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

Coutts and Adam-and-company [ 1] - Annual Results

The total AuMA figure has risen by £1.7bn (6%) to a total of £32.1bn and includes around £0.8bn in Net New Money into our investment products.

Surrey financial planning firms merge and look to avoid minimum portfolio sizes

This rhetoric was echoed by Philip Martin, managing director at Unique Financial Planning.

Quilter's Guide to the Budget - what is up for consideration by the Chancellor?

The government needs to decide how it pays for the increase in borrowing to fund its response to Covid-19

Multrees plans to double client base in five years

Putting these growth plans into action will be four new sales team members who together bring with them extensive experience

Our top tips on how philanthropy can save the planet – an interview with our Global Head of Philanthropy, Dr Maximillian Martin

Philanthropists have earned or inherited a fortune, and they want to use their money for the greater good.

Retirement planning tips for Generation X

The sandwich generation faces a tsunami of financial pressures, which underline the importance of a long-term plan - and the value of advice

Annual general meeting of Handelsbanken’s shareholders 24 March 2021

The nomination committee also proposes that Pär Boman be re-elected as Chairman of the Board.

GAM Holding AG announces full-year 2020 results

GAM has continued to make strong progress on our strategy focused on efficiency, transparency and growth, even in the very challenging conditions of 2020. Highlights

Barclays targets UK wealth in post-Covid expansion plans

The bank also revealed that its profits were more than £1bn above the consensus forecast and will resume paying dividends this year.

NatWest in talks to sell private bank Adam & Co

The taxpayer-backed lender is in talks to sell most of the 37-year-old private bank’s operations, Sky News learns.

Credit Suisse: Full year and fourth quarter 2020 financial results

Strong underlying performance positions bank to accelerate growth

Greece passes law to lure private family wealth-management services

Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.

Cantonal bank and consulting firm create association to boost IAM services digitisation

Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.

Coutts CIO on why he won’t buy Smith or Train funds

The £23bn Fundsmith Equity fund has returned 448 per cent in the decade to February 12, compared with a return of 168 per cent for the average fund in the IA Global sector in the same time period.

Why are overseas firms eyeing up the UK advice sector?

US company says it now has ‘comfort with the market’ and a ‘voracious appetite’ to grow in Britain

Tier One wealth manager named one of the UK’s best

He became a senior wealth adviser at Tier One Capital following the company’s acquisition of Carrick Financial Management.

The “three Ps” that are crucial for sustainable investing by Schroders

The term “sustainability” is often over-used in investment speak and has become a “catch-all” for a number of different approaches.

Considerations for structuring a family office

Executive Directors, Richard Joynt and Amy Collins highlight how family offices usually evolve alongside family wealth and become more complex, requiring dedicated professional teams to operate them.

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Sharmil talks to us about why collaboration has to happen

Draghi’s historic opportunity to invest in Italy’s economic future

Italy was the European Union’s worst affected state in the first stages of the Covid-19 crisis

Wealth and Asset Management