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

PFS attracts 500 new members in nine months through talent drive

The programme has resonated strongly with younger entrants, with around three-quarters of new members aged 30 or under.

New Three Seas Initiative partnership to mobilise billions for strategic infrastructure across Central and Eastern Europe

The initiative will mobilize public money for a broad range of infrastructure investment funds operating across the region.

Industry future features in Luxembourg report

Funds Europe attended the ALFI Global AM Conference and sought out Luxembourg industry vox-pops

Copenhagen’s Performativ raises €11.9 million Series A to scale its AI-native wealth management operating system

The company states that it uses embedded AI agents to automate manual processes and improve operational efficiency across the investment lifecycle.

Schroders launches US Equity ETF as UCITS Active ETF range passes $2.8bn AUM

The ETF will see its first listings today on Xetra and Borsa Italiana, followed by further listings on the London Stock Exchange and SIX Swiss Exchange over the coming weeks.

LCP warns against move to ‘mega funds’ in DC workplace pensions

These trustees are of the seven largest master trusts. In most cases, roughly half a dozen people are charged with overseeing the activities of a rapidly growing scheme.

Performativ Raises $14m Series A Led by Large European Financial Infrastructure Provider

Embedded AI agents automate the manual workflows that have defined inefficiency across the industry for decades.

BlackRock launches UK- and Europe-focussed ETFs

This should allow investors to allocate more precisely when targeting either local growth dynamics or global earnings potential.

State Street to Launch Tokenized Fund Servicing from Luxembourg

State Street Investment Management is expected to be an early adopter of the service.

Elliott Management Releases Presentation on Daikin Industries, Ltd.

The presentation described a credible pathway for Daikin to achieve a 14% operating profit margin which, combined with targeted share repurchases, could see the Company's earnings per share more than double.

Pantheon’s infrastructure secondaries fund secures approval

Pantheon said the fund would take a high-conviction approach to portfolio construction while maintaining diversification across geographies and underlying assets, managed by its institutional infrastructure arm.

Brookfield Leans Into UK Pensions To Build Fee Based Insurance Engine

The transaction, which is pending completion, is set to add a sizeable annuity book and pension related assets to Brookfield's insurance platform.

L&G unveils new partnership model which could unlock £9bn of additional annual investment in affordable housing delivery

Partnership RPs are joint ventures between a Housing Association and an institutional investor.

Hedge fund returns turn negative in Q1 despite continued inflows

Losses were concentrated in March, which offset returns achieved in January and February.

Shackleton to create £17.5bn advice firm with Hurst Point deal

This transaction represents Shackleton’s largest acquisition and will create an independent financial planning firm with combined assets under management of £17.5bn.

Fiera Real Estate provides £115 million to refinance One Station Hill, Reading

The facility refinances an existing development loan from BGO and provides additional capital to support the final phase of leasing at the scheme.

Why carbon credits are becoming a major London market line

UK already leads the world in carbon market insurance, but can carriers capture a market that could grow 190-fold by 2025?

Schroders Capital evolves ILS platform with integration of tokenisation capability

This milestone includes the execution of the first real-world collateralised reinsurance transaction through this platform.

AllianceBernstein Launches Active ETF Business in Europe

Three new active fixed income UCITS ETFs mark AB’s entry into the European ETF market

Isa confusion clouds UK’s launch of retail investing campaign

‘Savvy the Squirrel’ initiative comes as investors await clarity on eligibility of products in stocks-and-shares products

Alternative Investments