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

Raymond James opens Fulham branch for Killik duo

Dasha Plotnikova and Max Scholey said they were attracted by Raymond James’ lack of a centralised model, paired with the support of a larger infrastructure.

Investment marketing veteran Anne-Marie McConnon dies

McConnon, who worked for more than 25 years in marketing roles across the asset management industry, was most recently chief client officer at Rathbones.

Mediobanca makes wealth management push to boost returns

Mediobanca said it would reposition its offer of both liquid and illiquid products and provide investment banking services to rich customers such as business owners.

Kingswood eyes ‘growth opportunity’ as assets pass £11bn

Assets under advice and management at Kingswood rose 54% last year following a string of acquisitions by the wealth consolidator.

SEI Extends Long-term Relationship with Verso

SEI Wealth Platform to Help Power Growth for IFA Consolidator

Carey Olsen advises Carey Commercial on its sale to Suntera Global

Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.

Julius Baer: Interim Management Statement for the first four months of 2023*

Solid start into the year despite challenging market developments – Strong relationship manager hiring pipeline – Significant capital generation

Senior Portfolio Managers at GAM Investments support Unanimous Recommendation by GAM Holding AG Board of the officer from Liontrust Asset Management Plc

This statement has been made through a letter sent by the senior portfolio managers to the Board in response to the news stories in which various sources have challenged the offer for GAM by Liontrust.

Christine Novakovic holds her own at the combined UBS

With the merger, the new management of the megabank will also start its work - and with it Beatriz Martin Jimenez.

Mattioli Woods: wealth manager focusing on acquisitions to support growth

The highlight was the growth in revenue, up 10% against the equivalent period. CEO Ian Mattioli pointed to organic revenue growth of over 2%.

Channelling charity in business: corporate foundations

Establishing a corporate foundation or making constitutional changes to an existing business are significant steps

Silverwood Wealth Management

Investment director Steven Beaney of Silverwood Wealth Management tells Wealth Manager about the six-month-old firm, and reveals what he’s bullish and bearish about.

Is St James's Place, the UK’s biggest wealth manager, really worth the fees?

Telegraph Money examines its charging structure – and long-term performance

GAM Holding AG confirms it rejected the offer from Taure AG on 3 May 2023 because it materially undervalued the firm

The Board reiterates its strong view that the offer from Liontrust Asset Management Plc delivers superior value to shareholders and is in the best in interests of all stakeholders.

M&G Wealth announces launch of full PruFund range on Platform

This is the first time these funds have been offered on any investment platform.

Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management

Clients will also be able to benefit from Rothschild & Co’s Five Arrows suite of products through its Merchant Banking division.

UK wealth manager snaps up Sipp firm

As the company looks to expand its offering

Chase Buchanan Wealth Management Launches Specialist Expat LTA Advisory Service With Pensions Expert Malcolm McDowell

Global Private Wealth Management firm, Chase Buchanan, has launched a specialist LTA advisory service with pensions expert Malcolm McDowell, supporting clients with the changing UK tax legislation.

PIMFA delighted to have been named as one of the Best small places to work in the UK by the sunday times

PIMFA staff said the company cared about diversity and inclusion with 96% of staff responding positively to this question.

Mercia Asset Management : Loan will help fast-growing law firm to continue its expansion

The funding will provide additional working capital to enable it to recruit new lawyers at all levels, expand its range of services and strengthen its operations and financial team.