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

PensionBee takes next step towards US expansion

In March, PensionBee laid out its intention to take on the US market, when it entered into an exclusive, non-binding term sheet with the unnamed institution.

Cromwell Selling European Fund Management Platform to Stoneweg for $457M

The deal marks the end of a $1 billion sale programme to cut gearing to 25 percent as Cromwell’s focus shifts to its Australia and New Zealand business

Invesco launches range of fixed-maturity Ucits ETFs

Both accumulating and distributing shares are available for each ETF.

Demand for active ETFs continues to rise, survey shows

The demand for active ETFs is also on the rise, with 78% of respondents expecting to increase their portfolio exposure to these funds in the next year.

How do businesses scale and capture opportunities?

One of the biggest challenges for companies looking to scale is being able to operate with speed and efficiency.

Investing in the future of energy: VP Fund Solutions suc-cessfully launches new private label fund product

Dogma Renovatio Equity Fund empowers investors with a data-driven approach, providing greater transparency, predictability, and risk management compared to traditional investment strategies.

JPMorgan’s funds boss: Active ETFs ‘one of the most fundamental changes I’ve seen in my career’

Having gathered more than $94bn in active ETF assets in the US, George Gatch has his sights set on replicating that success in the European market

‘Significant milestone’ as AJ Bell surpasses 500,000 platform customers

Revenues are also up 27% to £131.3m, while profit before tax has risen by 47% to £61.4m.

Pensions pile on to platforms but outflows hit new highs

Platform asset growth continued the momentum gained in positive markets in Q4 2023 into the first three months of 2024.

Schroders unveils European Equity Impact strategy in response to client demand

The investment process includes extensive due diligence in the form of proprietary impact scorecards

Funding a UK discretionary trust with gifts from surplus income

There is the possibility that this very specific exemption could be removed if any inheritance tax changes take place as future governments consider reforms.

UK platforms lifted by stock returns but flows still under pressure

A total of 19 platforms were included in Fundscape’s Platform Report

How Guernsey boosts foreign investment into the UK

But it is facing stiff competition to attract that investment from the likes of countries including the US, France, Ireland and Singapore.

Major UBS shareholder joins Baloise

Now the Swedish financial investor has a foot in the insurance company Baloise.

Whitehall Group launches property-focused Sipp

The demand for a genuine Sipp is as high as ever due to the obvious tax advantages of holding bricks and mortar in one’s pension and we see no sign of this changing.

Parmenion to introduce tiered adviser charging on platform in response to user demand

In the light of Consumer Duty, it provides valuable support for advice firms who want to actively manage their charging structures to demonstrate the value they provide.

Funds Europe Awards 2024: who will champion private markets this year?

The 2023 Funds Europe Awards also introduced awards for asset classes, which included a sub-category for private markets.

Financial Information as of 31 March 2024 (1) Generali Group

Return to positive Life net inflows

Melo partners with longstanding online financial adviser community LifeTalk for ‘new voice’

Major asset management firm secures £125m from two local government pension funds

Asset management giant Gresham House has raised £125m in funding from two local government pension schemes.

Alternative Investments