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

Fairstone makes double purchase

Both firms had initially partnered with Fairstone through its proprietary downstream buyout model.

Consolidator entrant buys £280m Liverpool adviser

The addition of Pavis to the Verso group, adds scale to Verso’s network and creates a hub in the North West as Verso builds its national footprint.

Remembering Andrew Denham-Davis

A salesman who believed in wearing out shoe leather, during fifteen years at Brooks Macdonald he built and managed a 35-strong sales team.

Deutsche Bank posts a surprise profit on strong investment bank performance

The fourth quarter tax benefit reflected a positive deferred tax asset valuation adjustment of € 274 million resulting from the strong performance of Deutsche Bank’s US operations.

Gilbert's attention shifts to wealth firms after R&M deal

Gilbert said the R&M deal had been a big focus of his "for much of the past year" and that AssetCo now had "nothing imminent" in the acquisition pipeline.

Quilter reports a strong final quarter of 2021

Strong performance from the new Quilter Investment Platform

Brewin Dolphin fund inflows hit £1bn in latest quarter

Continued organic growth momentum, advice-focused strategy delivering

Kingswood buys South Yorkshire IFA in first deal of the year

This will make client transition as smooth as possible and enable me to continue to oversee my clients' best interests for the future.

Credit Suisse Warns on Fourth Quarter

The financial results are still subject to detailed finalization and review.

Swiss Private Bank Buys Rival's Wealth Unit

The parties welcome this opportunity to embark on the next chapter in their growth story.

Kakou Technologies: The B Corp Engineering change through community

We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion

Ten Lifestyle boosted by UK wealth management deal

A look at the major movers on the London market on Tuesday

Pictet: Management Transition in Moscow

In the future, he will be responsible for the region as chairman while remaining an equity partner and reporting to Marc Pictet.

Swiss Wealth Boutique Snaps Up Rival

Neither boutique firm disclosed financial details of the transaction, which closed on Friday.

Advisers 'not in a good place' on vulnerability

“Advisers know they need to look out for vulnerability, but don’t know how to do it. It’s not a good place to be in as an industry.”

Waystone completes investment from Montagu and announces new strategic investment

Montagu and Hg will become co-controlling investors, supporting Waystone to further scale its global platform for fund governance solutions

Asset and Wealth Management in 2022: Strategic priorities for the middle and back office

Download the report to find out how others are reflecting on pressing challenges

Cyber threats and cybersecurity continue to impact private banking

As a consequence, awareness of cyber-attacks and the threat they pose is high and private banking clients expect this issue to be one the private banks have got well under control.

Julius Baer strengthens its intermediaries business in Spain

The development of the Intermediaries Spanish market will be under the responsibility of the new team around Claudia Linares, who joined the bank in mid-January 2022.

Raymond James takeover of Charles Stanley gets final go-ahead

A month after regulator approved the acquisition

Wealth and Asset Management