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

Client assets fall at EFG

As of 31 October 2018, Assets under Management were CHF 140.1 billion

Close Brothers makes "solid" start to financial year

Overall, our banking businesses remain well positioned, and we continue to invest in maximising their long-term potential while maintaining our prudent approach to lending.

Investec gives timeline for asset management spin off

The results statement showed the asset management business made a profit of £91.5m in the six months to 30 September, an improvement on the £83.2m achieved in the same period in 2017.

Investec's profits rise on strong asset management performance

The common equity tier one ratios were 10.4% for Investec plc and 10.3% for Investec Limited, ahead of the group's CET1 ratio target.

Glenmede and Stonehage Fleming agree strategic alliance

Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.

KW Wealth launches ethical portfolio range

Move comes despite limited number of suitable actively-managed fund choices

Schroders expands footprint in South Africa

After a positive reception from local investors we are very pleased to be expanding our team in the country.

Women-only wealth manager network rolled out in the UK

Raymond James pushing to increase the number of females in wealth management

Rothschild on track for advisory record but notes M&A slowdown

Third quarter up 11% to €296 million

Tavistock and Lighthouse join forces

Tavistock plans fundraising

SJP Academy celebrates new Financial Planning graduates

The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.

Natixis Wealth Management takes over Massena Partners

Operation will help French bank develop wealth management business in France and Luxembourg

Sanlam FOUR renamed Sanlam Investments to align with parent brand

Five years after being bought by Sanlam

Barclays' senior duo to meet with activist Bramson

Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays

Italians rush to put money into Swiss banks as budget fears grow

Italians put their assets into Swiss accounts as their government rejects negative economic forecasts

Lancashire Financial Planner and IFA expands with acquisition

West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.

Spear’s Wealth Management awards 2018: Winners Revealed

Guy Hands led the line-up of winners at the 12th annual Spear’s Wealth Management Awards at the Dorchester on Tuesday, in a night that celebrated the best in the UK’s private client world. Emelia Hamilton-Russell reports

Intelligent Loans launches HNW division

Intelligent Loans has created a new department within its specialist finance division to concentrate on high-net-worth enquiries.

Merian Chrysalis selects Maitland for fund services

The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.

Best Private Bank in Liechtenstein named

Previously, only the family office of the Liechtenstein Princely Family had earned the title.

Wealth and Asset Management