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

SYZ AM recognised as top ten Swiss ESG provider

All securities are reviewed on a quarterly basis with regards to their sensitive sector exposure, overall ESG rating, as well as any potential controversies.

Channel Islands Wealth management association established

Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.

Kingswood secures further US deal

We are thrilled to have now achieved a majority interest in the re-named Kingswood U

Schroders looks to raise £100m for ‘social impact’ trust

The trust, which hopes to reach a size of between £300m and £500m over the next five years

Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021

Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge

Stanhope merges with FWM to create $24.2bn wealth manager

Deal comes amid growing competition to service the ranks of the world’s super-rich

Future of 100 advisers in balance as Harwood Wealth puts network into administration

The firm said it had been working closely with the directors of Network Direct and will include support on income novation and re-authorisation.

Davy picks up Sarasin’s Irish operations as Brexit pushes ethical investor out

For regulatory reasons, Sarasin cannot continue operating its Dublin office on St Stephen’s Green as a branch of the UK manager after the Brexit transition period expires at the end of next month.

Why do female entrepreneurs struggle to access venture funding? by St. James’s Place

To mark Female Entrepreneurship Day we look at the disparities in venture funding and get advice on how to level the playing field

Nearly one-in-five wealthy Brits has at least £100,000 in cash

29% would like to move their assets to investments but don’t know what to do

Strategy gap means advisers risk missing wealth transfer boat

Which could undermine growth and prospects for sale

Equiom launches ‘employer of choice’ strategy with flexible approach to work

As part of the ‘Inspiring Action’ programme, staff have the option to choose their own working patterns so they can better manage their work and home lives.

JTC Commended at Funds Europe Awards 2020

This award recognises personal and company achievements together with contributions within the European funds community.

Q3 market insights and Q4 look ahead by Miranda Seath, The Investment A

The reversal of the March outflows remains a factor in prolonging inflows to the fixed income sectors but investors may feel better disposed towards globally diversified bond funds, and the relative safety of bonds, with more volatile equity markets in pr

Wealth and Asset Management