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

JTC Group Governance Team Wins at CGI Jerey Awards

This award recognises the team’s outstanding contribution during a period of exceptional strategic activity and growth for JTC.

Tim Rimmer Named in UK EPC NextGen Leaders List

Earlier in the year, Tim was also recognised in the regional Crown Dependencies NextGen Leaders List.

Closing the investment gap: investing on your terms

Much of the discussion has focused on whether women are more risk averse than men.

Building wealth through retirement planning

The savings period allows you to benefit from the effects of compound interest: the income from your pension capital is reinvested, generating further income, and so on.

Beacon Pointe snaps up ACT Wealth Management

ACT's remit centres on advising aviation personnel on financial choices prior to and during retirement.

DWS is making Switzerland a global hub for family offices.

As Sven Württemberger, CEO of DWS Switzerland, explains in an interview, Switzerland is gaining importance as a financial center.

Third Financial chosen by former Quilter Cheviot chief’s new wealth firm

Third Financial’s technology is now used by more than 60 firms and it administers more than £50bn of assets.

Global Finance Names The World’s Best Private Banks 2027

The 2027 awards reflect the increasing sophistication of private banking

AI will only succeed if combined with human judgement, insight and wisdom, says Boutique Asset Managers

The group agreed that the rapid development and adoption of AI capabilities will automate existing processes across the business and was already delivering meaningful benefits in research, software development, marketing, and operational functions.

Hoxton Wealth Receives $135M Minority Investment From Aspirity Partners

They manage in excess of $5 Billion in assets and serve approximately 10,000 clients across ten jurisdictions, holding regulatory licences in the UK, US, UAE, Australia, Cyprus, and South Africa.

Lync Wealth Management acquires Scott Financial and Latham Consultancy Ltd

Both firms are based in Fleet, Hampshire and have approximately £210m of assets under advice.

Cembra completes the acquisition of Santander’s Swiss vehicle financing business as planned

The transaction represents an important step in Cembra’s growth strategy and enables the further scaling of its new leasing platform.

Swiss millionaires are open to switching — these banks dominate

Competition for affluent private clients in Switzerland is intense.

Morgan Stanley is a dubious saviour for UBS

The return on investment looks far from stellar, potentially making it tricky to justify such a risky move.

Quilter Foundation announces £3.5m five-year financial education partnerships

Money Ready will receive £1.1 million over five years, extending its long-standing partnership with the Quilter Foundation to 17 years.

Sarasin Asset Management launches US Client Model Portfolio Services for UK advisers

The model portfolio service (MPS) provides an all-in-one investment solution covering asset allocation, fund selection and risk management, with portfolios managed within clearly defined risk parameters.

J. Stern & Co. confirms completion of deal combining Swiss subsidiary J. Stern & Co (Switzerland) AG with bvo Capital SA

The combination builds on a common investment philosophy of long- term investing in quality equities, based on our own research, reinforcing our strengths in active management of concentrated global equities.”

Praxis private wealth talent recognised among industry's next generation of leaders

Caitlin Burgoine, a Supervisor in Guernsey, joined Praxis three years ago in her first professional services role and has progressed through successive promotions.

Hawksford’s Darren Kelland recognised in Spear’s Trusts, Structuring & Offshore Index

With over two decades of experience under his belt, he is a trusted source of expertise in matters concerning succession planning, asset protection and family office solutions.

Financial Planning Is Not Just for the Wealthy

It is rarely the couple juggling a mortgage and school fees, the young professional trying to build savings, or the family wondering whether they are doing enough for the future.

Wealth and Asset Management