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

Quarter of High Net Worth Women Have No Investment Portfolio or Pension

This compares to 14% of HNW men with no portfolio and 18% with no pension.

Did they jump or were they pushed? by David Roberts, Liontrust

That is all in the future of course and for now, we need to ask:

Schroders reporting revamp to provide more clarity on fee pressure

But FTSE 100 manager should avoid the trap of managing share price rather than core business

Edmond de Rothschild expands real estate business in Europe

The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.

AgaNola to become Credit Suisse Investment Partners

Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.

Sanlam shifts sub-£300k clients to ease pressure on wealth managers

Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.

Sold Quilter life business to become closed book

Current clients will not be affected and have all options still available to them

UKSPA launches free portfolio analysis tool

Portfolio Optimiser allows users to either create their own structured product for analysis

How to get millennials interested in their finances

Very soon, a new generation will be controlling investment decisions with a different approach and strategy.

Investors Trust and Aiva join forces in Latin America

This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."

Coronavirus concerns: the asset classes WMs are fleeing

Within fixed income, emerging market (EM) bonds are set to recieve the most inflows as 65% of the respondents said they are expecting to up their exposure to the asset class within the next 12 months.

Bigger means better for asset managers merging to survive

Jupiter’s swoop for Merian shows how times are changing in the sector as bold moves replace the normally staid practices of fund handlers

Schroders set to change results reporting to woo City analysts

At the end of last year Schroders embarked on a restructuring drive which could lead to 200 job cuts globally.

Investec AM valued at up to £2.1bn in IPO

The shares will list on the London Stock Exchange on March 10 and the cash raised will be retained by the parent company.

Schroders, chaired by Michael Dobson, prepares City charm offensive

The 216-year-old group, chaired by Michael Dobson and still controlled by the Schroder family, has traditionally split out its performance along the lines of retail and institutional fund management.

J. Safra Sarasin Group announces robust results in 2019

2019 has seen the issues of environment and sustainability dominate the headlines.

Alantra WM boosts business growth in northern Spain

It has also been reported that the new office has already managed to raise some €300m of new capital.

Lombard Odier Group reports results for 2019

Client assets up 16% to CHF 299 billion

UBS cuts chairman’s wage and CEO’s bonus following CHF4bn French fine

In addition, UBS’ board of directors will reduce fees for all of its members and eliminate the share price discount, effective from the 2020 annual general meeting.

World Heart Beat Music Academy announced as ZEDRA’s first international charity partner

ZEDRA has a proud track record of supporting local communities in the countries it operates in around the world.

Wealth and Asset Management