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

Fairstone swallows North East IFA firm Chilli

Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.

Julius Baer to Wield Axe

The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.

SJP defends charging structure to clients

St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.

Santander launches premium-priced MPS for private banking clients

Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%

Quilter rejects vast majority of adviser deals

The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.

Why wealth managers leave big firms

While the industry is consolidating, more than 18 senior fund and wealth managers left big firms to go it alone in 2019.

Gloucestershire wealth management specialists purchases Scottish financial advice firm

There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs

Wealth-X Expands Global Dataset Across Europe

Global Leader in Wealth Intelligence Adds 130,000 Additional European Records

UK-wide wealth manager takes over financial advice firm

Policy Services Ltd to trade as normal under St James's Place ownership

Brewin builds family law team with qualification launch

Brewin Dolphin has launched a family law qualification for its advisers. The wealth firm has already put 70 staff through the course.

Structuring family office investments using Jersey private funds

A family office will typically include teams responsible for the management of investments, property, and other assets, as well as the management of the family's legal and tax affairs.

Key trends expected in the wealth management and private banking space in 2020 - RBC

Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time

St James’s Place plans HK growth

The UK wealth manager aims to expand its share of the territory’s mass-affluent market to 15% in the next five years, according to its Hong Kong head.

Oak CEO included in 2020 eprivateclient 50 Most Influential list

Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.

SJP acquires advice partner

World's Best Private Banks 2020: The Tough Get Going

While rising ranks of wealthy individuals support growth in private banking, these are challenging times for the industry.

DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience

The bank will build on Avaloq’s platform to refine client solutions and accelerate its technology-led growth plans

Two IQ-EQ senior leaders named among eprivateclient ‘50 Most Influential’ for fourth year each

This is the fourth time both Mark and Kevin have made the list.

Merian hit by £670m outflows a month ahead of restructure

The firm, formerly known as Old Mutual Global Investors, was acquired by the management team in 2017 and renamed at that point.

Addidi Wealth snapped up by national adviser

It has about 150 employees, including 27 financial planners and 12 paraplanners, of whom at least half are women, with a female quota at senior management level of around 40 per cent.

Wealth and Asset Management