Managers of Wealth Europe

SJP advises clients to remain invested

It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.

A new way of working - protecting wealth and protecting health - the Sanlam way by Penny Lovell

As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.

Charities and coronavirus: Reflections on the sector following the 2008 financial crisis

The Charity Commission has published guidance on the use of reserves, and it is clear that they are encouraging the use of reserves where possible.

Times of adversity force families to agree a purpose

Next generation of leaders emerge during crises – Matthew Fleming

Tilney and Smith & Williamson merger on brink after coronavirus crash

A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.

The Art Market Adjusts: Banks loan considerations in times of market dips

For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.

Arbuthnot private bank profits tumble on major fee shake-up

Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.

PilatusBank was a ‘money transfer operation’

While its total equity was of €10.8m, Pilatus had just six loan clients and six to whom the bank had provided financial assistance in connection to residency schemes and applications to buy a Maltese passport.

Chief executive of Brown Shipley parent company dies

The chief executive of Quintet Private Bank Jürg Zeltner has passed away at the age of 52.

Coronavirus - Will the US and Europe Learn Lessons from Asia?

The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?

Julius Baer Group: Publication of the Annual Report 2019

Net profit achieved in 2019 amounted to CHF 465 million.

Woodford investors to get payment this week

Hargreaves investors in accumulation and receiving income will get 3.97p and 3.26p per share respectively.

SEI Family Office Services Recognized as Best Outsourced Service Provider for Family Offices

This award highlights our firm’s ability to provide comprehensive bill payment, partnership accounting and client reporting service solutions and serves as a testament to the world-class team that supports our unique and complex client base.

Covid-19 hits Investec wealth profitability

The market volatility, along with increased tech spend and higher regulatory fees, will result in lower profits for Investec's UK wealth division.

‘Don’t panic’ – wealth managers react to Covid-19

As the impact of Covid-19 rattles peoples, governments, health systems and markets around the world, how are HNWs and their wealth managers responding? Alec Marsh and Arun Kakar report.

Rathbones spearheads modern slavery campaign

Rathbones is a leading a campaign for all FTSE 350 firms to comply with the Modern Slavery Act.

Credit Suisse says Q1 going well despite coronavirus spread

It said restructuring efforts over the past years had strengthened its capital base and its stronger focus on wealth management and lower exposure to leveraged finance and the oil and gas sector had made it more resilient to the impact of the spreading vi

Wealth and Asset Management