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

COVID-19 special: Spotlight on sectors

The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.

Swiss bank Vontobel plans to open Milan office, eyes business after epidemic

Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.

Owl Private Office divides into two separate businesses in collaborative demerger

OWL has grown successfully in recent years and has been recognised as a top Family Office Service Provider by Spears and as a top Investment Consultant by TheWealthNet.

Basel boutique acquires fund and two PMs

Hänggi said: ‘We are pleased to have found in Tareno a professional and successful partner who supports our efforts to promote charitable interests.’

Wealth planning in times of crises: immediate-, near- and medium-term considerations

Modern travel and technology has enriched global families’ lives for the last few decades.

Ascot Lloyd buys Norfolk adviser

The deal adds to Ascot Lloyd's own £8bn funds under influence and 130 advisers, and follows a string of acquisitions by the consolidator in recent months.

A crisis in equity dividend income

By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts

Servicing the new model client by Iress

With the change in demographic has come a change in relationship model.

Geneva WM on how to avoid the liquidity trap

The low interest-rate environment has spurred investments into higher-risk premium strategies

Investment Update on dividends

With dividends pressured, companies focus on financial strength

A new generation of HNWIs puts focus on ESG

As the next generation around the world prepare to inherit this wealth generated by their parents over the past few decades, we can see a shift in attitudes and priorities when it comes to the way this money will be invested and put to work.

SJP advises clients to remain invested

It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.

A new way of working - protecting wealth and protecting health - the Sanlam way by Penny Lovell

As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.

Charities and coronavirus: Reflections on the sector following the 2008 financial crisis

The Charity Commission has published guidance on the use of reserves, and it is clear that they are encouraging the use of reserves where possible.

Times of adversity force families to agree a purpose

Next generation of leaders emerge during crises – Matthew Fleming

Tilney and Smith & Williamson merger on brink after coronavirus crash

A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.

The Art Market Adjusts: Banks loan considerations in times of market dips

For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.

Arbuthnot private bank profits tumble on major fee shake-up

Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.

PilatusBank was a ‘money transfer operation’

While its total equity was of €10.8m, Pilatus had just six loan clients and six to whom the bank had provided financial assistance in connection to residency schemes and applications to buy a Maltese passport.

Chief executive of Brown Shipley parent company dies

The chief executive of Quintet Private Bank Jürg Zeltner has passed away at the age of 52.

Wealth and Asset Management