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How to choose a wealth manager

A wealth manager can help you avoid this fate, but entrusting your financial future to someone else is a big decision.

Nordic group invests in UK wealth manager in expansion push

Fidelius, with offices in Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management and employee benefit mortgages, as well as specialist advice to returning expats.

Schroders launches Emerging Markets Value Fund for UK investors

Its process follows a strict valuation discipline which only invests in assets the managers believe are sufficiently undervalued.

Go easy on VC and stick with secondaries, say private bank CIOs

Investors should take private equity plunge but beware poor managers, say leaders from Europe’s biggest private banks.

Schroders’ Peter Harrison: ‘I had massive imposter syndrome when I walked through the door’

The outgoing CEO of the fund giant says asset management is hugely undervalued across the world. Can his successor keep up?

UBS announces voluntary redemption offer of Credit Suisse Supply Chain Funds to its investors

The offer is intended to provide fund investors with security, an accelerated exit from their positions and a high level of financial compensation.

9 in 10 SIPP millionaires are male

The top funds invested in by Hargreaves Lansdown’s SIPP millionaires (in terms of assets) were Fundsmith Equity and Lindsell Train Global Equity

EFG Bank AG successfully places debut CHF 370 million dual-tranche domestic senior unsecured bonds

The bonds are expected to be included in the domestic segment of the Swiss Bond Index (SBI).

LGT wins a German Brand Award

It was created together with the Berlin agency init.

BlackRock launches five climate transition ETFs

This shift is a major market force identified by BlackRock, driven by technological innovation, geopolitical changes and ageing populations.

Quilter Cheviot turns focus on alternative investment trusts as part of engagement programme

Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.

Wrise confident new wealth partner has ‘sound’ financials

Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.

Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months

Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.

MPS upstart Timeline adds another £3bn in a year

Four years after its launch, Timeline could be a top three MPS provider within months, financial services consultancy NextWealth has predicted.

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?

Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.

Private Banking & Wealth Management London Awards 2024 winners unveiled

The best and brightest private banks in the industry were honoured.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

Merger of Swiss units of UBS and Credit Suisse could happen by July

The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda

Structured products: a strategic solution

The market is currently dominated by products that aim to optimise returns.

Wealth and Asset Management