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

Philanthropy: give better, not just more by St. James’s Place

Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.

Attivo on deal spree despite redundancies

Mr Harper said: "We pretty much will be finishing all our financial planning reviews for our clients a month early.

Revealed: All the winners at the 2020 PA Wealth Partnership Awards

Quilter Cheviot and Baillie Gifford scoop two awards each

Here’s why buy-to-let property shouldn’t be your only retirement plan

There’s plenty to play for with buy-to-let investments – but for a portfolio to be successful, it needs to be diverse

Billions sat in cash ISAs could be losing value but savers have no idea of interest rate

Just 57% said they knew what the account paid.

Wealth manager buys advice firm for £7.8m

M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal

Brooks adds £900m as it completes Lloyds offshore buy

Brooks Macdonalds has completed its acquisition of Lloyds’ Jersey-based offshore business, adding around £900m,

It's Only As Good As It Seems by Gary Dugan

All said the equity oil sector may see some profit taking in the near term.

Diary of a Fund Manager - 1920 or 1848?

Technology-facilitated personal gated communities have become a way of life for some, but not all.

The Great Reset Part II by Tim Price

Roughly 500 years later, a new iteration of Luther’s Ninety-Five Theses sprang up.

WH Ireland in talks to seal £7.8m boutique buy

The group said it was looking to raise £5.3m from investors to fund the acquisition

So far so good: Quilter moves 70% of assets in replatforming

The road to replatforming has been long and costly for Quilter.

Pictet Asset Management launches Pictet Human, new thematic fund

Pictet has launched the Pictet-Human fund, part of its active management range of global thematics, in which manages $53 billion in twelve other strategies.

Making sense of the numbers

Stock markets shot the lights out in November as news of promising vaccines hit the wires. The realities of distribution have lessened the glow a bit recently, leading investors to start reassessing their approach.

Why is value-add so important in the future of fund administration

Outsourcing fund administration has never been more popular, and with the funds landscape becoming more complex, that’s generally for good reason.

Quilter International launches new bonds for UK market

These new offshore bonds strengthen Quilter International’s high net-worth proposition and offers more choice to clients and advisers over which jurisdiction they want to situate their wealth.

Round Hill Selects JTC As Fund Administrator

JTC has provided full support through the launch working closely with the Round Hill team and the teams of specialist advisors in the UK and Guernsey.

Alexander Grace continues impressive expansion with acquisition

They combine wealth management with comprehensive financial planning.

Optimising tax reclaim through tech: What wealth managers need to know in trying times

Tax optimisation, on the other hand, provides benefits to all, not just in increasing returns for investors, but also in creating economies of scale across stakeholders, creating millions – if not billions – in savings for banks.

Schroders' CEO: These are the biggest takeaways from the Covid crisis

Peter Harrison looks back at how the global pandemic has fundamentally changed the way people do business.

Wealth and Asset Management