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

Apex Group secures additional equity investment from Carlyle and Mubadala

This follows the announcement earlier this week that The Group has secured corporate ratings from Moody’s Investors Service and S&P Global Ratings.

Rothschild & Co wins two awards

The judges also observed clients' need for advice on liquidity and capital this year, through our Financing Advisory expertise.

The Ostrich, the Antelope and the Tiger

With the benefit of hindsight, we know that Investor Three – the Tiger – should have been the most successful in 2020, but we wished to understand how the numbers compared.

Rothschild & Co announces the completion of the acquisition of Banque Pâris Bertrand

The acquisition of this highly regarded private bank supports the growth of Rothschild & Co’s Swiss business

Inflows drop at Nucleus ahead of takeover

James Hay will merge operations of Nucleus with James Hay Group to create one financial planning and retirement-focused adviser platform.

PE firm makes double acquisition to create UK wealth manager

The acquisitions are expected to complete shortly

Nick Train backs M&A-driven UK wealth sector for growth and to bolster FGT

Wealth management is a long-term portfolio theme for FGT

GAM Almost Out of the Red

The company may have benefited from an extraordinarily good environment for the asset management business.

LGT acquires stake in digital wealth manager

LGT has agreed to acquire a strategic minority stake in LIQID.

Brooks Macdonald's 4Q Funds Under Management Hit Record

The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.

Gresham House assets grow steadily as ESG appetite endures

Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025

W.H. Ireland Swung to Pretax Profit for FY 2021

The profit was driven by strong performance from its capital-markets division

Top 4 WealthTech companies transforming the European market

The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.

Liontrust AUM up 8.5% as net flows reach £1bn

The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.

Quilter Financial Advisers announces new corporate partnership

The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.

SJP to overhaul funds with eight fresh managers

SJP will also look to improve its Alternative Assets fund and Japan fund that were placed on watch this year.

Apex Group secures corporate ratings from Moody’s and S&P Global

The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent

Wealth and Asset Management