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

Lugano WM on why she started investing in venture capital

Nine years on, the firm has two offices – the Lugano headquarters and a Zurich branch

Quilter reports positive Q1 net flows

Approximately 98% of Quilter’s staff are now working remotely including over 200 contact centre-based colleagues servicing its UK and International platforms.

Ocorian boosts funds offering with acquisition

This strategically important acquisition adds depth and breadth to our funds business

Study finds small is beautiful in asset managers

Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.

SJP takes largest share of DB transfer business

Old Mutual Wealth took 6 per cent of transfers but had a lower average transfer value at £320,000

Schroders Personal Wealth launches 11 offices

Schroders Personal Wealth, which is owned 50.1 per cent by Lloyds and 49.9 per cent by Schroders, requires its clients to have a minimum investable assets of £100,000 before taking them on.

Fees waived and frozen: How networks are responding to Covid-19

Warning of "particular disruption in the mortgage market" the network is also paying the licence costs of Intelligent Office for any mortgage adviser who is furloughed during the lockdown period.

Family Offices: A Manual for the Digital Age

The end of Swiss banking secrecy has done little to dissuade the wealthiest of Germans from setting up in Switzerland.

Three investment reasons to be cheerful amid the economic upheaval

The uncertain economic landscape is impacting on people’s lives and livelihoods.

WH Ireland in talks to buy Cantor Fitzgerald's London corporate finance arm

Such discussions are preliminary, require certain third party consents

Quilter network defers fees amid Covid-19 lockdown

The professional body warned advisers needed assistance at a time when "demand for their help has never been greater, yet pressure on their own resources are stretched".

Sanlam’s Penny Lovell: My mum got me hooked on investing through Ceefax

Sanlam Private Wealth boss on being ‘gender blind’ as investment industry’s pay gap thrust in the spotlight

Stonehage Fleming’s direct investment clients invest in USD10m BibliU Series A funding round

Stonehage Fleming Advisory’s clients have invested alongside leading UK impact foundation Nesta Impact Ventures, who led the round, Guinness Asset Management, and existing investor Oxford Sciences Innovation.

Raiffeisen Pays «Golden Hellos»

Chairman Guy Lachapelle took home 750,000 francs. Raiffeisen's board, which is comprised of ten directors, was paid a total of 2 millionen francs; Lachappelle abolished attendance fees for directors, which had totalled 709,000 francs in 2018.

Sanlam Investments acquires specialist fixed income credit team

The deal substantially strengthens Sanlam Investments’ proposition in the fixed income space, and complements its well-established offering across equities and alternatives.

Acquisitions boost London wealth management firm's income by nearly £10m

Not surprisingly, the rapid spread of COVID-19 and the unprecedented reaction of the global markets, has negatively impacted the value of our clients’ funds and consequently our second quarter total income.

Be wary of MPAA if tapping into pension

The MPAA restricts subsequent pension contributions after withdrawal to just £4,000 a year.

Deutsche Bank Wealth Management launches new strategic asset allocation ETF-based funds

The launch is in response to demand from clients for simple, cost-effective, long-term investment portfolios designed to address the challenges of unstable market cycles.

Deutsche WM to launch allocation funds in Asia

Volatile markets prompted the introduction of the funds, which invest in ETFs and aim to address “unstable market cycles”.

Managers of Wealth Appreciates Its Advertisers

We’d like to express gratitude to our fantastic sponsors here at Managers of Wealth.

Wealth and Asset Management