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

LGT Private Banking is a founding member of the UN Net-Zero Banking Alliance

The goal of the NZBA is to remove carbon-intensive, climate-damaging sectors from their investment portfolios.

Liontrust takes first steps into closed-ended territory with sustainable trust launch

‘The investment trust sector has been relatively behind the curve in servicing the growing demand for ESG strategies’

UK wealth manager acquires Scottish financial planning business

It does not want to do deals which see clients as a ‘secondary concern’

Coutts Joins Net Zero Managers Initiative

Find out why Coutts has joined Net Zero Asset Managers initiative

Back on track?

In the latest Quarterly Market Review for Q2 2021, EFG’s economists turn the spotlight on the US and other markets to see if the longed-for recovery is emerging.

Jupiter records outflows of £776m as demand for European equities falls

Assets under management (AUM) inched higher to £58.79bn in the first three months of the year, up from £58.73bn at the end of the previous quarter.

EFG to sell minority stake in Spanish private bank

EFG and A&G will continue to cooperate in various areas, including the distribution of New Capital funds in Spain, specialised corporate finance advice and other activities.

HSBC top brass forced to hot desk as HQ scraps executive floor

Senior staff evicted from 42nd level of Canary Wharf tower to make room for collaborative space

Mattioli Woods buys wealth and Asset Management business

There is the potential for a further £640,000 top-up payment, dependent on the attainment of specified performance targets in the two years after completion.

Being the best you can be – despite adversity

Jaime Bolívar, Managing Director at TechRules, says that keeping a focus on objectives has paid off

Barclays Wealth's Aylward on why he won’t buy investment trusts

And as we manage a lot of capital, we have to feel confident we can move client money into and out of investments as people move money in and out, and new clients come on board.

Guide to Talking Wealth with your Family by Coutts

Five steps to having conversations with your loved ones that’ll give your money meaning.

CPR AM Expands its Climate Offering with Two New Open-Ended Funds

These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors.

Setting up a business in the UK from abroad

No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this.

Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion

We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors.

Schroders takes leading role at inaugural Sustainable Investment Festival

Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

Quilter calls on the Prime Minister to tackle investment scams

This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm.

Brooks Macdonald reports Positive net flows in UK Investment Management

Positive net flows in UK Investment Management underline continued strategic momentum

Charles Stanley says 'worst is behind us' as assets up 2% in Q4

Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled.

Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients

The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families.

Wealth and Asset Management