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

Is investment management too much of a risk for IFAs?

Today, many managed portfolio services have large teams of researchers monitoring funds and providing support to their investment managers – as a firm, we have more than 50.

Mirabaud AM announces the merger of two global convertible bonds funds

Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve

Northern Trust selected by Nordic investment manager

Northern Trust will provide global custody, fund administration, transfer agency, depositary, and company secretarial services for the Storebrand funds in Luxembourg.

Netwealth losses rise 24% as it ploughs cash into hire spree

Pre-tax losses at Netwealth increased to £5 million to the end of March 2019, up 24% from just over £4 million last year.

The Wealth Management Firm of 2025 will boost front office productivity

The majority of the day will be spent on building relationships, which should help with raising referral rates.

Asset Manager buys London

The company posted an operating profit of £7.6m for the year to the end of September 2018.

The future of living in 2030

Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.

Wealth Management: Market Perspective – Keeping an open mind | Modern monetary theory | US elections and portfolios – Foreword

Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.

Fairstone swallows North East IFA firm Chilli

Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.

Julius Baer to Wield Axe

The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.

SJP defends charging structure to clients

St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.

Santander launches premium-priced MPS for private banking clients

Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%

Quilter rejects vast majority of adviser deals

The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.

Why wealth managers leave big firms

While the industry is consolidating, more than 18 senior fund and wealth managers left big firms to go it alone in 2019.

Gloucestershire wealth management specialists purchases Scottish financial advice firm

There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs

Wealth-X Expands Global Dataset Across Europe

Global Leader in Wealth Intelligence Adds 130,000 Additional European Records

UK-wide wealth manager takes over financial advice firm

Policy Services Ltd to trade as normal under St James's Place ownership

Brewin builds family law team with qualification launch

Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.

Structuring family office investments using Jersey private funds

A family office will typically include teams responsible for the management of investments, property, and other assets, as well as the management of the family's legal and tax affairs.

Key trends expected in the wealth management and private banking space in 2020 - RBC

Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time

Wealth and Asset Management