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

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation

This consultation proposes reforms to these exemptions, responding to economic, social and technological changes

New research highlights wealth manager interest in private assets

The research, conducted by the Investment Association and Goji, a provider of regulated platform technology

Tim Haywood apologises for ‘mistakes made’ at GAM

The regulator has today (16 December) published warning statements about both GAM and Haywood.

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

Learnings from 300 years of giving back with Rennie Hoare

This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.

Robust, repeatable and reliable

For advisers who are seeking to outsource their investment services, they need a partner that has a proven history of delivering exactly what the regulator is looking for – a proven robust, repeatable and reliable solution.

New returns: banks move back into wealth management

As the traditional banks grapple with disruptors and an enduring environment of low interest rates, a growing number are piling resources into a new business opportunity – wealth management.

Multrees eyes adviser market as it bats away PE offers

Having broken into profitability back in 2017, the platform has since grown its assets to £17bn.

Canaccord Genuity Wealth Management expands UK footprint

Closing is subject to customary closing conditions, including regulatory approval.

The Need to Modernize in Trust

Making the case for a transformed business model.

Charles Stanley takeover hit by FCA delays

The two have instead secured an alternative date for January 19, 2022 - the first available hearing date in the new year.

Multrees expands strategic partnership with global asset manager

Multrees was first awarded a mandate by GAM in 2015, covering custody services.

JTC Directors Win at 2021 Citywealth Future Leaders Awards

These awards champion young professionals in the wealth sector and highlight the leaders of today and tomorrow who are under forty.

Schroders UK Financial Adviser Survey 2021: Succession planning and sustainability top advisers’ agendas

In its seventh consecutive year, Schroders 2021 UK Financial Adviser Survey* which encompasses views from 203 UK advisers, reveals that succession planning and ESG are at the top of advisers’ agendas we look ahead to 2022.

Global Market Insights

The market at the moment is largely ignoring strong economic and inflation data and is instead concentrating on potential problems of the type mentioned above.

Equiniti private equity takeover completes

The deal was first announced in April when the US private equity firm Siris Capital confirmed its takeover offer

Barclays Sets Sights on Asia

The bank had been scaling back operations in several countries in the region, including in Australia, South Korea and Malaysia.

WH Ireland on buy hunt as wealth assets hit £2.4bn

The wealth firm is on the acquisition trail as it aims to grow assets to £3bn.

Investing in technology: Family office vs venture capital fund

This makes commercial sense above certain level of assets. It mitigates potential conflicts of interest by bringing them in house.

World's Best Private Banks 2022: Western Europe

An economic rebound fills the coffers of Europe’s winners.

Wealth and Asset Management