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

Four out of 10 failing to shop around for annuity deal

Their data shows that it is those securing an annuity at an older age who face a much higher income gap, and are missing out the most.

Explore 1,000 ETFs in Citywire’s revamped funds database

By adding more than 1,000 ETFs to our database of funds available to Swiss investors, Citywire is aiming to make it easier to compare fund and ETF performance.

Germany’s international investment position at the end of 2023

The cross-border transactions recorded in the financial account resulted in net capital exports of €250 billion last year

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice

Strong house price growth in September as mortgage rates stabilise

Fixed-rate and tracker mortgage options continue to present a key decision point for many buyers.

Albion SC partners with P1 Investment Services to launch discretionary service

Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia

Private credit funds eclipsed PE and real asset returns in Q2

Real-asset funds continued to show mixed performance.

London Stock Exchange welcomes Optima Health, celebrating its successful listing on AIM

Optima Health is the UK’s leading provider of occupational health and wellbeing services

Luxembourg private debt fund market surpasses €500bn

Another trend is the dominance of Special Limited Partnerships (SCSp), which account for 86% of indirectly supervised private debt fund vehicles

Alternative fund selection requires a thorough analysis of the operational and legal structure

This distinction allows UBP to address the unique complexities of each type of investment, ensuring a thorough and specialised analysis.

ESG grows in stature for many asset owners, research suggests

Europe leads this shift, with ESG integration rising from 36% in 2022 to 45% in 2024.

Fundment launches Cash ISA and Cash Lifetime ISA backed by full digital cash management

This follows the July launch of the Fundment Stocks & Shares Lifetime ISA (LISA) and addresses growing adviser and client demand for cash options.

Healys Partners ranked in Spear’s 500

Kiri acts for a broad range of clients including companies, investors, property developers and lenders.

Changing fortunes narrow Europe’s differences

Since 2021, the EU’s largest economies – Germany and, to a lesser extent, France – have underperformed other member states.

“We can’t get any scale” – German disappointment at the Capital Markets Union

The CMU should have helped the EU become more competitive, but instead we’ve seen more bureaucracy.

Goshawk Asset Management acquires Vermeer Global Fund

The GBP60.8 million fund is managed by Vermeer founders Tim Gregory and James Rowsell as well as Charlie Fricker.

Household disposable income drops as fiscal drag and frozen thresholds bite

Ultimately, the combination of frozen tax thresholds and rising inflation paints a challenging picture for millions of UK households.

AirFund announces partnership with IQ-EQ to structure its first feeder fund in private equity

This partnership with Access Capital Partners allows AirFund to offer a truly unique investment solution.

Santander introducing big mortgage for 'all' brokers

Additionally, customers are now able to view and download their mortgage offer online, reducing the waiting time for it to arrive via post.

Cash ISA subscriptions surge, but savers face new challenges as interest rates fall

The number subscribing to cash ISAs increased by 722,000, while stocks and shares ISA subscriptions dropped by 126,000.

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