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

Adviser consolidator acquires Maze Wealth

Received funding for expansion in June

How to use professional connections to do succession planning

At the end of his analysis, there are also checklists of points for financial advisers to action.

Fund firms need talent shake-up in order to tap millennials

We are a much more diverse workforce than you would usually find in the asset management industry and much younger as well.

Wealth management firms consider attracting millennials with social enterprise

At the forum, four teams explored the reasons why millennials weren’t engaging and offered solutions to get them on board.

How a 143-Year-Old Swiss Bank Took a Quick Road to Ruin in Asia

That coup in 2009 set off a chain of events that has now thrust BSI into the center of the widening financial scandal involving 1Malaysia Development Bhd.

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.

Wealth and Asset Management