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

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Wealth managers increase exposure to global bonds

Many believe there is still opportunity to be found in the UK and in the equities sector

Wealth firms should be wary of digital financial advice platforms, says GlobalData

Financial advisory firms should be more concerned about the rise in popularity of digital financial advice platforms as they gain in popularity, says GlobalData, a leading data and analytics company. According to GlobalData’s 2018 UK Independent Fi

Wealthtech acquisition shows we’re serious about revolutionising financial services

For far too long, the banks, building societies, insurance companies and investment companies have held all the power in their relationships with customers.

Brexit 'just a short-term domestic problem' says UK boss of Swiss bank Julius Baer

Mr Durlacher, a career banker who has been in his current role for more than two years, says the firm's Belfast clients aren't particularly exercised at the current political or economic volatility at home.

Swiss bank accounts aren't as great as they used to be

It's nearly a decade since monetary authorities across Europe started experimenting with negative rates.

One in four wealth managers feared unready for SMCR

Gilly Green, managing partner at Sionic, speaks about the challenges that firms are facing in implementing the senior managers certification regime.

Accountancy firm's business advisory team hits £1 million in fees

A flurry of business has boosted Anderson Anderson and Brown's business advisory team's fee base

Quilter unveils three-month financial adviser training course

Firm believes it is ‘enough time to become qualified and to carry out the job confidently’

Choosing a Wealth Manager: the Decision-Making Process in the UK

Inheritance and estate planning services that include current HNW clients’ children in the planning process are the most straightforward solution.

Walker Crips signs new tech deal in search for cost savings

We were looking for a business management system

5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now

While overall satisfaction toward wealth management firms are still at a healthy level, wealth clients’ expectations are increasingly shifting to expect their wealth management providers to offer seamless, convenient digital experiences, and current

Sanlam UK’s Income Study

The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.

SJP bites back as it gets shamed for Woodford dog fund

Two funds on Bestinvest’s buy list feature in the latest Spot the Dog

Brewin opens in Bath following £19m wealth deal

Brewin Dolphin has completed its acquisition of Bath IFA, Epoch Wealth Management, after first announcing the deal in April.

HSBC’s ‘Internal Activist’ CFO Stevenson Seen as Chief in Waiting

A lumbering giant, HSBC, Europe’s biggest bank by market value, has been shrinking its international footprint, a strategy shift that has yet to pay off for investors.

How To Make Sure Your Family Business Survives The Transition Between Generations

Estera recently gathered a round table of wealth advisers to discuss the implications and how they work with clients to ensure a smooth business succession.

Hedge boutique buys wealth firm fund in private client push

Citywire A-rated manager gives way to Henley-based firm, which makes its first foray into the multi-asset market.

Graham Bentley: SJP’s opportunity cost

Every advice business in the UK is a ‘rival’ to SJP

Barclays opens tech lab as part of Aberdeen’s diversification drive

Aberdeen’s entrepreneurial spirit and the drive to diversify the north-east economy has encouraged Barclays to open its second Scottish Eagle Lab.

Wealth and Asset Management