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

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.

PIB Group acquires employee benefits division of Sanlam Wealth Planning

PIB will introduce clients who have financial planning requirements to Sanlam’s wealth managers.

Broker picks Brooks Macdonald as top 2020 growth play

Peel Hunt expects the market to wake up to the potential of Brooks Macdonald, identifying the AIM listed wealth firm among its top growth stocks for 2020.

Columbia Threadneedle drops performance fees on absolute return range

The asset manager said it wants to offer clients a straightforward fee structure

ZEDRA Group and Corsair Capital Announce Close of Transaction

ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.

UBS overhauls European wealth management business - memo

It did not specify the extent of job cuts to accompany the revamp.

Wealth Dynamix Teams Up with Management Consulting Leader

The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Gen

Wealth Management: Quarterly Letter – Why the long term?

Investors tend to be rewarded for their patience and staying invested

Redmayne Bentley profits slide as it counts cost of hiring spree

Redmayne Bentley cited ‘ongoing economic uncertainty’ and increased investment in the business as it reported a 14.4% fall in profits.

Wealth and Asset Management