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

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.

EFG: Strong NNA of CHF 6.2 bn and higher profitability

The bank also made further progress in resolving legacy matters as it prevails in the dispute with a Taiwanese insurance company.

Highvern Trust Professional Recognised as ‘Future Leader’

Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.

Utmost wins raft of regulatory approvals to complete Quilter Int'l deal within weeks

The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000

XSpot Wealth launches ESG plans and prepares to expand to Middle East

You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.

Credit Suisse kicks off ‘very aggressive’ hiring spree after Archegos exodus

Swiss bank brings in new recruits in bid to replenish top ranks

Intertrust and CVC enter into exclusive discussions

The Company underlines that the outcome of the discussions regarding the Proposed Transaction is uncertain and that there can be no assurance that a transaction will materialize from these discussions.

Wealth and Asset Management