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

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.

Estate planning for celebrities and UHNWIs

It’s not disorganisation or a lack of desire that stops people planning their estate.

How overseas operations can help HNWs mitigate tax liabilities

Investors look to European countries for ‘a superior quality of life and a safe haven for assets’

Liechtenstein alts boutique partners with AM to launch fund

The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.

Profile was accredited with 22301 & 14001 ISO certificates

This is a certificate that Profile holds for almost 20 years.

Elinvar successfully signs €25 million funding round with Toscafund as lead investor

Elinvar, founded in 2016 in Berlin, exclusively focuses on B2B2C, enabling its partners to digitalize their business models.

The Right to Work Remotely and the Right to Disconnect in Ireland - Is the Home Office here to stay?

The Strategy envisages enhanced tax incentives for home workers and investment in remote working hubs as well as an acceleration of the national broadband strategy.

The life cycle of a family office

The concept of a product having a life cycle was theorised in the mid-1960s by Raymond Vernon and has since passed into standard economic theory as one of the bedrocks of modern marketing.

Investment risks and opportunities in a world recovering from the pandemic

With three effective vaccines now in the offing, and the prospect of more to come, investors can look forward to the prospect of economic recovery in 2021 with more clarity.

EFG International AG successfully places Additional Tier 1 regulatory capital

The notes include, among other things, a capital trigger of 7% CET1 Ratio and an optional redemption call in year 7, subject to FINMA approval.

Results Rise at Wealth Management Firm

The Bromsgrove business added that its funds under management remained static at £6.2bn.

Wealth and Asset Management