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

Sanlam FOUR Transaction Complete

Derrick Dunne, Director of Sanlam FOUR, states: “We are pleased to complete the transaction and look forward to delivering the mutual benefits of association to our clients, Sanlam and our owner employees.

Close Brothers Asset Management partners with SIFA

SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.

David Hobbs, CEO of Cofunds, discusses his UK outlook for 2015

These outlook pieces usually start with is set to be an eventful year for the industry’.

RBS launches sale of Coutts, invites bids before Christmas - sources

First-round bids are due before Christmas, they added.

Brewin studies 'Stephanomics' - Podcas

In another coup for the Brewin Podcast Stephanie Flanders, JP Morgan Chief Market Strategist and former BBC Economics Editor, joins Brewin Dolphin’s Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.

Advisers asking low asset clients to leave: Schroders

A survey of 644 advisers found that 49 per cent have segmented their client base by size

Guernsey fiduciary services industry targets new markets -FT

The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.

Guernsey’s economy shows signs of recovery despite protests -FT

Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.

Coutts Investment Outlook 2015: On and Off the Beaten Track

The 2015 Investment Outlook provides insight from Arne Hassel, Head of Investments at Coutts and his senior team: Alan Higgins, Chief Investment Officer for the UK; Norman Villamin, Chief Investment Officer for Europe, Terence Moll, Head of Asset Allocati

Luxembourg realigns itself as an art and antiques haven

The Grand Duchy is increasingly marketing itself as the go-to place for art-related business in Europe.

Estonia Is First Country In The World To Offer E-Residency

Estonia has become the first country in the world to offer E-Residency, a way of legitimising your online identity throughout the global internet.

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

Jersey strengths showcased to key Asian advisers in inaugural Roadshow series

Jersey’s strengths as a centre for wealth management, company listings and fund servicing were showcased to over 500 stakeholders in key Asian markets last month, through Jersey Finance’s inaugural Asia Roadshow.

Aberdeen Asset Management chief executive Martin Gilbert cashes in

Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.

WMA reissues factsheet due to boiler room concerns

The Wealth Management Association has warned over the increasing risks of boiler room scams following the latest fraud figures.

Mortgages Together to expand into financial planning and wealth management

The expansion coincides with Trevor Pugh’s intention to retire from Mortgages Together, the business which he founded in 2003

DBS Said to Work With Citigroup to Study Possible Coutts Offer

DBS Group Holdings Ltd., Southeast Asia’s largest lender, is working with Citigroup Inc. as it studies a potential bid for the international business of Royal Bank of Scotland Group Plc’s private bank

Wealthcare aims to double in size after £300,000 investment

Its new base at Castlecroft Court, Castlecroft Road, is more than double the size of its former HQ at a business park on the outskirts of Bury

Wealth managers hit by regulatory problems and tough markets

WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems

London & Capital US family office AUM surges 226%

London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.

Wealth and Asset Management