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

Schroders subsidiary creates adviser academy

As it partners with training specialists Redmill Advance to deliver programme

Accuro London expanding its offering to regulated Trust & Fidiciary services

The appointment of Rebecca Hone, as a Chief People Office, underlines the growth agenda and the importance of people.

Schroders Capital completes acquisition of Dutch real estate investment specialist

The acquisition is expanding Schroders Capital’s client offering in a key European growth market.

Danske Bank -Sale of private banking activities in Luxembourg completed

The sale reflects Danske Bank's efforts to simplify its organisation and supports its strategy of focusing on its Nordic home markets.

SJP drops ‘wealth management’ in first rebrand for 30 years

The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.

Succession Wealth buys £175mn Oxford adviser

Inflexion hired bankers to undertake a review of options for the business, according to Sky News at the time.

J. Safra Sarasin Group opens an office in Madrid

The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.

EFG announced as new title sponsor of the EFG Swiss Open Gstaad

Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e

Succession Wealth adds £175m assets with acquisition of OAP

It is the firm’s 60th M&A deal since 2014

Brooks Macdonald announces enhancements to Responsible Investment Service

It will allow the firm to expand its reach in the ‘key regional centre’

Financial Times Names Sionic as one of UK’s Top Consulting Firms

This year’s report includes 194 consultancies, rated across 29 different industries and consulting services, with consulting networks also being rated for the first time.

Dubai, Monaco sign agreement to attract ultra-wealth individuals

The agreement focuses on enabling Ultra High Net Worth Individuals and family offices, with DMCC being the primary destination for global business.

Accuro CEO listed as 2022 eprivateclient 50 Most Influential

Xavier is a principal driver of Accuro’s vision and strategy.

IQ-EQ backs first-time female fund managers

‘Gender diversity in fund management will achieve not just better outcomes for women, but also for investors and the industry at large’

St James's Place funds under management up 19% on year

Gross inflows totalled GBP4.69 billion, a 17% increase on the same quarter the previous year, when gross inflows totalled GBP4.02 billion.

UBS Agrees to Acquire Wealthfront

Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US

Tilney, Succession, Ascot Lloyd eye sales as wealth manager M&A boom continues

The UK's third-largest wealth manager could soon be on the block as Tilney eyes sector deal rush

Smith & Williamson announces partnership

Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in

St James's Place assets surpass $200 bln as inflows keep coming

St James's Place said its 2021 client retention rate was its strongest year to date, contributing to funds under management rising 19% over the course of the year.

Fairstone makes double purchase

Both firms had initially partnered with Fairstone through its proprietary downstream buyout model.

Wealth and Asset Management