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

Schroders and the Pensions Management Institute unveil landmark Lifetime Savings Initiative

The LSI is a multi-stage project which, first, aims to define and quantify the extent of the problem, before identifying solutions

James Hay told to pay out over Sipp transfer delays

He kept hold of the £627,000 proceeds in cash which was invested in four assets through the James Hay platform.

Morning markets - CPI data to reveal whether US remains on glide path back towards 2%

This indicates that the Federal Reserve may need to stay in this fight longer than many might have expected.

EdR wraps up third closing of environmental infrastructure fund

Edmond de Rothschild and PEARL’s new fund reaches CHF 293.4m in its third closing.

Parents earning £75,000 could gain £16,000 in Child Benefit payments and leave themselves £170,000 better off in retirement under new rules

The long-term result would also be to increase their pension pot by £167,364 at age 68

Markets give platforms a reprieve in 2023: Fundscape

For the second year in a row, investor sentiment has been battered by the cost-of-living crisis, the UK’s poor economic outlook, geopolitical uncertainty and the outbreak of wars.

Darktrace posts positive results and could be at home within the UK ISA

The appointment of a new Chief Revenue Officer seems to be yielding good results, as evidenced by the early signs of improvement in revenue generation.

Schroders Capital to launch a UK venture and growth LTAF with £300 million awarded by the British Business Bank and Phoenix Group

Both awards are subject to ongoing commercial discussions and the internal governance processes of all involved parties.

Pollen Street Capital to buy Mattioli Woods in £423m take-private deal

34% premium to closing price

Norway's wealth fund pushes for more women on emerging market company boards

It has set the pace on a range of issues in the environmental, social and governance (ESG) field.

Shortlists revealed for NW Young Professionals Awards

The awards are also sponsored by Black Cat Building Consultancy, Hall Brown and PMD Business Finance.

Pension funds, insurers, family offices and wealth managers expect bonds and equities correlation will turn increasingly negative

The study with institutional investors and wealth managers holding assets of €107 billion under management found 43% believe the recent positive correlation between the two asset classes with both falling and rising together will reverse.

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Schroders and the Pensions Management Institute unveil landmark Lifetime Savings Initiative

James Hay told to pay out over Sipp transfer delays

Morning markets - CPI data to reveal whether US remains on glide path back towards 2%

EdR wraps up third closing of environmental infrastructure fund

Parents earning £75,000 could gain £16,000 in Child Benefit payments and leave themselves £170,000 better off in retirement under new rules

Markets give platforms a reprieve in 2023: Fundscape

Darktrace posts positive results and could be at home within the UK ISA

Schroders Capital to launch a UK venture and growth LTAF with £300 million awarded by the British Business Bank and Phoenix Group

Pollen Street Capital to buy Mattioli Woods in £423m take-private deal

Norway's wealth fund pushes for more women on emerging market company boards

Shortlists revealed for NW Young Professionals Awards

Pension funds, insurers, family offices and wealth managers expect bonds and equities correlation will turn increasingly negative

Virgin Money agrees £2.9bn proposed takeover by Nationwide

Fundment triples revenue and becomes ‘cashflow positive’

Profits slide at Aviva Investors while Q4 23 reverses AUM decline

Alliance Trust outperforms benchmark in 2023

Aviva named the preferred platform provider by advisers

Quilter Financial Adviser School rebrands to Quilter Academy and makes changes to its model

Pension trustees and advisers need to build a dynamic double-act

DWP rules out £10,000 general levy hit on smaller schemes