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

EQ Investors hits £1billion in assets under management milestone

The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios

Family office expertise

UBP offers advice for families at the crossroad of choosing between single and multi-family office

Clients pull £100m a month from Charles Stanley

In May 2019, Charles Stanley announced it was embarking on an extensive restructuring, with the aim of cutting costs and increasing its profit margin.

Wealth manager challenges market with ‘fair’ advice fee

Welsh start-up’s price plan has the potential for a big win for savers

Old Mutual Wealth adds 'scheme pays' feature to settle annual allowance breaches

Instead of building up large debts, clients can now use their personal pensions to pay their annual allowance tax charge where they have exceeded the limit.

Hargreaves defends fund underperformance in Wealth 50

Jupiter and Schroders funds singled out as buy list reaches first anniversary

Dolfin Model Portfolios Outperform Their Benchmarks

Dolfin will release its Q1 2020 investment outlook later this month with full details of the performance of all of its portfolios in 2019

Tilney pays out after failing to replace adviser

Ms L was without an adviser from July 2017 until she withdrew all her funds from Tilney in October 2018.

St James’s Place pulls plug on Irish acquisition

Halting SJP’s planned DFM roll-out on the Emerald Isle

Fairstone announces significant increase in client base

This solid performance is bolstered by a further three businesses joining Fairstone’s DBO programme in recent months

Global Market Insights - WHIreland Wealth Management

Inevitably, not all assets provided such positive returns.

Van Lanschot Kempen to recognise a goodwill impairment

The impairment reflects the application of IFRS standards and does not affect Van Lanschot Kempen’s liquidity position or CET 1 ratio, as the determination of CET 1 capital already deducts goodwill.

Quilter scores £800m more in assets with fresh advisory takeover

Prescient was founded by managing director Chris Woodhams, who will retire following the deal.

What a difference a year makes

Deon Gouws - CIO, Credo Wealth - 10 January 2020

Wealth managers record strongest year of the decade

Wealth managers registered their strongest annual return of the decade in 2019 as the bull market proved it still had legs.

New Premier Miton group sees £222m in outflows

“With UK political uncertainty beginning to lift, we believe that investor confidence will improve in 2020."

Brewin Dolphin to Open Gatwick Office

Brewin Dolphin has closed its Reigate office and the employees from Reigate will re-locate to Gatwick and will continue to look after existing clients and offer financial planning and investment management advice to new clients in Surrey, East and West Su

Wealth and Asset Management