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

The importance of culture

These are the kinds of companies that we believe are more likely to perform well over the long term.

Over half of wealth management executives view AI as key to scalability of their business

This global survey provided a detailed perspective on how wealth managers expect artificial intelligence to reshape both investment operations and client services in the coming years.

Apex Group partners with Slice Sports to redefine institutional sports investing

Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape.

Data concerns over corporate bonds flagged by wealth managers

Corporate bonds clearly remain a core part of client portfolios

Multi-Family Office Rebrands Under New Name

Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.

Private equity firm buys key stake in wealth manager to start buy-and-build programme

It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.

NuWealth rebrands to Quilter Invest

As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.

Nature is Precious And Expensive: Potential And Limitations of Private Finance

Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.

Wealth managers warn against kneejerk reactions to Budget speculation

Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.

Lloyds and Schroders to end UK wealth joint venture, FT reports

Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.

Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end

At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).

Fairstone acquires Norfolk advice firm Allen Tomas & Co

The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.

Altoo Client Survey: Wealth Platform Core to Family Office Operations

Clients cite a consolidated wealth view, intuitive navigation, and strong transparency as key reasons they rely on Altoo daily.

JP Morgan ditches Nutmeg brand in digital wealth revamp

Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.

Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»

Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.

Jim London: Moving away from the Wild West in consolidation

While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.

Rathbones warns pension tax fears driving premature withdrawals

A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.

JPMorgan to launch DIY platform in UK retail investment push

It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.

Profits surge at wealth management group in year it was taken private by PE firm

This was supported by an increase in revenues from £123.1m to £134.1m.

IHT changes fuels increase in intergenerational wealth discussion

Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.

Wealth and Asset Management