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

Aegon and Lakemore bolster partnership on CLO investment

Lakemore will make ‘material’ investments into Aegon’s US CLO

Pensions working group formed to tackle dual class shares

The opening of dual class within the UK was opposed at the time by institutional investors including Railpen.

Securing €50 million takeover financing through a fiducie-sûreté structure

The overall takeover project was supported by €50 million in new financing.

Fitch Maintains Schroders on Rating Watch Positive

Fitch expects to assign a Shareholder Support Rating (SSR) to Schroders after closing, expected by end-2026.

Property transactions rise year on year but weak mortgage pipeline signals fragile housing market

As such, the year on year increase overstates the underlying strength of the housing market.

Entries for Young Financial Planner Awards close on Friday

The awards recognise outstanding young professionals across a range of roles, including financial advisers, paraplanners, administrators and marketers.

British Business Bank backs new generation of UK venture capital investors with first Investor Pathways Capital commitment of up to £90m

The initiative will support a more diverse and dynamic investment ecosystem across the UK, while unlocking new sources of early-stage finance for high-growth businesses.

Parmenion rolls out redesigned dashboards to combat advice complexity

The update marks the initial phase of a broader development programme designed to shift platform usability toward a client-centric view, rather than focusing on isolated accounts, portfolios, or tax wrappers.

How to Build a £20k ISA Second Income Generating £12,000 a Year

Applied to a £172,462 portfolio, that produces approximately £12,072 a year in dividend income, just clearing the £12,000 target.

Aviva Investors launches three fixed income funds

Launches reflect the evolution of fixed income from a purely defensive allocation, according to the team

Lloyds and Legal & General fund finance partnership passes £1.5 billion

The partnership combines Lloyds’ origination and structuring capabilities with institutional capital from L&G, enabling financing to be deployed at scale across a diversified range of fund facilities.

Mattioli Woods swoops for well-established financial planning business

The acquisition forms part of Mattioli Woods' Retiring Adviser programme, which provides succession and retirement services for financial advisers.

Universal Group completes acquisition of FCG Fonder AB

The Stockholm-based business has approximately €4bn in assets under administration

EIFO commits €200 million to Scaleup Europe Fund to back European tech scaleups

In addition to EIFO, the founding investor group includes seven other institutional investors, including Novo Holdings, Sweden’s Wallenberg Investments, and Germany’s Allianz.

Fortem launches low-cost managed futures Ucits fund

Fortem said the structure is intended to provide exposure to the diversification benefits of managed futures in a liquid and more cost-efficient format than many traditional CTA strategies.

European collaboration and defence investment opportunities in focus at client event

The transition affects politicians, authorities and companies, but inertia in parts of Europe risks slowing down development.

PE investors sharpen manager selection

Geopolitics is becoming a more important factor in private markets allocation decisions, particularly for investors surveyed outside North America.

Blackfinch acquires Lawdable and Wenup to broaden adviser support

Blackfinch said the deal forms part of its wider strategy to use technology and artificial intelligence to broaden the support it offers advisers and their clients, while maintaining human oversight throughout the planning process.

Finserve rolls out top-performing Defence fund in the UK and Europe

The actively managed Finserve Global Defence & Security Fund, which invests in the defence, security and space sectors, stands out among its peers for several reasons.

Selling residential property as a receiver: duties, strategy and risk management in a slower market

Reduced transaction volumes, political uncertainty and softer overseas demand have contributed to a slower market.

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