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

Rothschild on track for advisory record but notes M&A slowdown

Third quarter up 11% to €296 million

Tavistock and Lighthouse join forces

Tavistock plans fundraising

SJP Academy celebrates new Financial Planning graduates

The Academy gives learners the opportunity to undergo thorough training before being offered the chance to become wealth advice professionals or Paraplanners within the St. James’s Place Partnership.

Natixis Wealth Management takes over Massena Partners

Operation will help French bank develop wealth management business in France and Luxembourg

Sanlam FOUR renamed Sanlam Investments to align with parent brand

Five years after being bought by Sanlam

Barclays' senior duo to meet with activist Bramson

Sheborne Investors, Bramson’s vehicle, has a 5.4% stake in Barclays

Italians rush to put money into Swiss banks as budget fears grow

Italians put their assets into Swiss accounts as their government rejects negative economic forecasts

Lancashire Financial Planner and IFA expands with acquisition

West Lancashire-based Financial planner and IFA firm Acumen Financial Partnership is expanding further north into the county with the acquisition of a company based in Pilling, Wyre.

Spear’s Wealth Management awards 2018: Winners Revealed

Guy Hands led the line-up of winners at the 12th annual Spear’s Wealth Management Awards at the Dorchester on Tuesday, in a night that celebrated the best in the UK’s private client world. Emelia Hamilton-Russell reports

Intelligent Loans launches HNW division

Intelligent Loans has created a new department within its specialist finance division to concentrate on high-net-worth enquiries.

Merian Chrysalis selects Maitland for fund services

The Company will invest in unlisted stocks and is co-managed by Richard Watts and Nick Williamson.

Best Private Bank in Liechtenstein named

Previously, only the family office of the Liechtenstein Princely Family had earned the title.

AJ Bell reveals stellar growth ahead of IPO

In its last set of results to the market before its IPO on the London Stock Exchange in the next few months, the Salford-based group announced revenues and profit soared.

Swiss private banks Heritage, Sallfort to merge

The number of Swiss private banks has fallen sharply over the last decade as lenders to the world’s wealthiest people contend with tougher regulations and a changed environment following a global clampdown on tax evasion.

Berenberg to cut dozens of staff in equities division

One broker at the company said there had been a “round of [redundancy] consultations” held at its London office on Tuesday.

AFH buys Premier Wealth Management Harrogate

AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.

Heartwood's parent company granted UK banking licence

The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.

Financial services duo form new UK wealth manager

We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.

SGG Group completes acquisition of Lawson Conner

The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.

GAM rebuffs Schroders approach for hedge fund unit

Embattled Swiss fund manager would prefer a sale of the whole business

Wealth and Asset Management