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

ING cuts jobs at private banking arm, but growth ambitions are unchanged

All 16 private banking branches will remain open

How Rich Families Plan to Get Even Richer

One of the main findings of the study is that family offices are very cautious about investments that conform to so-called ESG criteria.

Mirabaud Asset Management wins large real estate advisory mandate

As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.

Global private equity group buys Wealth Manager

The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.

Mattioli Woods acquires Glasgow wealth adviser

Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.

Wealth manager buys Glasgow financial planner in £1.6m deal

Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods

Kingswood continues US expansion with second strategic acquisition

Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.

IQ-EQ shortlisted across three categories in Citywealth Magic Circle Awards

The Magic Circle Awards aim to celebrate the elite of the private wealth industry.

Ocarian shortlisted twice in Citywealth's Magic Circle Awards 2020

The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.

Tikehau Capital partners with Intesa Sanpaolo's Fideuram to offer private market solutions to HNWI

So far, the Fund has been subscribed to by almost 3,000 clients of Fideuram - Intesa Sanpaolo Private banking networks.

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.

Wealth and Asset Management