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

IQ-EQ wins ‘Best Compliance Service – Fund Domicile’ in the Hedgeweek & Private Equity Wire European Credit Awards 2023

The awards recognise excellence in fund performance and service provider excellence across credit funds.

Alltrust debuts white-labelled platform with Platform One

£2.5bn pension provider aims to build on its support for IFAs

Generali has 500 mln euros left for M&A, could return it to investors, CEO says

In June, the insurer agreed to buy the Spanish unit of U.S. insurer Liberty Mutual for 2.3 billion euros, strengthening its property and casualty segment.

The background, requirements and considerations for establishing a private REIT in the UK

Brought into effect in April 2023, these changes have enabled private real estate investment trust (REIT) structures.

JO Hambro’s Lowen: NS&I bonanza ‘caused issues’ for UK banks

Managers at JO Hambro and Artemis suggest that NS&I’s 6.2% yielding bond put pressure on UK lenders. But both keep faith in the sector after October’s bruising share price hit.

'Pension dashboard seems a distant dream but still worth pushing for'

The PDP has commissioned secondary analysis of the wealth and assets survey data from the Office of National Statistics

Swiss Life continues to grow in the first nine months of 2023

The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.

First 'superfund' deal paves the way for a new era for DB schemes

Deal labelled ‘an important innovation to British pension provision’

Gallagher expands Ireland operations with acquisition of Keaney Insurance Brokers Ltd

The addition of Keaney adds further quality and scale and confirms Gallagher’s position as one of the largest commercial and personal lines insurance brokers in the country.

Chikara Investments launches emerging markets fund

Managed by Jonathan Asante

Fund of Funds Insider: What if the UK’s glass is half full?

How much of the gloom around the UK is warranted and what if we actually focused more on the positives rather than the negatives, asks Simon Evan-Cook

Scottish Mortgage adds £74m to private portfolio and hits back at sceptics

Manager Tom Slater believes ‘market scepticism’ around performance and valuation of private assets is ‘misplaced’.

Söderberg & Partners launches adviser platform to UK market

Which will be powered by Seccl and additional providers

Partner Insight: A rare opportunity for fixed income investors

Yields at the front end often rise more than the long end in this environment as markets price in expectations for higher rates in the short term, followed by falling rates as growth slows.

DWS introduces new biodiversity-focused Xtrackers ETFs

The Xtrackers Biodiversity Focus SRI Ucits ETFs are now available on the London Stock Exchange and were initially listed on the Frankfurt Stock Exchange on November 3rd.

Investors pull £1.3bn from Baillie Gifford fund

It is via this method the £1.3bn of outflows is calculated.

Revamped AIFMD & Ucits rules will improve EU funds market, says Efama

While new delegation reporting may seem “duplicative”, Efama hoped it would provide the transparency needed for national supervisors.

Morgan Stanley launches American fund that omits most of magnificent seven

Investors won’t find the likes of Nvidia, Tesla or Apple in the US fund giant’s latest offering to the UK market.

Morgan Stanley launches American Resilience Equity Fund for UK investors

The fund seeks to invest exclusively in “reasonably priced businesses that can sustain their high returns on operating capital over the long term”.

Study shows MiFID II's mixed impact on London stocks

The legislation demanded that these fees be ‘unbundled’ to make hidden costs more explicit to investors and also to reduce the overproduction of seemingly ‘free’ research.

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