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

Next Generation of Machine Learning-Based Stock Selection Models

We evaluate the performance of the model via the out-of-sample information coefficient

Weatherbys named Private Bank of the Year

The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.

Lombard Odier named Private Bank of the Year 2021

This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.

Wealth manager acquires Wiltshire-based advice firm

CEO says ‘we’re not in the game of buying recurring revenue for the hell of it’

Carey Olsen and Northern Trust support Castelnau Group’s London Stock Exchange debut

The Carey Olsen team advising Phoenix Asset Management on all Guernsey legal and regulatory aspects of the IPO was led by partner Ben Morgan, with assistance from senior associate James Cooke and associate Kristina Mikhaylova.

UK wealth firm makes eighth M&A deal of 2021

It adds £55m AUM to the group

Waverton retains five-star rating at the Financial Adviser Service Awards 2021

The awards are now in their 31st year

Julius Baer Profits Rise

Sustained improvement in gross margin contribution from recurring fee income – Seasonal slowdown in client activity – Solid net inflows – Capital position remains strong – Return on capital continues to be among highest in sector

Barometer: The investment landscape in 2022

While bonds will suffer as rates rise, equities should deliver decent single digit gains as strong corporate profits offset a decline in stocks' earnings multiples.

Wealth manager rolls out responsible investment hub for advisers

In a bid to ‘open up conversations’ around the strategy

Tatton Asset Management first-half profit rises; upgrades annual guidance

Assets under management rose by a fifth to £10.8 billion and organic net inflows amounted to £652 million.

Patrick Odier on why the sustainable finance community is gathering momentum in Geneva

The banking sector is undergoing the biggest transformation in history.

Barclays to axe 300 Premier account managers in cost-cutting drive

Barclays said the pay-offs were dependent on the employees’ pay grades and their length of service.

Schroders CEO sets focus on advice

Schroders already runs a joint advice venture with Lloyds, Schroders Personal Wealth, and owns a controlling stake in advice business Benchmark Capital.

Financial services group in talks to buy French private bank

Acquirer ‘aims to grow significantly’ in the wealth market

SJP replaces managers on global equity fund in ESG drive

They will be replaced with State Street Global Advisers, Man Numeric (the quantitative investment arm of Man Group), and LA Capital, who will all run new strategies with equal weighting.

Client-facing enhancements top wealth manager investment priorities

Change tends to happen in two ways: slowly, and then all of a sudden.

Transparency and data management for family offices

A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

Coutts adds mortgage range to Twenty7Tec platform

With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.

Schroders’ impact trust fundraise falls short of target again

The trust, which set out to deliver measurable positive social impact alongside long-term capital growth and income, was the first of its kind to list in London.

Wealth and Asset Management