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

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.

HSBC Private Bank Lures Record $3.2 Billion Into Alternatives

Bank raised $1.9 billion for alternative investments in Asia

After 2021’s stellar profits, what’s next?

In these videos, Rathbones’ co-chief investment officer Ed Smith gives a review of 2021 and discusses our outlook for 2022.

IFA group acquires UK advice firm

Deal adds £240m assets under management

Bank Syz buys wealth manager

The team will continue to focus on business development and client servicing leveraging the resources and expertise available within the Syz Group.

New wealth firm launches AIM IHT portfolio with value focus

O-IM, which was established by two former JP Morgan directors, has launched an AIM IHT portfolio with a focus on 20 value-based businesses.

Italy’s top private bank Banca Generali to allow users to buy Bitcoin

The private bank will become the country's first to offer direct crypto purchases.

Kingswood completes “milestone” acquisition

It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and Novus Financial Services (Novus), following the receipt of regulatory approval at the end of 2021.

Credit Suisse Director Honored in Britain

Richard Meddings was made a Commander of the British Empire by Queen Elizabeth in her annual New Year's honors list.

Hybrid working has become 'embedded' across advice

Eimear Toomey, head of responsible investment at Quilter Investors, said investing and personal finance have often been overlooked in terms of living more sustainably.

The biggest risks these eight private bank CIOs are bracing for in 2022

As part of Citywire's latest edition of the Top 30 Super Allocators investment chiefs reveal their worries for next year.

How To Become A Leading, Digitally-Enable Wealth Manager

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.

“You’ve not seen anything yet”: how to change with purpose – Peter Flavel

Under Peter’s leadership since 2016, Coutts has doubled down on the purpose-driven spirit on which it has built its reputation, accelerating its digital capabilities, extending its commitment to entrepreneurs and earlier this year, achieving B Corp

Prydis Wealth breaks through £1bn Aum

Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provides.

Julius Baer announces completion of 2021 share buy-back programme

The cancellation of the shares bought back under this programme will be proposed at the Annual General Meeting of shareholders on 12 April 2022.

Wealth and Asset Management