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

The changing landscape of private wealth

There's been a seismic shift in the regulatory landscape for international HNWs, and the industry needs to adapt, writes Robert Paul

Waverton Investment Management unveils new portfolio service for US expats

The mandates will adhere to an investment process which adopts a global approach to equity and bond selection.

Tilney’s landmark year as group achieved record AUM

This has had a transformational effect on our turnover and earnings both on a reported and run-rate basis.

European Wealth makes play into frontier markets

European Wealth said there was a temptation to do nothing and wait and see the outcome of the UK general election and how geopolitical events develop was tempting.

Canaccord Genuity assets jump 20% to near £15bn

We will continue to focus on growing assets under management.

Invesco quant chief passes away

He was managing director of research for the Invesco quantitative strategies team.

Amundi partners with US giant for mid-cap fund

The fund invests in mid-cap value stocks which derive 85% of their income from the US domestic market.

WH Ireland to expand wealth manager in Manchester

The move to brand new and attractive premises enhances our presence in Manchester for both clients and our staff as we continue to grow our wealth management and wealth planning services in the city and the north west.

Investment in new office pays dividends for wealth management firm St James’s Place

The prestigious BCO awards programme recognises the highest quality developments and sets the standard for excellence in the regional and national office sector.

Half Year Profits Rise At AFH

Pre-tax profits were also up from £859,000 to £1.15m.

Fund managers demand IA classification rethink

In this context current rules are restrictive, according to Daniel Lockyer, fund management chief investment officer at Hawksmoor.

Wealth portfolios bounce back into the black

The figures marked a return to the black for wealth portfolios after only the Cautious index delivered a positive return in April.

“Dark horse” Deutsche is hiring again in Asia – “big egos” not wanted

Deutsche now wants to build after it avoided an exodus

Qrops Bureau launches estate planning service for advisers

The QTEPS panel will be made up of a range of standard solutions to include all of the most commonly used trusts such as discounted gift trusts, discretionary trusts and loan trusts.

Interactive Investor acquisition creates one of the UK's largest investment platforms

We are delighted that our acquisition of TDDI has received regulatory approval

Group profile: Cohen & Steers on their plans for the UK market

Although the duo were “arguably too early” in advocating listed real estate investments, Haynes says the firm “took off in the mid-1990s” fuelled by the demand for Reits in the wake of the savings and loans crisis.

St.James's Place Wealth Management back Foxhunter Chase for further three years

The firm has supported the Foxhunter Chase since 2015.

Asset managers step up performance disclosures

Henderson and Premier change reporting methods after criticism of funds industry data

HSBC and UBS staff among terror attack victims

Attacks at London Bridge across from the City of London left seven dead and almost 50 injured

Old Mutual Wealth completes buying UK wealth manager

The acquisition sees Old Mutual Wealth build on its controlled distribution strategy in the UK by adding over 300 financial advisers to the Intrinsic network. In total, around 3,700 advisers are now authorised through Intrinsic.

Wealth and Asset Management