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

Fidelity trials UK advice arm

The trial is currently only operating in the UK.

Competitive Barriers Break Down as We Turn to the Value of Community

COVID-19 has made us all keenly aware of the value of community, even among competitors.

Chase de Vere on acquisition trail as profits jump

Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.

Imapact of Covid-19 on Wealth Management, greater digitalisation and flexible working

Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.

Global Top 100 Executive Allies

Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.

Evooq and Indosuez's subsidiary sign partnership

Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’

Revenues grow but losses mount further at Kingswood

Expands advisory team

UBP partners with US firm to launch absolute return fund

We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing

Leading out of lockdown: Five key priorities for post-crisis asset and wealth management

The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.

Kingswood buys adviser in £18m deal

The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.

Kingswood Group in a strong position to continue to execute its expansion strategy

Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US

Brooks Macdonald acquires Channel Islands wealth management business

Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.

Gold nears eight-year high as second coronavirus wave fears grow

"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.

Seaspray launches Wealth Management Division

These derivatives allow investors to take a stake in an index representing a basket of stocks, with capital protected in full unless that index falls below a particular threshold on a specific anniversary date.

Sanlam Global High Quality Fund Named as “Top Performer”

Well done again to Pieter and the team for adding yet another accolade to their growing roster which currently numbers 12!a

May net inflows fall slightly at St James's Place

We remain encouraged by the inflows we are continuing to experience and expect June gross inflows to be similar to May

Private wealth service provider sets up UK estate planning unit

The new service has been set up by ZEDRA who specialise in helping people to plan for the future.

Bankruptcies and the dangers of fixed income ETFs – SFAMA’s Fuchs

However, there are two categories of asset managers that he said are capable of expanding into countries in these regions.

Bellevue admits to accounting error in 2019 annual report

Not including the revised figures, Bellevue had announced a 30% rise in pre-tax profits to CHF 39m and group net after-tax profit of CHF 11m for 2019

GAM warns on profits as it takes £350m hit

The impairment charge means Gam expects to report a net loss of £338m for the first half of 2020, compared with a £42m net loss for the same period last year.

Wealth and Asset Management