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

Gresham House responds over performance fee blunder on disputed trust

Gresham House Strategic board claims ex-manager owes £0.3m after failing to account for £1.6m tax provision

MKC buys advice business from Quilter Financial Planning

As part of the acquisition, MKC Wealth take on all Carrwood staff.

The path forward for Wealth Managers: explainable ESG and hyper-personalisation

This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management

Berenberg launches AAA-rated star’s top-rated Europe strategy into UK

Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.

Former Quilter directors’ wealth consolidator buys Lighthouse arm

MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.

R&M pledges to return £180m as bid battle launched

River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.

Brewin Dolphin: Full Year Results

Record discretionary fund inflows and delivering on our strategic growth ambitions

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.

Wealth and Asset Management