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

‘It is going to be a dogfight’: AAA-rated Baribeau readies for ecommerce battles

Citywire AAA-rated fund manager explains where he anticipates the next ecommerce battle to take place and why he can't wait to hit the road again.

LGIM launches ESG-focused fixed income ETF range

The ETFs provide a higher allocation to green bonds and issuers with the highest ESG scores than traditional fixed income ETFs, while retaining a similar risk/return profile to traditional indices.

Amundi targets ESG companies in Germany with new DAX ESG ETF

Companies with business activities in controversial sectors such as gambling, tobacco, nuclear power, steam coal or weapons are excluded.

M&G launches sustainable multi-asset fund range

The range has three individual funds to suit different risk tolerances: Cautious, Balanced and Growth.

LGIM launches fixed income ETF range

The ETFs also employ what LGIM terms a “liquidity-aware approach” which includes increased minimum issuance thresholds relative to traditional benchmarks to improve the overall liquidity profile.

ASI buys £5bn property fund manager in growth push

According to Tritax, the logistics sector represents the intersection of real estate and advanced technology, such as robotics and AI.

Whitehall Capital publishes its market outlook for 2021

From an investment perspective, and in contrast with some markets – the US dropping by as much as 40% before the bounce – bridge lending has delivered a steady return and has been a good place to be.

Four Reasons to Invest in Emerging Markets

Forecasts by the International Monetary Fund also suggest that growth in emerging markets and developing economies in 2021 will be 6% due to improved fiscal, economic and monetary strategy, and structural reforms.

Mercer forecasts UK pension risk transfer market to reach £60bn in 2021, with increased demand and innovation to drive activity

The increase is expected to be driven by a variety of factors, including better affordability as more schemes mature, increased demand from schemes and sponsors following the pandemic and innovation to meet the challenges faced by defined benefit (DB) pen

Advice firm founder dies

She spent nearly 30 years in the industry

Leveraged finance: stepping into the void

Engaging with an experienced and responsive independent loan administrator can help eliminate the operational challenges and risks mid-market direct lending funds face. This can result in optimised operations and improved data and reporting quality.

ASI buys £5bn property fund manager in growth push

ASI it to acquire 60 per cent of Tritax Management, a specialist logistics real estate fund manager with assets under management of £5.1bn throughout the UK and Europe.

Almost £2bn could be wiped from London economy with threatened rise in Capital Gains Tax

London Central Portfolio (LCP) has conducted an analysis to demonstrate the potential adverse impact on the residential property market and wider economy by considering the effect of the previous property tax hike in 2016. LCP reports:

Fund fees down 31% but 'cost sensitive' advisers eye further cuts

“This is because, in a lower return environment, cost will become a bigger drag on performance.”

Advice firm looks to graduates for growth plans

Mr Martin said there were "fantastic" skills available to the industry as he called on other advisers to begin the process of supporting new entrants to the sector.

Mortgage lending hits 13-year high

The number of 90 per cent LTV mortgages available during the pandemic has been low, and at the start of December a mere 88 products were available in this segment.

The top performing trusts of 2020

“Scottish Mortgage in particular has seen a spectacular rise in its share price since March.”

Absolute return funds on course for worst ever annual outflows

Investors have pulled money from the all-weather funds after they disappointed during the coronavirus sell-off

Investors in £46m mini-bond scheme face 100% losses

But after a series of setbacks since then the administrators have now estimated funds available from the property portfolio are unlikely to exceed £1m.

ESG excellence – Willis Owen’s first annual review reveals ESG funds outperform across global, UK and Equity Income sectors

“ESG is a fairly broad label and doesn’t need to mean ethical, for example, but could just mean the fund uses ESG in its process, which many do,” he said.

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