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

Wealth management firm posts ‘resilient’ results

The company continued to trade profitably, in line with our expectations, while focusing on cash management and paying down both Deferred Consideration and Loan Notes as they matured.

Why are Credit Markets Rallying?

The recovery has been broad-based to include not only the areas directly targeted by the Fed, but also emerging market debt.

Returning to the workplace: plan for success

Be sure you carefully understand your local government and health department’s directives and guidelines as you adjust your workplace in this environment .

IQ-EQ Family Office Services for UHNW clients

The launch comes as the family office space expands, evolves and diversifies, with globally minded UHNW families

Mattioli Woods surges as profits beat forecasts by 20%

Chief executive Ian Mattioli will continue to take a cut in salary as the firm continues to stem the threats from Covid-19.

Investec Irish restructuring cost £41m

Last May, the South African-founded bank sold its wealth management business in Ireland to British investment manager Brewin Dolphin for €44m.

Warburg Pincus steps in to rescue £1.8bn wealth merger

Warburg Pincus is investing more than £250m to secure the creation of the UK’s fourth-biggest wealth manager, Sky News learns.

Relaxation of lockdown gives investors hope

We continue to conduct extensive analysis looking for those businesses which have been unfairly treated and which we are confident can return to their pre-crisis positions.

Wealthtime eyes growth after buyout

Ms Bristow said Wealthtime would also look to create strategic relationships with discretionary fund managers and advice firms to offer white label

Jersey wealth manager buys trust company

In a bid to ‘increase market share’ and ‘diversify’ its geographical reach

Rathbones halves its 9% stake in Jupiter trust as Richard Buxton takes over

Renowned fund manager is running investment trust money again for first time in seven years

M&G buys adviser platform from Royal London

Acquisition of £14bn-in-assets business will help newly listed asset manager push further into retail market

How Lockdown Cpuld Lead to "A Rich Inner Life"

Humanitarian Terry Waite CBE and educator Sir Anthony Seldon talked about resilience in isolation and the importance of happiness at our latest client event.

Hampden raises £7m on path to profitability

The bank has also experienced an upswing in new clients who are migrating accounts and loans to Hampden & Co from other banks.

St. James's Place gets FUM up from markets and inflows

“Following record first quarter new business, we have naturally seen a reduction in new investments as the COVID-19 crisis developed,” said chief executive Andrew Croft

UK investment boutique champion dies

Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.

Human vs Robot: the Struggle for Good Automation in Wealth

In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.

The Luxembourg SPF: A private wealth management company of choice

Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.

Charles Stanley sees 45% profit boost despite £4bn FUM hit

Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.

Charities in the time of Covid-19 – Reflections, two months on…

Operationally, charities have behaved like most commercial businesses facing disruption to their normal activities.

Wealth and Asset Management