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

Brooks Macdonald's 4Q Funds Under Management Hit Record

The Group had a positive fourth quarter, benefiting from its strong client and intermediary relationships combined with continued robust investment performance.

Gresham House assets grow steadily as ESG appetite endures

Gresham’s half year performance represented good progress towards delivering its commitment to achieve more than £6bn in assets under management by 2025

W.H. Ireland Swung to Pretax Profit for FY 2021

The profit was driven by strong performance from its capital-markets division

Top 4 WealthTech companies transforming the European market

The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.

Liontrust AUM up 8.5% as net flows reach £1bn

The update comes weeks after the firm pulled the initial public offering (IPO) of its sustainable investment trust after a lack of interest.

Quilter Financial Advisers announces new corporate partnership

The partnership will enable Quilter Financial Advisers to deliver financial wellbeing and advice services to all of Circles’ clients and their employees as part of their wellbeing services.

SJP to overhaul funds with eight fresh managers

SJP will also look to improve its Alternative Assets fund and Japan fund that were placed on watch this year.

Apex Group secures corporate ratings from Moody’s and S&P Global

The outlooks assigned by both agencies are stable, reflecting the expectation that Apex will be able to sustainably increase its revenue and profitability over the next 12-18 months through continued organic growth and the successful integration of recent

Buy the Inflation Dips

Lower US 10 year yields due to technicals – inflation still alive

Dolfin Financial clients transfer to Britannia

Administrators have agreed terms for the transfer of 280 clients to full-service broker Britannia.

Canaccord Genuity WM removes VAT from MPS range

Follows HMRC ruling change

IQ-EQ trio named in the Channel Islands 2021 eprivateclient 35 under 35

The eprivateclient Top 35 under 35 list aims to identify, recognise and promote the rising talent of the private wealth industry across The Channel Islands.

SJP places two funds on performance watchlist

“We will continue to monitor all our funds and are committed to enhancing them if we believe it will improve long-term investment outcomes for our clients," SJP added.

Charles Stanley Says Funds Under Management, Administration Rose in 1Q

The company said its three divisions posted revenue increases, with financial planning and the newly-created central financial services divisions growing at double digits.

Banks and asset managers in ESG hiring spree as investor demand grows

Number of senior ESG roles in financial services jumps 50% in a year

Reyl heads: 'we expect more volatility in coming quarters'

‘We expect earnings per share (EPS) growth to be ca. 40% in the US and 50% in Europe this year.'

From 2bn to 10bn: Pictet + rated ESG PM talks liquidity, valuations and semiconductors

Micheli says inflows were coming not just from retail and wholesale clients but also from institutions that have increasingly been looking for greener investments.

Brooks Macdonald opens Cheltenham office

The office opening coincides with the relocation of the Taunton office to Exeter, where the new location will continue to be led by John Sadgrove.

Gaining an edge through ESG investing: Are wealth managers ready?

Wealth Managers, indeed, have to consider ESG investing as a commercial opportunity. But to capitalise on it, significant commitment from the top management is required to embed the ESG strategy within the company and support it with the appropriate techn

Gresham House completes purchase of Appian Asset Management

The business is already a significant investor in forestry asset management in Ireland.

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