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

Advice firm closes DFM as £60m moved to 7IM and LGT Vestra

Founded in 1989 Leicester-based Greyfriars is an advice firm, Sipp and SSAS administrator and was formerly a DFM for its advisers and external IFAs.

7IM sees assets jump in ‘solid’ year

Last month, 7IM announced it has become a pension provider with the launch of a Sipp on its platform.

€112bn investment firm pledges management fees for social causes

Candriam to donate 10% of fees to back scholarships into research around sustainable and impact investing

Julius Baer's New Boss Breaks With Boris Collardi

It isn't the only about-face from Collardi, according to Hodler: «We've achieved growth so far by hiring private bankers and with acquisitions.

Asset managers put Brexit plans into action with Dublin in spotlight

Who is already making plans to beef up or move parts of their operation to Dublin?

The cost of being posh is getting even more expensive with the price of exotic holidays, Savile Row suits and private schools soaring by 5.5 per cent a year

The ‘Luxury Price Index’ from private bank Coutts shows the rich will have to dip deeper to afford the finer things in life.

Wealth managers face existential crisis if don't adopt AI

The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management

UBS's Main Unit Is Upgraded at Moody's on Wealth Business

For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.

North Essex-based financial advisers nominated for three Money Marketing Awards

“We are looking forward to attending the Money Marketing Awards and we would like to wish all our fellow nominees the best of luck.”

Inflation: Why piggy banks won’t fly

Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.

BNP Paribas Targets Germany's Rich With 150 Private-Bank Hires

French lender targeting expansion with hires over three years

Baader Bank Opens its Doors to Asset Managers

Current topics were presented by speakers from politics, business and professional sports backgrounds on the subject of digitisation and current trends in the financial sector.

UBS partners with Hermes on sustainable portfolio

It will also be investing in an area that it refers to as “ESG engagement equities”

Top 10 investment companies in Europe

Currently, the company’s asset portfolio is at a 10-year high point, with over $192.99bn in holdings worldwide.

Investec to move institutional equities roles from Dublin to London

Five jobs will go at Irish operation as unit is integrated more with UK business

Private banks you can find on the high street

High street banks are expanding ranges of premium accounts

Wealthy Brits brace themselves for Brexit uncertainty

Investors find their nerves tested by political volatility in the UK

Rathbones splashes £100m buying wealth manager

All other Speirs and Jeffrey employees will transfer to the new business and integrate with existing Rathbones staff at the firm’s Glasgow office.

‘Next Gen’ clients seek greener, leaner wealth managers

Younger customers demand different services, funds and approach than their wealthy parents

JPMAM unveils four fixed income ETFs

TERs between 0.10% and 0.22%

Wealth and Asset Management