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

The value of managing your banking relationships by Stonehage Fleming

Many families have experienced precisely this problem and it has often come as a shock.

Tilney confirms talks over Smith & Williamson merger

These discussions are ongoing and there can be no certainty that a transaction will proceed. A further announcement will be made as and when appropriate.

Baillie Gifford assets hit £207bn

The portion coming from retail has risen from about 10 per cent to 15 per cent in recent years.

Edinburgh-based private bank hails double-digit growth

The first half of 2019 saw the launch of an “enhanced” digital banking service and the strengthening of the banking teams in both Edinburgh and London.

Two leading wealth managers in merger talks

A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.

Rathbones, the hunter in need of prey

Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.

Succession planning overtakes capital preservation as top concern - catch up with Stonehage Fleming

Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.

Rothschild & Co invests in independent market leading equities research house, Redburn

Rothschild & Co’s investment will provide capital for the expansion of Redburn’s services to clients, as well as providing opportunity for greater employee equity participation.

Why we should measure national wealth in assets

Wealth is just as fundamental to national prosperity in the long term.

Vistra shortlisted in four categories at Citywealth Powerwomen Awards 2020

The shortlist is based on submissions, judges’ recommendation and editorial research

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Wealth managers increase exposure to global bonds

Many believe there is still opportunity to be found in the UK and in the equities sector

Wealth firms should be wary of digital financial advice platforms, says GlobalData

Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi

Wealthtech acquisition shows we’re serious about revolutionising financial services

For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.

Brexit 'just a short-term domestic problem' says UK boss of Swiss bank Julius Baer

Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.

Swiss bank accounts aren't as great as they used to be

It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.

One in four wealth managers feared unready for SMCR

Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.

Accountancy firm's business advisory team hits £1 million in fees

A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base

Quilter unveils three-month financial adviser training course

Firm believes it is ‘enough time to become qualified and to carry out the job confidently’

Choosing a Wealth Manager: the Decision-Making Process in the UK

Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.

Wealth and Asset Management