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

Tatton’s £15bn MPS range fights with Quilter at the top of the charts

Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?

BlackRock bets on British brickmaking

One of the main BlackRock funds that increased its stake in the FTSE 250 company, which has a market capitalisation of £725mn, is the Throgmorton Trust.

Ermotti Succession at UBS: Mission Impossible for Sabine Keller-Busse

Against all odds, the team always pulls off the unthinkable, bringing the mission to a successful conclusion.

Private banking: “We cannot talk about wealth management until we talk about wealth planning”, says Serge Fehr

On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.

What the new rate-cutting cycle means for asset classes

Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.

How Quilter’s £16bn WealthSelect MPS range beat its biggest rivals

Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.

Finding a purpose for family wealth during uncertainty

Conversations around wealth planning and succession in family businesses can give UHNW clients a long-term perspective in an uncertain world, says HSBC Global Private Banking

Nikko AM Group strengthens international investment platform with ManCo transfer to Apex Group

By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.

Janus Henderson completes NBK Capital Partners acquisition

The firms have closed the deal after announcing it in May

Family offices double down on real estate

Ultra-high net worth families feel comfortable with this tangible, ‘bricks and mortar’ asset, well suited to their multi-generational investment horizons.

Commerzbank expands business with ultra-high-net-worth clients

The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.

BOS Closes Luxembourg Office, Rejigs Europe Strategy

The bank will continue to cover the UK market via its existing London office.

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

UBS tech chief says Credit Suisse integration is on track after test run

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

Liontrust blames outflows on Budget 'speculation and uncertainty'

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

Brooks Macdonald to acquire Lift for £45m

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

Clarion Wealth Planning announces management buyout

Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.

Russell Investments launches evergreen private credit fund

The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.

Van Lanschot Kempen partners with Collective Action to strengthen impact proposition

The partnership will strengthen Van Lanschot Kempen’s advisory services

Wealth and Asset Management