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

The digital agenda outlook, for wealth managers

Client demands have changed and their digital experience is now a real differentiator between firms

Quintet Closes Swiss Shop

The 87 staff members are currently in a period of consultation.

Pimfa unveils adviser guide to bolster DFM relationships

The guide is informed by, and builds on, previous work carried out by the Personal Finance Society and also picks up on a wide range of queries and concerns raised by adviser firms.

Ocorian completes acquisition

Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.

Gresham House Strategic drops investment manager after review

Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .

UBS Covered Bond Programme

UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.

Offshore Centres Look Back, Forward In Uncertain Times

If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.

Fosun's German private banking unit acquires full ownership of Bankhaus Lampe

The Chinese innovation-driven consumer group continues to expand its presence in Germany while focusing on growth in its home market and beyond

Home working prompts Brewin Dolphin to abandon HQ relocation plans

But the rise in home working, induced by the pandemic, has prompted the wealth manager firm to change its plans and scrap the relocation which was reportedly going to cost up to £10m, following a “post pandemic” review of its office spac

The Deloitte International Wealth Management Centre Ranking 2021

Proving its worth in today’s turbulent world

Fairstone adds 27 advisers in latest IFA purchase

The client-focussed team has almost three decades of experience in providing quality advice and exceptional service to their clients, making them an excellent fit for Fairstone.

Fairstone snaps up £850m AUM south coast advice firm

The acquisition of Chadney Bulgin in a deal of undisclosed value will take Fairstone’s total assets under management to £12bn.

Women in private wealth

Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.

UK wealth manager unveils succession programme for advisers

It wants to ‘explore’ bringing IFA client books to the firm

Lackluster Growth for Swiss Finance

And talks about further market access have since become far more difficult, the authors of the study maintain.

Brooks Macdonald International unveils group annual results

The results also show that FUM for the International business grew by 59.2% to £2.5bn at the end of the period.

Global Market Insights: September 2021 - WH Ireland Wealth Management

This prompted fears of a Lehman-type moment and consequent market contagion.

Schroder Investment Solutions strengthens fund range

SIS delivers competitively priced funds and model portfolios which meet a wide range of clients’ investment needs and risk profiles and is now available on 12 platforms having recently gone live on Transact and Quilter.

Fairstone in discussions with 45 advice firms

The firm was in further discussions with at least 45 firms about joining its programme by the end of December.

Tilney S&W eyes client books of retiring advisers

Richard Dawes, head of strategic partnerships at Tilney Smith & Williamson, said advisers were already busy providing financial planning services for their clients and often did not have the time to think about the long-term future of their businesses

Wealth and Asset Management