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

Lift-outs gain traction as managers refocus on core activities

This model is becoming increasingly attractive as managers navigate complex operations, rising regulatory expectations, and stretched internal resources.

Three more UK advice firms achieve AFPF status from CISI

This brings the total number of CISI, UK-wide Accredited Financial Planning Firms to 55.

Eurozone economic mood slips: French political crisis adds to worries

Both readings remain well below the long-term average of 100, indicating that confidence across households and businesses remains subdued.

AIM Companies Deliver Exceptional Growth: Octopus Investments’ Growth Barometer

The Barometer shows that AIM companies continue to deliver exceptional growth, despite recent share price weakness across much of the index.

Yorkshire-based haulage and logistics specialists receive £3.75million NatWest funding to drive growth

TSL Vanguard Ltd and Specialist Trailer Hire Ltd have secured funding package to bolster capacity and meet growing demand.

Lazard’s Bertrand Cliquet: An uncompromising discipline

Manager of infrastructure and equity franchise funds

OP-ED: David vs Goliath in asset management

James Corrigan, CEO of fintech GoldenSource, looks at how Europe's smaller investment managers can compete with industry giants

Northern Trust wins Scottish Widows mandate

Northern Trust will be working with Carne Group as the funds’ Alternative Investment Fund Manager.

Second quarter sees continued strong gross advised sales and outflows fall again. Advisers predict strong third quarter

Outflows also fell again this quarter for the second in a row

Aegon AM launches climate transition fund

This is complemented by a broader ESG assessment to help mitigate potential risks.

Real estate firm launches in Geneva

Wealth manager Jonas Comte and real estate broker David Mamane have joined forces to launch MC Private Office.

Swedish Fund Selection Agency names Sweden equity picks

Funds selected impact 570,000 pension savers

SPSS Investment Fund Commercial grows – listing planned for end of 2025

Listing is subject to market conditions, approval of amendments to the fund agreement by FINMA and approval of the listing application by SIX Swiss Exchange.

Universa: Will the “Black Swan” hedge fund land on Lake Zug?

COO Brandon Yarckin explains why local investors are such a good fit—and why the company is convinced that the mantra of diversification is slowly destroying wealth.

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Woven Advice launches revenue projection tool for advice firms

Assets under management and other metrics can also be modelled to illustrate different scenarios.

Aegon implements increase in share buyback program

Aegon has entered into an agreement with its largest shareholder

Aegon UK ‘maintaining momentum’ with workplace inflows up 24%

Net flows on its adviser platform improved by 18% year on year, though the business remains in overall outflow.

Advice firms using fewer platforms as AUA rises, says Platforum

The trend is benefiting established platforms such as Aviva, Quilter and Transact, all of which increased their share of adviser platform assets over the past year.

European micro caps: a quiet comeback gains momentums

Peter Kraus, head of Small Cap Equities, Berenberg Asset Management, sees capital returning to the sector

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