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

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

Magdalena Różycka shortlisted at the Top Woman in Real Estate Awards

Magda is a seasoned professional with nearly 20 years of valuable experience in the area of accounting, financial reporting and international taxes.

Consolidator makes ninth acquisition

In November 2019, it was in active discussions with more than 20 local IFA firms.

Stock Take by St. James’s Place

The UK faced new forecasts of falling house prices; gilts carrying negative yields; a rise in job losses; a dramatic scaling back of businesses’ investment plans

Wealth manager launches £20m global equity fund

The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).

Fairstone partners with MT Financial Mgmt in 6th BDO deal this year

This latest deal with MT Financial Management marks the start of this phased pre-acquisition process

COVID-19: Private wealth managers entered recession in good nick

The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.

No-deal Brexit fears trigger investors to seek international options

“The pace of this trend is likely to increase over the next few months as the issues look set to ramp-up.”

IWP acquires Richmond House Wealth Management

Richmond House Investment Management will add to the scale and depth of investment management expertise across the IWP group.

Tatton eyes asset management expansion as inflows and profit soar

The group hopes to capitalise on a strong year to become a ‘true asset manager’.

Hinduja Scion Takes Over at Family's Swiss Bank

Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so

Financial advisers and wealth managers see uptick in client demand for sustainable investments

The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.

Wealth Management: After The Storm

We see HNW wealth declining by 4 percent or $3.1 trillion in 2020, a major departure from the previous decade’s consistent annual growth trajectory.

The new broom sweeping through St James’s Place

Rob Gardner is on a mission to modernise the FTSE 100 wealth manager after a turbulent period

Neglecting the non-financial risks to family wealth could have severe financial consequences

Families must address all four pillars of capital to achieve long-term success.

Financial Adviser School provides free training for first module

The module, Financial Service, Regulations and Ethics (FSRE) is the first of three modules needed to obtain the Level 4 qualification from the London Institute of Banking and Finance, enabling graduates to become a UK financial adviser.

Six top DFMs back new wealth ratings service

Six DFMs have backed a new academy from RMSR that will rate wealth managers on the services they offer to advisers.

Why family businesses are in a strong position to ride out the storm

Keeping it in the clan brings an inner strength… but it's just as important to know when to let go

Ogier advises on sale of independent trust company

Group partner Matthew Shaxson lead the Jersey-based Ogier team, which included senior associate Kevin Grové and associate Michael Anderson.

Strategic- Partnership For Pam And Fidelius

Chartered Financial Management (UK) Ltd advisex on £250m of clients’ assets and Zen Wealth has assets under advice of £30m.

Wealth and Asset Management