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

How wealth managers get access to private equity

These vehicles are traditionally structured as limited partnerships aimed at institutional and ultra-high net worth investors, says Tilney managing director Jason Hollands.

Falcon to discontinue UK operations

Falcon will continue to provide custodian services to its UK clients, whose wealth management needs will be served by Dolfin upon completion of the transaction.

Rathbones makes changes to Luxembourg range to prepare for post-Brexit distribution

Changing fund structure

Trusts remain out of favour with wealthy families

Tax and privacy concerns result in an ‘image problem’ for planning structures

Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion

The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.

Coutts & Co reports impressive and defining set of financial results

Our business has undergone substantial change over the past 3 years

French boutique expands to Switzerland

The branch is led by Olivier Machet and offers investment products in convertibles, high yield corporates, short-term credit, dividends futures, credit allocation, optional overlay and long/short multi-strategies.

Coutts views: Brexit vs China: Which one‘s the real bull in the shop?

The worst case Brexit scenario is widely believed to be a ‘no-deal’ departure, which would probably see sterling and UK government bond yields drop sharply.

Credit Suisse swings back to profit for the first time since 2014

Credit Suisse completed at the end of last year its three-year restructuring program.

Credit Suisse Trading Losses Eclipse Wealth Management Gains

Credit Suisse lost about $60 million late last year after it was left holding shares in luxury parka maker Canada Goose Holdings Inc, people familiar with the matter said last month.

Consolidator makes another two acquisitions

The consolidator’s model is to attempt to keep staff at existing advice firms on when they are acquired.

Liechtenstein - a principality with big aspirations

Liechtenstein is slowly carving a role in the Asian wealth management space, boasting two players who are starting to make waves whilst others have already left the stage

Progeny buys 2 more Financial Planning firms

The latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice, now well over £1bn.

Former Deutsche investment chief sets up advisory business

Nicolas Moreau's Ladbroke Advisory will work with asset managers and fintechs on strategy and new products

Multrees Investor Services completes platform migration for Saltus in just 3 months

A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.

Fairstone announces significant increase in client base

New figures from Fairstone, released at its annual conference in Newcastle, also show 11 per cent outperformance across its entire portfolio of acquired businesses

Credit Suisse brands blockchain a 'game changer' after successful test

Portugal's Banco Best and Luxembourg-based platform Fundsquare said in their statement after the test that it had showed cross-border distribution over blockchain was "more efficient, scalable and timely in processing."

Vontobel boosts 2018 net profit, expects challenging market

It proposed an unchanged dividend of 2.10 francs per share.

MilleniumAssociates’ founder, Ray Soudah, recognised in industry awards

The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking

Savanta buys research division of Wealth-X

Savanta launched earlier this month with the merger of MIG Global’s research brands Morar HPI, Viga, Circle and Charterhouse into the new brand.

Wealth and Asset Management