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

Dynamic Planner announces CRM integration with Adviser Cloud

Data is passed between the systems, with Adviser Cloud validating all data, removing the need for rekeying, which minimises manual errors and saves time.

House prices rise again as borrowers enjoy more competitive mortgage options

This reduction in rates has enabled buyers to secure larger mortgages, making previously unaffordable properties more attainable and boosting buyer confidence.

Bestinvest names the funds favoured by its investment research teams as investors load up tax-efficient ISAs and pensions ahead of the Budget

The same funds are used within the wider Evelyn Partners managed client portfolios.

IA sees UK pension reform as a key foundation for better retirement outcomes, with wider measures needed to reboot UK growth

The industry wants to ensure that the UK pensions system is fit for purpose to secure the financial futures of individuals across the UK who will rely on their pensions in later life.

Zurich to present new 3-year plan at Investor Day in November

The new plan will address how to seize them.

LGT Capital Partners completes final close of Crown Global Secondaries VI above target at more than USD 7 billion

The fund received strong support from existing and new investors.

Alternative Investment Funds: positioning France as a central player

This ordinance serves one clear, unambiguous goal: to equip and modernise French law-based structures to match the standards of leading European markets.

HSBC AM’s planned emerging markets bond vehicle gains £100m seed finance

The firm has agreed the launch in partnership with IFC, a member of the World Bank Group, which has proposed a $100 million seed investment in the strategy.

Waystone to support American Century’s first European ETFs

In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.

Quilter appoints Watson & Co to its mortgage network

Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.

TSC Real Estate advises Civitas on the acquisition of the Katharinenhof nursing portfolio and on the conclusion of new leases with Alloheim

TSC Real Estate will also take over the ongoing management of the properties.

British Land makes bold move with £400m Brookfield retail park deal

The parks are currently 'over-rented', meaning that if rents reverted to market prices tomorrow, they would decrease by about 5%.

Raven partners with Aspen to enhance investment portfolio offerings

Through the collaboration, Raven Wealth Planning will integrate the Aspen portfolio range into its full suite of service offerings.

Cross-Border Ambitions: Europe’s Banks Eye Growth Amid M&A Surge

Over the past 12 months, there have been 35 domestic bank consolidations in the UK and euro area, not counting those related to the Russia-Ukraine conflict.

Four out of 10 failing to shop around for annuity deal

Their data shows that it is those securing an annuity at an older age who face a much higher income gap, and are missing out the most.

Explore 1,000 ETFs in Citywire’s revamped funds database

By adding more than 1,000 ETFs to our database of funds available to Swiss investors, Citywire is aiming to make it easier to compare fund and ETF performance.

Germany’s international investment position at the end of 2023

The cross-border transactions recorded in the financial account resulted in net capital exports of €250 billion last year

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice

Strong house price growth in September as mortgage rates stabilise

Fixed-rate and tracker mortgage options continue to present a key decision point for many buyers.

Albion SC partners with P1 Investment Services to launch discretionary service

Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia

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