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

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.

Sustainable Wealth Management: Reaching a Tipping Point

For many, the pandemic has served as a wake-up call about the kind of world we want to live in – and pass on to our children.

Asset Management Europe: Monthly Macro insights – November 2020

US GDP surged 7.4% q/q, exceeding analysts’ estimates and driven by robust consumer spending and residential investment.

Luxembourg chiefs post gloomy outlooks for year-end

Over half, or 55%, were confident about revenue growth for 2021, although this may be due to likely cuts in operating budgets.

Schroders trust bucks trend with £250m fundraise

The trust will aim to invest 50 per cent in public equity investments, with the other 50 per cent going into unquoted stocks.

How has the Covid crisis impacted recruitment at DFMs?

AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious

WeekWatch by St. James’s Place

It's too early to understand the full impact of the update, but so far it has been positive for global stocks.

Schroders' Blue Orchard Launches COVID-19 Fund

The fund has a target size of $350 million.

Credit Agricole : Launches New Division to Serve Super Rich

The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.

Asset manager makes strategic investment in Sanctuary Wealth

The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.

Wealth and Asset Management