Wealth managers

Evelyn Partners' Park: Higher UK valuations could further weaken wealth manager home bias

Wealth Management

Evelyn Partners' Park: Higher UK valuations could further weaken wealth manager home bias

M&A not enough to revive the market

clock 28 June 2024 • 5 min read
LTAFs are only part of the private markets solution for wealth managers

Alternatives

LTAFs are only part of the private markets solution for wealth managers

Semi-liquid funds and ELTIFs on the table

clock 22 May 2024 • 4 min read
The existential threat at the heart of Britain's biggest wealth manager

Wealth managers

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

clock 15 May 2024 • 10 min read
Final weeks to register for Investment Week Private Markets Summit for wealth managers and fund selectors

Alternatives

Final weeks to register for Investment Week Private Markets Summit for wealth managers and fund selectors

Exploring opportunities

clock 12 March 2024 • 5 min read
Pollen Street Capital to buy Mattioli Woods in £432m take-private deal

Companies

Pollen Street Capital to buy Mattioli Woods in £432m take-private deal

34% premium to closing price

clock 08 March 2024 • 2 min read
Waverton and London & Capital set to merge as £17bn wealth manager

Companies

Waverton and London & Capital set to merge as £17bn wealth manager

Backed by US private equity firm

clock 29 February 2024 • 2 min read
Numis places St James's Place under review after £426m client refunds provision and dividend cut

Companies

Numis places St James's Place under review after £426m client refunds provision and dividend cut

A ‘disappointing’ third warning

clock 28 February 2024 • 2 min read
Jefferies reiterates 'Buy' rating for Julius Baer on rebound potential

Companies

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

Price target lowered to CHF 57

clock 05 January 2024 • 1 min read
FCA takes aim at wealth managers over high-risk and high-fee products

Companies

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

'Dear CEO' letter

clock 08 November 2023 • 3 min read
ESG still a 'minefield' for wary wealth managers

ESG

ESG still a 'minefield' for wary wealth managers

But sustainable funds remain popular

clock 31 October 2023 • 3 min read
Trustpilot