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

Fidelity macroeconomic update: Global growth forecasts revised

The markets are taking a more optimistic view for now

Quilter network gains DA interest amid crisis

At the time, the spokesperson said the business would not seek to recover the fees until "some sense of normality" had returned to the industry.

Cyclical stocks: Down but not out

The list of such corporate casualties of coronavirus is long and growing.

Candriam acquires Rothschild's alternative multi-asset business

This deal will enable Candriam to reinforce its value proposition and enter a new development phase in the alternative investment space, which should prove particularly appealing to investors in the current environment."

Curiosity, Collaboration and Covid - Not an Exact Science

Professor Brian Cox OBE and University of Manchester President Dame Nancy Rothwell share their latest thinking with Coutts clients

Is the dream over for the UK’s value managers?

The investment style is at a crossroads after the fall of high profile managers and historic dividend cuts

Asset Management Europe - Rothschild & Co

Monetary policies have also played a major role in the improvement of investors’ sentiment as swift

Consolidator to launch adviser academy in 2021

Once it is fully functioning Mr Inglesfield said the consolidator planned to place 50 trainees with the academy each year, who would then graduate to replace retiring advisers and support the company's plans for organic growth outside of acquisitions

Brown Shipley sells employee benefits arm

The private bank has disposed of the employee benefits division of NW Brown, the £1bn Cambridge-based wealth manager it acquired last year.

Queens bank Coutts joins Bounce Back Loan Scheme to help those affected by Covid-19

The Bank continues to review applications from a wide range of lender types

JTC Wins Mandate for New Brooks MacDonald International Funds Business

The acquisition is expected to complete later this year, subject to regulatory approval, and represents a high-quality investment offering for an affluent and high net worth client base, with Funds Under Management of £1bn (May 2020).

The price of everything, the value of nothing by Rathbones

Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, it’s worth paying for.

EFG International concludes share buyback programme

The total of repurchased shares reflects EFG’s cautious approach of capital preservation as a result of the coronavirus (COVID-19) pandemic and follows the regulator’s recommendations.

Schroders’ Group CEO and senior leaders named in LGBT Great’s Global Top 100 Executive Allies

Schroders’ inclusion is a tribute to all our efforts promoting inclusivity within the organisation, as well as our determination to become an employer of choice within the industry for LGBTQ+ individuals.

Consolidator gains £70m Aum in tenth acquisition

Two weeks ago the company revealed it had purchased Stevenage-based financial planning firm Richmond House Wealth Management in a deal which added £250m in assets under management and eight advisers to the business.

JTC Completes Acquisition of Sanne Private Client Business

The deal forms part of JTC’s ongoing growth strategy, with the company continuing to see opportunities for organic and inorganic growth across both its Institutional and Private Client Services divisions.

Liontrust to acquire Architas UK investment business

The Architas UK Fund Management Team headed by Sheldon Macdonald will join Liontrust and merge with the Liontrust Multi-Asset Investment Team.

Schroders to acquire majority stake in US$1.1 billion Asian real estate investment manager

The acquisition reinforces Schroders’ private assets and real estate capabilities, building on the recent purchases of Blue Asset Management, the value-add real estate specialist in Munich, and Algonquin, the Pan-European value-add Real Estate Hotel

EFG International comments on business performance and announces changes to its Executive Committee

EFG International provides an update on its business performance and announces that Martin Freiermuth has been appointed Chief Operating Officer and a member of the Executive Committee, effective mid-August 2020.

Jupiter/Merian deal to complete this week

Jupiter has since pledged to keep the majority of Merian’s flagship strategies intact once the acquisition completes.

Wealth and Asset Management