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

Vontobel study finds institutional investors and discretionary wealth managers turning to emerging markets fixed income

The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).

The road to generational wealth starts with a plan

Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.

SJP makes changes to fund range

The wealth manager said this will increase diversification and reduce manager-specific risk.

Law firm plans HNW advice launch

He is currently in talks with private equity firms about Wildcat’s expansion plans.

Will Inflation Settle Soon?

With central banks on both sides of the Atlantic rapidly hiking interest rates to tackle rising inflation, we look at what could happen next.

Elliott raises holdings in British wealth manager Brewin Dolphin

Brewin Dolphin, which provides discretionary wealth management in the UK and Ireland, has a network of more than 30 offices.

New Study Offers Invaluable Operational Insights For UHNW Wealth Managers

In addition to tackling the potential weaknesses in the technology ecosystems UHNW wealth managers might be laboring under, this report will shed light on what best practices in accounting and investment analysis are in this rapidly shifting landscape.

New scandal at Quintet

Stott's successor at Quintet is now called Chris Allen

Indosuez Wealth Management reviews its 20 years of Private Equity Expertise and Presents its Ambitions

With more than US$6.3 billion in investments, and close to US$1 billion in 2021 alone, Indosuez has one of the most comprehensive and competitive platforms dedicated to the unlisted market.

Wealth managers hit as growth stocks suffer

Turnround since the end of last year, as value strategies weather the storm better

Rothschild & Co - Solid revenue performance despite less favourable market conditions

Solid revenue performance despite less favourable market conditions

Ethical investment - latest for charities on striking the right balance

How should charity trustees approach the thorny issue of avoiding investments that conflict with their charity’s purposes whilst at the same time trying to maximise financial returns? This was the dilemma at the heart of a recent High Court ruling

Over 600 people access Quilter Financial Adviser School’s free training module

The nation is grappling with high levels of inflation, which is causing a significant squeeze on their finances.

Mattioli wealth arm acquires £80m Financial Planner

At 31 October 2021, Ferguson's gross assets were £0.19 million and net assets were £0.19 million.

Acquisitive wealth management group swoops for Lincolnshire financial advisors

The £421,000 acquisition is expected to be completed following regulatory approval.

Tilney S&W reports drops in AUM

The business has continued to perform well despite a more challenging market backdrop, with excellent performance across our financial services and professional services businesses.

What charity trustees need to know about ethical investments

The case was brought by the charity trustees of the Ashden Trust and the Mark Leonard Trust, both part of the Sainsbury Family Charitable Trusts network.

A return to fixed income

Should rising bond yields prompt a re-examination of fixed income assets and their role in portfolios?

How climate concerns are impacting Britain's wealthy young homeowners

Embracing sustainability is rapidly becoming the new lifestyle choice for many.

Benchmark targets significant acquisitions throughout 2022

Furthermore, Stephen Robarts has also joined from KPMG, assuming the position of Head of Acquisition Finance, who will work alongside Ian.

Wealth and Asset Management