Wealth managers

Schroders gains FCA approval for launch of first 'retail' LTAF aimed at wealth market

Funds

Schroders gains FCA approval for launch of first 'retail' LTAF aimed at wealth market

For advisory and discretionary clients

clock 25 September 2024 • 2 min read
Evelyn Partners' Park weighs up how to access private markets beyond investment trusts

Wealth Management

Evelyn Partners' Park weighs up how to access private markets beyond investment trusts

'We want to be part of the debate'

clock 14 August 2024 • 3 min read
Evelyn Partners private equity owner Permira mulls sale of majority stake - reports

Companies

Evelyn Partners private equity owner Permira mulls sale of majority stake - reports

Outright sale or break-up considered

clock 22 July 2024 • 1 min read
Wealth managers eye greater allocation to private markets but regulation remains a hurdle

Alternatives

Wealth managers eye greater allocation to private markets but regulation remains a hurdle

Carne Group survey

clock 02 July 2024 • 2 min read
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
Most read
01

Liontrust profits sink by a further 28% as AUM continues to decline

21 November 2024 • 3 min read
02

Mansion House speech: What does it mean for the investment and pension landscape?

21 November 2024 • 1 min read
03

ISA reform 'under review' after absence in Budget and Mansion House

20 November 2024 • 3 min read
04

Women over 50 heavily unrepresented in investment management workforce

21 November 2024 • 2 min read
05

Global dividends hit Q3 record high despite significant cuts

21 November 2024 • 2 min read
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