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

Succession gains £500m AUM with adviser acquisition

Underpinning Succession’s ongoing focus on profitable, nationwide expansion and integration of large-scale businesses

Passing on Wealth: Motivations, Emotions and Challenges

Gareth Parsons: Our latest research report looks at the challenges and emotions associated with passing on wealth.

Profile: the new wealth gatekeeper with £100m ambitions

With almost three decades at Coutts between them and senior positions at two major private banks Samik Mukherjee and David McLellan decided to take a chance on going solo

Rothschild & Co acquires advisory firm

Livingstone provides M&A, debt and special situations advice to entrepreneurs, and private and private equity-backed companies in the mid-market segment.

Brooks Macdonald sees £28m of ouflows

Modest FUM growth, continued focus on efficiency, on track to meet full year expectations

RBS announces Q3 results.

These results demonstrate our solid underlying performance in a tough operating environment.

Coutts and Adam & Co get record Natwest referrals

Coutts and Adam & Co recorded the ‘best year yet’ for referrals from Natwest Commercial Banking, with 30% of new clients coming from the wider group.

UBS reports fall in Q3 wealth management profit

The group’s operating income dropped 5% year-on-year to $7.09bn, while operating expenses increased from $5.72bn to $5.74bn.

Finnish VC’s family office acquires stake in Augustus Capital AM

It will also permit the expansion of our offer to new sectors and geographic areas, bringing a truly international dimension to Augustus.”

St James’s Place maintains inflows amid 'uncertain external environment'

St James’s Place has recently faced criticism over its fee structure, which involves higher charges than many of its competitors, as well as the lavish incentive scheme offered to its partners.

Deal takes edge off Butterfield Bank profit

The core return on average tangible common equity for the third quarter of 2019 was 22.5%

Refinitiv enhances its wealth portal solutions via addition of widget capabilities

The new digital tools deliver a customizable suite of widget capabilities designed to support the experiences of wealth management firms on Refinitiv’s portal.

High net worth individuals think change in government threatens their finances

The research also finds that almost half of HNWIs consider a deterioration in their non-financial wellbeing, including good physical and mental health

Founder of London & Capital Daniel Freedman dies

Daniel Freedman passed away unexpectedly earlier this week

Wealth manager Quilter sees challenging backdrop

The sale of Quilter Life Assurance is expected to close by the year end and will result in the group becoming a more focused advice-led wealth manager.

Phil Nevile Tells Coutts Clients About "Explosion Of Opportunities" In Women's Football

Coutts gender equality event celebrates great summer of sport for women and asks men to “get off the side lines”

Fideuram launches training scheme to promote generational turnover of financial advisers in Italy

Fabio Cubelli, Fideuram general co-director said: "Fideuram considers support for young professionals a priority and puts considerable resources in place to encourage the growth of new financial advisers who are more capable and willing to improve.

Third quarter new business inflows and funds under management updatemid-2019

Through the excellent work of our Partners and their staff in building and maintaining close relationships with clients, we are also able to report continued strong retention, resulting in net inflows for the quarter of £2.11 billion

Skin in the Game – who is buying into their own company?

This chart looks at who has got skin in the game

Wealth and Asset Management