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

Women and minorities struggle to break into asset management

Senior industry executives see such work as critical for the industry to remain innovative.

Helena Morrissey made a dame; Stephen Lansdown awarded CBE

Included in Queen's Birthday Honours list

Indosuez Wealth Management buys private banking business in HK and SG

The acquisition would further enhance Indosuez Wealth Management's footprint and position in Asia

They might look the same — but not all wealth managers are alike

When choosing someone to look after your money, ask about asset allocation

Liontrust adjusted pre-tax profits up 18%

"At a time when asset management is up front and central in providing solutions, it is more surprising how confused the industry looks."

Tilney’s Investment Advisory Service Hits £1 Billion AuM

The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13 years.

Wealth managers shun passive investments

Cheaper funds remain a small part of most portfolios

Wealth managers’ alternatives exposure reaches record high in 2017

The 7IM team says low bond yields, political turmoil and hunt for defensive strategies that don’t travel in same direction as the mainstream.

Charles Stanley swings back to profit

Funds under management grew by 17 per cent to £24bn.

Rothschild’s diversification strategy starts to pay off

Franco-British investment bank’s revenues grew 11% to €1.8bn in year to March

Brexit to prompt 'very few changes' at Rothschild as revenue soars

This rise came as both the number and value of global M&A deals across the market declined in 2016

Equilibrium Asset Management on course for record-breaking year

The Wilmslow-based chartered wealth management company has landed £75m of new assets under management

GAM’s Model Portfolio Service reaches GBP 1 billion milestone

The portfolios invest in best-in-class funds, identified by the global research team, across fixed income, equities, absolute return and alternative strategies.

Coram AM acquires boutique discretionary fund manager

Our expansion allows us to cater for those advisers who wish to have a more tailored proposition at their disposal, including model portfolio services.

Guernsey expert joining impact investment panel in New York

“It is important to showcase Guernsey’s expertise, and having representation at such forums can help the island become part of the structures in this sector as they develop,” Mr Sykes said.

Martin Cawley of Devonshire Wealth Management

The bottom line is how they manage money in good times and bad.

Profit margins squeezed at global wealth managers

Higher regulatory requirements and greater transparency have hit fees

'Behind every business there is a family' by Penny Lovell

The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.

Deutsche wealth arm seeks 100 hires for super-rich push

It was also revealed the bank intends to invest €65 million (£57 million) into its technology systems, providing portfolio health checks and customised market news, reflecting the 'new demographics in the business'.

Stonehage Fleming acquires art wealth firm

The business was bought for an undisclosed sum.

Wealth and Asset Management