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

Border to Coast seeks manager for multi-factor fund launch

It aims to secure over £1bn in commitments from partner funds.

TPT Investment Management launches two alternative investment funds

Real assets and secure incomes funds seeded with £800m from TPT’s DB master trust

Scottish Widows launches ‘Retirement Matrix’ tool to address decumulation dilemma

The new mapping tool allows all current and potential retirement products to be mapped against what people want from their retirement income on a simple 3D cube.

Equity funds make comeback in May with €30bn gain

Fixed-income strategies continued their positive trajectory, with just over €30 billion in net inflows.

Aegon announces enhanced ESG integration into largest workplace default fund

The fund is available to Aegon Retirement Choices and One Retirement investors, as well as certain off-platform products.

Aviva unveils protection plan following AIG Life acquisition

It includes strategies about integrating the two protection businesses and some changes in the combined senior leadership team.

Titanbay launches AIFM to ‘elevate’ client experience

The AIFM status enables Titanbay to market funds directly across Europe, establish branches, and hire local salespeople

Hamilton Lane closes largest-ever fund at $5.6bn

The fund’s predecessor, Secondary Fund V, closed on $3.9 billion in commitments in 2021.

Insurance companies think in generations

One of the core tasks of insurance is to make risks calculable and bearable for individuals through long-term risk transfer.

Debbie Vermaak has been nominated for the 2024 CIO Awards

She has more than three decades of IT experience with at least 20 of those years having been in global roles.

Nearly half of financial planners to retire in next five years: survey

The average retirement age is 52, although 35% intend to retire before they turn 50, and only 6% plan to wait until they are 60 or older.

Banks have a year to shift clearing from London to EU: Eurex

The EU wants to directly supervise clearing worth trillions in euro rate swaps and Euribor futures, and rely less on a post-Brexit London.

EY announces 9 key recommendations to boost investment and make Europe more competitive

The action plan follows last month’s publication of the first survey’s installment that found FDI into Europe declined in 2023

Protection sector given masterclass on building Gen Z audience

The annual event attracts trailblazing young people from the protection sector, who share insights into the changing landscape of Generation Z.

Oxford Risk launches new app aimed at improving financial outcomes for investors

The suitability solution Investor Compass, on intelliflo office, is designed to support better outcomes for retail investors.

Newcastle Financial Advisers Strengthen Offering with Acquisition of Financial Planning Business

Newcastle Financial Advisers Limited is a subsidiary of Newcastle Building Society, and provides financial advice across its 32 Newcastle Building Society branch locations.

Baggable boutiques: The rise of the next generation of startups

Amid the tough operating environment for smaller investment companies, a new generation of launches are coming to market

Aviva adds new tools to adviser platform in next stage of ‘evolution’

The alliance aims to “drive adviser efficiencies” and enable advisers to pick and choose the services they use more effectively.

CII boss: industry can struggle to ‘articulate the value’ of insurance

“The insurance industry is a means of facilitating that social bargain.”

ABI’s Braun awarded OBE for services to pensions

Ms Braun leads the ABI’s strategy and policy across long-term savings, health and protection insurance.

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