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

Scottish IFA makes first foray into acquisition market

Dundee-based Thorntons Investments has acquired two Scottish advice firms.

Launch of IFFO to support the global Family Office ecosystem

For many years, AFFO has been meeting with its foreign counterparts in order to better understand the way in which they operate and the specific characteristics of the family offices in each country.

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

Zug boutique launches Swiss equity ESG fund

The portfolio should support achieving the Paris climate goals and the United Nations Sustainable Development Goals.

Credit Suisse launches meta thematic fund

The new fund will tap existing strategies such as security, robotics, digital health, edutainment, environmental impact and infrastructure.

Darlington financial planning firm acquired by wealth management group

This acquisition further strengthens our national network giving us an additional local office in the important Darlington, Teesside and North Yorkshire region.

Everything is up by Rathbone Brothers

Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset prices to remain high, but that’s no guarantee they will stay that way. As always, diversification is key.

Act big

The CIO’s view of the week ahead.

A Positive End to a Remarkable Year

We reflect on markets in December and how we navigated the ups and downs of 2020.

JM Finn agrees terms on new headquarters

The firm has agreed to take the 5th and part of the 6th floors at 25 Copthall Avenue, just a short walk from it’s existing headquarters in Coleman Street.

The language of banking: how to best communicate with your clients

They’re interested in how their lives will be improved by using a new financial offering, not with which complicated-sounding technology it’s achieving that.

The Indexing Dilemma

Let us start by taking a step back and remind ourselves the purpose of indices.

IQ-EQ’s Jennifer Le Chevalier shortlisted in 2021 Powerwomen Awards

The Powerwomen Awards aim to champion women in the wealth sector and highlight the female leaders of today and tomorrow.

Lombard Int'l Assurance expands wealth planning solutions to Greek tax residents

Lombard International Assurance's new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation.

SMEs increasing digital investment during pandemic

The survey of 900 SMEs – conducted during the second lockdown

Fidelity says it is not out to eat advisers’ lunch with wealth management push

Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users

Mattioli Woods invests in firm behind SaaS wealth management platform

The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.

Close Brothers assets rebound after virus turmoil

Total client assets increased to £15bn, up from £13.7bn five months prior, which Close Brothers primarily attributed to favourable market movements.

A 'bit' risky

Bitcoins, money, and portfolio diversification

Deutsche PB prepares for a ‘new reality’

Changing personal and business behaviour, structural shifts and rising inequality shape the bank’s investment strategy in 2021.

Wealth and Asset Management