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

Rathbones, the hunter in need of prey

Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.

Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming

Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.

Rothschild & Co invests in independent market leading equities research house, Redburn

Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.

Why we should measure national wealth in assets

Wealth is just as fundamental to national prosperity in the long term.

Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020

The shortlist is based on submissions, judges’ recommendation and editorial research

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Wealth managers increase exposure to global bonds

Many believe there is still opportunity to be found in the UK and in the equities sector

Wealth firms should be wary of digital financial advice platforms, says GlobalData

Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi

Wealthtech acquisition shows we’re serious about revolutionising financial services

For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.

Brexit 'just a short-term domestic problem' says UK boss of Swiss bank Julius Baer

Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.

Swiss bank accounts aren't as great as they used to be

It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.

One in four wealth managers feared unready for SMCR

Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.

Accountancy firm's business advisory team hits £1 million in fees

A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base

Quilter unveils three-month financial adviser training course

Firm believes it is ‘enough time to become qualified and to carry out the job confidently’

Choosing a Wealth Manager: the Decision-Making Process in the UK

Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.

Walker Crips signs new tech deal in search for cost savings

We were looking for a business management system

5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now

While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current

Sanlam UK’s Income Study

The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.

SJP bites back as it gets shamed for Woodford dog fund

Two funds on Bestinvest’s buy list feature in the latest Spot the Dog

Brewin opens in Bath following £19m wealth deal

Brewin Dolphin has completed its acquisition of Bath IFA, Epoch Wealth Management, after first announcing the deal in April.

Wealth and Asset Management