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

HL adds the Ninety One Diversified Income fund to the Wealth Shortlist

This fund is focused on investing for income, while trying to provide some shelter during wider market falls.

Institutions moving to active ETFs in Europe: Carne Group

Carne Group believes the European active ETF sector will see accelerated growth due to improved market efficiency – driven by an evolving regulatory environment, investor demand and more product launches and managers entering the sector.

'We've hit peak MPS' claims fund manager

Tyndall Partnerships aims to provide tailored investment solutions for advisers

Quayside, Fintova Partners Boost EU Market Access for US Asset Managers

The collaboration is designed for managers aiming to expand their reach into the lucrative EU markets, all while ensuring full guidance, oversight, and compliance with the UCITS and AIFM directives.

Walkers to be headline partner at HFM European Operational Leaders Summit 2024

In April, Walkers were delighted to be named Best Offshore Law Firm at the With Intelligence HFM European Services Awards.

SEI Surpasses $1.5 Trillion in Alternative Assets Under Administration

Our decades-long growth and success reflect our unwavering commitment to delivering expertise, stability, and next-gen solutions to our clients worldwide.

Hoxton Wealth introduces long-term incentive plan to reward all employees

The company currently employs more than 260 staff in UAE, UK, US, Australia, South Africa, Europe

How secondaries are transforming private equity

Initially driven by the need for short-term liquidity and portfolio rebalancing, the secondaries market has since expanded and evolved.

Twenty7tec secures £16.5m PE backing to drive UK expansion

Its platform aims to streamline the entire mortgage journey, from initial product search and sourcing through to application submission and completion.

AXA IM Alts buys European PE, debt firm CAPZA

Formed in 2004, CAPZA’s €9.0bn AUM platform focuses on mid-market corporates across private debt and private equity in EMEA

UK-managed portfolios sector slows as passive investments rise: Morningstar

Additionally, the number of truly active portfolios is likely even lower, with many still incorporating passive elements through index funds.

Norway Wealth Fund Voices Concern Over ‘Fragmentation’ of ESG

ISSB has now finalized the first two of several planned sets of ESG disclosure standards, namely information relating to general sustainability and the climate.

ABN Amro Investment Solutions expands US equity offering for European investors

The strategy emphasises innovation and long-term secular trends, with around 40 well-researched holdings.

US Investment Manager Expands Presence in Zurich

The expansion of the office and team underscores the importance of the Swiss market to Federated Hermes

Institutional investors edge back into risk despite volatile August

However, as the market re-priced the Federal Reserve’s expected rate-cutting cycle, risky assets quickly recovered their losses.

AllianzGI’s Impact Private Credit strategy reaches EUR560mn total commitments at first closing

With these commitments, IPC has rapidly reached more than half of its target size.

Ward Sexton and Dan Crowe Named to Euro Stars 2024

This accolade is a testament to Ward and Dan’s expertise

Large alts manager opens first Swiss office

Oaktree Capital Management said Zurich has been an important region for the company for many years.

Fund selectors 'excited' by Europe-first CLO ETF

FAAA captures euro-denominated AAA-rated CLOs, which are bundles of non-investment grade loans, often first lien bank loans to businesses or private equity borrowers

Significant expansion of European Fund Classification system: EFAMA

The vast majority of European funds now have an EFC classification, EFAMA writes.

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