Wealth managers

Companies

Jefferies reiterates 'Buy' rating for Julius Baer on rebound potential

Price target lowered to CHF 57

05 January 2024 • 1 min read

Companies

FCA takes aim at wealth managers over high-risk and high-fee products

'Dear CEO' letter

08 November 2023 • 3 min read

ESG

ESG still a 'minefield' for wary wealth managers

But sustainable funds remain popular

31 October 2023 • 3 min read

Alternatives

Wellington Management partners with iCapital to bring alternatives offering to wealth managers

Global access

04 October 2023 • 1 min read

Wealth Management

M&A activity in wealth management sector set for significant rise

Scale ups and consolidation

28 April 2023 • 1 min read

Companies

Rathbones CEO on Investec W&I merger: Scale crucial to beat inflation

£839m deal

04 April 2023 • 2 min read

Wealth Management

Wealth managers 'regularly surprised' by clients' investment decisions

Oxford Risk research

28 November 2022 • 1 min read

Alternatives

Private markets allocation boom may be 'overblown'

RBC BlueBay research suggests

28 November 2022 • 1 min read

ESG

Only 1% of intermediaries 'completely trust' funds' ESG claims

Majority have limited trust

01 November 2022 • 2 min read

Companies

Parmenion shareholders look to £400m for potential stake sale - reports

AssetCo owns a 30% stake in the firm

08 September 2022 • 1 min read

12 3

Most read

01

Nick Train UK equity funds downgraded by Morningstar due to 'narrow focus'

22 February 2024 • 3 min read

02

UK to give retail investors access to newly issued gilts for the first time

22 February 2024 • 1 min read

03

Permission to appeal filed in relation to Woodford scheme of arrangement

23 February 2024 • 2 min read

04

JP Morgan Emerging Markets proposes performance-related tender offer

23 February 2024 • 2 min read

05

Consumer confidence dips for first time in three months

23 February 2024 • 2 min read