relationships are not built early enough

Quilter International: Nearly half a million people issued British National Overseas passports

This has seen 64,900 BN(O) visas applied for during the first two quarters of this year according to the National Statistics from UK Home Office.

Coutts passes tough regulator test on responsible investing

The code outlines how those investing for British savers and pensioners should “create long-term value for clients and beneficiaries leading to sustainable benefits for the economy

Sanlam 2021 Interim Results

Sanlam reports strong 2021 interim results.

Suntera Global makes second Luxembourg acquisition

The team of 14 staff in Luxembourg will add complementary expertise to Suntera Global's existing office in Luxembourg

Sanlam exits UK businesses to sharpen focus

The move falls in line with the insurer’s African focus, started three years ago when it paid $1.1 billion for Saham Finance.

Why The Wealth Management Industry Has So Much to Gain From AI

Data can be about clients or markets and using the two sources intelligently is a principle of the wealth management business model.

Wealth and Asset Management