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

EdR launches Swiss commercial real estate strategy

The firm wants to reach over CHF 500m within five years and for the strategy to be listed on Six Swiss Exchange.

AMF and Banque de France call for a well-anticipated move to T+1 Settlement Cycle

This shift brings substantial challenges, in particular due to EU market specificities that must be managed smoothly and requires a careful calibration of the timeline.

FE fundinfo Reveals Top Performing Funds and Sectors for H1 2024

There was also strong performance from funds invested in the UK, buoyed by the UK economy’s emergence from recession and positive economic growth.

Funds Europe Awards 2024: Shortlists announced!

Funds Europe’s annual awards for excellence span asset management firms, asset servicing providers, and technology vendors.

MPA Shortlisted in MoneyAge Awards 2024

Now in its 10th year, the MoneyAge Awards celebrates the excellence, innovation, and professionalism in the personal finance sector.

Vitality reports 45% increase in member claims over last five years

The report highlights a shift in the way people use, or expect to use, their cover. Vitality said this is driving the increase members claim.

Pictet Alternative Advisors Acquires Technology Services Group

TSG covers the full range of technology within the Microsoft ecosystem, facilitating companies' transition to cloud-based infrastructure

Sesame Bankhall outlines growth plans, sees advice firms as ‘partner for life’

They’ve been very clear what they want and need us to do.

Almost half of investors predict inflation rising in next six months

This comes as data from the Office for National Statistics revealed UK inflation remained unchanged at 2% in June.

Nick Train’s Lindsell Train Global Equity fund downgraded after years of poor performance

The numbers look even worse over a longer period.

Demand for shorting and hedging is rising among UK retail traders

The study has also revealed that less than one-third of traders are aware of ETPs for shorting stocks, and only 19% have used short or inverse ETPs to benefit from falling share prices.

AJ Bell adds 25,000 platform customers as AUA hits £83bn

The number of advised customers on its platform rose to 168,000, up 7% in the last year and 2% in the quarter.

Grant Thornton explores three-way merger

Accounting firm’s US arm proposes takeover of UK and Irish businesses

Defaqto acquires fund ratings firm RSMR

This deal will extend access to Fintel’s adviser client base and draw on resources from across Fintel PLC to accelerate distribution of RSMR’s proposition.

Transact reports strong flows amid board changes

The update, by parent company IntegraFin Holdings plc (IHP), covers performance for the three months ended 30 June 2024.

Wren Sterling acquires financial planning division of Howe Maxted Group

Wren Sterling now operates from 14 offices covering 12 locations across the UK with other deals at advanced stages, which will further grow its network.

Pension Buy-Ins and Illiquid Assets

Buy-ins provide a valuable risk transfer mechanism, allowing pension schemes to secure their financial position and protect members’ benefits.

AJ Bell urges chancellor to merge Isas to boost investing

This would incorporate cash Isas, stocks and shares Isas, junior Isas and innovative finance Isas.

TILLIT adds five new funds to platform

The TILLIT Investment Committee has confirmed and onboarded five new funds to the TILLIT Universe.

Disused Lloyds office sites to be converted into social housing

Bank launches project by selling Pudsey site as CEO says Labour’s commitment to sector is ‘clearer’ than last government’s

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