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

Waystone upgrades London office as demand for services grows

Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.

Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024

Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.

Exon Wealth Management: Pioneering the Future of AI-Based Trading

By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.

Nearly half of global family offices to reallocate to private equity, report finds

As family offices seek greater control, private equity and direct investments are increasingly forming key components of their long-term investment strategy, a report has found

How to avoid cashflow pitfalls when selling your business

The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.

Wealth firm Perspective celebrates deals century

Perspective Financial Group has bought nine market operators.

A call for change: three main challenges that the wealth management industry has to address

For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).

Before AI met wealth management & the tech challenges we forget about

In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.

Carne: 82% of UK asset managers considering LTAF launch

Less than a quarter of wealth managers currently use an LTAF or ELTIF

Citywire Wealth Manager announces its Top 100 Investment Managers 2024

This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.

ASHL sells off LYNC Wealth Management

It’s the second sell off in seven days for ASHL which last week sold its MPS provider Rockhold Asset Management, also to 7IM.

Mary-Anne Daly, CEO, Wealth Management, has been named in the Financial News inaugural Twenty Most Influential in Wealth Management

Under her leadership, Cazenove Capital has expanded its footprint in the UK over the past three years.

Members of industry leading ‘UK Wealth Managers on Climate Group' come together to initiate change

Today, the UK wealth management industry controls over £1 trillion of assets and accounts for around 11% of the UK asset management industry assets under management (AUM)1.

7IM co-founds group promoting net zero for asset managers

The group has nine members which have a combined total of £165m of assets under management.

LGT extends partnership with the award-winning LGT Young Soloists string ensemble

The ensemble offers highly talented young musicians aged 13 to 25 a unique platform to showcase their skills on stages around the world.

HSBC reorganisation to give it even greater wealth management focus

A clear winner of HSBC’s shakeup is its wealth management operations and broader wealth strategy says Andrew Haslip

Brooks Macdonald acquires CST Wealth Management to continue growth in financial planning

The acquisition adds to Brooks Macdonald’s growing offering in Wales, with the CST team well known to the firm.

Mattioli Woods acquires Stockport-based Cullen Wealth

Mattioli Woods is a diversified wealth and asset management business.

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

The wealth management partner that helps high earners achieve their full financial potential

Unio exists to meet the needs of people in Ireland who have accumulated wealth, yet they are time poor and are currently under-advised.

Wealth and Asset Management