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

Wealth firm makes Darlington switch

Being in a prime location shows our intent on being at the top of our game

Wealth management M&A to rise as competition heats up

A broad look at the UK’s wealth management sector reveals a fragmented industry with many smaller players still operating in niche areas.

RBS agrees to sell Luxembourg fund Business

The sale of the state-backed bank’s Luxembourg-domiciled fund governance business, called RBSL, for an undisclosed sum is at a significant premium to book value

But what does it mean ? by Tim Price

“Risk is what’s left over when you think you’ve thought of everything.” - Carl Richards.

Not to be taken with a pinch of salt: the impact of families and their businesses by Penny Lovell

It’s not just recipes in the area that have been influenced by families.

Nutmeg targets 'dumped' Brewin Dolphin clients

As part of the campaign, titled 'Been Dumped by Brewin Dolphin?', Nutmeg, led by former Wealth Manager cover star Nick Hungerford (pictured), is offering those who switch from Brewin three months of free portfolio management.

Ex-Killik and Ashcourt Rowan men team up with SJP

The new company is based out of St James’s Place’s Leeds office.

City Financial to acquire Investec W&I multi-asset range

The funds' management arm, formerly WDB Asset Management, was renamed as IWI Fund Management in June 2014.

Planners must fight to preserve voice amid IFP merger

Talking to financial planners, responses have been rather mixed, with some questioning why we even need a merger in the first place

Brewin Dolphin rebrands Managed Funds Service

Johnson said that after the rebrand, Brewin will also look to broaden its current range of five risk-rated portfolios.

Sesame cuts 69 jobs as wealth network shuts doors

Sesame announced the closure of its advice network to wealth appointed representatives following a business review.

Lord Rothschild shuns the US to plough cash into the Eurozone

The question now is whether stock market values are sustainable as interest rates rise and quantitative easing tails off

Old Mutual creates investment division, reshuffles management

Both companies would retain their brands and independence in regard to investment selection

CISI merger:OCM Wealth warns of 'death of chartered planner'

'In my opinion, the CFP alone does not give me the required in-depth knowledge to be a specialist in the individual advice areas as is required with the CII and CISI to become Chartered.

deVere’s Nigel Green wins Finance Monthly CEO award

The 2015 Finance Monthly CEO Awards celebrate the success, innovation and strategic vision of CEOs across a number of sectors and industries.

Sanlam acquisition puts wealth assets at £1bn

Sanlam Wealth Planning has acquired a wealth management firm with more than £150m in assets, taking the division’s total assets to more than £1bn.

Queen Victoria’s castle goes on sale for £1m only

The ground floor has a number of fine reception rooms

Dousing expectations - St. James's Place Wealth Management

For markets that remain ‘data-dependent’ – jittering in response to any and every signal of the health of the global economy – the end of the week offered the chance of some definite answers to the questions of when the US and UK w

ABN Amro wins back pre-break-up clients

ABN Amro has won back many of the corporate clients acquired by rivals Royal Bank of Scotland and Deutsche Bank and the Dutch lender aims to repeat the trick in Brazil, according to its chief executive.

Sanlam acquires Hampshire IFA

The deal, which is for an undisclosed fee, will see FA Watts become part of restricted advice firm Sanlam Wealth Planning.

Wealth and Asset Management