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

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

Rathbone Brothers reports surge in funds under management

The Investment Management business was up 11.7% from £38.5 billion at December, 31 2018, while the Unit Trusts business stands at £7.4 billion, up 32.1% from £5.6 billion at December 31, 2018.

We’ve introduced a public portal for real-time tracking of cross-border payments

Similar to tracking the delivery of parcels, Standard Chartered’s clients and their counterparties can now obtain the status of any payments the Bank has processed in real-time

Vanguard to enter financial advice market

New offering will be "bespoke to the UK" based on the needs and preferences of UK clients.

Liontrust AUM hits £19bn with boost from Neptune deal

Ions said the funds managed by the sustainable investment team continue to experience strong flows, with its AUM increasing to more than £5bn.

SJP graduates launch Aberdeen wealth business

Two St James’s Place advisers have launched a new representative office of the firm in Aberdeen.

Fulcrum Asset Management launches Fulcrum Risk Premia Fund (UCITS)

The launch of the Luxemburg-domiciled UCITS vehicle is the culmination of over two years of in-depth research following over a decade of actual investing in alternative risk premia.

UK wealth manager makes second acquisition

Firm says it will continue to pursue more deals in 2020 and is already being approached

Investec to accept search indemnity insurance on HNW deals

In uncertain times such as these, the ability to move quickly is critical, particularly for HNW clients.

Somerset Capital Management to manage St James's Place Global Emerging Markets Fund

The lead manager will be Edward Robertson, a seasoned emerging markets investor and one of the co-founders of Somerset Capital Management.

Wealth and Asset Management