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

Citi Unifies Global Wealth Management Business

“Citi Global Wealth” to Deliver Full Spectrum of Products and Services Globally

Top 2021 Wealth Management Trends. What's Actually Changing?

While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry.

Wildebeest investors and the dangers of the herd

Safety in numbers is not always the best approach

Mattioli Woods acquires BDO business

The EPUT business’s experienced team of three employees will join Mattioli Woods and operate from the Group’s existing office in Belfast.

Capgemini named a Leader by NelsonHall in its NEAT evaluation for Quality Engineering Services

Capgemini also continues to develop its continuous testing/DevOps platforms and is one the few firms that is taking steps to automate UX testing, beyond accessibility testing.

Fidelity launches UK wealth management arm

Fidelity Wealth Management will offer investment and retirement services.

Nick Train singles out Schroders as he targets burgeoning private wealth space

Schroders, M&G and Fidelity have all made plays in the wealth management space

Personalising Banking CX: the 'next normal'

Offering personalised experiences tailored to personas is definitely the ‘next normal’.

Brooks Macdonald hits record £15.5bn as outflows narrow

Brooks’ assets under management rose by 13.6% in the final three months of the year as outflows moderated.

Quilter CEO reflects on year of change

As with many wealth managers in the Covid-19 era, the FTSE 250 group reports having grown trust and engagement with its existing client base, but has struggled to win new investors amid lockdown measures and social-distancing rules.

Pictet sells headquarters to Deka and plans new 'campus'

The transaction is subject to approval by local authorities.

Lugano wealth managers enter strategic partnership

The management teams will collaborate closely, under Michele de Michelis’s lead.

Arbuthnot Latham Adopts White Label Technology From smartTrade

Arbuthnot Latham was looking to integrate a solution into its existing offering which would be user-friendly and practical for clients whilst meeting the bank’s requirements for functionality and security.

70% of finance industry say their firm lacks ESG commitment

Only two-in-10 professionals believe their company is dedicated to ethical finance policies

DeVere launches equity fund with Columbia Threadneedle Investments

This, together with our existing suite of products from major global financial institutions, will help best-position our clients to be able to achieve their medium to long-term financial objectives.

Is 2021, the year of the phoenix?

2021 stands to be the ‘year of the phoenix’, with a strong rebound in global GDP and corporate earnings in 2021 linked to the unrolling of vaccines and substantial policy support.

Schroders partners with Citi to offer clients new DFM solution via Cazenove Capita

Schroders and Citi are today announcing a strategic partnership to launch a bespoke Discretionary Fund Management service for Citigold, the Bank’s mass affluent clients across the UK and select international markets.

New Prime Central London serviced accommodation investment company launches

Wetherby will be operating exclusively in one of Europe’s fastest growing residential classes, Serviced Accommodation.

ESG Portfolio Service for intermediaries

This is an opportunity for your clients to invest responsibly while still aiming for positive returns.

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Covering note and multiplier tables for public service pensions in 2021.

Wealth and Asset Management