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

Brooks Macdonald flows up but funds fall 3.9%

The firm’s investments underperformed by 4.9 per cent over the quarter

Zurich WM partners with Sygnum Bank to expand crypto offering

The wealth management firm will have access to a variety of products including direct investments into Bitcoin and Ethereum and exposure to tokens in sectors such as DeFi, the metaverse and gaming.

Brooks Macdonald targets advice gap with female network

Female Folio will bring female investors together through networking events, with the aim of helping to close the investment gap.

Keep it in the family with smart tax planning

We look at the best ways of helping your loved ones benefit from your wealth after you’ve gone by cutting your estate’s tax bill

My time in a cold-calling factory for SJP partners where we were told to lie

As a student, I worked for a commission-paying lead generation company that instructed me to lie to leads when calling to book appointments for SJP partners.

Forrester outlines a future-fit vision for digital transformation

Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.

St James’s Place partner firms merge

Owner of one of the businesses to retire after the deal

Sir Martin Sorrell on his life, career and the future of the global advertising industry

Previously Sir Martin was Founder and CEO of WPP for 33 years, building it from a £1m 'shell' business in 1985 into the world's largest advertising and marketing services company.

Liontrust suffers £432mn outflows after losing mandate

The outflows are in comparison with net inflows of £958mn in the same period last year.

Geneva WM partners with private equity fintech

The wealth manager’s clients will gain access to investment opportunities traditionally reserved for institutional clients.

Julius Baer Private Banker Relocates to Lugano

Martinelli will focus on leading a new team for business acquisition and business development in the international clientele area.

Turning Japanese

“Money talks – and mine said ‘goodbye !’” - Anonymous.

MHA MacIntyre Hudson takes majority stake in Cave & Sons to strengthen private wealth management offering

MHA Caves Wealth will continue to serve all of its existing clients while forming a core part of MHA MacIntyre Hudson’s comprehensive private wealth offering.

Financial Times’ Private Wealth Management Magazine Shines Spotlight on Due Diligence in Citizenship by Investment Countries: CS Global Partners

More and more savvy investors, entrepreneurs and families are looking for legitimate ways to protect and grow their wealth and investments amid rising uncertainty throughout the world.

Wealth and Asset Management