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

BIL Suisse: wealth transfer must be relevant

Wealth transfer is not just financial, it is personal.

HSBC joins FIA Tech ownership consortium

HSBC is the 13th global clearing firm to invest in FIA Tech and will also serve on its board of directors.

ZeroKey integrates with Fundment; evolving questions on AI and advice

This latest development helps advice firms gain easier access to the data they have stored within their Fundment account.

Germany prepares €500bn infrastructure fund to transform ailing economy

The country’s recently announced fiscal stimulus package promises to turn this around and create major investment opportunities in the process.

House prices see no growth in March as stamp duty changes take effect

First time buyers will feel the shock of the new stamp duty thresholds even more keenly, and their hard saved deposit will now need to be topped up to account for the additional costs.

Scottish Widows evolves workplace default

The new approach has been developed to maximise pension growth potential for customers, helping them to meet their retirement goals.

Property transactions spike ahead of stamp duty deadline

We’d expect to see March’s figures climb even higher as more people race to complete in time.

Over-65s property wealth could be used to support their retirement planning

Data shows more than 10 million over-65s own their properties outright without a mortgage and can potentially put the wealth to work.

Spring Statement ‘short on detail, high on uncertainty’ for pensions world

People are naturally worried that bad news is likely to be in store for pensions

River Road brings US large cap value fund to UK market

Boutique Capital Partners supporting River Road with UK distribution

FNZ takes minority stake in Embark

FNZ and Embark also extend their tech partnership until 2028.

Admission to trading on the Main Market of the London Stock Exchange and AIM cancellation

Brooks Macdonald does not intend to raise any funds or offer any new Ordinary Shares in connection with Admission and Admission will be effected through an introduction of the Company's existing Ordinary Shares.

Marlborough takes 20% stake in London adviser

The investment, for an undisclosed sum, will be used to grow the advice firm with acquisitions, hire and technology spending.

Active ETFs, alternatives reshape fund brand rankings

The growing rivalry between BlackRock and JPMorgan sets the stage for a possible leadership change in the European brand rankings by 2026

Industry reacts as UK Spring Statement puts pensions off centre stage

OBR’s forecasts could lay the groundwork for tougher fiscal decisions that impact retirement savings down the line

Geneva hedge fund gears up for launch with partnership

Vigama Capital’s new tie-up with Harrington Cooper broadens its investor base across the continent.

Pretium Invest Achieves Multi-Million Success

With the Pretium Real Estate Fund, Pretium Invest has launched its first real estate fund under Swiss law.

LV= sees profit before tax drop but protection sales rise

The expansion of LV= Platform Services increased financial adviser access to LV= Smoothed Managed Funds.

Advisers see ‘boom in demand’ for IHT advice

It also included pensions as part of an estate, subject to consultation.

AJ Bell sells Platinum Sipp and SSAS business to InvestAcc

This is expected to happen in the second half of 2025.

Alternative Investments