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

Investors face clone firm investment scam epidemic

On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.

‘Limited upside potential left’ in equity, says Geneva wealth manager

The outlook said the markets are pricing in that the health crisis can be solved.

Working from home is losing its effectiveness, bank executives say

He predicted that more people would come back to offices to work, but with flexibility to work from home.

Coutts Reshapes Offer For UHNW Clients Under The Coutts Family Office Name

CFO offers the bank’s wealthiest clients unique investment opportunities, tax and inheritance planning and the ability to facilitate their philanthropic ambitions.

Vintage Wealth Management acquires Beaufort firm Corfe WM

Vintage Wealth Management has acquired Surrey-based Corfe Wealth Management, an appointed representative of advice network Beaufort Financial.

Berenberg boosted by Deutsche Bank’s retreat from equities

Private German bank reports record profits and plans to broaden footprint in Frankfurt

GAM Loses Major Private-Label

The GAM Private Labelling business provides fund solutions focused on structuring, legal set-up, fund administration arrangements and management company services.

SJP partners with financial services training firm

“We are delighted to be working with Redmill Advance to provide an effective and flexible way for individuals to learn, giving them the best opportunity for exam success.”

Stock pickers beat the index in 2020: Has active management turned the tide in battle against passive?

The data found that income managers struggled to beat the index, primarily as a result of their inherent value style bias, while North American managers were flat compared to the broader index.

Vontobel Asset Management transitions front-to-back investment servicing to State Street AlphaSM

The agreement represents a new strategic partnership between State Street and Vontobel Asset Management, an active asset manager with global reach and a multi-boutique approach with more than CHF 120 billion in assets under management (AUM).

WealthTech Talks: Enhancing financial planning for UK wealth managers

As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.

UBS: 2020 Net Profit of USD 6.6bn, 17.6% Return on CET1 Capital

It is this broad-based strength that has allowed us to stand by our clients, our team and those in need throughout the pandemic.

Quilter AUM grows by 7%

Fourth quarter gross sales of £2.8 billion (2019: £3.5 billion) and net inflows of £0.4 billion (2019: £0.5 billion).

Family Business Survey 2021

For many family businesses, a sense of shared purpose can be more important than anything else.

Guernsey funds industry continues to flourish, says Monterey Insight report

Total fund assets serviced in Guernsey were up to $428.4 billion, with numbers of serviced schemes and sub-funds also increased.

Global Registration Services - Market Update Q4 2020

The aim of the Q&A is to ensure that the content requirements are met.

Belluzzo International Partners merges with Mercanti e Associati in Italy

The merger strengthens our position in wealth, tax and finance law

Unresolved Issues by John Wyn-Evans, Investec

What are the continuing effects of the forces that have been driving markets for the past twelve months?

Diary of a Fund Manager - Two Pillars

In amongst all the distractions, focusing on what really matters will be the key to investment success.

Financial advisers’ embrace of digitalisation tested by pandemic

More firms are finding the value of tech to upgrade operations and improve customer experience

Wealth and Asset Management