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

UBP launches small and mid-cap equity fund

The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.

The future of wealth is female

If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers

Schroders surpasses €500 million with European sub-investment grade infrastructure debt fund

Schroders is today announcing that it has raised €532 million for the Schroder Euro Enhanced Infrastructure Debt Fund II (Julie II)[1], following a successful first close which raised €312 million.

Quilter preliminary results for the year ended 31 December 2020

2020 was a year that presented many challenges but our people have risen to them and have come through stronger with our business better positioned.

LGT Vestra gets ahead of the ESG regulatory curve

At LGT Vestra, these risks are measured or mitigated by applying various methods, including exclusion policies, a sustainable rating system, the United Nations Environment Programme Finance Initiative Principles, and a commitment to net zero emissions by

Wealth Check by St. James's Place

Some investors believe that ‘value’ investments are set to enjoy their time in the sun after several years in which high-growth companies such as Tesla have taken the limelight.

Northern Trust Wins 18 New Asset Servicing Mandates with UK Pension Funds in 2020

New clients won in 2020 included corporate and local government pension schemes. This continued business growth underscores Northern Trust’s commitment to the UK’s retirement industry.

Trends in wealth management; a look back at 2020

The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.

Coutts' personal portfolio funds attract £55m in best ever month

The firm said January 2021 was the "highest month on record for inflows".

Keep calm and carry forward

There are a couple of extra things to note when thinking about carrying forward.

VP Bank cuts dividend as net profit falls 43% and proposes board member

At CHF 1.4 billion, net new money developed positively for the fourth consecutive year.

Mary-Anne Daly wins Gold as CEO of the Year

Cazenove Capital is pleased to announce that Mary-Anne Daly, Chief Executive of Cazenove Capital, has been awarded Gold in the category ‘Woman of the Year - Financial Organisations - CEO/Board Member’ in Citywealth’s 2021 Powerwomen Awar

Nikko AM Sets Target to Increase Women’s Share of Managerial Roles

This target, termed “30 by 2030” will accelerate women’s career advancement

Conversations in Wealth Management an interview with Hawksmoor’s Sarah Soar

Tim Oddy, Senior Relationship Manager at Maitland, recently chatted to Sarah Soar, CEO of Hawksmoor Investment Management, a growing investment and fund management business.

Rotating the Old Normal

We are now even more strongly of the view that yields need to rise to levels closer to 3%.

COVID takes a toll on women’s finances

Educate and empower to level the playing field

Breaking barriers: deconstructing unconscious gender bias in wealth management

Yet in-depth interviews with these same women concluded that their risk profiles were essentially balanced or dynamic, as opposed to conservative.

Tilney on trail of Punter Southall’s wealth arm

As well as being a wealth manager, it is also an accountancy and professional services operation.

Schroders supports Lord Hill’s review to boost attraction of listing on the London Stock Exchange

Hill’s review found that the UK needs to attract more innovative companies such as tech and life sciences to its listings.

Financial services group hits £1bn mark with double acquisition

The businesses provide financial planning and investment management services from two offices in London and Hertfordshire.

Wealth and Asset Management