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

Succession bags £25m to buy advice firms

Directly and through its affiliated membership, the group has £11bn of funds under management, of which more than £2.5bn is serviced through its national advisory business.

St James’s Place launches intergenerational product

The moves follow SJP teaming up with Metro Bank at the end of April to launch an intergenerational mortgage range, specifically for parents and grandparents who wish to support their children or grandchildren in buying a first home.

A New Financial Risk?

Investment banks stormed into the public spotlight since the financial crisis, but are Europe’s asset managers getting too big for their own good?

Building a Wealth Community: How to get from P2P by Ben McNeil, Scorpio Partnership

With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.

Global growth uncertain but rich getting much richer

This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,

The blurring of the lines between fund and wealth managers

Neptune to launch a wealth arm

Lombard International opens office in Paris

The Paris office is managed by Régis Gaston-Breton, head of domestic French market, and Pierre-Alix Jean, relationship manager France.

Close launches retirement portfolio modelling service

‘There is no one-size-fits-all approach and advisers need to take into account their clients retirement income needs, future goals and objectives.’

Rothschild trust walks from Alliance Trust tie-up

This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.

Greece and Spain could be pot of gold for wealth managers

Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.

Societe Generale finalises the acquisition of Kleinwort Benson from the Oddo Group

The acquisition has no significant financial impact on the Societe Generale group.

Share In Talks With Wealth Manager For Profit-Boosting Deal

Even amid subdued activity, Share said that independent research indicates it has performed better than peers.

Wealth Management Industry Getting Better for Females

Female professionals say the two biggest concerns that need to be addressed to accelerate the trend are an ability to balance the career with motherhood, and a larger number of women in leadership roles.

Alliance hires Canaccord as sole broker

JP Morgan, which advises RIT, had previously been the Trust’s sole broker.

The impact of philanthropic donations by high net worth individuals is often not assessed

Such individuals are often much more personally involved with their philanthropic foundations than they are with their investments.

Leading independent private banks merge

The deal values Martin Maurel at 240 million euros, and the transaction would be financed by a mixture of newly issued Rothschild & Co shares, Rothschild & Co's own cash resources and external credit facilities, the banks said in a statement

Dutch trust operator buys Elian

Elian is expected to generate Revenue of £96 million and EBITDA of £36 million (37.4% margin), representing a CAGR of 9% and 12%, respectively, on Revenue and EBITDA since FYE January 2015 (pro forma for the acquisitions of Allied Trust and SF

Close Brothers AM buys celebrity wealth firm

The firm specialises in servicing high net worth clients, particularly in the media and sports industries.

Canaccord Genuity WM's assets break through £12bn

The recovery encompassed rises in the firm’s annual revenue and pre-tax net income, which hit £70.3 million – up from £68.1 million the year before – and £12.2 million respectively.

Bagnalls ‘painting the town’ after national awards triumph: Close Brothers Asset Management

Penny Lovell, Head of Private Clients at Close Brothers Asset Management, one of the judges and the sponsor of the award added: "It is a privilege to support these awards and to find out more about the fantastic family firms that are the backbone of

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