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

SIX partners up with NOVERAS and Investment Navigator to launch new Tax Service for Wealth Advisory

SIX worked with market-leading partners NOVERAS and Investment Navigator to develop their new service Tax on Instrument.

Rathbones funds under management and administration rise to £60.9 billion

With a clear direction and strong balance sheet, we are confident that our current plans place us in a strong position to take advantage of future growth opportunities across the Rathbones Group.

Brooks Macdonald: Quarterly Announcement of Funds under Management

This reflected continued positive net flows, in line with the guidance given at the annual results in September, and strong investment performance.

Big-name discretionary managers struggling to gain market share among advisers

80% advisers use MPS

'Buoyant stock markets' push funds under management growth at Charles Stanley

It comes as Charles Stanley acquired Raymond James UK Wealth Management for £278.9m last month, after winning shareholder approval.

Half of charities concerned about investors' ESG credentials

When it comes to selecting investments, 88 per cent of charity executives interviewed said it is important they have strong ESG credentials, with 36% describing it as ‘very important’.

Tilney Smith & Williamson partners with Rics

It will also attend face-to-face events across the UK and support Rics with investment insights as it sets out the future for the built and natural environment.

Will Guernsey’s regulated ESG funds end greenwashing?

This is often linked to the scarcity of data provided by portfolio companies – and highlights the need for them to work with asset managers on a consistent, pragmatic but ambitious approach to ESG.

Smaller Private Banks Falling by the Wayside

Small Swiss private banks suffered a net outflow of funds in 2020 for the first time in five years, with a PwC study suggesting continued pressure and a wave of consolidation in the near future.

Monte dei Paschi Merges Private Banking, Corporate Businesses Into New Unit

The new structure, called 'Business Enterprises and Private Banking,' is a concrete answer to the evolution of needs of the private client

Schroders Head of UK Intermediary Solutions wins Woman of the Year

In conferring this award, the panel of judges recognised Gillian’s outstanding contribution to the Investment sector of the UK financial services industry.

Liontrust assets climb 6% as inflows remain at £1bn

Over the six month period, market movements increased Liontrust's assets by £2.6bn.

The digital agenda outlook, for wealth managers

Client demands have changed and their digital experience is now a real differentiator between firms

Quintet Closes Swiss Shop

The 87 staff members are currently in a period of consultation.

Pimfa unveils adviser guide to bolster DFM relationships

The guide is informed by, and builds on, previous work carried out by the Personal Finance Society and also picks up on a wide range of queries and concerns raised by adviser firms.

Ocorian completes acquisition

Nordic Trustee will continue to be led by CEO, Cato A. Holmsen and a highly experienced management team.

Gresham House Strategic drops investment manager after review

Today the trust said it has terminated with immediate effect its investment management agreement with GHAM after an “extensive process” .

UBS Covered Bond Programme

UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.

Offshore Centres Look Back, Forward In Uncertain Times

If certain offshore centres remain closed or impose tight controls, it is going to drive business elsewhere, professor Morriss said.

Fosun's German private banking unit acquires full ownership of Bankhaus Lampe

The Chinese innovation-driven consumer group continues to expand its presence in Germany while focusing on growth in its home market and beyond

Wealth and Asset Management