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

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.

Lombard Odier partners with PensExpert to enhance pensions offering

This makes us a leading bank when it comes to innovative solutions in the area of employee benefits and occupational pensions.

Pacific Asset Management MPS risk-rated by Leading Providers

When partnering with advisers, PAM designs and manages an investment proposition that’s tailored to a firm’s specific needs.

Meet Ireland’s new disruptive wealth manager

Unio has entered the Irish wealth management space with €14bn in assets at launch and aims to disrupt the market with its international investment offering.

Why has Scotland become an attractive hub for advice firms?

It is ‘often the obvious next move’ for companies looking to expand

Mediobanca further develops its advisory business through strategic investment in Arma Partners

Under the terms of the agreement Mediobanca will acquire Arma to create a leading Digital Economy franchise within the CIB Division.

Wealth transfer planning: Branching out, building up, giving back

Beyond the emotional concerns, these transfers entail, tax, legal and a host of other issues come into play.

Investec sees resilient growth despite tough markets

These were underpinned by client acquisition and increased client activity.

Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration

The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.

Praxis looks to expand yacht services offering with planned acquisition of Sarnia Yachts

The proposed deal is subject to regulatory and competition authority approvals.

SJP bosses face investor backlash over 'windfall gain' remuneration

Institutional Shareholder Services urged clients to vote against package