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

UBS AM adds ESG filter to high dividend ETF

UBUM will now track the S&P Developed ESG Dividend Aristocrat index

Vontobel suggests new chairman as advised assets rise 10%

One board member is stepping down this year, with two new members replacing him.

IFA firm bolsters Scotland operation with acquisition

Deal brings around £270m assets under management to the group

Women in family office: The current state of the market

Guernsey, as a jurisdiction at the forefront of family office and the servicing of private wealth, is better placed than many to investigate the issue further.

How to make data science work for wealth management

With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.

Mattioli Woods hoping to treble in size in next five years

Financial firm – which started over a garage - wants to double staff and treble amount of clients’ assets it looks after to £30bn

A historic private bank takes over Brown Jacobson’s office in No. 1 Spinning Fields

Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.

Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch

The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.

Estate Planning is not Just for those with Huge Assets

Devising an effective estate plan can help you seamlessly transfer your wealth

JSS Sustainable Asset Management Repositions Water Strategy as Green Planet

The Green Planet strategy builds upon its predecessor’s proven investment philosophy and approach, and will continue to put an emphasis on protecting the ecosystem and water resources.

ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.

The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”

Private Banking and Wealth Management Survey 2021: Banking’s new engine

Once a handy add-on to the financial model, private banking will increasingly drive income and activity in investment banking, not the other way round.

Neil Moles: Who really pays for advice sector private equity deals?

Multi-million pound deals

Chinese New Year: Rise of middle class shows Covid-19 just a blip in China’s quest for dominance

It was this swift action that Moorhouse believes puts China in a strong position to take advantage of the growing middle-class population.

Marathon mortgages grind to halt

This is consistent with previous years, with 43% in 2019 and 41% in 2018 have mortgages over 25 years.

Vector Wealth and Westone Capital Group partner to provide alternative property investment opportunities

This joint venture is a perfect pairing in which two entities both excelling in their own right can come together to bring added value and growth opportunities to high net worth and sophisticated investors.”

Nucleus Financial agrees £144m takeover

The offer represents a premium of 41.89% on Nucleus’s share price on 1 December 2020, the last business day prior to the offer period starting.

Boutique wealth manager floats after takeover

The access segment of the AQSE growth market attracts companies in earlier stages of development, as opposed to the apex section designed for bigger and more established businesses.

Patchy Economic Recovery - Not To Worry

The rest of the labour market report implied an upbeat message for growth

Good governance and the role of women in family offices

Women are strongly represented at senior levels in our private wealth sector.

Wealth and Asset Management