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

St. James's Place Reports Fourth Quarter Flows

Our advisers continued to work hard in supporting clients through a difficult environment, resulting in strong retention of client investments throughout the year

Dolfin empowers family office Altaira Wealth Management with custody, execution and investment advisory

Altaira’s investment strategy is also a collaborative effort with Dolfin, which provides regular research and ideas to the Altaira investment team.

Refinitiv report on Transformation of Wealth Management – five trends for 2020 and beyond

According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization, customization, operational efficiency and client relationships

Quilter reports positive trends in Q4 net flows

Strong fourth quarter performance from International with gross flows of £0.8 billion (Q4 2018: £0.5 billion).

Brewin Dolphin announces first quarter update

Brewin Dolphin has announced a trading update for the first quarter of its financial year ending 30 September 2020.

Asset Management – the New Private Banking

Instead of the label private bank, Staub sees his firm as a pure-play investment manager, a provider of investment advice and solutions.

Deutsche Bank WM to launch funds focusing on CIO views

Clients will also be able to add thematic investments to their core allocation.

Quilter to spend £20m a year on buying advice firms

QPCA is targeted at wealthy clients, people with more than £150,000 of investable assets.

Harwood launches bid for national IFA

Harwood Capital has until 25 February to present formal offer for Manchester-based IFA

Trust has one key mission - to preserve the 'real' value of investors' wealth

'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'

Queen's banker bullish on 'unloved' UK stocks

Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.

Charles Derby Group rebrands to Quilter Financial Advisers

Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.

BTG Pactual opens first Europe wealth office to tap Brazil expats

The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.

New business results for the six months ended 31 December 2019

The three months ended 31 December 2019 are referred to as “Q2 2020” throughout this document.

This Software Technology Firm is Reshaping the Asset Management Industry

Wealth, using artificial intelligence and machine learning, is resolving market issues through high-tech applications

2020 outlook for asset & wealth management industry

The topics of consolidation, regulation and innovation are front and center

Crestbridge and Willow Street announce fiduciary services US joint venture

A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.

Union Bancaire Privée’s assets under management rise

Assets under management reached CHF 140.3 billion

Deutsche Bank Zeroes in on Management Board Bonuses After Cuts

Lender has already decided on 30% investment bank bonus cuts

Tilney hits regulatory hurdle in £625m deal with S&W

Both parties continue to believe that a merger of Tilney and Smith & Williamson represents a significant opportunity to create the UK's leading wealth management and professional services business and remain fully committed to the merger.

Wealth and Asset Management