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

New Schroders trust will not ‘fish in same pond’ as Woodford

Rory Bateman, head of equities at Schroders, said: “This is a once in a generation opportunity to get into UK equities on the public and private side."

OYSTER Sustainable Europe fund obtains SRI Label

The OYSTER Sustainable Europe fund has obtained the SRI Label, after a labelling process carried out independently by EY (Ernst and Young), based on precise and demanding specifications.

Polar assets bolstered by £2.4bn tech inflows

With our highly active specialist funds, we are well positioned to perform for our clients and shareholders over the long term.

German investors urged to build up global portfolio to boost returns

Germany is also “overrepresented” for bonds, albeit less strongly than for equities, with 13.7%, compared to 5% in the BofA Global Broad Market Index.

UK investors up the pressure on companies that fail to address diversity and inclusion

Diversity and inclusion have become a priority for institutional investors in the UK, two thirds of which say their firms are excluding companies from their investment portfolios if they fail to meet certain thresholds.

eVestment is the first investment management platform to offer access to Alpha Nasdaq OCIO Indices

An OCIO assumes the legal and fiduciary responsibilities of a chief investment officer and provides those services externally.

Westfield owner left reeling as investors block rescue plan

Europe’s biggest shopping centre owner, Unibail-Rodamco-Westfield (URW), faces a major crisis. Rocked by the Covid-19 pandemic and the growing need to pay down its €24bn (£21.5bn) debt pile, the group set out a €9bn turnaround strate

Octopus launches new Ventures EIS

Octopus has invested more than £3 billion in early stage companies on behalf of retail and institutional investors.

‘Big fat chequebooks’ squeeze small IFAs out of M&A market

As acquisitions by consolidators leave rivals in the dust

Thomas H Lee Partners raises USD900m for automation-focused PE fund

Automation is everywhere in the news now as a result of the pandemic, but the reality is that the return on investment from automation was already high for businesses that deployed automation pre-pandemic.

Tatton secures £30m acquisition war chest

"We are very, very keen on this side and we are happy to talk with anybody with assets under management to buy."

IFA business acquires UK advice firm

Finding a suitable buyer proved a challenge

Gulf investors, Brits snap up DAMAC's Versace-designed London tower

Luxury property now 60% sold, says UAE-based developer

Pictet themes head and A-rated LOIM PM on thematics' evolution

According to Morningstar, 154 new thematic funds debuted globally in 2019 and, over the three years to 31 December 2019, collective assets under management in these strategies grew nearly threefold.

Juniper Research Forecasts Online Physical Goods Global Transaction Values to Grow to $4.4 Trillion by 2025; Accelerated by COVID-19

Overall Value Growth to Be Sustained Beyond the Pandemic

IQ-EQ supports Claret Capital Partners in successful spin-out

IQ-EQ, led by funds director Roxane Combe, has supported Claret’s new structure with full suite of fund services, including fund administration, depositary, GP and corporate services, appointed representative, AIFM and MiFID investment management.

Countryside Properties activist demands break-up and board seat

US hedge fund Browning West has told Countryside's board to sell its housebuilding arm, Sky News learns.

What is driving the increasing demand for fixed income ETFs?

Assets in fixed income ETFs now account for around a quarter of the European ETF ecosystem

New boss of Standard Life Aberdeen to shake up 200-year-old investment giant: 'Robot funds can make us UK's answer to $7.8trillion BlackRock'

There is no fund manager selecting stocks – just a computer following instructions – and the funds are listed on the stock market like shares and so can be traded throughout the day.

Walkers Offshore Fund Finance Update – Asia, Europe & US Markets

On the lending side, borrower relationships are key with new names entering the creditor space, alongside an increase in alternative lender activity.

Alternative Investments