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

Investing through disruption by Coutts

“We see changes in global trade, technological innovation and government policies as three key areas that, when combined, have the potential to fuel significant change ”

Management Musical Chairs At Swiss Banks

Fierce competition among Switzerland banks for the world's wealthiest clients leads to leadership shake-ups.

Best Private Bank Of The Year Monaco: Compagnie Monégasque de Banque

Fully owned by the leading Italian investment bank Mediobanca, Monaco’s CMB is among the world’s true private-banking luminaries.

Director stages management buyout at Glasgow wealth manager

We are grateful for the support and assistance provided by Clydesdale Bank

Rathbones closes in on £40bn following healthy 14.3% AUM surge

The AUM in the group’s unit trust business hit a record £5.3 billion.

Charles Stanley opens new Southampton ‘super office’

The new regional hub has been created through the merger of two existing branches.

Julius Baer increases stake in Kairos to 100%

Kairos represents Julius Baer’s exclusive gateway to the attractive Italian domestic wealth management market.

Liontrust AUM up 9.5% in quarter

'We have expanded further our investment teams with the recruitment of David Roberts, Phil Milburn and Donald Phillips.

Bordier Group underlines commitment to sustainability and the deep-sea environment

Exploration is focusing on the so-called Twilight Zone – sea beds situated between 50 and 150 metres below the surface level

The Hatstone Group and the Folio Group to merge

The combined specialisms will be invaluable to our clientele and together

Bristol and London IFAs merge as deal flurry continues in 2018

The pair have also set up a dedicated website about the merger

Julius Baer Still Hasn't Turned a Profit in Germany

When he said that he wanted to return first profits on a monthly basis as early as 2014, he met surprise.

Boutique asset managers set to merge forming $2.3bn business

The firms said that 'in line with the shared boutique philosophy', the combined business will remain employee owned.

Wealth manager hits the acquisition trail again

The acquisition is expected to contribute approximately £170,000 of recurring revenue to the company.

Mattioli Woods eyes more buys as assets hit £8.3bn

Gross discretionary assets under management have reached £2 billion, up from £1.6 billion in the figures released in September.

Ascot Lloyd Bellpenny acquisition revealed

The acquisition is the first since Bellpenny and Ascot Lloyd merged last July

Coutts staff hit ambitious charity goal

In celebration of the company’s 325th anniversary, Coutts set itself the ambitious goal of raising at least £325,000 for its staff charity in 2017.

Federation of European IFAs hits 50 firms

The Federation of European IFAs has grown its membership to 50 with the recent acquisition of three new firms.

Investec sees £3.5bn inflow in wealth arm

The firm’s discretionary funds under management rose 20.9% to £26 billion

Brewin Dolphin PT Raised to GBX 365 at Canaccord Genuity

Three equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock.

Wealth and Asset Management