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

The Goldman Sachs 2020 Partner List

27% of this year's Goldman partner class are women. 7% are black. 5% are Hispanic/Latinx and 17% are Asian.

IQ-EQ: Meeting the complex needs of next-gen HNWs

The widely anticipated ‘great wealth transfer’ is set to be particularly interesting, as there are three clear differences between the inheriting generation and the incumbents.

SS&C and St. James’s Place win Best Implementation in FundTech 2020 Awards

This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.

The $5tn club: Merger mania sweeps asset management industry

Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts

IQ-EQ shortlisted in Funds Europe Awards for 2020

Winners will be announced at the Funds Europe virtual awards ceremony later this month.

Hartey Wealth Management celebrates standards

Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.

Canada Life launches multi-asset funds managed by Brewin Dolphin

The ‘CanLife Brewin Dolphin funds are a range of seven active and seven passively focused multi-asset insured options that are risk-adjusted for different risk profiles.

Why are wealth managers looking to the Channel Islands in these tumultuous times?

The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.

Schroders launches multi-private credit fund for DB schemes

The fund has been launched after Schroders' 2020 Institutional Investor Study, published last month

Sanlam Investments partners up with Robeco on sustainable investing

Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Berenberg European equities funds mark three years of outperformance

Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.

Changes to EFG’s Executive Committee

As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.

Private equity-backed IFA consolidator launches

The acquisition market remains a highly competitive space, with the launch of Mann’s new challenger adding to the plethora of models available.

Credit Suisse open for M&A, especially in wealth management - CEO

Consolidation is needed and will happen," he told a Bloomberg financial conference.

ESG has reached a crucial tipping point

ESG has become a top priority for investors, corporates and alternative asset fund managers globally.

Swiss private bank opens German branch to boost AM presence

Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.

In Wealth Deals, Buyers Adopt New Deference

In the most recent deals, buyers are showing never-before-seen levels of deference to targets.

Is your fund administration on the right side of the digital divide?

This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.

Surge in high net worth Gulf nationals in the UK

Population hit a five-year high with a 28% rise since 2014

Exclusive: Digital wealth manager Nutmeg customers surge past 100,000

This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.

Wealth and Asset Management