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

Charles Stanley’s profits dip

Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.

New Family office launches

The first service to be announced under the umbrella of Walgate

Mattioli Woods in swoop for Maven Capital Partners

Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.

Advisers see Covid variants as biggest risk to market stability

Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.

St James’s Place enjoys strong inflows as client confidence improves

Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.

Stonehage Fleming launches first global sustainable equity fund

“We strongly believe that today’s portfolio returns should not be at the expense of future generations."

Investment group eyes M&A deals in UK wealth sector

Firm believes ‘there are opportunities’ in the market

Graham McCormack of Oak Group wins ‘Chief Operating Officer’

It is testament to the great work that my team and everyone at Oak has achieved over the last year

JM Finn hit by rising FSCS levy in ‘unprecedented year’

Profit before tax at the firm fell 3% to £10.4m in the 12 months to the end of December from £10.7m in 2019.

Deals are on the agenda for Investec in Britain

In London it is focusing on investment banking for mid-tier clients and is trying to expand its private client and wealth management operations.

Global wealth firm unveils client liaison office in Cyprus

It will become the country’s expat financial advice hub post-Brexit

Talent salaries rise as family office recruitment rebounds

The pandemic has given wealthy families time to reassess their way of life, their goals and where in the world they want to live, and many are now looking for a different kind of lifestyle and administrative support.

PIMFA launches their first industry awards to recognise companies promoting diversity and inclusion

The Award winners will be announced on 20 October 2021 and firms can submit their entries to the Awards here.

Crestbridge receives further recognition at Wealthbriefing European Awards

Winners are judged by a panel of independent experts from across the wealth management industry.

Close Brothers Trading Update

The annualised net interest margin was broadly stable on the first half3, as we maintained our pricing discipline.

ETFs: a case for “look-through” data in risk management and beyond

Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.

Investec eyes UK wealth buys as assets surge past £40bn

Investec is looking to take advantage of consolidation opportunities following a strong year for its UK wealth business.

Fledgling wealth boutique races from £1m to £1bn in four years

Established in 2016 as part of advice firm Progeny, the business’s AUM has risen rapidly from just £1m at the start of 2017.

Coutts Wins Award for Responsible Investing

Accolade recognises the positive impact our clients’ investments have on the environment and society

Five reasons to consider European high yield credit now

High yield corporate bonds should benefit from the economic recovery and can withstand further sharp rises in global yields.

Wealth and Asset Management