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

Scottish Investment Trust invites proposals from external managers

It added there was “no certainty” any changes would result, with the board noting “strong recent short-term performance

Repatriation advice is a ‘growth area’ for 7IM-backed UK firm

Expats need to think about finances ‘about 18 months before’ they come back

Mattioli Woods raises £2m for acquisitions

There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.

Barometer: A little less growth, a little more inflation

Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.

Invesco Expands Relationship with BNY Mellon for Transfer Agency Services

BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg

Intesa Sanpaolo Private Banking and REYL & Cie ink strategic partnership

The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.

Lumin Wealth buys Hertfordshire-based financial advice firm

Brings AUM to £600m

Boldly going where no one has gone before

Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.

Van Lanschot Kempen: 2021 AGM decisions and outcomes

The AGM took due note of the company’s intention to appoint Erik van Houwelingen as a member of the Management Board, with responsibility for Investment Strategies & Solutions.

Schroder BSC Social Impact Trust demonstrates tangible local impact of investments with pioneering interactive map

This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.

Why modern-day wealth managers need to expect the unexpected

The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.

Rosie Reynolds Marketing joins as the latest PIMFA Plus Partner to help firms develop their digital futures

Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads.

The former UBS and JP Morgan heavyweights shaking up private banks across Europe

The company may be a new name in the Square Mile, its management team certainly is not as it consists of some well-known faces in the City and Canary Wharf.

Utmost Group sees year end assets leap 22% to over £36bn

Utmost Group, which aims to complete the purchase of Quilter International by the end of this year, unveiled assets under administration of £36.7bn at 31 December 2020, compared to £30.1bn at the end of 2019 on the back of the Equitable Life a

Ocorian listed in eprivateclient’s 2021 Tier 1 Top Trust Companies

The ranking recognises the astounding growth the business has achieved, now 1,200 people across 16 locations with assets under administration of more than £260bn.

HSBC Exits U.S. Retail Banking to Target Wealth Business

HSBC will continue investing in US international wholesale banking franchise

Fairstone planning further growth after sterling asset management deal

“We invest in forward-thinking firms to optimise their capital value, providing the framework they need to significantly grow their business, without compromising on client service or independence.

Charles Stanley’s profits dip

Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.

New Family office launches

The first service to be announced under the umbrella of Walgate

Mattioli Woods in swoop for Maven Capital Partners

Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.

Wealth and Asset Management