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

Women in Family Offices

Intertrust Group Managing Director Marie McNeela discusses the representation of women in family office.

'Trust-based philanthropy' and the foundation board

Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.

Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future

Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.

JTC Acquire INDOS Financial

All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.

Equities Beat Expectations

Equities continue to grind higher with seeming few significant near-term challenges.

Kleinwort Hambros Supports Rising Talent in UK Contemporary Art With Launch of Latest Emerging Artist Prize

Three artists to be rewarded by a prestigious judging panel comprising Fiona Bradley, Aurélie Deplus, Andrew Nairne, Sarah Brown and Melanie Keen

Women open more ISAs than men – but are they taking full advantage of them?

Making better use of ISAs could help women move towards gender wealth equality

Five IQ-EQ directors recognised in 2021 Private Client Global Elite directory

The Private Client Global Elite directory serves primarily as a list of the world’s elite lawyers advising ultra-high-net-worth clients.

Nucleus co-founder's IFA launches wealth management arm

Unique Wealth, the wealth management arm of Unique Financial Planning, will be based in Weybridge.

Luring private family wealth managers to Greece

The drive to reposition Greece as an investor-friendly destination follows a decade-long financial crisis that cut the country’s economy by a quarter and fueled regular street protests against its international creditors.

A transport handbook for art collectors

In this short note, Maria de Peverelli, Partner and Executive Chairman of Stonehage Fleming Art Management shares the new measures adopted so far.

UK financial planner merges with wealth manager

Deal increases assets under influence to around £700m

Kleinwort Hambros Celebrates National Apprenticeship Week

By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.

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.

Wealth and Asset Management