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

Investment Performance Awards 2020: Shortlists revealed

This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.

Klaus Wellershoff says WMs treat clients ‘miserably’ and must improve

If clients really understood how miserably they were treated, there would be a huge pressure for those who do not do well to level up their business,’ he said.

Investec Wealth & Investment throws hat into ring in MPS price fight

AMC of 0.2% makes model portfolio range one of the most competitive on the market

Deutsche Bank wins dismissal of Warburg’s cum-ex suit

Warburg did not pay any capital gains tax for these trades but had it offset against its corporate income tax.

In conversation with Farah Ballands, CEO

In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.

UBS calls in McKinsey to explore merger with Credit Suisse

A merger between the two heavyweights has reportedly been considered by executives at both banks over the years, especially as their goals and methods have become ever more synchronised.

Utmost Wealth Solutions announces launch of new Apex (Portugal) product

The product launch is an exciting development for our Group, key advisers and clients.

IFA firm adds £200m in AuA with 14th acquisition

It is the company’s first office in Sussex

Close Brothers 2020 profit falls on virus hit

Throughout this time, we have maintained regular contact with our customers and increased their choice of channels for engagement with us

Post-holiday blues by Rathbones

As winter approaches, the news looks glum. Yet we should take heart from our ability to adapt, argues chief investment officer Julian Chillingworth.

WeekWatch by St.James’s Place

The frustration that these women are feeling is entirely understandable when they have already experienced many financial penalties throughout their lives which will have impacted their ability to save for a decent pension.

WealthSelect takes profits following market highs and adds to UK and Europe

Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.

Julius Baer pulls AT1 as markets deteriorate

Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.

UK firm's new arm to offer high net worth Indians value-add investments

Investors from the Indian sub-continent are very familiar with investing in UK real estate, in particular the residential buy-to-let asset class and second homes.

7IM launches new platform functionality and enhancements

7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.

Three areas for investors to focus on as we reach the year-end

2020 has seen numerous global events impact investor portfolios

Late Summer Sunshine for Investors

August sun shone on the equity markets, with the mood especially good in the US and Japan

New Raymond James branch to open in Watford

The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.

Wealth manager gains £320m assets in IFA deal

The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.

Aztec Group supports Deutsche Private Equity fund

Fund IV was significantly oversubscribed and has a global investor base spanning Europe, North America and Asia.

Wealth and Asset Management