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

Canada Life suspends relationship with Odey wealth management unit- statement

A Canada Life said the company would not be accepting any new fund flows.

Investec: Proportion of all-male investment trust boards falls to less than 5%

‘Skin in the game’ reaches £4.2bn

Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist

Managed by Simon Nichols

Triple Success for JTC Private Client Services Team in NextGen Leaders' List

The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.

UK's oldest private bank taps Integral for liquidity aggregation, FX pricing engine, API distribution

“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”

Macquarie’s three real assets funds to crack the UK market

Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.

GAM receives request for an EGM from a shareholder

The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.

Rebel investors reject GAM takeover and call for board shake-up

Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors

Wealth and Asset Managers Turn to Third-Party Tech Solutions to Cut Costs, Fast-Track Time to Market

These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.

1 in 20 M&G staff expected to exit in cutbacks

The firm expects further office closures in the second half of this year

Zwei Wealth: Private Banking Became an Outdated Model

The desire among clients to compare products is growing, but navigating the investments is nearly impossible.

Former Julius Baer EM heavyweight launches boutique

Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.

Sterling wealth portfolios suffer on inflation surprise

Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.

Coutts Monthly update: Rise of the machines

A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.

Lync Wealth Management snaps up two more firms

Adviser Services Holdings expands national advice arm

SG Kleinwort Hambros forms private banker team for entrepreneurs offering

The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.

Titan Wealth Holdings collaborates with IA to launch intern programme

Partnership with Investment 20/20

Asset Managers are Neglecting an Important Client Group

The main reasons were the slump in the financial markets, high inflation, rising interest rates, and geopolitical turmoil.

UBS expects to complete Credit Suisse acquisition as early as 12 June 2023

Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.

Hawksmoor signs up for BITA Risk’s Enhanced portfolio monitoring service

The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.

Wealth and Asset Management