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

Global law firm unveils private wealth operation

Technology and big data are transforming how financial strategies are developed and creating new opportunities for investment, but also significant risk implications.

RBC Capital Markets to hike associate bonuses as junior talent war continues

Bumper bonuses from the Canadian bank lay down the gauntlet for Wall Street rivals

‘Solid year’ for Cantor Fitzgerald Ireland

Chief executive Ronan Reid said the stockbroking and wealth management firm’s revenues grew by 8 per cent in 2020 to €37m

IWP acquires Premier Wealth Management

The acquisition increases IWP’s assets under management by approximately £260m.

Wealth management space of significant interest to private equity - Barry McCaig

Although merger and acquisition deal volume and value declined in the first half of 2020 due to the coronavirus pandemic, activity levels rebounded in the second half of last year and have continued into 2021.

CIO views outlook: top 3 investment picks in 2022

Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.

James Hambro & Partners severs ties with JOHCM in equity buyout

Companies House documents show JOHCM sold its entire stake in James Hambro & Partners last year, also revealing a fall in profit, turnover and AUM.

Schroders wins IR Society’s Best Investor Engagement Award for second consecutive year

Schroders won the ‘Best Investor Engagement Award’ for the second consecutive year at the prestigious IR Society Best Practice Awards 2021 on 23 November 2021.

Gresham House responds over performance fee blunder on disputed trust

Gresham House Strategic board claims ex-manager owes £0.3m after failing to account for £1.6m tax provision

MKC buys advice business from Quilter Financial Planning

As part of the acquisition, MKC Wealth take on all Carrwood staff.

The path forward for Wealth Managers: explainable ESG and hyper-personalisation

This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management

Berenberg launches AAA-rated star’s top-rated Europe strategy into UK

Berenberg’s wealth and asset management arm has launched a Europe ex-UK equity strategy managed by its top performing equity boss, Citywire can reveal.

Former Quilter directors’ wealth consolidator buys Lighthouse arm

MKC Wealth, owned by two ex-Quilter directors has acquired Lighthouse Carrwood for an undisclosed sum.

R&M pledges to return £180m as bid battle launched

River & Mercantile is to return 80% of the proceeds from the sale of its fiduciary division to Schroders to shareholders.

Brewin Dolphin: Full Year Results

Record discretionary fund inflows and delivering on our strategic growth ambitions

Next Generation of Machine Learning-Based Stock Selection Models

We evaluate the performance of the model via the out-of-sample information coefficient

Weatherbys named Private Bank of the Year

The Spear’s Wealth Management Awards celebrate excellence in the private client world and have been running for more than 10 years.

Lombard Odier named Private Bank of the Year 2021

This award recognises a bank with an “unmatched capability to serve clients with cross-border needs,” that has delivered outstanding service and performance over the year.

Wealth manager acquires Wiltshire-based advice firm

CEO says ‘we’re not in the game of buying recurring revenue for the hell of it’

Carey Olsen and Northern Trust support Castelnau Group’s London Stock Exchange debut

The Carey Olsen team advising Phoenix Asset Management on all Guernsey legal and regulatory aspects of the IPO was led by partner Ben Morgan, with assistance from senior associate James Cooke and associate Kristina Mikhaylova.

Wealth and Asset Management