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

S&P confirms Helvetia Baloise rating at A+ with stable outlook

S&P highlights the benefits of the merger, including increased scale, a strengthened market position and broader geographic diversification across Europe.

Sarasin implements custom pass-through voting on State Street ETF holdings

The launch means Sarasin can apply the same stewardship and voting standards to passive holdings as it does across the rest of its portfolios.

CII awards Chartered status to 11 insurance and advice firms

The accreditation recognises firms that demonstrate high professional standards, ethical conduct and a commitment to delivering good customer outcomes.

AJ Bell adds Lombard lending option for advised clients

Borrowers can access up to 50% of their portfolio value, with facilities expected to be available within 48 hours of approval.

Pacific Asset Management to buy 100% of AVI’s share capital

Pacific AM, owned by multi-boutique Pinnacle Investment Management, has entered into a ‘strategic partnership’ with the firm

Nearly half of pensions professionals expect dashboards to be mainly used at key life moments

At the same time, more than three-quarters (76%) expect at least a moderate increase in engagement following launch.

Helios lists T2S Group on the Casablanca Stock Exchange

The capital raise provides liquidity to existing investors and supports the Group's continued growth.

The firm bringing private markets to the people via the ETN wrapper

It is this exact problem a firm called Private Markets Alpha (PM Alpha) is looking to solve. Its surprising solution: the exchange-traded note (ETN) wrapper.

Schroder REIT and LondonMetric reach £404m deal for Picton

Picton shareholders will receive and 0.894 Schroder REIT Shares and 0.190 LondonMetric shares

European ETF assets top €3tn after record first half

Assets under management rose from €2.58tn at the end of 2025 to €3.10tn by the end of June, with market performance contributing €299.5bn and net inflows adding a further €221.7bn.

Cover Genius to accelerate embedded protection across European banking with Friendsurance acquisition

“Friendsurance has spent over a decade building the technology, the deep bank networks, and the institutional compliance required to make that possible.

Aviva secures £300m buy-in with Elementis Group Pension Scheme

The structure of the transaction included a price lock, allowing the Trustee to reduce its credit fund holdings before moving assets into the premium payment portfolio.

PensionBee campaign urges savers to picture a brighter retirement

It asks consumers to imagine the lives they could lead in retirement, including travelling by campervan, pursuing hobbies, gardening and spending more time with family and friends.

Business confidence reached four-month high during July as external environment calmed

The overall business confidence figure is an average of economic optimism and trading outlook.

Sonata One announces Luxembourg office

Next step in growth of private funds clearinghouse

Artillium Real Estate Finance funds Churchill mansion purchase

The purchase was financed at 85% loan-to-value (LTV), with released equity from the refinance covering the deposit and costs.

Pimco launches StocksPlus strategy as Ucits ETF

This seeks to outperform the S&P 500 Index (net of dividend withholding tax) by pairing equity market exposure with actively managed fixed income allocations.

€48m in EU bank funding aims to support 2,900 EVs in Italy, Finland

The project is expected to cut greenhouse gas emissions by about 3,000 tonnes of CO₂ a year compared with a similar fleet of petrol or diesel vehicles, based on EIB estimates.

EQT Real Estate to acquire 14-asset pan-European logistics portfolio for EUR 532 million

The portfolio comprises approximately 457,000 square meters of logistics space across eight assets in the UK, four in Germany and two in France.

2026 Half-Year Results CVC Capital Partners

Strong delivery in H1 2026, well positioned for future growth

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