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

Schroders CEO sets focus on advice

Schroders already runs a joint advice venture with Lloyds, Schroders Personal Wealth, and owns a controlling stake in advice business Benchmark Capital.

Financial services group in talks to buy French private bank

Acquirer ‘aims to grow significantly’ in the wealth market

SJP replaces managers on global equity fund in ESG drive

They will be replaced with State Street Global Advisers, Man Numeric (the quantitative investment arm of Man Group), and LA Capital, who will all run new strategies with equal weighting.

Client-facing enhancements top wealth manager investment priorities

Change tends to happen in two ways: slowly, and then all of a sudden.

Transparency and data management for family offices

A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

Coutts adds mortgage range to Twenty7Tec platform

With a minimum loan amount of £1m, Coutts’ products are aimed exclusively at high net worth clients.

Schroders’ impact trust fundraise falls short of target again

The trust, which set out to deliver measurable positive social impact alongside long-term capital growth and income, was the first of its kind to list in London.

Charles Stanley takeover expected to complete in December

The group said it saw “record levels” of funds under management, up 7 per cent to £27.4bn at the half year end.

Investec lifts earnings guidance after strong first half

Return on equity (ROE) was 11.2% for the period (1H2021: 5.3%) and return on tangible equity (ROTE) was 12.1% (1H2021: 5.8%).

Schroder UK Public Private trust makes third PE investment

Schroder BSC Social Impact raises £10.8m

MWA Financial acquires Essex-based Wealth Manager

Deal adds £380m in assets

Income up 12% at takeover target Charles Stanley

Interim results for the six months ended 30 September 2021

PraxisIFM and Isle of Man Trustee shortlisted in Magic Circle Awards 2022

Award nominees are selected by a panel of highly-regarded practitioners within the private wealth sector.

SJP virtual reality training accused of lacking human touch

Wealth firm says the ‘intention is to give people a safe space to practice in’

Kingswood buys Kent-based advice firm

Smythe and Water is run by chief executive Lee Smythe who leads a team of three looking after approximately 100 client households with around £40m in assets under management.

SG Wealth Management wins prestigious award

Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.

Private Banker International London Awards 2021 winners announced!

Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.

Ninety One posts nearly £4bn in inflows

Record first-half earnings and AUM.

New Award Recognising Indosuez's Commitment To Diversity

This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.

Kingswood adds £115m in Yorkshire adviser acquisition

Kingswood has added £115m in client assets via the purchase of Redcar independent financial adviser Money Matters (North East) for £3.4m.

Wealth and Asset Management