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

UK's biggest financial firms have given boards near-80% pay rise since 2009

Shareholder advisers and high pay campaigners call for greater transparency on director fees

Cantor Fitzgerald cheers 39% growth in revenues after Merrion Capital takeover

The group reported revenues of €34m, up from €25m in 2018.

Holiday Inn launches 'Stay/Test/Go' package at Heathrow property

We recognise that people do want to and need to travel, but they must stay safe and protected.

UK wealth firm sees opportunity in ‘declining’ Qrops market

A lot of advisers in the sector are ‘screaming out for new products’, says CEO

Head 2 Head: Should mortgage brokers diversify into areas such as wealth management?

While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.

Fairstone snaps up Bath & Bristol adviser

The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.

What are offset mortgages?

There’s a mortgage you may not have heard about that could offer you significant financial benefits

WH Ireland seals £7.8m boutique buy

This transaction strengthens the Company’s senior leadership team

Largest New IPO By An Investment Trust In 2020

This makes Round Hill the largest new IPO by an investment trust this year.

Mediobanca Seeks Wealth Deals as Italian Consolidation Gains

CEO plans expansion in lucrative niches of banking business

WMs reveal how they deal with clients' different risk approaches

Understanding what level of risk clients are willing and able to tolerate is key when building portfolios.

UK wealth firm sees opportunity in ‘declining’ Qrops market

A lot of advisers in the sector are ‘screaming out for new products’, says CEO

Cantonal bank to make CHF 300m in loans available to SMEs

The bank said that the high number of cases and lockdown measures come at the worst time for many SMEs.

B2B wealthtech InvestSuite raises €3 million

The funding allows us to hone in on these opportunities.

Personalizing Advice from a Digital Distance

Surprising findings from a Broadridge investor survey show how Covid-19 is deepening the bond between financial advisors and their clients.

BNP Paribas Asset Management: Investment Outlook 2021

Legacy of the Lockdowns

Schroders launches Islamic Global Equity Fund

The Global Islamic Equity Fund will invest in a range of equities within the Dow Jones Islamic Equity Index.

Van Lanschot Kempen receives regulatory approval for acquisition of Hof Hoorneman Bankiers

Van Lanschot Kempen expects to complete the integration of Hof Hoorneman Bankiers clients, employees and investment funds by the end of 2021.

Private Equity Firm Eyes SW Expansion with New Investment

It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.

IQ-EQ shortlisted across three categories in 2021 Citywealth IFC Awards

IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.

Wealth and Asset Management