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

Sanguinity

A global reflation/risk-on trade and MSCI rebalancing led record quantum of foreign inflows into Indian equities.

Financial capital still dominates discussions around risk - Ari Tatos

Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.

Private funds shaping the future of the planet

Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.

DMS Group Acquires Luxembourg Structured Finance Firm

The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.

Outlook for investment trusts in 2021

Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.

Fairstone acquires South West wealth manager

Total funds under management for the group are now over £1.3bn.

Sanne acquires leading Scandinavian private equity fund administrator

The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.

Why Pure Single Family Office Could Become Ultra-Exclusive

Sandaire is a top-quality family office and will clearly enhance Schroders’ abilities in this important growth area.

All St James's Place fund managers have now signed up to UN PRI

In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.

Let’s do this

Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.

Jersey announces establishment of 400th foundation

Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.

1825 client director talks adviser targets and fairer fees

Research last month showed that around a third of adviser pay is still based on bonuses, and the likes of St James’s Place and Chase de Vere have been frequently criticsed over lavish reward packages for top performers.

UK wealth manager expands partnership with Canada Life

To offer the insurer’s retirement account as a core pension solution to clients

CREALOGIX Insights January 2021 edition: Digital Banking & Wealth

We want to understand how you and your organisation are thinking about these topics

Invesco launches the first Euro Hybrids UCITS ETF

Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.

Trust ditches Invesco and the UK

Proposed Change of Investment Objective, Policy and Management Arrangements

Schroders rolls out sharia-compliant fund in first quant team launch

The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.

St. James’s Place opens new office

The new premises will provide the tools and flexibility to deliver advice in the modern age

Schroders joins the global Valuable 500 Initiative

The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.

Quilter dismisses deferred payment delay reports

It is ‘not due until the assets under advice is agreed’

Wealth and Asset Management