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

SPSS Investment Fund Commercial grows – listing planned for end of 2025

Listing is subject to market conditions, approval of amendments to the fund agreement by FINMA and approval of the listing application by SIX Swiss Exchange.

Universa: Will the “Black Swan” hedge fund land on Lake Zug?

COO Brandon Yarckin explains why local investors are such a good fit—and why the company is convinced that the mantra of diversification is slowly destroying wealth.

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Woven Advice launches revenue projection tool for advice firms

Assets under management and other metrics can also be modelled to illustrate different scenarios.

Aegon implements increase in share buyback program

Aegon has entered into an agreement with its largest shareholder

Aegon UK ‘maintaining momentum’ with workplace inflows up 24%

Net flows on its adviser platform improved by 18% year on year, though the business remains in overall outflow.

Advice firms using fewer platforms as AUA rises, says Platforum

The trend is benefiting established platforms such as Aviva, Quilter and Transact, all of which increased their share of adviser platform assets over the past year.

European micro caps: a quiet comeback gains momentums

Peter Kraus, head of Small Cap Equities, Berenberg Asset Management, sees capital returning to the sector

VanEck Quantum ETF reaches $100m in assets

All the companies are actively pursuing research and development in the field.

Denmark needs to do better on AML – Finance Denmark

With over 70,000 reported cases of money laundering last year, Denmark's financial sector association urges changes

Strong platform flows expected to continue into Q3

Net sales were helped by strong gross sales and a drop in outflows by 4.11 per cent, the lowest level since the first quarter of 2024.

Benchmark partners with Insignis to deliver cash management solutions for advisers

The platform also supports more complex cases such as trusts, pensions and Power of Attorney’s

Swiss equity opportunities still in play despite US trade policy

Recent 39% tariff shock manageable through stock picking argues manager

Aviva completes £700m annuity deal with ABB Plan

It secures the pensions of more than 4,450 retired members and over 2,900 deferred members.

Hoxton Wealth unveils Financial Planner Pathway Programme

The programme is structured to help planners reach meaningful financial milestones over time

ICapital joins Apollo on Luxembourg evergreen products

The move provides wealth managers with access to Luxembourg structures designed for portfolio diversification and periodic liquidity, with investment minimums starting from $25,000.

Challenges remain but the Leeds Reforms are pointing capital markets in the right direction

FCA plans to strip back capital raising to kickstart growth should be welcomed argues Samantha Myers, a partner at law firm Reed Smith,

Elevate Specialty launches embedded insurance in the UK

The launch is driven by the founders’ recognition of shortcomings in traditional embedded insurance, where products are often bolted on at the point of purchase and fail to provide meaningful, long-term benefits to customers.

National Wealth Fund backs UK grid flexibility with £50m investment

The company was originally acquired by infrastructure fund Asterion Industrial Partners in 2020, which continues to retain a majority stake.

Markel Insurance Completes Sale of Reinsurance Renewal Rights to Nationwide

Nationwide said it will delegate the underwriting and management of all renewal policies included in this transaction to Ryan Re Underwriting Managers, a managing general underwriter of Ryan through the expansion of their existing strategic alliance.

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