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

Queen's private estate records £20m profit but could take Brexit hit

Duchy of Lancaster surplus rises 4.9% on last year but Brexit is seen as ‘strategic risk’

Swiss wealth manager looks at London as Brexit looms

UBP set to acquire ACPI as Geneva worries over UK’s attraction for ultra-wealthy

SGG Group completes acquisition

A comprehensive review of the newly combined Group’s brands is currently underway and until this review is completed all businesses will continue to operate under their existing brand names.

Utmost Wealth to expand worldwide with acquisition

The acquisition is conditional on, inter alia, regulatory and competition authority approvals and is expected to complete by Q1 2019.

Investors on 7IM platform flee to safe havens

The best selling ETF was a product that buys physical gold, which is viewed by many as a safe haven.

Investec Bank gains Isle of Man licence

"It provides a great opportunity to increase awareness of Investec in a new jurisdiction and continue its growth by building on the success in the Channel Islands."

Swiss wealth manager looks at London as Brexit looms

Fearful of rival to Geneva

Catalyst congratulates SGG Group on the acquisition of Augentius

Catalyst has congratulated their client and leading global investor services firm SGG Group on the successful acquisition of Augentius

Liontrust selects BNY Mellon for outsourced fund services

Ancillary services will cover securities lending, FX and cash management.

Generali Plans to Sell Wealth Management, Services Units for $476M

An additional 10 million euros may be paid on the deal’s completion, the Trieste-based insurer said in a statement on Thursday.

Global uncertainty outweighs Brexit for wealthy

A 46% increase in investor visas last year strongly suggests that Brexit has not put the wealthy off moving to the UK.

Arbuthnot Banking's first-half profit rises, to set up secured lending business

In line with our diversification strategy we have also reached an agreement with an incoming management team to establish a new lending division that will be named Arbuthnot Specialist Lending,” Chairman Henry Angest said.

What wealth managers can do to get Brexit-ready

Most boardrooms and executive management teams acknowledge that it’s the biggest challenge in what could be the largest ever upheaval of the UK’s financial markets.

Investment management group halves gold exposure in its fund range

The gold trade, which we initiated at the end of 2015, has served portfolios well, especially as we moved through a period where markets have been driven more by liquidity than fundamentals.

Standard Life Aberdeen backs £17.5m Saranac fundraise

There two new groups joining the shareholder list, the Noé Family and US based structured credit firm Zais Group.

WH Ireland joins Research Tree’s growing platform

"...we see Research Tree as a great way to help us in maximising the distribution of our research offering"

Pub Club with Andrew Davies, LGT Vestra

Davies last met us in 2016 not long after the office had opened and he had made the move from Barclays Wealth & Investment.

GAM expects increase in pre-tax profits

All the aforementioned figures for the first half of 2018 are estimates and the final results will be released on 31 July 2018.

Sector organisations hope to raise extra £2bn from wealthy people

The Charities Aid Foundation and 70 wealthy people have agreed to collaborate in the as yet unnamed venture

Liontrust reports net inflows of £320m in Q2

‘The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.’

Wealth and Asset Management