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

‘Value plus’, sustainability and a trust - Three funds for 2021

This is a theme we expect to continue going into 2021, but investors should be looking at funds for the long-term, rather than just a calendar year.

Ocorian completes acquisition

The acquisition reflects our continued strategy to enhance our service offering

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Vestrata is a unique platform backed by significant investment from industry insiders

Credit Suisse: 2020 Investor Update

Accelerating growth in strategic business areas, continuing to deliver for our stakeholders

I’m dreaming of a wild Christmas

Against this backdrop, therefore, we do not see much reason to change course. ‘Stay the course’ has been the mantra and will likely remain so as this storm too shall pass.

MONEY, MONEY, EVERYWHERE by Quilter Cheviot

The pound weakened against the US dollar and the Euro. Gold ended slightly higher as did the price of a barrel of oil.

Ganita Group launches hub for fund manager start ups in Cyprus

Ganita Asset Management will serve as a one stop shop for portfolio managers who wish to focus on their day to day investment management activities, without needing to worry about time consuming operational and distribution tasks.

SEI unveils enhanced user interface for the Archway Platform

Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter

Asset Servicing: The Need to Modernize

The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.

Next gen of wealthy women prompting change within family and banking relationships

The research is based upon a survey of over 400 global HNW family members with at least £5 million in assets

Exclusive: SJP overhauls managers on £1.7bn global equity fund

Four new managers will be added to the fund from 14 December.

Quilter interim results

Adjusted profit before tax for the Group of £71 million

WealthSelect continues to reduce underweight allocations to UK and Europe as markets hit new highs

Markets continue to reach all-time highs following strong performance in the wake of multiple successful Covid-19 vaccine

Activist shareholder 'pleased' as SJP reviews operating model

One of the concerns PrimeStone expressed in October centered around SJP's "overly generous" compensation package which was "well above" its peers.

Collectibles offer a store of value for future generations

Art: a passion that also offers wealth preservation- Tiffany de Waynecourt-Steele

M&G’s new wealth boss on how he'll rival Quilter & SJP

M&G Wealth is a new arm of the giant asset manager made up of Ascentric (the platform recently acquired from Royal London), Prudential Financial Planning and the M&G Direct funds business.

Liontrust targets cheaper fees as four funds put on watch

Liontrust also raised wider concerns about eight of the funds in its range.

Wealth tax plan provides cover to increase existing taxes

“A one-off levy on private wealth could be tempting for policymakers because a 1% tax on assets could provide a one-stop-shop to repair public finances, by raising £260bn with a single measure.

How to manage pitfalls of giving wealth to next generation

They want their children to be independent, hard-working and able to achieve success on their own, yet, at the same time, they also feel the need to provide a safety net and help them out.

World’s Best Private Banks 2021: Western European

Technological savvy and a focus on entrepreneurs and business owners are helping Europe’s best private banks to weather the Covid-19 storm.

Wealth and Asset Management