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

Verso and SÜDVERS agree on cooperation

New partnership for international business

Zurich publishes Annual Report 2024

The risk review and the financial review, which have already been published alongside the Group’s full-year 2024 results on February 20, 2025.

Get pensions, investments, cash savings and gifting in shape for tax-year end

Savers should make sure they are using their tax exemptions and reliefs before 6 April with these eight action points

Accenture buys Altus Consulting to boost UK advisory offering

Altus Consulting’s team join Accenture’s Insurance practice in the UK, bringing expertise in areas including distribution, risk & regulation, operating models, data and technology.

Just one month left to boost state pension with National Insurance top ups

Not everyone will benefit from paying voluntary contributions

Unbiased connects UK financial advisers to £37 billion of assets in 2024

The huge uptick in AUM was driven mainly by requests for financial advisers (primarily focused on pensions, retirement planning, and investment management), which rose 27%.

Butterfield launches new fixed-rate products for high-net-worth clients

These rates are applicable to new loans for owner-occupied facilities on mortgages exceeding £2 million and are subject to an individual assessment.

Wren Sterling announces trio of acquisitions bringing £300m+ of AUM

Together, the three deals bring in over £300m of assets under management, bringing Wren Sterling’s total assets to around £9bn.

Nominations deadline just days away for IA Global Financial Services Awards

Deadline to nominate is only a couple of days away on 7 March 2025

Lenkie secures £49 million in Series A funding

The funding round, which includes £4 million in equity and a £45 million debt facility, was led by a large US private credit fund focussed on supporting lenders internationally.

Tillitt launches Sharia-compliant funds

The funds include a mix of passive and active investment opportunities across asset classes and are aimed at D2C and workplace pension clients.

Santander acquires Tresmares Capital to boost growth in alternative asset management

The platform's CEO, Borja Oyarzábal, will continue to lead the project, which aims to reach more than €8 billion in investment commitments in five years, with plans to expand in Europe.

Suva Achieves Above-Average Performance

After an already positive investment year in 2023, Swiss Accident Insurance Suva increased its investment result again last year.

Smoothed funds are ‘failing advisers’ by not appearing on platforms

If we can’t get those two things together, then we will be failing the adviser and their businesses.

Property transactions rise 14% YoY as sales pushed through ahead of stamp duty increase

The stamp duty threshold for existing buyers is set to halve from £250,000 to £125,000 in April and will result in an additional tax charge of up to £2,500.

Aegon launches new offshore bond provider partnership to enhance financial planning solutions

The addition of offshore bond provider partnerships allows advisers to provide robust tax efficient solutions they can use with their clients.

Infrastructure leads alternatives as private equity lags

The Preqin report compared private asset classes with their public market counterparts, offering insights into future return prospects.

Global investors bullish on fixed income hedge funds

Fixed income hedge funds have gained prominence among institutional investors, with 60% currently invested in hedge funds and 84% allocating to fixed-income strategies

IQ-EQ awarded ‘Compliance Service of the Year: Fund Domicile’ in 2025 Private Equity Wire European Awards

IQ-EQ was proud to be among the leaders recognised for driving innovation, transformation and growth across the private markets.

Money Marketing Awards 2025: Best Investment Advice Firm

A key category, Best Investment Advice Firm, honours UK financial advice firms that have demonstrated excellence in investment advice and management services.

Alternative Investments