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

Proposed Closure of the Aegon Property Income Fund and Property Income Feeder Funds

Aegon AM has decided to take steps to close the funds and return the proceedsto investors as quickly as possible, in a fair and orderly manner.

AXA to sell its insurance operations in Malaysia

The transaction is subject to closing conditions, including the receipt of regulatory approvals, and is expected to close by 2Q 2022.

Pension fund shake-up to push consolidation and real assets

Pension funds below £5bn will face stringent tests on the value for money they offer, but sector fee restrictions will be shaken up in an attempt to boost the use of real assets.

1 in 10 over 40s considering equity release

An additional 12% of homeowners over 40 said they plan on downsizing their property to fund their retirement.

Frenkel Topping on the hunt for more acquisitions

To boost the firm’s personal injury and clinical negligence market expansions, Frenkel Topping has launched a critical care and case management division.

Vontobel launches megatrend fund to meet growing demand

Vontobel offers a new thematics equity fund to meet demand for investments in transition and disruptive technology.

World’s Biggest Stock Owner Grapples With a Child Labor Dilemma

In a global financial world increasingly obsessed with ethical matters, the world’s biggest investors -- from BlackRock Inc. to Fidelity Investments -- are navigating gray areas and trying to figure out the best way to engage.

PIMCO parent Allianz to join rush for asset management deals

Valuations are high as "there is a fair amount of money chasing a few opportunities," she said by video.

Franklin Templeton adds two funds for European clients to liquid alternatives range

Franklin Templeton has launched the Franklin K2 Cat Bond UCITS Fund and Franklin K2 Athena Risk Premia UCITS Fund, the latest additions to its Luxembourg-domiciled Franklin Templeton Alternatives Funds (FTAF) range.

Emerging fund manager stars

Cherry Reynard examines how investors can spot rising stars

SGSS in Italy wins depositary bank mandate from Clessidra Private Equity

It provides post-trade services to institutional investors: custody and settlement, depositary and fund administration services, middle office, liquidity management, transfer agent and risk & performance management.

ThinCats receives £160m from Kuwait-backed investor to scale up SME lending

WCP is an exceptional partner with proven experience in supporting specialty finance platforms.

HSBC AM brings alternatives capabilities together under HSBC Alternatives

Joanna Munro, currently global CIO, will lead the new combined unit

Climbing the funds ladder

AP Personnel is also seeing an increasing amount of school leavers interested in working in the funds sector, when deciding in which industry to start their career.

What Have Fund Managers Been Buying?

Our monthly delve into fund portfolios looks at which stocks Europe's most highly rated managers have been buying

How Fund Managers Are Preparing for Inflation

UK inflation is now above the Bank of England's 2% target.

Phoenix Group backs out of sale discussions – report

Phoenix Group has overseas operations, mainly in Germany and Ireland, which came under its umbrella follows the acquisition of Standard Life Aberdeen’s insurance division in 2018.

Cantonal bank launches RE platform

The platform, which is aimed primarily at pension funds, insurance companies and asset managers, provides real-time indication of the prices of unlisted real estate funds.

Equita launches Equita Smart Capital – ELTIF

These include exemptions from capital gains and financial incomes taxes (such as no taxes on dividends and interests), no inheritance taxes and a tax-credit of up to 20 per cent of the amount invested in 2021 to cover for any capital losses.

State Street Global Advisors launches Climate Bond Funds

This new fund range therefore enables bond investors to immediately set the direction and ambition for their climate-based investment goals, while also aligning with the goals of the Paris Agreement.

Alternative Investments