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

RiskConcile acquires B4Finance

The transaction, for an undisclosed sum, marks the second add-on acquisition in RiskConcile’s international buy-and-build strategy since partnering with Main Capital Partners in June 2024.

Golding strengthens its AIFM presence in Luxembourg and opens the platform to the new business line »GP Solutions«

The changes to the Management Board build on this successful development and further reinforce the local leadership structure.

Institutional investors shifting from strategic to dynamic asset allocation

Results highlighted in latest Create Research analysis of pension funds

True Potential launches Indigo Smart Assistant® – its AI tool, empowering advisers to work swifter, sharper and smarter

By turning information captured in meetings and calls into structured, usable data, the tool does the heavy lifting, automating processes and allowing clients and advisers to work swifter, sharper and smarter.

Schroder Investment Solutions enhances Active Model Portfolios and unveils Blended Model Portfolio Service

The introduction of seven new component funds within the Active Model Portfolios marks an important evolution from the previous strategy of direct investment in selected third-party funds.

Schroders launches pioneering ELTIF to harness public-private corporate credit opportunities

This innovative fund enables clients to access a strategy that allocates dynamically between public market high yield bonds, syndicated loans and private direct lending corporate credit, in a single actively managed portfolio.

Budget ‘not as bad as feared’ but advisers warn of long-term uncertainty

A rapid snapshot survey from the lang cat reveals a profession weary of piecemeal policy changes, with the newly announced cap on salary sacrifice drawing specific criticism.

Investing in 2026: broadening regional and sector-level equity exposure

One of the most frequent questions we receive from investors concerns the short and medium-term outlook for equities.

Hidden inefficiencies in managing multiple fund transaction networks are stalling the industry’s drive toward full automation, Bravura research finds

The research showed that half of respondents rely on at least six different fund transaction networks, each requiring their own setup, oversight and maintenance.

Nucleus PE backer buys Winterflood Business Services

Employees working at WBS will transfer with the business to Epiris, which owns a minority stake in platform Nucleus.

HANetf launches “Making Europe Great Again” ETF, revamps gold ETF

HANetf also unveiled the Making Europe Great Again Ucits ETF, designed to capture companies expected to benefit from Europe’s push for economic resilience, domestic capability-building and strategic investment.

M&G launches active ETF range backed by £350 million initial investment

Combining the benefits of active management with the typical structural efficiencies of an ETF wrapper,

Sarasin launches Shariah investment service

The Shariah investment service will be offered as a multi-asset discretionary portfolio benefitting from the Sarasin & Partners global thematic investment philosophy.

Amundi expands fixed income offerings in Asia

Global Bond Income and US Bond Income Funds are now available in Hong Kong and Singapore.

Carne completes acquisition of Japan Fund Management from Mizuho Trust & Banking

While such transactions take time to structure and agree, the transition itself has been completed quickly and efficiently once all approvals were in place.

Confidence in economic prospects remains low

Business confidence in the prospects for Guernsey’s economy over the next 12 months remains fairly low.

Scottish DFM Thorntons rebrands as Drumnor Investments

Top 100 star and chief investment officer Matt Strachan explained the rebrand aims to cement the firm's independence and build on recent growth.

Infrastructure trusts TRIG and HICL abandon controversial merger

An outcry from HICL Infrastructure shareholders scuppers landmark deal, leaving the boards of both listed infrastructure funds under pressure.

Pension credit applications fall as backlog stabilises

Applications in the past year are down 26% compared to the equivalent period reported last year, with 231,180 claims received.

Bahrain and the Middle East funds industry: the next frontier for UK and European investors?

The $17bn package includes major projects in financial services, logistics, tourism, and infrastructure, signalling the kingdom’s commitment to deploying capital into sectors aligned with its long-term diversification strategy.

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