Managers of Wealth

European Wealth increases FUM

European Wealth's funds under management and influence grew by 24.2% to around £0.82bn in the six months to the end of June.

Succession and Vestra launch on-platform DFM

National adviser company Succession has teamed up with Vestra Wealth to offer an on-platform discretionary fund management service for its advisers, Simon Chamberlain has confirmed.

Gemini Wealth Management makes 7th acquisition

This takes the total number of acquisitions and recruitments to 7 since its inception in December 2006.

Private banks in Singapore see AUM growth

A recent report by PwC estimated that AUM in the Asia-Pacific region will more than double, between 2012 and 2020, to hit more than USD16tr, and the two Singaporean banks aim to benefit on this.

New Goldman Sachs fund takes aim at European high yield

GSAM’s corporate credit investment team also manages the Goldman Sachs Global High Yield Portfolio

Luxembourg seeks increased financial cooperation with Singapore

Luxembourg has called for increased international finance cooperation with Singapore spanning cross-border financial services, wealth and asset management.

Liontrust sees £190m net inflows in Q2

This was down from £302 million in the same period last year, although £179 million of that figure was down to the launch of its credit strategy.

ABN AMRO Private Banking wins Wealth Award

The awards took place at a prestigious ceremony held in London and were judged by a panel made up of senior industry executives and editorial staff at Private Banker International.

Berenberg Expands Chief Investment Office

“We are very glad that we have gained another three renowned and respected experts. With their experience and expertise in the capital market, they will drive forward the development of our CIO-Office,” said Stefan Keitel, Global Chief Investm

International Private Wealth Summer Newsletter -

In this edition we look at a number of issues facing international clients in light of recent developments in the law. Russell Cohen and Holly Jones analyse the on-going tax evasion vs. tax avoidance debate, with a particular focus on some of the reputati

CACEIS to provide European services to Rothschild

The mandate also covers the clearing of listed derivatives, FATCA-related services and regulatory reporting.

Not every online investment manager is a robo-adviser

People who invest through these firms may be looking for a different experience

Bethmann Bank to extend services to EAMs

Frankfurt-based Bethmann Bank has announced that it will extend its existing range of services to external asset managers (EAMs).

Ashcourt Rowan underlying earnings up

Revenue was down at £31.5m from £32.6m but underlying earnings before interest, tax, depreciation and amortisation rose to £3.78m from £2.76m and the pre-tax loss of £2.0m was down from £2.5m last time.

Mattioli Woods reveals client assets up 27%

These are significant milestones, marking the next phase in our development as a 21st century financial services business

Plymouth wealth management firms merge

The business now has nine qualified and independent advisers

Russians in the City London Club opens its branch in Moscow

In London the Club bands Russian-speaking professionals in finance industry: lawyers, bankers, sales and IT specialists.

China Merchants Bank plans Luxembourg branch

From there, they manage a European network and help Chinese clients in their European trade deals and investments.

Close Brothers Asset Management launches second ‘Future Leaders Programme’ to support the next generation

Designed to pass on knowledge and insight to talented youngsters, participants will tackle philanthropic challenges and business strategy planning activities as well as cultivating important professional skills, such as presenting.

WH Ireland expands wealth management division

WH Ireland has unveiled plans to open a new Milton Keynes office in an expansion of its wealth management division.

Wealth and Asset Management