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

Ex-CFO of SJP partner firm buys UK wealth manager

Founder will retire from the business following the deal

Warnings of ‘fire escape’ tax plans for wealthy Brits under Labour

He claimed clients who settled here for tax reasons to start with say they are willing to leave.

Henley Private Wealth Migration Report 2023

The HNWI migration figures focus only on HNWIs who have truly moved — namely, who stay in their new country more than six months a year.

Astrobank awarded as best bank in Cyprus for private banking

AstroBank has developed an extensive customer base, which is significant considering the Bank’s size and overall market share in Cyprus.

Tyndall Partnerships builds out an Investment Committee of industry heavyweights

The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.

‘Normality has changed’: Brown Shipley rethinks 2023 strategy in new economic paradigm

The investment house aims to enhance its risk-adjusted returns by remaining defensive.

iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities

Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.

Credit Suisse Senior Bonds Get Favorable Tailwind

With Credit Suisse now absorbed into UBS, not only will its shares disappear, but around $200 billion of the bank's outstanding senior bonds will transfer to the buyer.

Schroders plc hosts Wealth Management Capital Markets Day

During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:

Acquisitive firm to relocate from Newcastle after 15 years

The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.

Schroders exits Odey investments but others hold

Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.

Liontrust publishes prospectus for offer for GAM shares

The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.

ONE swiss bank: H1 2023 Financial Results – Profit Hike

Profit Hike: significant increase in profit expected for the first half of 2023

Tatton Asset Management excels, and vows to increase market share further

Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.

Suntera Global Private Client Expert Recognised in Nextgen Leaders List

Having initially joined the firm in 2021, she has developed a real focus on building and maintaining long-lasting relationships with clients.

Evelyn Partners Core MPS team increases exposure to European equities at expense of UK and Japan

“Despite all the changes and exits of ETFs, the overall OCFs of the portfolios remain pretty much unchanged.”

Evelyn Partners to acquire boutique wealth manager Dart Capital

The transaction, which is subject to regulatory approval, is expected to complete later this year.

UBS completes Credit Suisse acquisition

Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.

Odey Asset Management LLP: Executive Committee Statement

This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.

Oberon takes majority stake in fintech platform

The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.

Wealth and Asset Management