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

Credit Suisse and Carmignac launch multi-asset EM fund

Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.

Four reasons for confidence despite market woes - Coutts

All this has shaken market sentiment, with most major indices around the world falling last week.

Winners of annual Wealth Management Awards revealed

The winners of the World Finance Wealth Management Awards, 2017, have demonstrated confidence in avoiding such pitfalls.

Sorbus Partners – the multi-family office taking off in the Midlands

The advantage of being placed in London are minimal but the costs – especially in terms of staff time consumed in commuting – are significant.

City frets that Rathbones’ tilt at Scottish wealth manager could prove too costly

The deal would value Glasgow-based Speirs & Jeffrey at nearly 28 times earnings — against a valuation in the sector of between 15 and 20 times.

Consolidator swoops on South Yorkshire IFA

It’s the wealth consolidator's fifth such acquisition this financial year and third since the beginning of January.

Historic Hargreave Hale name to be dropped

The business will now carry on as CGWM while the integration of the two businesses is expected to continue through to 2019.

Rathbone Brothers and Permira are preparing a bidding war for the Scottish stockbroker

The move comes less than a year after the pair were embroiled in a bidding war after wealth manager Tilney

Portugal launches new investment fund path to golden visa

As real estate demand in Portugal outstrips supply, the government has introduced a new investment route to its golden visa programme

Avoiding the "Michael Fish Moment" Behavioural Finance and the Family Office

That weather event became known as the Great Storm of 1987—the most destructive since 1703—which left 18 people dead and caused damage that when converted into a 2017 equivalent totalled £5 billion ($6.6 billion).

Julius Baer launches ‘next generation’ fund

The fund is registered for public distribution in Switzerland and is available in different European countries.

OMGI increases US offshore and Latin American presence

The London-based asset management specialist said that it has entered into a new agreement with recently launched The AMCS Group, whose official brand will be announced soon.

Swisscanto Asset Management International mandates SGSS for cross-border fund distribution

Société Générale Securities Services (SGSS) has been mandated by Swisscanto Asset Management International to provide cross-border support services for fund distribution in five European countries.

Slashed Rathbones fund fee fails to stymie outflows

In total, Morningstar estimates the fund has lost £34.4m over the three-year period to February 2018.

Chinese Firm Wraps Up Liechtenstein Bank

A Chinese finance firm has wrapped up a deal to buy a private bank in Liechtenstein. It is the most recent of a spate of Chinese deals in Europe's finance hubs. What is the attraction?

deVere expands in Germany with new Munich offices

deVere Group has expanded its deVere Germany brand into the Bavarian capital with offices located near Marienplatz, the city’s most iconic square.

Technology trouble - St. James’s Place

Tech stocks were the main exception as markets enjoyed a short-lived lull in trade and political tensions, while the UK entered its final year before Brexit.

PraxisIFM adds to Netherlands presence

The acquisition was announced in November 2017 and completed on 30 March 2018.

How are family offices dealing with compliance?

For Single Family Offices financial regulators do not perceive their activities as a threat to consumers or financial stability.

Guernsey aiming to be ‘green investment’ leader

Compliance with green criteria will be required and it will be open to all types of funds.

Wealth and Asset Management