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

Truinvest makes double acquisition

Truinvest was set up in 2019 by co-founders Mark Smith and Micky Johal

Bordier & Cie to restructure and launch supervisory board

This transformation is particularly innovative and wholly in keeping with our core philosophy: our clients, their interests and the standard of service remain uppermost and central to our concerns.

The new normal for the private wealth sector

Wealth structuring and intergenerational planning is only going to become more complex’

Lloyds to push further into wealth management and insurance

The UK bank is looking to diversify its income stream amid record-low interest rates

Ravenscroft to acquire Wealth manager's Isle of Man business

The wealth manager's Isle of Man subsidiary was launched in 2014, contributing £1.2m of annual revenue to the business

Pausing For Breath

Economic data has generally been better than market expectations.

Fidelity trials UK advice arm

The trial is currently only operating in the UK.

Competitive Barriers Break Down as We Turn to the Value of Community

COVID-19 has made us all keenly aware of the value of community, even among competitors.

Chase de Vere on acquisition trail as profits jump

Chase de Vere also said its financial strength meant it did not have to furlough any employees during the coronavirus lockdown.

Imapact of Covid-19 on Wealth Management, greater digitalisation and flexible working

Recent Oliver Wyman research showed digital engagement had increased 7-10x during the crisis.

Global Top 100 Executive Allies

Allyship is powerful and we are proud to announce a new initiative called Mission 100; working with our members and partners globally to connect one-hundred BAME LGBT+ individuals with one-hundred white industry executives within two years.

Evooq and Indosuez's subsidiary sign partnership

Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’

Revenues grow but losses mount further at Kingswood

Expands advisory team

UBP partners with US firm to launch absolute return fund

We are very happy to partner with Campbell, who have such a long history and proven track record in systematic investing

Leading out of lockdown: Five key priorities for post-crisis asset and wealth management

The immediate challenge will be in meeting heightened client-service, regulatory and reporting demands, especially if social distancing and limits to face-to-face interaction persist well into next year.

Kingswood buys adviser in £18m deal

The company has a highly qualified and experienced team of financial advisers supported by a dedicated technical, compliance and administration team.

Kingswood Group in a strong position to continue to execute its expansion strategy

Transformative transaction boosting Kingswood’s client facing advisory team to 62 people and increasing funds under advice/management to £4.8 billion from 16,000 active clients in UK and US

Brooks Macdonald acquires Channel Islands wealth management business

Completion is expected to take place in the fourth quarter of 2020 subject to regulatory approval.

Gold nears eight-year high as second coronavirus wave fears grow

"The combination of negative real yields and the prospect of an inflation surge due to massively increased money supply is sending prices higher,” adds Wilson.

Seaspray launches Wealth Management Division

These derivatives allow investors to take a stake in an index representing a basket of stocks, with capital protected in full unless that index falls below a particular threshold on a specific anniversary date.

Wealth and Asset Management