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

Meet the new Head of our Paris office - Edouard de Saint-Pierre

The Paris office has just won the "Best Specialist Private Bank" award from Leaders League.

Julius Baer donates $1.4 Million to support COVID-19 relief programmes in India

The funds will be utilised by its NGO partners to support vulnerable families and households with ration kits, mass screening and vaccination programmes, as well as food and health protection initiatives for the elderly and migrant labourers.

BNP Paribas Suisse suffers CHF 360m net loss in 2020

This compares to a CHF 13.9m loss in 2019.

Global Market Insights by WHIreland Wealth Management

Inflation targeting has been very successful over the past two decades and there is a high level of public confidence that inflation will remain under control.

D1 Capital Partners makes USD150m investment in Addepar

Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.

Wealth management giant partners with professional golf association

The partnership affirms The PGA’s mission to improve the personal and professional lives of its Members, whilst supporting the shared vision of being the best and most reputable organisations in their respective industries.

UK advice company partners with DFM firm to boost ESG offering

‘More and more clients want to express their values through their savings and investment choices’

Ares Management and Maven Capital Partners back acquisitive new business

Titan Wealth Holdings looks to grow assets under management to £20bn-£30bn over next 5 years

Old Mutual Wealth investment platform rebrands to Quilter

The Quilter brand originates with the group’s discretionary investment management business, Quilter Cheviot.

UBS Remains in Race for Dutch Asset Manager

The other firms which had expressed interest in buying – including Allianz, Generali, and The Royal London Group – have retreated.

Johnston Carmichael Wealth teams up with City firm Square Mile

Clients will be assessed as part of an in-depth consultation process to determine their suitability.

Bedell Cristin lawyer to speak at BPP 2021 Family Office & PWM forum

Robert Christie, Partner, will be joining a panel of experts at a BPP 2021 Family Office & Private Wealth Management forum.

Irish Life eyes dramatic bid for Davy

Insurer remains part of the bidding process and has designs on the disgraced stockbroker’s wealth management arm

Johnston Carmichael Wealth partners with Square Mile

A primary focus of our business is to provide advisers with robust investment solutions to closely meet their clients’ needs, drawing on our in-depth, qualitative fund research.

Brooks Macdonald: Drawdown battle won in first 7 years

The wealth manager launched a decumulation service for clients in drawdown in April 2019.

A 237-year pedigree and four Jersey staff helps make a trillion-pound business

Peter Body talks to Mike Rothwell, the director of a Jersey subsidiary of one of the biggest financial institutions in the world

City tycoon targets Hargreaves Lansdown with new investment platform

Plans to take on the likes of AJ Bell and Hargreaves Lansdown with the new service, Sky News learns.

Online trading group plans expansion into wealth management

“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”

LGIM enters UK wealth market with 25-strong MPS range

Legal & General Investment Management has launched a range of 25-strong range of model portfolios for head of retail multi-asset funds Justin Onuekwusi.

Whitman AM buys Kestrel Partners’ AIM Inheritance Tax Portfolio Service business

Kestrel and Whitman are working in close partnership to enable clients to transfer their AIM IHT portfolio management agreements

Wealth and Asset Management