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

STM Group subsidiary debuts 'super' service for Australian residents with UK pensions

Over the last five years I have seen various rule changes that advisers need to keep up to date with from the ATO and HMRC respectively.

Neuberger Berman launches second PE fund for retail investors & cuts minimum

The fund group has halved the minimum investment requirement from €50,000.

IFGL eyes more acquisitions after private equity backer switch

Another PE firm is set to become the biggest investor in RL360’s parent company

Universal-Investment awarded ManCo mandate for Fisch Asset Management’s fund portfolio

The funds were transferred to Universal-Investment Luxembourg’s fund service platform with effect from 01 January 2022.

Perspective breaks £4bn Aum with first deal of the year

As part of the deal, Beanland directors John Garvey and Colin Pritchard will remain as financial planners and lead the office, alongside the rest of the team.

Older DC pensions could lose savers 'thousands'

In addition to concerns over the fund cost, the report warned that the portfolio allocation may no longer be appropriate for savers.

Kingswood buys Rotherham-based IFA in second acquisition of 2022

The deal is subject to regulatory approval.

eQ Asset Management announces record closings in private equity

Fund raising and investment periods will be the same for both funds, as well as investment focus on same geography and underlying company characteristics.

Leafy Tunnel announces the first closing of its medical cannabis and psychedelics fund

The fund is the first one of its nature to be approved in Guernsey and the Leafy Tunnel team believes that this jurisdiction, alongside the UK, will play a vital role in facilitating the growth of medical cannabis and psychedelic medicine in the near futu

Benchmark Academy to create next generation of chartered financial planners

The Academy is a dedicated resource which will help build successful careers in financial planning across a range of roles, but with an overall focus on building the next generation of chartered financial planners.

SIX Welcomes New Structured Product Issuer Swissquote

With a trading turnover of CHF 20.1 billion and 778,030 trades, 2021 ended successfully for the structured products and warrants segment of SIX Swiss Exchange which offers a solid foundation for trading structured products thanks to maximum transparency,

Jersey Private Fund Growth Reflects Investor Demands

This builds on the previous data from last year, which showed that the number of JPFs grew 13% over the first half of 2021.

Jupiter launches SFDR Article 8 version of Bezalel's Dynamic Bond fund

New hire from Federated Hermes

Octopus Future Generations VCT

We think these businesses have the potential to transform the world for the better

Cazenove Capital launches new donor advised fund

As philanthropy and impact investing move higher up clients’ agendas in the wake of the global pandemic, this new DAF will build on this expertise to meet the growing need for products that offer strategic, yet flexible support for philanthropic giv

UniCredit and Allianz further strengthen their partnership

The Agreement covers UniCredit's footprint in Italy, Germany, Central and Eastern Europe and appropriately recognizes both partners' contribution to the value that is being created.

EBRD invests in urban regeneration and green buildings in Greece

The EBRD's additional equity commitment to the joint venture aims to fund a new pipeline of green buildings, with a focus on offices, mixed-use projects and city hotels.

Abrdn sells 40m Phoenix shares but keeps board director

Phoenix bought Abrdn’s insurance arm back in August 2018 for £3.24bn which saw the firms enter into a long-term strategic partnership.

Abrdn sells 40m Phoenix shares but keeps board director

The amount shareholders will receive will be announced after the company publishes its results on March 1.

Hansard Global's 1H New Business Fell

The three months ended 31 December 2021 are referred to as “Q2 2022” throughout this document.

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