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

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.

Brooks Macdonald Group Quarterly Announcement of Funds under Management

Total Group FUM at £17.3 billion (30 September 2021: £16.8 billion; 30 June 2021: £16.5 billion)

Catching falling angels, avoiding falling knives

How does our strategy capture well-suited fallen angels while avoiding potential falling knives?

Future of Wealth Management

Harvesting the Power of Data and Technology

British fund manager abrdn seeks China wealth management partner - chairman

China's wealth management market reached 27.9 trillion yuan ($4.4 trillion) as of September last year

The 2022 Spear’s 500 is out now — and the bible of wealth management is bigger than ever

But this year’s print guide – which you can buy here – is different in one very important respect: it includes more profiles than ever.

Zug firm buys four German WMs in DACH consolidation plan

As part of the changes, Gregor Korte and Jens Jüttner will also join the management of the holding company.

Lombard Odier Investment Managers launches Fallen Angels Recovery strategy

Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.

Rathbones: Funds under management and administration update

Update for the year ended 31 December 2021.

Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg

The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.

Premier Miton Group Assets Under Management Flat for 1Q

Net outflows were at GBP87 million, the company added.

Global corporate services provider buys UK trustee firm

This acquisition, which follows the acquisition of Inside Pensions in 2021

Barclays to restructure Wealth and Private Bank arms

He said of his move: "In the coming years, the growth of crypto-financial services will continue to accelerate in Europe and globally. We anticipate key shifts in regulation, client expectations, and technology.

Stonehage Fleming reveals Cavendish price tag as buy boosts profit

The multi-family office recorded a profit of £9.6m compared with a loss of £1.5m in 2020.

UK advice firm unveils US arm

Company is now serving expats in the States and Americans in Britain

Rathbones tipped as top 2022 growth play after key Saunderson buy

Peel Hunt expects Rathbones to reap the rewards of last year’s £150 Saunderson deal, fuelling a potential 29% rise in its share price.

Birmingham wealth manager buys Essex advice firm

The deal, which was brokered by Gunner & Co, was Elevation's the fourth acquisition in 2021.

CS at a loss in Germany - and still hopeful

A look into the details evidently several effects that put the loss of German unity in a different light.

Mattioli Woods client assets hit £15.1bn

We remain committed to our culture of putting clients first and to delivering our ambitious growth plans for the business.

Weatherbys Private Bank: Rising to the challenge

Quentin Marshall, Managing Director, looks back over the last 12 months for his review of 2021.