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

Profits rise at wealth manager

We believe the benefits of operating an integrated business allows us to secure great client outcomes while reducing clients' costs and delivering strong, sustainable shareholder returns.

Global asset manager troubles set to continue

Judging by their investment habits and attitudes to money, they're also more skeptical of financiers and traditional investments.

Julius Baer announces cost cuts as profitability lags

Our updated financial targets underscore our long-term ambition to pursue sustainable and profitable growth, and to deliver attractive capital returns to our shareholders

Rothschild takes on corporate brokers with new unit

Move comes as companies try to deal effectively with more vocal investors

Quilter soft launches fund platform with employee cash

Quilter's long-running replatforming project has reached a ‘big milestone’ with the company now beginning the soft-launch point of the migration project. This soft launch will see Quilter’s staff testing the functionality of the n

Busting the millennial myth

Perspective: New research challenges the widely held view that millennials are genuinely different from previous generations

Kingswood Holdings swoops on Oxfordshire based advisor

The company is paying £3.3mln in two tranches for Thomas & Co, which has 500 clients and £150mln of assets under advice

Citi’s Rankin: ESG funds need ‘stress-test’ moment to progress

It is not cynicism but more scepticism we are seeing from some quarters.

Quilter buys another two advice firms

The firm’s financial planning director, Nick Heys, will stay with Quilter as a financial planner.

Unexplained Wealth Orders ‘should be used outside of London for greater impact’

The real long term benefit of UWOs to the government may lie outside of London.

UBS bets on investment banking, wealth tie-up in bid for growth

Prior to taking on the bank's regional leadership in wealth management last year, Novakovic headed the Zurich-based lender's Swiss investment banking and corporate client businesses

Santander Puts UBS on Notice

Santander had long been a key client of Orcel

Credit Suisse extends Germany offer to external asset managers & fund managers

The offer is characterised in particular by a high process speed and simultaneous fulfillment of all regulatory requirements.

Wealthy investors keep half their money in cash

This trend could be seen across age groups, with 31 per cent of under 35-year olds holding cash compared to 41 per cent of over 40s.

That’s rich: sales of £15m-plus properties surge as super-wealthy pick up ‘bargains’

In 2017 there were just 51 sales in this price bracket, with a total value of £1.4bn, Savills said.

Hargreaves Lansdown reports asset decline

rexit is on the horizon, and until certainty is reached, it will continue to impact markets and consumer confidence.

Credit Suisse expands external asset management business

Kogler joined Credit Suisse in the autumn of 2018.

Wealth manager acquires Newcastle IFA

The firm has an annual turnover in excess of £300,000 with funds under management of £50m and strong recurring income.

Hargreaves Lansdown eyes £1 trillion wealth opportunity

Hill believes the business is well positioned to continue to prosper despite the market uncertainty.

Canaccord Genuity buys Midlands adviser

Canaccord Genuity expands its regional UK coverage with the addition of an award-winning financial advisory firm

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