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

Trust ditches Invesco and the UK

Proposed Change of Investment Objective, Policy and Management Arrangements

Schroders rolls out sharia-compliant fund in first quant team launch

The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.

St. James’s Place opens new office

The new premises will provide the tools and flexibility to deliver advice in the modern age

Schroders joins the global Valuable 500 Initiative

The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.

Quilter dismisses deferred payment delay reports

It is ‘not due until the assets under advice is agreed’

Union Bancaire Privée holds first close of UBP Private Debt Fund III

The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.

Arete launches Northern multi-family investment office

A new multi-family investment office, Arete, has launched in the North West of England.

Raymond James opens East London branch for Killik director

Simon Howland, who will lead the business, said that the current market environment can deliver ‘outsized returns’.

Italian billionaire Del Vecchio further increases stake in Mediobanca to 11%

Del Vecchio has bought a total of 7.4 million Mediobanca shares

The fox and the hedgehog: preparing in a world of high risk and high uncertainty Speech given by Charlotte Gerken

These and other responses serve to address one of more fronts of risk and uncertainty – whether from regulatory, legal or operational sources.

UBP raises CHF 120m for private debt fund

The fund will have further closures in 2021, targeted at institutional investors.

HNW individuals and families look to support the economy through their business interests

The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.

FCA review of advice market highlights need for sector's evolution

“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been

HSBC reaps environmental benefits of pandemic switch to remote advice

Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.

IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020

The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.

Quilter expands digital signature capability with addition of five provider

The additional providers have been added based on the most popular requests from financial advisers.

Philanthropy: give better, not just more by St. James’s Place

Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.

Attivo on deal spree despite redundancies

Mr Harper said: "We pretty much will be finishing all our financial planning reviews for our clients a month early.

Revealed: All the winners at the 2020 PA Wealth Partnership Awards

Quilter Cheviot and Baillie Gifford scoop two awards each

Here’s why buy-to-let property shouldn’t be your only retirement plan

There’s plenty to play for with buy-to-let investments – but for a portfolio to be successful, it needs to be diverse

Wealth and Asset Management