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

Waverton’s Acquisition Of Cornerstone Asset Management

The Charles Russell Speechlys team was led by Partners Andrew Clarke

Why family offices are coming under the investment spotlight

This compares to $3.6 trillion for the entire hedge fund industry.

Schroders appointed as Fiduciary Manager by the Howard de Walden Estates Ltd Retirement Benefits Scheme

Schroders Fiduciary Management team took advantage of these factors to de-risk and ‘lock in’ the Scheme’s improved position.

Rathbone Brothers enjoys solid growth in the first quarter

"Total funds under management and administration rose 2.0% in the first quarter to £55.8 billion reflecting continued good organic growth," said Paul Stockton, the Rathbones CEO

UBS announces agreement to sell its minority stake in Clearstream Fund Centre to Deutsche Börse

The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.

Saffery Champness partner with world champion Mike Conway

The exciting partnership also sees the firm renew their commitment to MB Partners’ official Partner Programme, and comes as Mike gets set to begin his world championship defence.

Hansard Global trading update

Hansard’s new business was up strongly in Q3 2021 with increased volumes and a number of large single premium policies;

Opening up

The recovery remains on track, although some parts of the world will be able to relax and enjoy the summer sooner than others

Meet the wealth managers advising footballers on their millions

Cheshire’s ‘Golden Triangle’ of Wilmslow, Alderley Edge and Prestbury is home to many of the Premier League’s best-paid stars. We meet the advisers who help manage their money

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

IWP acquires Professional Wealth Management

Total acquisitions now stand at 23 since IWP’s formation just two years ago.

IFA firm expands UK footprint with M&A deal

Which adds £150m in client assets

The Accelerating Transformation of Family Offices in Italy

Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.

Inflows to 7IM's platform rise by £200m

Gross inflows for the quarter were also up by just under £200m, with £624m invested in Q1 this year, a rise from the £486m in Q4.

The world’s top 10 wealth management firms by AUM

Who has the most client money? We run down the largest companies by assets under management

Nucleus shareholders approve James Hay takeover

Over 90% voted in favour of the acquisition

WH Ireland to return to profit as sales rise 29%

'We continue to look for potential acquisition opportunities and new hires in both divisions as we benefit from the successful integration of Harpsden and the recruitment programme already completed.'

IFA consolidator buys Newcastle firm

PWM is the fourth financial planning firm to join IWP in the past month and its first acquisition in the north east of England.

Special report: London’s new generation of boutique wealth managers

The private banks, he recalls, were ‘riddled with conflict’ because of their commercial need to sell clients their own in-house investment products – regardless of whether they were the best available.

Schroders hands two laggard UK funds to AA-rated duo after value for money review

The asset manager also put four of its multimanager funds under review after finding nine of its 89 funds did not offer investors value value for money.

Wealth and Asset Management