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

Morningstar: We've been watching the platform space

“We're very familiar with the Praemium business and team from Australia and the UK.”

Wealth Management: Industry Trends, New Priorities, and Major Shifts

Wealth management companies are now focusing their priorities in the current economic climate to thrive.

Departing Credit Suisse executive could face $10m clawback

Eric Varvel was proponent of the Greensill Capital-linked supply-chain finance funds that unravelled

Report says advisers should be trained on philanthropy

To address this the commission made several recommendations, including better advice, support and infrastructure for philanthropy.

Succession Wealth buys two south west advice firms

Kit Finney, principal at JCF Financial, said: “As our business grew, we decided to look for a partner with the scale to help service the complex requirements of our expanding client base.

Quilter’s WealthSelect reduces UK exposure as stronger headwinds gather

The move has corresponded with an increase in allocation to European equities as Clark sees similar valuation arguments as the UK for the region but without the level of uncertainty heading into the new year.

UBS Weighs Continuing the Fight in France

The bank has stowed 450 million euros ($508 million) against a potential multi-billion euro penalty.

Quilter adviser school launches level 6 retirement planning unit

The first cohort to undertake this unit will embark on a five-month structured study plan delivered by QFAS in February 2022

Mattioli Wood eyes more acquisitions as integrations are on track

Over 10% organic revenue growth

Van Lanschot Kempen sells Global Property Research BV to Solactive

GPR’s operations will be continued, by the current employees of GPR, within Solactive, a German benchmark provider offering indices for a broad range of sectors and asset classes internationally.

Coutts In conversation: What will happen to markets in 2022?

As we approach a new year with new uncertainty around coronavirus, three of our experts share their views on what investors might expect from the next 12 months.

French Billionaire Weighs IPO of Sotheby’s Auction House

Drahi has held preliminary discussions with potential advisers about a U.S. listing of Sotheby’s as soon as next year, the people said, asking not to be identified because the information is private.

Financial promotion exemptions for high net worth individuals and sophisticated investors: a consultation

This consultation proposes reforms to these exemptions, responding to economic, social and technological changes

New research highlights wealth manager interest in private assets

The research, conducted by the Investment Association and Goji, a provider of regulated platform technology

Tim Haywood apologises for ‘mistakes made’ at GAM

The regulator has today (16 December) published warning statements about both GAM and Haywood.

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

Learnings from 300 years of giving back with Rennie Hoare

This culminated in the formal appointment of a head of philanthropy in 2018, an appointment bestowed upon Rennie Hoare, one of the bank’s youngest partners.

Robust, repeatable and reliable

For advisers who are seeking to outsource their investment services, they need a partner that has a proven history of delivering exactly what the regulator is looking for – a proven robust, repeatable and reliable solution.

New returns: banks move back into wealth management

As the traditional banks grapple with disruptors and an enduring environment of low interest rates, a growing number are piling resources into a new business opportunity – wealth management.

Multrees eyes adviser market as it bats away PE offers

Having broken into profitability back in 2017, the platform has since grown its assets to £17bn.

Wealth and Asset Management