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

How is the next generation reshaping private banking?

This insightful experience enabled us to delve into the financial hopes and concerns of new generations.

Edinburgh wealth management firm acquires Inverness rival

The firm says it is planning further deals in the Highlands and Islands this year

Coutts Scotland marks a return to its roots

Now Coutts is returning to its roots. Later this year, it will be taking over the banking functions of another Scottish private bank, Adam and Company.

Apex Group launches Women’s Accelerator Program

The Women’s Accelerator Program aims to accelerate the progress of high-performing female talent through the business, eroding the gender disparity at mid- and senior-management levels to provide a clear path for career progression.

Liontrust Trading Update - January 2022

At a time of increased market volatility, strong investment processes are even more critical to long-term performance.

Artorius expands regional presence with new offices

The team have been regular visitors over the years so we look forward to seeing them more often as part of our thriving business community.

Martin Gilbert given more time to make R&M bid

Discussions between AssetCo and R&M remain ongoing, with the deadline for a bid extended to 25 January.

GAM expects CHF 30m IFRS net loss for 2021

The Group expects to report an IFRS net loss after tax of approximately CHF 30 million for the full year of 2021.

Banque Heritage launches Fund Representative and Fund Distribution Advisory services

The issuer is solely responsible for the content of this announcement.

Positive outlook and improving fundamentals

Macro and micro conditions in 2022 should be positive for credit markets, says Mohammed Kazmi, Portfolio Manager and Macro Strategist, in this podcast with Bernard McGrath, Senior Investment Specialist.

Suntera Global enhances Channel Islands’ presence with acquisition

The acquisition of specialist fiduciary services provider, Nedgroup Trust, which is subject to regulatory approvals, will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.

Tavistock acquires financial planner for £3.7m

The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.

ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC

Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.

VP Bank and Leonteq to collaborate on structured products

This partnership will create a guarantor in the form of a Liechtenstein-based bank with an “A” rating from Standard & Poor’s.

Schroder’s Benchmark Capital buys wealth firm

It will take client assets to £2.1bn, with more deals in the pipeline

Succession Wealth adds £1.4bn AUM with IFA purchase

“This has been a busy period of corporate activity, but our strategy remains focused jointly on continued organic growth and strategic acquisitions only where we believe they add value to both parties.”

Highvern announces acquisition

The acquisition, completion of which is subject to regulatory approval, will expand Highvern’s offering across the Channel Islands and signals a strong commitment to and investment in the Guernsey marketplace.

Global financial services firm seeks Asia wealth expansion

He said the focus would range from investments to credit, estate planning, succession planning, and tax planning.

Coutts leader reveals plan to be 'best private bank in Scotland'

Adam & Co sale to be finalised in July, with clients in process of being lured to the RBS wealth management division

Wealth Management: The digital shift

Deloitte's recent study in conjunction with ESI ThoughtLab – Wealth and Asset Management 4.0 – show that 40% of clients now say digital access has greater importance in decision making.