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

Swiss private bank issues profit warning

BPDG’s gross assets were CHF 2.9 billion on 30 June, an increase from CHF 2.8 billion a year before.

A Royal encounter: Sanlam's brush with the Sussexes, and why the Queen is the ultimate family business CEO

This is such an exciting time for our industry

Wealth management group expands in Belfast with 3 new hires

Our new office opened in December last year to meet the needs of our growing client base in the region.

Barcelona and Real Madrid risk future with Spain tax issues

Bumper contracts worth a lot of money are offered and the players come to Spain to enjoy the time of their lives in every sense.

Introducing Frédéric Drouin, UHNW Business Club member

Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.

Brexit uncertainty pushing HNWIs to Jersey

Economic Development minister Lyndon Farnham told the newspaper that he felt the spike in inquiries was, in part, due to uncertainty caused by Brexit.

Did the Fed just restart quantitative easing?

Another round of formal trade discussions between the US and China kicked off this week

Why family funds make for sound wealth management structures

There is a variety of structures families can choose to commit their assets to, each with its own attributes and uses.

‘And the Marketing Campaign of the Year award goes to Phoenix Financial PR’

We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.

IQ-EQ’s annual Crossroads event to explore relationship between PERE and family offices

Bringing together PERE houses and family offices

Could CEO exit trigger Close Brothers break-up?

Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.

Group says outlook "mixed" as funds fall in third quarter

Trading statement for the quarter ended 30 September 2019

Wealth manager buys London adviser

The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.

Hargreaves Lansdown Makes Solid Start Amid Growth In Assets

Assets under administration at the period-end totalled GBP101.8 billion, up on GBP99.3 billion as at June 30 and GBP94.1 billion a year ago.

Merian Global Investors to acquire multi-asset business

The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.

Wealth manager buys third London Financial Planner

TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.

Corporate governance: the longest play of all?

Essentially it is that companies are analysed more extensively than ever before on their corporate governance.

Wealth firm eyes clients shaken by ‘rock-star’ manager failings

It has attracted more than £1bn of assets under management since launch four months ago

Handelsbanken: High on risk, low on ammo

The unemployment alarms may have been a disruptive factor in the run-up to this winter’s collective wage agreement negotiations, which will determine new salaries for around 2.8 million Swedes.

GAM denies takeover rumours

GAM said its board is open to assessing all options that would maximise value for shareholders.

Wealth and Asset Management