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

Quilter reports positive trends in Q4 net flows

Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).

Brewin Dolphin announces first quarter update

Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.

Asset Management – the New Private Banking

Instead of the label private bank, Staub sees his firm as a pure-play investment manager, a provider of investment advice and solutions.

Deutsche Bank WM to launch funds focusing on CIO views

Clients will also be able to add thematic investments to their core allocation.

Quilter to spend £20m a year on buying advice firms

QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.

Harwood launches bid for national IFA

Harwood Capital has until 25 February to present formal offer for Manchester-based IFA

Trust has one key mission - to preserve the 'real' value of investors' wealth

'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'

Queen's banker bullish on 'unloved' UK stocks

Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.

Charles Derby Group rebrands to Quilter Financial Advisers

Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.

BTG Pactual opens first Europe wealth office to tap Brazil expats

The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.

New business results for the six months ended 31 December 2019

The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.

This Software Technology Firm is Reshaping the Asset Management Industry

Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications

2020 outlook for asset & wealth management industry

The topics of consolidation, regulation and innovation are front and center

Crestbridge and Willow Street announce fiduciary services US joint venture

A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.

Union Bancaire Privée’s assets under management rise

Assets under management reached CHF 140.3 billion

Deutsche Bank Zeroes in on Management Board Bonuses After Cuts

Lender has already decided on 30% investment bank bonus cuts

Tilney hits regulatory hurdle in £625m deal with S&W

Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.

Close Brothers - Trading Update

All statements in this release relate to continuing operations over the five months to 31 December 2019

BNP Paribas Wealth Management presents its 10 most relevant investment themes for 2020

Three themes offering alternatives for investors with a more conservative risk profile and offering solutions in lower volatility assets

Quilter CFO on creating value through deal-making

Mark Satchel reveals in an interview how undertaking numerous acquistion and disposals helped him become the finance chief of the FTSE-250 wealth manager.

Wealth and Asset Management