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

Coutts Makes the Grade for Responsible Investing

Our drive to deliver sustainable returns for clients has led to impressive scores in an assessment by the world’s top responsible investment body.

Two from IQ-EQ shortlisted in Future Leaders Awards

Greig and Rhuaridh, based in Jersey and Guernsey respectively, each stand out for their strong technical expertise in managing portfolios of complex private wealth structures, their warm personalities and extracurricular achievements.

View from the Front - Canaccord Genuity Wealth Management

The minutes from previous meetings have been consistent, with the bank expecting interest rates to rise at a “gradual pace and to a limited extent” providing a smooth Brexit.

Phoenix Financial PR is UK Boutique Media Relations Consultancy of the Year

ACQ5 Global Awards decisions are based on peer nominations, following the receipt of detailed submissions from market participants and extensive year-round research into the markets.

Brewin Dolphin financial planning income jumps by 22 per cent

In this context, we are confident in our business model, strategy and long-term growth prospects, which are underpinned by our focused investment in the UK and Ireland, combined with continued operational discipline.

Schroders acquires majority stake in leading impact investor

They are a blueprint for the future of our industry and we are delighted to partner together.

Sir AP McCoy, champion jockey, to come out of retirement for one last race

The race will see 10 former Champions compete over a straight mile

Yacht registration in Guernsey - a growing hotspot

As the Guernsey register is a member of the coveted ‘Red Ensign Group’ of British ship registries, its yachts enjoy the high standards associated with flying the prestigious red ensign flag.

Investment firm breaks through £50bn barrier as customer numbers grow

There was an increase of 6% over the quarter and 13% over the past year.

UBP announces new addition to equity product range

The fund is based on the conviction that these trends will continue to create favourable conditions for leading companies

Majority of investors changed portfolios during 2018 market volatility

The global trend to chop and change investments after a shorter than recommended period, underlines that patience is not closely linked to either geographical attributes or the generation gap.

Decades old New York hedge fund moves HQ to London

Following a hiring spree over the last 18 months the firm now has the bulk of its staff – around 85 employees, a source told the FT – in the UK.

Meet the wealth advisers with a family feel

Advanta Wealth attributes its success to the strong client-adviser relationships it has nurtured over the past decade

UBS boosts wealth management presence in France

UBS said the move underscores "unmistakably its commitment to the French market."

EFG: Executing the 2022 strategic plan

This is reflected in our successful CRO hiring and the expansion of our international presence, as we are investing in targeted growth areas while improving our overall efficiency.

Brooks Macdonald assets hit £13.2bn

In the period, the Group reached a settlement agreement with the Dublin-based fund company that formed part of the previously disclosed Channel Islands legacy matters.

Record funds under management at Rathbone Brothers

The UK wealth industry continues to present positive opportunities for future growth which we will actively pursue.”

UBS to increase wealth management presence in France

UBS La Maison de Gestion currently has €5 billion in assets under management and was created as part of the merger of French asset management subsidiaries of UBS (UBS Asset Management France) and of Banque Leonardo (OCEA Gestion) in 2017.

Deutsche Bank posts $3.51 bn loss on restructuring costs

This, combined with our solid capital and liquidity position, gives us a firm foundation for growth.

JTC First Half In Line With Expectations

We have built on the results delivered in 2018 and carried good momentum into the first half of 2019

Wealth and Asset Management