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

Much Fuss About Dots

Analysts’ forecasts for current year earnings continue to rise, and we are only a few weeks away from the pre-announcement season when we scope for further upgrades.

Platforum: Wealth management distribution – at what cost?

Accountants and solicitors have become more reluctant to refer clients.

STEP launches new practitioner guide on responsible wealth stewardship

STEP believes there is no single ‘right’ approach to family wealth planning.

Apex Group acquires digital marketing platform to support clients raising assets

The platform will enhance connections between Investors, Asset Managers including family offices and HNWIs, and both public and private companies by supporting the instant communication of engaging content and information with just a few clicks.

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

UBS WM picks Invesco to run real estate mandate

The new structure will invest in Invesco’s direct real estate strategies, selected co-investments or direct real estate.

Northern Trust Appointed by US$45bn Manager

As their asset servicer, our global network helps facilitate operational efficiency, speed to market and distribution for their funds.

Investec and Irish Life considering joint bid for Davy

Investec has been active on the Irish capital markets scene since 2012, when it acquired NCB.

US WealthTech Talks: Driving Efficiencies in Wealth Management with Technology

Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.

Adviser helps client get £320k in redress from SJP

The client took out three separate personal pensions and then switched these into a single retirement account with SJP.

Bank Julius Baer places first ever euro bond of €500m

An application for provisional admission to trading on the SIX Swiss Exchange will be made.

Mustier and Arnault's SPAC targets £2.5bn UK fintech True Potential

Pegasus Europe tabled a bid this week to take the UK fintech onto the Amsterdam stock market, Sky News learns.

Quilter to make hundreds more redundant in bid to slash costs since LSE listing

Sources close to the company told City A.M. the redundancies have so far taken place in waves, making it difficult to know exactly how many people have been let go.

BBVA Switzerland’s digital assets solution launches next week

One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.

Schroders’ Group CEO included in Glassdoor’s Top 50 UK CEOs in 2021

The Employee Choice Awards recognise the Best Places to Work and Top CEOs, using solely employee feedback to determine the winners.

Beaufort's DFM rebrands to YOU Asset Management

We want to capture this emphasis and focus with our new name.

Wealth and investment management group continues acquisition spree with £4m deal

Our focus on enhancing the client experience is paying dividends and I am delighted that we now have approaching £200m in our internal MPS.

Deutsche Bank rolls out four strategic income funds across Europe and Asia

The SAA funds have total assets under management over 3.5 billion euros as at June 11, 2021.

Meet the new Head of our Paris office - Edouard de Saint-Pierre

The Paris office has just won the "Best Specialist Private Bank" award from Leaders League.

Julius Baer donates $1.4 Million to support COVID-19 relief programmes in India

The funds will be utilised by its NGO partners to support vulnerable families and households with ration kits, mass screening and vaccination programmes, as well as food and health protection initiatives for the elderly and migrant labourers.

Wealth and Asset Management