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

UBP raises CHF 120m for private debt fund

The fund will have further closures in 2021, targeted at institutional investors.

HNW individuals and families look to support the economy through their business interests

The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.

FCA review of advice market highlights need for sector's evolution

“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been

HSBC reaps environmental benefits of pandemic switch to remote advice

Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.

IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020

The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.

Quilter expands digital signature capability with addition of five provider

The additional providers have been added based on the most popular requests from financial advisers.

Philanthropy: give better, not just more by St. James’s Place

Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.

Attivo on deal spree despite redundancies

Mr Harper said: "We pretty much will be finishing all our financial planning reviews for our clients a month early.

Revealed: All the winners at the 2020 PA Wealth Partnership Awards

Quilter Cheviot and Baillie Gifford scoop two awards each

Here’s why buy-to-let property shouldn’t be your only retirement plan

There’s plenty to play for with buy-to-let investments – but for a portfolio to be successful, it needs to be diverse

Billions sat in cash ISAs could be losing value but savers have no idea of interest rate

Just 57% said they knew what the account paid.

Wealth manager buys advice firm for £7.8m

M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal

Brooks adds £900m as it completes Lloyds offshore buy

Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,

It's Only As Good As It Seems by Gary Dugan

All said the equity oil sector may see some profit taking in the near term.

Diary of a Fund Manager - 1920 or 1848?

Technology-facilitated personal gated communities have become a way of life for some, but not all.

The Great Reset Part II by Tim Price

Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.

WH Ireland in talks to seal £7.8m boutique buy

The group said it was looking to raise £5.3m from investors to fund the acquisition

So far so good: Quilter moves 70% of assets in replatforming

The road to replatforming has been long and costly for Quilter.

Pictet Asset Management launches Pictet Human, new thematic fund

Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.

Making sense of the numbers

Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.

Wealth and Asset Management