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

Infusive Asset Management’s UCITS Fund Becomes Available to UBS Private Wealth Management

The UCITS Fund offers an investment strategy focused on sought after companies that provide joy and happiness to consumers

PM+M launches free funding, R&D and wealth management virtual consultations

They also need to be aware about when liabilities will become payable.

Phoenix set to jack Whitehall profile

Phoenix will be responsible for building and managing Whitehall’s profile across a broad media set and for managing the Company’s social media channels.

Heritage Reflections

This equation, time and listening, comes up according to the events and moments in their lives.

Private bank loses CHF 1m in transaction mix-up, report says

The newspaper reported that CEO Holger Mai said the order was ‘mixed up’ and that it happened as part of a hedging strategy.

The women shaking up wealth management

Three female leaders take strikingly different approaches to managing money

Coutts is one big family in its heritage-led rebrand

FutureBrand has overhauled Coutts’ visual identity, replacing its “unapproachable” image with branding that emphasises its family and historical roots

Pictet expands equity range with family-focused fund

Swiss group launches new strategy designed to tap opportunities provided by family-owned stocks.

Thomas Miller buy helps Canaccord weather Q1 storm

Revenue at Canaccord Genuity’s European wealth division climbed 8% in Q1 as higher turnover and its 2019 purchase of Thomas Miller helped offset tumbling assets.

Mattioli boss takes further salary cut

This is expected to create an annual saving of £400,000.

Planning for all eventualities can cushion you from the shock of a crisis – Susie Hillier

Modelling affords clients clearer visibility of what’s to come

We are family and the vital role of the Family Office

Despite family offices not being directly regulated in either Jersey or Guernsey, regulation is a factor for families to consider.

Zedra Fund Services report little fallout from Covid-19

ZEDRA Fund Services is optimistic about the broader range of new business opportunities that could arise, in particular seeing private funds as a significant growth area

AFH pauses acquisitions for second time in 10 months

In today's update the company said: "Following a period of consolidation, the group is continuing to focus on cash generation and organic growth.

Early Stage Companies - Move Fast or Move Aside - Coutts

Early stage companies have had to move quickly to survive the sudden drying up of cash flow, but there are opportunities for those with the foresight to adapt.

Leicester wealth management firm predicts 20% profits boost

Remaining staff bonuses and all directors’ bonuses relating to the financial year just ended will not be paid.

Wealth management firm posts ‘resilient’ results

The company continued to trade profitably, in line with our expectations, while focusing on cash management and paying down both Deferred Consideration and Loan Notes as they matured.

Why are Credit Markets Rallying?

The recovery has been broad-based to include not only the areas directly targeted by the Fed, but also emerging market debt.

Returning to the workplace: plan for success

Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .

IQ-EQ Family Office Services for UHNW clients

The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families

Wealth and Asset Management