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

HALO Invest unveils investment research tool

HALO Global offers the chance to explore more than 35,000 companies and “empowers people to make well-informed investment decisions”.

Information supplied to investors to be simplified under plans to boost investment

The FCA said in its first CCI consultation that it would follow up on draft rules about consequential changes to other Handbook materials and draft transitional provisions or amendments to the transaction costs.

Impact investing in private markets is on the rise but beware ‘impact-washing’

Bfinance's Sarita Gosrani considers the implementation aspects of impact investing in private equity, private debt and VC

Zurich joins CIExpert Income Protection Insight Zone

CIExpert’s Income Protection Insight Zone offers advisers a ‘birds-eye’ view of all policy options.

Reassured taps into behavioural science to boost customer experience

The broker said invaluable insights from the research have been fed into the second phase, which is a review of all post-sale communication.

MicroBank contributes to the creation of 32,245 direct jobs in 2024 in Spain through support for entrepreneurs, 13% more

The same report indicates that the prospects are optimistic for 46% of employers, as they plan to increase their number of workers throughout 2025.

Vincentian Diaspora Embraces Investment Opportunities in SVG

Vincentians In The UK Pleased With Invest SVG Outreach Programme

Söderberg & Partners invests in four IFA firms

This firm advises on over £775mn of clients assets and has over 70 employee owners.

CII awards chartered status to six firms

“We look forward to working alongside these firms to deliver excellent client service.”

Seven Q1 acquisitions ‘and more in the pipeline’ for Corbel Partners

Its goal of having 250 advisers by the end of 2026

TSC Real Estate advises Threestones Capital Eurocare IV Fund on the acquisition of the Timmendorfer Strand senior residence

The property, with 154 apartments and 24 additional day care places, is located in an excellent location within Timmendorf near Lübeck.

EBRD extends risk cover to Raiffeisen Bank Ukraine to enable EUR 100 million for energy investments

Transaction contributes to EBRD’s energy security support efforts in Ukraine

New Development and Asset Management Venture Launched by Ex-Thackeray Group Directors, Backed By SevenCapital

It will initially target assets between £5m and £30m, across multiple sectors, including commercial, residential, student accommodation, retail, hospitality and leisure.

Ashmore Group: Third Quarter Assets Under Management Statement

Emerging Markets performed well over the three months to 31 March

Institutional investors expand private market allocations

Within these sectors, investors are targeting digital infrastructure

Benchmark buys remaining minority stake in £4bn Oculus network

The Oculus model focuses on establishing new advice firms for advisers looking for an environment in which to deliver a high-quality advice proposition.

New CII report says Boards and senior leaders must ‘walk the walk’ to improve outcomes for vulnerable customers

The report highlights ‘significant training gaps’ across the profession, particularly for non-frontline staff, who are often overlooked in vulnerability strategies.

L&G and Nationwide extend protection distribution partnership

As part of the new agreement, L&G will collaborate with Nationwide to develop and implement a new protection referral model for Nationwide’s mortgage applicants.

Allica Bank taps Yapily to power real-time SME account top-ups

This partnership is a significant step in Allica Bank’s mission to deliver modern, tech-driven solutions tailored for established SMEs.

UK economy grew more than expected in February

It reversed a modest fall in January and was five times larger than the 0.1% growth predicted by economists.

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