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

Hypothekarbank Lenzburg creates the basis for pension solutions in the Banking-as-a-Service business

Demand for pension solutions through collaborations with fintech startups is constantly increasing.

Online Trends Are Not the Enemy of Advice —They Are the Opportunity

John Westwood, Group Chairman, Blacktower FM discusses how digital and online trends such as social media and AI can be an adviser’s friend

Pensions expert Organon Trustees joins K3 Advisory Group

Organon Trustees provides tailored self-invested pension solutions, including SIPPs and SSASs, to high-net-worth clients through a network of professional advisers.

Edinburgh Worldwide board seeks shareholder support amid tender offer

Stakeholders in FTSE 250-listed investment firm EWIT will meet in Edinburgh on April 30.

Aberdeen launches global enhanced yield fund

It also explores the opportunity set globally by investing up to 30% allocation into emerging markets

Aegon to propose extension of the term of Lard Friese as CEO

The Board is very pleased to propose to our shareholders to extend his term until the AGM of 2030.

M&G grows core European logistics holdings with two acquisitions in the Netherlands

European logistics is being supported by changes to global supply chains, a lack of available space and relatively little new construction, with continued e commerce tailwinds providing an additional boost to demand.

M&G Completes Illiquid Asset Transfer to Facilitate £60m Bulk Annuity Transaction

The transaction was made possible through the firm’s £134 billion With-Profits Fund entering into a simultaneous market transaction to purchase an illiquid asset in-specie from the pension scheme.

CLO Refinancing Plans Put On Ice in Europe as Funding Costs Rise

Meanwhile managers continue to churn out new issue CLOs, which are currently more cost-effective.

Is it time to reassess European equities?

Europe is shedding the deflationary mindset that has prevailed for over a decade as it aims to reduce its dependence on export-led growth.

Clifton Wealth Partnership acquires Essex-based firm

Brings in 500 new clients and £60m in assets

Austria beckons for Catella

Investment manager adds to Vienna property portfolio

L&G Endgame Insights: Over half of UK DB pension schemes considering surplus extraction during run-on or at buyout

The report explores how rising funding levels are influencing trustees as they approach endgame and highlights the key trends shaping endgame strategies across the industry.

New Oberon fund challenges rise of model portfolios

Around 80% of holdings will be directly aligned to these themes, with the strategy unconstrained by a formal benchmark.

Royal London to pay £199m ProfitShare

The Governed Range saw net inflows of £2.6bn, taking assets under management to £83bn, while total group assets reached a record £199bn, including £6bn from Dalmore Capital.

Athora to shift HQ from Bermuda to UK after PIC acquisition

The announcement came as Athora confirmed the completion of its acquisition of Pension Insurance Corporation, a British company, for $7.6 billion, subject to regulatory approvals.

Rathbones AM broadens Lux Sicav with EM equity strategy

New fund seeks opportunities globally while remaining Article 8 compliant

LV= announces £100m member payout following protection sales growth

This figure includes an £80m final distribution of proceeds from the 2019 sale of its general insurance business.

European stock exchanges mint $6.6bn from trading boom

LSEG, Euronext, Deutsche Börse and SIX see boost from market volatility

How £2mn is the new target for the UK’s Isa millionaires

According to him, investors could build a £2mn tax efficient portfolio over three decades by investing the full annual Isa allowance of £20,000, achieving an average annual return of 7 per cent.

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