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

Serenity Financial Planning makes new acquisition

Financial Life Planning is a holistic, client-focused style of Financial Planning using the teachings and processes of US Life Planning guru George Kinder.

Investec Asset Management launches Global Environment Fund for UK clients

The transition to decarbonisation represents a powerful multi-year structural growth opportunity for investors driven by regulatory change, technological change and the desire of consumers to tackle climate change.

Moores Rowland acquired by Isle of Man-based trust firm

The company has operated in Monaco since 1976

Investec takes investors' green pulse

The survey found that 85 per cent of respondents are concerned about the environment. “British adults have implemented a myriad of behavioural changes to reflect this concern, with 94 per cent of respondents admitting they have made changes to thei

Glasgow wealth manager makes first acquisition

Richard Gilliland, who formed Gilliland Neilson Brown with Ailsa Brown 17 years ago, said: “We had been looking for a year or so to acquire another IFA (independent financial adviser) business, and looked at a number, but apart from this one nothing

1825 completes acquisition of wealth advisory business

The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.

SJP academy sees 63 adviser graduates

By the end of this year, SJP stated there would be a total of 495 people enrolled in the academy, with more set to join in 2020.

JPMorgan Cazenove slams tycoon family takeover of trust

Analysts at JPMorgan Cazenove have strongly criticised last week's move, led by the Rayne family of shareholders, to take control of the LMS investment trust from Gresham House

Bull or Bear in 2020? - Fidelity Investment Outlook

The balance between these two scenarios is likely to be tipped by the path of the US consumer.

Major challenges in Monaco: Banks

The government only requests your chosen bank to provide a letter stating you have sufficient means in which to live in Monaco.

Deutsche Bank's big growth area is underperforming rivals'

Wealth management promises a steadier flow of revenues than the trading-focused investment bank and provides a steady source of funding.

Man GLG unveils global sustainable growth fund

Companies that think long-term, beyond short-term profit maximisation, and are in a strong position to tackle negative environmental externalities, will be favoured," said the asset manager in a note.

Investec gears up UK wealth planning push to power profits

In a circular to shareholders ahead of its demerger, Investec highlighted the UK financial planning market as an area that can power future profits.

Investec to sell 10% of asset manager in March spin-off

The move was aimed mainly at delivering long-term value and was in the interests of shareholders and clients.

Adapting to a new normal in European asset management

Any discussion of the state of the industry must begin with an acknowledgement of the macroeconomic environment

EFG to sell its Palazzo Botta office building in Lugano to the Canton of Ticino

EFG will remain at the Palazzo Botta building for a further three years.

Rathbones to buy personal injury business from Barclays Wealth

Growing specialist proposition

Premier profits dip 16% in ‘difficult’ 12 months ahead of merger

Premier Asset Management recorded net outflows of £233 million over a ‘difficult’ 12 months which also profit fall by 16% ahead of its merger with Miton Asset Management.

What can millennials teach us about personal finance?

The millennial generation is coming of age

Rathbones Review Winter 2019

Having explored the secrets of the nervous system, we also examine the puzzles of the immune system.

Wealth and Asset Management