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

Weatherbys head of financial planning achieves rare double

There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.

Wealth transfer requires steep rise in investor knowledge

These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.

EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group

This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.

Liontrust insists it is ‘well placed’ despite profit dip

The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.

Wealth managers gear up to put UK savings into private assets

Talks with private capital firms have focused on operational hurdles for retail customers

Patrick Thomson: «Switzerland’s Potential Is Far From Exhausted»

Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.

Millionaires on the Move: UK Braces for Historic Wealth Flight as Global Migration Peaks

The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”

Deutsche Bank Renews Office Management Agreement

The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.

Indosuez Wealth Management plans to acquire the “Wealth Management” clients of the BNP Paribas Group in Monaco

This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922.

RBC Brewin Dolphin expands MPS with seven new model portfolios

The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.

Triple shortlisting for Saffery Trust for STEP Private Client Awards

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation

The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.

Cosmofunding takes off – Vontobel’s platform sets course for Europe

The company is now taking off – with expansion plans beyond the DACH region.

Where Ninety One's top UK Special Situations fund is finding value

The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK.

The Rise of Single Family Offices in Central and Eastern Europe

SFOs offer a centralized structure to manage everything from capital allocation and tax strategy to philanthropy and generational wealth transfer.

Financial planning and wealth management firm expands with its third acquisition

Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.

Rothschild & Co wins Best Debt Advisory Firm for Companies

The recognition reflects the strength and consistency of our global Debt Advisory platform, which continues to deliver leading independent advice across a wide range of financing situations.

Praxis earns back-to-back STEP Private Client Awards nomination

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

How European family offices are reallocating capital towards the UAE

The UAE imposes no personal income tax, capital gains tax, or inheritance tax

UK pension landscape post October 2024 Budget: options for private clients

One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.

Wealth and Asset Management