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

Ledbury adviser acquired by 3 Planners through Validpath

The Validpath transaction allowed the seller to transfer regulatory responsibilities as a directly authorised firm, access liquidity through the business sale and retire from the industry.

Switzerland among the top three target markets in Europe for activists

Switzerland sees significant increase in activist campaigns compared to 2023

Anthropology and asset allocation: why demographic trends matter

Breaking the demographic mega-trend into four pillars - childbirth, longevity, migration/population booms and gender - helps see how it influences financial decisions.

Increase housing project activity sparks confidence in workload

Almost 90% of building firms now expect to be as busy or busier in one year’s time

Piper Sandler Enters Definitive Agreement to Acquire Aviditi Advisors

Acquisition adds premier fundraising, secondary solutions and direct investment capital capabilities to the firm’s market-leading private equity M&A and capital markets franchises

How Liechtenstein can open doors for Swiss financial players

The event was organized by the Liechtenstein Finance platform, an association of the government and the financial market associations of the Principality, and finews.ch .

Exploring private debt across Asia, Europe, the UK and U.S.

This optimism sets the stage for potential growth in private market activity.

Nick Train breaks silence on Hargreaves Lansdown bid

The Lindsell Train fund manager says he was not surprised by the approach given HL’s ‘exceptionally low’ valuation and will be watching with interest.

London data firm Preqin exploring sale at £1bn-plus valuation

Preqin is said to have been predominantly interested in inking a deal with a larger rival or strategic buyer rather than a private equity group.

Private credit: a key opportunity for Ireland’s fund industry

we’ll discuss what’s happening in some private credit segments, regulatory challenges

Understanding the role of Alternative Investment Fund Managers

The Luxembourg financial framework allows non-EU asset managers to raise funds in Europe through the use of parallel funds.

Over a quarter of advisers expect to increase allocations to multi-asset funds

It also explores how advisers use multi-asset funds in practice, the approach to blending multi-asset funds and reasons not to blend, and factors influencing choice of funds or portfolios.

Suntera Global adds UK proposition with London office

Suntera Global establishes new footprint in London as part of ongoing global growth strategy

Suntera Global Private Client Expert Awarded Nextgen Leaders Accolade

Nick is skilled in facilitating a wide range of structures

ITERAM Capital Reaches $1 Billion AUM Milestone

As ITERAM continues to expand its AUM, the firm remains focused on its core values of independence, innovation, and integrity.

Inflows into UK funds hit highest levels in three years

Records seen in tracker funds with inflows of £3.8bn in April, topping the previous high of £3bn in November 2020.

Abrdn forms executive sustainability committee

The new committee will unify sustainable leads across investments, platforms and corporate sustainability, ensuring strategic alignment and direction on key sustainability issues.

Invesco and Just Group launch retirement solution for advised clients

It has been introduced to help meet the changing needs of those approaching or already at retirement.

Rodger Kennedy launches outsourced distribution firm

Kelly Prior and Steve Kenny will join him in the new venture

Milecross adds 2,000 clients with acquisition of adviser firm in south east England

This purchase follows the recent acquisition of Dundee-based Osprey Financial Services

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