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

Raymond James takeover of Charles Stanley gets final go-ahead

A month after regulator approved the acquisition

UBP boosts assets under management 8.8% in 2021

Revenue was 5.9% higher than in 2020

Citadele has agreed to sell its Swiss subsidiary

The closing of the acquisition is expected by year end 2022, subject to regulatory approvals.

Moving past the peak

While economic growth and stimulus should become less positive this year, inflation and the virus impact should become less negative too. We’re tactically overweight US equities and a range of credit exposures

Close Brothers trading update meets expectations

Close Brothers will release its half year results

How is the next generation reshaping private banking?

This insightful experience enabled us to delve into the financial hopes and concerns of new generations.

Edinburgh wealth management firm acquires Inverness rival

The firm says it is planning further deals in the Highlands and Islands this year

Coutts Scotland marks a return to its roots

Now Coutts is returning to its roots. Later this year, it will be taking over the banking functions of another Scottish private bank, Adam and Company.

Apex Group launches Women’s Accelerator Program

The Women’s Accelerator Program aims to accelerate the progress of high-performing female talent through the business, eroding the gender disparity at mid- and senior-management levels to provide a clear path for career progression.

Liontrust Trading Update - January 2022

At a time of increased market volatility, strong investment processes are even more critical to long-term performance.

Artorius expands regional presence with new offices

The team have been regular visitors over the years so we look forward to seeing them more often as part of our thriving business community.

Martin Gilbert given more time to make R&M bid

Discussions between AssetCo and R&M remain ongoing, with the deadline for a bid extended to 25 January.

GAM expects CHF 30m IFRS net loss for 2021

The Group expects to report an IFRS net loss after tax of approximately CHF 30 million for the full year of 2021.

Banque Heritage launches Fund Representative and Fund Distribution Advisory services

The issuer is solely responsible for the content of this announcement.

Positive outlook and improving fundamentals

Macro and micro conditions in 2022 should be positive for credit markets, says Mohammed Kazmi, Portfolio Manager and Macro Strategist, in this podcast with Bernard McGrath, Senior Investment Specialist.

Suntera Global enhances Channel Islands’ presence with acquisition

The acquisition of specialist fiduciary services provider, Nedgroup Trust, which is subject to regulatory approvals, will strengthen Suntera Global’s offering as well as extend its reach into an additional tier one jurisdiction in Guernsey.

Tavistock acquires financial planner for £3.7m

The acquisition, conditional on regulatory approval, comes after a number of changes for Tavistock Investments.

ADAPA Advisory Announces Wealth Management Advisory and Consulting Partnership with IAWMC

Adapa Advisory provides strategic insights and pragmatic advice to help financial institutions enhance their business performance in the post trade and securities services arena.

VP Bank and Leonteq to collaborate on structured products

This partnership will create a guarantor in the form of a Liechtenstein-based bank with an “A” rating from Standard & Poor’s.

Schroder’s Benchmark Capital buys wealth firm

It will take client assets to £2.1bn, with more deals in the pipeline

Wealth and Asset Management