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

Schroders takes big Revolut stake in former Woodford fund

The Schroder UK Public Private trust, formerly the Woodford Patient Capital trust, has invested $13.7m into London-based banking technology firm Revolut.

Wealth management group agrees terms for landmark Birmingham building

“Tilney and Smith & Williamson are two of the leading wealth management businesses in the Midlands and so we are delighted to be able to bring them together as one team at 103 Colmore Row."

Hargreaves Lansdown shares slide after warning pandemic trading boom will not last

Volatility and meme stocks help boost takings as investment platform says new generation of investors is here to stay

Ogier's Private Wealth team in Jersey maintains top-tier ranking in new Chambers HNW Guide

Their ability to share practical wisdom is a reflection of their breadth of experience in the various disciplines and they have always made themselves available for any queries we have had.

IWP's Richmond House Awards £200M Mandate to Bordier UK

Bordier UK was appointed investment adviser to RHIM and its clients’ assets last June following a competitive tender

Monte dei Paschi narrows capital shortfall, gets wealth management boost

The bank still intends to proceed with an earlier plan to raise an additional €2.5 billion to plug its capital hole if it does not find a buyer, CEO Guido Bastianini told analysts during an earnings call.

Canaccord takes £125m cash injection to fund acquisition ambitions

The Canadian wealth manager expects to complete its deal for Adam & Co’s investment business in three months and has its sights set on further opportunities.

Rathbones manager explains why greenwashing is on the rise

Rathbones uses the United Nations’ Sustainable Development Goals as a tool to measure firms’ sustainability performance.

InvestSuite’s StoryTeller solution wins “Most Engaging Digital WealthManagement Solution” in Wealth & Finance’s 2021 Fintech awards

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes

Adviser support group acquires Yorkshire-based wealth firm

Deal adds over £100m in assets under management to the business

Schroders Model Portfolios continues to expand distribution reach across two additional UK platforms

Our recent UK Financial Adviser Pulse Survey indicated that the top factor considered when selecting a Model Portfolio Service was performance

Zurich Takes Over Deutsche's Italian Advisor Network

The agreement would also enable Deutsche Bank to reposition its business in Italy by refocusing and reinvesting in areas where it can compete to win

Wealth portfolios bounce hard from first-quarter bust

All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.

J.P. Morgan Asset Management joins The Big Exchange

From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.

New solution to facilitate wealth managers investing into Mercer Private Markets Solutions

Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.

GAM profits up

We are seeing an encouraging level of client interest reflecting our strong investment performance

Citywealth lists PraxisIFM as finalists in the IFC awards

The 11th edition of the Awards will take place at an event in January next year, where the world’s leading offshore companies in the private wealth sector will come together in recognition of their outstanding services.

TISE welcomes Equiom as Member

This aligns very well with our plans to continue to diversify our products and markets as we execute our strategy in the coming years.

To infinity and beyond! Ocorian join space race to support successful Seraphim Space Investment Trust IPO

The fund gives investors unparalleled access to companies looking to harness the infinite potential of space to help solve some of the world's most pressing problems.

Schroders Capital debut pan-European operating hotels fund exceeds €500 million hard cap

Assuming moderate leverage, the Fund has c.€850 million of capital to invest and is well-positioned to take advantage of the opportunities emerging across Europe.

Wealth and Asset Management