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

FinCalc adds ‘single click’ client record button to Plannr

The new enhancement gives ‘game-changing depth of connectivity’

Private equity targets Europe for big buyout deals

Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024

Schroders Equity Lens January 2025: your go-to guide to global equity markets

Looking back and to the future of US stock market performance

The Louvre Museum announces exceptional support from AXA Mutuelles d’Assurance

This particularly decisive patronage will significantly enhance the success of the fundraising campaign launched by the museum and still ongoing, for the design and creation of this new department, unprecedented in its scale.

Downing launches fund for new liquid alts team

The MGTS Downing Active Defined Return Assets fund is targeting a return of between 7-10% per annum.

Yorkshire Building Society partners with LifeSearch to enhance its life insurance and protection journey for customers

Specifically, the partnership sees Yorkshire Building Society moving away from its previous ‘single-tie’ partner model, to a‘multi-tie’ broker approach with LifeSearch.

Has the Lifetime ISA run its course?

The debate over the Lifetime ISA is ‘unlikely to end anytime soon’

Global industry: Europe still the weakest link

After having risen by around 1.5 points in October and November, the global manufacturing PMI ended 2024 on a bit weaker note.

Real returns for private investors remain 12% below 2021 levels despite above-average returns in 2024

New analysis from Asset Risk Consultants (ARC) reveals that inflation has dented the ‘real’ value of private client portfolios despite generating above-average returns in 2024.

Schroder European Real Estate Investment Trust – demonstrating resilience with distinction

Looking beyond Europe’s current challenges for a unique real estate opportunity

Should the UK government scrap Lifetime ISAs?

The LISAs subscription limit specifically has remained unchanged at £4,000 since the products inception and has been frozen until 2030 as part of the most recent budget.

Evelyn Partners team completes sale of PSG SIPP Limited’s Unity SIPP to Pathlines Pensions

The Joint Administrators completed the sale of the Unity SIPP business to Pathlines Pensions completed on 9 January 2025.

UniCredit to internalise back-office activities for securities services

The bank is in close contact with the relevant Works Councils to define the necessary next steps together.

How we won the PP Investment Awards 2024... Royal London Asset Management

Royal London Asset Management was named UK Fixed Income Manager of the Year.

Utmost Life and Pensions enters bulk purchase annuity market

The next phase of Utmost Life and Pensions’ strategy is being led by chief executive officer, Andrew Stoker

Tatton Core Active most recommended MPS investment for value in 2024

The Rockhold 50% Active 50% Passive Balanced Growth was the most notable riser in terms of places gained, climbing 216 spots to seventh place.

Morning markets - UK gilt yields surge amid economic uncertainty

In part, this move is shadowing a rise in US bond yields, driven by signs of a still strong US economy alongside indications of persistent inflation that are prompting investors to review expectations for two rate cuts in the year ahead.

Attivo Investments Adopts SEI’s Co-CIO Solution

SEI’s Co-CIO Solution Supports Client-Centric Operating Structure, Provides Personalized Investment Experience and Enhances Efficiency

Mesirow buys private credit manager Bastion Management

Bastion, established in 2013, is a private credit manager that specialises in asset-backed specialty finance.

Lovell Minnick and Broadstone collaborate for development

Private equity firm Lovell Minnick Partners invests in UK consultancy Broadstone, fuelling expansion of services in pensions, employee benefits, and insurance consulting.

Alternative Investments