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

Private markets valuations and record-keeping a concern for FCA

All of these areas prompted various concerns around creating potential conflicts of interest.

Jupiter closes European fund following Heslop and Macartney’s exit

The two were poached from Columbia Threadneedle to launch the Pan European Smaller Companies fund five years ago

Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio

Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio

Wellington adds global value fund

Run by contrarian manager Stefan Brugger

Prospera: SEB number one by Nordic institutional asset management clients

This includes the SEB Nordic Energy fund, which invests in renewable energy assets in the Nordics.

Shaping the future of alternative investments with data: a fireside chat

Outsourcing continues to be a prominent trend within financial services.

Pension industry told to prepare for huge global shift

“That was the Cold War, a dangerous time, but a stable time in many ways.”

klimaVest acquires solar park project in France

The seller is the renewable energy company BayWa re, which is building the solar park and will then provide technical and commercial support.

Financial advisers give their ISA investment trust recommendations for young, middle-aged and retired investors

Investment trusts can deliver strong long-term performance, with the average trust returning £2,748 for every £1,000 invested over the past ten years.

Artemis takes over Invesco UK Smaller Companies trust

Mark Niznik and Will Tamworth to manage strategy for Artemis

Back British! Why being patriotic could be a good investment

This means the UK market, trading on a price-earnings ratio of 11 times, is relatively cheap and at the lower end of its valuation for the past 40 years.

Morningstar spotlights five women leading the fund management industry

Two managers from Schroders gain recognition

2.3 million customers to share in £181 million ProfitShare payout

Royal London financial results 2024

Zurich secondary market specialist expands

Multiplicity Partners is a specialized investment manager with a focus on secondary market transactions and special situations in private markets.

Tokenisation could save asset managers $135bn: Calastone

The study, “Decoding the Economics of Tokenisation: Transforming Cost Dynamics in Asset Management”, is the “most in-depth economic analysis of fund operating costs to date”, stated Calastone.

Investment adviser uses regulatory hosting and third-party AIFM to support PE fund-raise

The client’s strategy is focused on investment into micro-cap companies in the UK and Ireland.

ZILO selects State Street to help launch UK transfer agency

State Street was a Series A investor in ZILO and has provided continued support in the development of the technological platform.

House prices dip slightly as global economic uncertainty weighs on sentiment

This follows a period of tentative recovery in the housing market, as lower mortgage rates have provided some relief to buyers.

Lombard Odier IM wins mandate from French state pension fund

The Japanese equity mandate is awarded for five years, with the possibility of renewal for a further year.

Private markets set to overtake traditional investments by 2027

Sustainability initiatives and digital transformation are also boosting real estate, infrastructure and renewable energy investments.

Alternative Investments