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

Advisers asking low asset clients to leave: Schroders

A survey of 644 advisers found that 49 per cent have segmented their client base by size

Guernsey fiduciary services industry targets new markets -FT

The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.

Guernsey’s economy shows signs of recovery despite protests -FT

Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.

Coutts Investment Outlook 2015: On and Off the Beaten Track

The 2015 Investment Outlook provides insight from Arne Hassel, Head of Investments at Coutts and his senior team: Alan Higgins, Chief Investment Officer for the UK; Norman Villamin, Chief Investment Officer for Europe, Terence Moll, Head of Asset Allocati

Luxembourg realigns itself as an art and antiques haven

The Grand Duchy is increasingly marketing itself as the go-to place for art-related business in Europe.

Estonia Is First Country In The World To Offer E-Residency

Estonia has become the first country in the world to offer E-Residency, a way of legitimising your online identity throughout the global internet.

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

Jersey strengths showcased to key Asian advisers in inaugural Roadshow series

Jersey’s strengths as a centre for wealth management, company listings and fund servicing were showcased to over 500 stakeholders in key Asian markets last month, through Jersey Finance’s inaugural Asia Roadshow.

Aberdeen Asset Management chief executive Martin Gilbert cashes in

Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.

WMA reissues factsheet due to boiler room concerns

The Wealth Management Association has warned over the increasing risks of boiler room scams following the latest fraud figures.

Mortgages Together to expand into financial planning and wealth management

The expansion coincides with Trevor Pugh’s intention to retire from Mortgages Together, the business which he founded in 2003

DBS Said to Work With Citigroup to Study Possible Coutts Offer

DBS Group Holdings Ltd., Southeast Asia’s largest lender, is working with Citigroup Inc. as it studies a potential bid for the international business of Royal Bank of Scotland Group Plc’s private bank

Wealthcare aims to double in size after £300,000 investment

Its new base at Castlecroft Court, Castlecroft Road, is more than double the size of its former HQ at a business park on the outskirts of Bury

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Old Mutual Wealth completes acquisition of Cirilium

Old Mutual Wealth has completed its deal with Henderson Global Investors to acquire a 50 per cent stake of Intrinsic Cirilium.

Thomas Miller completes acquisition of Broadstone

The firm said it forms part of a strategy “to create a leading investment and wealth management business

VP Bank takes over Liechtenstein bank

With its business model featuring similar core areas of competence, target markets and client structures, VP Bank Group is ideally placed to integrate the extra staff deriving from the takeover successfully, and support them professionally in advising the

Jersey private client professionals lead the way in Powerful Women list

36 of Jersey’s most influential women have been named in the Citywealth’s IFC Power Women Top 200 list, which was published last week and features women working in a wide range of areas including government, private wealth, private client advi

Bellpenny pushes £3bn in assets after £300m IFA deal

Bellpenny’s 23rd acquisition will see Unizone’s financial planners and more than 20 support staff join the firm.

Wealth and Asset Management