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

Parmenion rolls out redesigned dashboards to combat advice complexity

The update marks the initial phase of a broader development programme designed to shift platform usability toward a client-centric view, rather than focusing on isolated accounts, portfolios, or tax wrappers.

How to Build a £20k ISA Second Income Generating £12,000 a Year

Applied to a £172,462 portfolio, that produces approximately £12,072 a year in dividend income, just clearing the £12,000 target.

Aviva Investors launches three fixed income funds

Launches reflect the evolution of fixed income from a purely defensive allocation, according to the team

Lloyds and Legal & General fund finance partnership passes £1.5 billion

The partnership combines Lloyds’ origination and structuring capabilities with institutional capital from L&G, enabling financing to be deployed at scale across a diversified range of fund facilities.

Mattioli Woods swoops for well-established financial planning business

The acquisition forms part of Mattioli Woods' Retiring Adviser programme, which provides succession and retirement services for financial advisers.

Universal Group completes acquisition of FCG Fonder AB

The Stockholm-based business has approximately €4bn in assets under administration

EIFO commits €200 million to Scaleup Europe Fund to back European tech scaleups

In addition to EIFO, the founding investor group includes seven other institutional investors, including Novo Holdings, Sweden’s Wallenberg Investments, and Germany’s Allianz.

Fortem launches low-cost managed futures Ucits fund

Fortem said the structure is intended to provide exposure to the diversification benefits of managed futures in a liquid and more cost-efficient format than many traditional CTA strategies.

European collaboration and defence investment opportunities in focus at client event

The transition affects politicians, authorities and companies, but inertia in parts of Europe risks slowing down development.

PE investors sharpen manager selection

Geopolitics is becoming a more important factor in private markets allocation decisions, particularly for investors surveyed outside North America.

Blackfinch acquires Lawdable and Wenup to broaden adviser support

Blackfinch said the deal forms part of its wider strategy to use technology and artificial intelligence to broaden the support it offers advisers and their clients, while maintaining human oversight throughout the planning process.

Finserve rolls out top-performing Defence fund in the UK and Europe

The actively managed Finserve Global Defence & Security Fund, which invests in the defence, security and space sectors, stands out among its peers for several reasons.

Selling residential property as a receiver: duties, strategy and risk management in a slower market

Reduced transaction volumes, political uncertainty and softer overseas demand have contributed to a slower market.

Fund managers name their ‘secret sauce’ to successful stock picking

Value investors outline their favourite metrics.

London fund manager Redwheel taps bankers for £150m sale

The sale of Redwheel would be the latest in a wave of dealmaking across the asset management sector in recent years, as fund groups hunt for scale amid dwindling fees and the rise of cheaper passive investing strategies.

Active ETF assets hit record $2.49tn end May

The industry has now recorded its 74th consecutive month of net inflows, underscoring the sustained structural shift toward actively managed ETF solutions globally.

Edinburgh Investment Trust: June 2026 update

Investors in closed-ended funds should be aware the trust can trade at a discount or premium to its net asset value (NAV).

AIFM retained vs delegated investment management: how to choose the right operating model

These entities are responsible for critical functions such as portfolio management, risk management, compliance and oversight.

Flexible working models: When the BVG becomes a management task

While this offers companies greater flexibility in their day-to-day operations, it brings additional complexity to occupational pension schemes.

Brexit at 10: Europe’s stock market edges the UK thanks to a deeper pool of high-growth winners

While European shares outperformed, the gap was narrower than many might expect because of the strong contribution from UK dividends.

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