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

NatWest in talks to sell private bank Adam & Co

The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.

Credit Suisse: Full year and fourth quarter 2020 financial results

Strong underlying performance positions bank to accelerate growth

Greece passes law to lure private family wealth-management services

Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.

Cantonal bank and consulting firm create association to boost IAM services digitisation

Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.

Coutts CIO on why he won’t buy Smith or Train funds

The £23bn Fundsmith Equity fund has returned 448 per cent in the decade to February 12, compared with a return of 168 per cent for the average fund in the IA Global sector in the same time period.

Why are overseas firms eyeing up the UK advice sector?

US company says it now has ‘comfort with the market’ and a ‘voracious appetite’ to grow in Britain

Tier One wealth manager named one of the UK’s best

He became a senior wealth adviser at Tier One Capital following the company’s acquisition of Carrick Financial Management.

The “three Ps” that are crucial for sustainable investing by Schroders

The term “sustainability” is often over-used in investment speak and has become a “catch-all” for a number of different approaches.

Considerations for structuring a family office

Executive Directors, Richard Joynt and Amy Collins highlight how family offices usually evolve alongside family wealth and become more complex, requiring dedicated professional teams to operate them.

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Sharmil talks to us about why collaboration has to happen

Draghi’s historic opportunity to invest in Italy’s economic future

Italy was the European Union’s worst affected state in the first stages of the Covid-19 crisis

Arnault and Mustier join the $100bn Spac boom

SPACs have emerged as a popular IPO alternative for companies, especially in the United States, providing a path to going public with less regulatory scrutiny and more certainty over the valuation that will be attained and funds raised.

Davids and Goliaths by Kevin Gardiner and Victor Balfour, Rothschild & Co

The wider stock market is hardly immune from bandwagons, bubbles – and busts.

Risk and ESG-aligned portfolios

This is the rationale behind placing ESG at the centre of today’s risk management approach for tomorrow.

UK Charity Commission Chair Baroness Stowell warns charities not to generate controversy and division

The speech builds on statements made by Baroness Stowell in November last year, saying that charities should not pick sides on issues that cause divisions in society such as Brexit

Buying time by Nicholas Hall, Investment Director, Rathbones

Luxury watches increasingly retail for tens of thousands, hundreds of thousands and even millions of pounds.

Women in Family Offices

Intertrust Group Managing Director Marie McNeela discusses the representation of women in family office.

'Trust-based philanthropy' and the foundation board

Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.

Megan Jones comments on the latest OCC crypto bank approval and the post-Trump future

Despite this, Megan cautions that the future of digital assets in the US will likely involve strict enforcement and focus on anti-money laundering compliance and reporting requirements.

JTC Acquire INDOS Financial

All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.

Wealth and Asset Management