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

ODDO BHF eyes merger with Landolt & Cie

The decision will affect nearly 12% of the firm’s assets, which is valued at €6.6bn.

World Wealth Report 2020

High net worth individuals show interest in sustainable investing, scrutinize fees and want hyper-personalization

Women and wealth: trends that shape philanthropy, risk and choosing trustees

Wealthy men and women both like to give to various causes and may well set up philanthropic entities like foundations to leave significant amounts to causes close to their hearts.

Saunderson House vets launch wealth boutique aimed at City workers

Heronsgate Capital was launched by Chris Sexton and Tony Wellby and is backed by wealth firm Dart Capital.

Wealth managers fight back after Q1 turmoil

The second quarter bounceback in equities helped pare losses in client portfolios, but they still remain in the red for 2020.

WH Ireland shares jump as firm posts first quarterly profit in years

The firm posted a profit of £200,000 in the three months to June, its first ‘in many years’.

For any family, agreeing a shared purpose is often the first piece of the puzzle

Agreeing a purpose for family wealth is often the first piece of the puzzle.

Charles Stanley advice revenues jump 35%

Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago

Sanlam UK's Lovell: There are some scenarios I have never witnessed before

Life under lockdown and ESG investing

VP Bank to take over Swedish bank’s PB business in Luxembourg

The institutions decided not to disclose the purchasing price for the transaction, which is expected to close by January 2021.

Liontrust ups dividend as assets jump 27%

Liontrust’s Aum stood at £16.1bn as at March 31 — 27 per cent more than the £12.7bn measured last year.

Ex-Brewin and SJP wealth manager launches IFA referral service

It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’

Tally ho! by Rathbones

Call it pluck or devil-may-care recklessness, the UK has committed to diving out of the EU completely in 2021, deal or no deal.

How HSBC’s team of advisers is preparing UHNWs for the future

As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.

Why the Channel Islands for Private Investment Funds?

Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.

A four-letter word by Tim Price

“Risk is what’s left over after you think you’ve thought of everything.” Carl Richards.

Equiom expands its European footprint with Netherlands acquisition

This marks the first step in a broader strategy for Equiom to increase the provision of services for asset managers in Tier 1 jurisdictions.

Fidelity macroeconomic update: Global growth forecasts revised

The markets are taking a more optimistic view for now

Quilter network gains DA interest amid crisis

At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.

Cyclical stocks: Down but not out

The list of such corporate casualties of coronavirus is long and growing.

Wealth and Asset Management