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

Global pensions assets reach record $58.5trn

Australia could become second largest pension market by 2030

TIME Commercial Long Income fund confirms plans to transition to hybrid format

Fund managers such as TIME are investing in REITs to retain property exposure while staying below the regulator’s proposed threshold for illiquid investments.

Evelyn Partners Sustainable MPS adds new funds

The rebalance involved trades across all asset classes to reposition the six portfolios for the coming year.

Investment Outlook: Messy politics challenging optimistic markets

The chance of a more even distribution of returns among different types of companies and regions has increased.

Oakbridge and Carey Olsen advise Sullivan Street Partners on launch of debut Jersey Fund

The Oakbridge team was led by Oakbridge’s Director Alex Smyth and Associate Director Jonathan Crawford.

Has rotation away from the Magnificent Seven begun?

Both the FTSE 100 and S&P 500 indices are standing at near all-time highs, a phenomenon that raises critical questions about dynamics of global markets.

Aviva’s integration of Probitas accelerates with launch of two new classes in Lloyd’s

The two teams have been working closely over the last seven months to leverage their combined strengths for the benefit of the market.

Euroclear reports strong financial performance in 2024

Assets under custody reached a record €40.7 trillion by year-end.

Revisiting Funds Europe Awards 2024: Winners’ speak

Judges recognised the firm’s steady growth and evolving capabilities over the past two decades.

Why Ireland is the global capital of aviation finance

With its favourable tax environment, strong legal framework and unparalleled industry expertise, Ireland has become the jurisdiction of choice for global aviation financing.

Retail Investment Strategy requires significant simplification if it wants to encourage, rather than deter, EU retail investors

EFAMA leaflet sets out clear recommendations for improvement

Consolidator Shackleton acquires Norfolk-based advice firm

The objective was to develop the business through a strategy of organic and acquisitive growth.

J.P. Morgan Asset Management launches first Eltif

Eltif is a regulated investment vehicle under the EU framework, designed to channel long-term capital into infrastructure, private equity, real estate, and SME financing.

AXA IM – Green bonds set to break new records in 2025 as net zero demand remains massive

The green bond market outperformed the conventional bond market by close to 2% in 2024 and broke new records of issuance, with $447bn in 20241.

House prices rise to record levels in January despite economic headwinds

Lenders had already been trimming rates in anticipation of this move, and with expectations of further cuts later in the year more buyers are likely to join back into the market.

Big banks re-entering advice poses a ‘big risk’ for planning businesses

Barclays and Lloyds have also made moves back into wealth management.

French impact crowdfunding platform launches asset management business

Lita, the impact crowd funding platform, has launched an asset management company and its first impact fund, raising €25m to date.

UK equity funds hit by outflows as US stocks shine

A net £640m was withdrawn from equity funds, marking a shift in sentiment after strong inflows in the final two months of 2024.

Allocations to private markets continue to rise

Institutional investors expect private markets to outperform public markets over five years

Following the “North star” and prioritising bonds: M & G Investments

Emotional resilience is key

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