Impax outflows narrow to £1.3bn
After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.
Wealth and Asset Management
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Quilter Cheviot renames sustainable funds under new FCA labelling rules
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
Navigate Capital Management merges with Partners Wealth Management
NCM is a well-established financial planning and independent advice firm based in Surrey.
Deutsche Bank consolidates wealth services for enhanced client focus
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
Inside the first-half: 30 events, from selloff to snapback
The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.
Switzerland’s proposed inheritance tax could undermine wealth hub status
Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel
HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions
Sami spearheads the bank’s wealth product strategy
Investing in unprepared inheritors for lasting family wealth
As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem