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

Private Client | December 2016 -

A round-up of topical tax and personal finance issues affecting individuals and families

Bordier UK core strategies made available on 7IM platform

The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which

In-depth - hign net worth: Moving on up

It is often hard to persuade the client what they must do.

State Street Global Advisors on 2017 Investment Outlook: Pivot To Find Growth amid Global Discord

Protectionism, Monetary Policy Shifts and a Focus on Fiscal Policy to Impact Well-Established Investment Beliefs

SYZ Asset Management strengthens its presence in Germany with the opening of a Munich office

This development follows on from the opening of the Italian office branch in Milan and several hiring and specific product launches, which confirm SYZ Asset Management's commitment and growing success in Europe. A branch of the London h

Caerus in talks over sale to Old Mutual Wealth

Only two of the talks with buyers in the past few years have gone to the stage of advanced negotiations.

Deutsche Bank wins Wealth Manager of the Year in Financial Times awards

The wealth manager scored highly in a survey of mainly UK-based readers for its boutique-like approach to client service.

Nottingham Wealth Advice Firm Awarded Prestigious Industry Title

Ryley Wealth Management recently announced a move to bigger premises, relocating from Castle Quay to The Arc on ng² Business Park

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

Casey Quirk: Fee pressure, slow growth will force managers to cut costs and evolve

In “Survival of the Fittest: Defining Future Leaders in Asset Management,” Casey Quirk outlines how money managers must change to compete in a new age.

Wealth firm begins fresh buy spree with IFA acquisition

An initial amount of £157,500 was paid upon the completion of the acquisition from AFH’s cash resources.

Class Action: Why Philanthropists are going back to school

Instead, formal education provision across the world remains patchy.

Credit Suisse Group AG Plans More Swiss Job Cuts

The Swiss bank is expected to announce its future overhaul plans on Investors Day in London

BNP Paribas Wealth Management celebrates 40 years of Art Advisory

The team is active in the three main sectors of the art market: at auction, with galleries and at international art fairs and also negotiating private sales.

ABN AMRO has reached an agreement with LGT on the sale of its private banking operations in Asia and the Middle East

LGT is a leading international private banking and asset management group.

Hampden wins HNW business

The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.

Fairstone adds £140m FUM with My Wealth Management acquisition

Fairstone has made four other acquisitions in the last three months

UBS launches UBS Europe SE

The choice of a societas Europaea as the corporate structure for the entity provides UBS with strategic flexibility.

Wealth managers respond to demand for ‘robo advice’

Brewin Dolphin the latest firm to offer a fully automated investment service

Andorra ends banking secrecy

The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.

Wealth and Asset Management