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

ZEDRA enhances Funds Services in Luxembourg with milestone acquisition

The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg

Sovereign Group acquires Gibraltar firm

The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.

Edmond de Rothschild's Profits Rise

A high volume of transactions fed into recurring revenue in both its main arms, private banking and asset management.

UK Wealth Management Under the Lens: Competitive Dynamics and Trends

In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.

Brewin Dolphin Extends Long-term Strategic Partnership with SEI

The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months

Putnam Consulting Group Named 2020 Philanthropy Advisor of the Year

Philanthropy played a pivotal role in responding to the multiple crises of 2020.

Sustainable Investing: no longer just a space for the Next Gen – Mona Shah

The reasons for this growing appetite for ESG investing, said Mona, are to do with education. “Before, families weren’t sure where to start - how to define their values and how to manifest them in their portfolios”.

Schroders presents a virtual Media Masterclass: Sustainability - Expect more than returns

Schroders presents Sustainability: Expect more than returns, a Sustainability Masterclass virtual event, taking place on Wednesday 31 March 2021 for members of the media.

Crestbridge Family Office Services Head recognised for ‘shaping the private wealth industry’

International Women’s Day provides a reminder that a business can only thrive if it provides equal opportunities for its people to contribute and grow.

How are asset managers and allocators maneuvering in the new normal?

Succession planning speaks more to the human capital aspect of equity-linked compensation for asset managers, hedge funds and private equity firms.

Tavistock shuns £15m takeover attempt

In a regulatory filing published this morning (March 23), TEAM stated: “The board of directors of TEAM believes that Tavistock shareholders deserve the opportunity to decide on the merits of any offer."

Blank cheque company in exclusive talks to buy wealth manager

A deal would be one of the first involving a US-listed SPAC and a UK-based financial services company, Sky News learns.

Candriam eyes acquisitions in alternatives to meet investor demand

The asset management group previously announced a partnership with private debt specialist Kartesia

Fairstone's PE Backing Named Deal Of The Month

The investment from TA Associates will support the company's growth plans alongside current backer Synova.

Julius Baer: Publication of the Annual Reports 2020

The documents are available online

Barclays expands private bank to France and Italy in bid to grow EU business

“Despite the Covid-19 crisis, we have continued to see strong growth in assets under management,” Jean-Christophe Gerard, chief executive of Barclays private bank said.

The super-rich are upping their entertaining game with £5,000 Zoom dinner parties and wine gameshows

Luxury brands and private clients alike are enlisting the help of Michelin-starred restaurants to ease their lockdown fatigue

Like Monty Python’s parrot, are UK equities dead or just resting?

With many investors seemingly ready to write off the UK stock market, we address four common misconceptions about UK shares.

Sustainable investment leaders interview: Pictet's Borremans on why balance in ESG reporting is needed to 'show the fuller picture'

Transparency over net zero plans vital in industry

Craven Street Wealth Ltd Acquires Two Complementary Financial Advisory Firms

London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.

Wealth and Asset Management