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

Wealth managers 'leaving money on the table' with UHNW focus

The lower HNW and affluent segments have been undervalued [by asset managers] and underinvested in, which has limited value creation at the industry level.

R&M launches two ESG funds with £120m Quilter backing

Quilter Investors is putting £120m of seed capital behind James Sym’s new fund.

Competition ‘heating up’ in UK wealth market

As firms continue to open hubs and regional offices across Britain

LGT Wealth Management launches Scotland office

Firm appoints former Barclays Wealth investment director to lead Scottish growth

AssetCo agrees to acquire SVM Asset Management for £10.7mn

SVM generated turnover of £4.3 million and a profit before taxation of £2.0 million for the financial year ended 31 December 2021 a

Ten investment convictions for H2 2022

In response central banks have begun the sharpest interest rate hiking cycle in nearly three decades, increasing the risk that it will choke global growth faster than it can lower inflation.

HSBC AM’s Kirk exposes hypocrisy as ESG gets political

A Republican US senator waded into the argument last week

Three Things: What's on Investors' Minds?

High inflation and slowing growth have been taking their toll and troubling markets.

With the tech juggernaut slowing down, where next for investors?

The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.

LGT to create Region EMEA

The new setup will become effective as of 1 January 2023.

Central banks up the stakes – a key risk for the global economy

Upcoming hikes would take the Fed well beyond its previous estimates of ‘neutral’ policy that neither stimulates nor curbs growth (in the mid 2% range), and the peak of the last hiking cycle, into restrictive territory.

Lumin Wealth completes acquisition of Ashridge Financial Management

The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.

PE-backed advice company buys Beaufort Group

Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning

Stonehage Fleming announces senior promotions

In the Jersey Family Office division, Ian Ferguson and Rudi Bodenstein have been promoted to Partner.

Wealth Management Market Players To Provide Hybrid Services By Integrating AI

The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030

Caledonia Investments looking to sell fund manager 7IM

Caledonia has owned 7IM for seven years, after acquiring the company in 2015 for GBP100 million.

Pictet predicts asset allocation ‘shake up’ over next five years

Firm says emerging markets and alternatives can achieve double-digit returns

Luxembourg Ministry of Finance appoints Schroders and BlueOrchard to accelerate climate action with a landmark partnership

The initiative will specifically focus on the environment: climate mitigation, climate adaptation, and the protection of water and biodiversity.

The Private Banking Awards 2022 winners announced!

Both Santander and BNP Paribas Wealth Management left with two awards a piece.

BMO EMEA to be rebranded as Columbia Threadneedle Investments

Follows £615m acquisition

Wealth and Asset Management