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

MPA Financial Management partners with Sarasin & Partners to create model portfolios

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

Coller Capital’s 41st Global Private Capital Barometer, Winter 2024-25

The Barometer explores the current dynamics of private markets, examining private market trends, the competitive landscape and how LPs are navigating the evolving environment amid an improving macroeconomic backdrop.

National advice firm Milecross makes fourth acquisition of 2024

The team of seven, including four advisers and three administrative staff, will all join Milecross.

Insurers must better engage with advisers on protection products, survey finds

An additional 21% stated they would be more inclined to do so if they had access to the right tools and resources.

Waystone’s UK ACD surpasses £100bn in AUM

This is reflected in Waystone’s expanding client base.

New Consumer Duty tool launched to help advisers ‘stay one step ahead’

There is expected to be an increased focus on key aspects of the Duty during the first quarter of 2025.

Wealth is not all: how gentrification in Zurich has led to housing shortage

Even one of the richest cities in the world is at pains to deal with its housing crisis, a common problem of practically all metropolises.

Banking group will lend more to buyers of homes with best EPCs

This change has been informed by detailed analysis of EPC ratings, energy transaction and mortgage data.

Skerritts expands UK footprint with four acquisitions and launches new brand, Shackleton

Headquartered in London, Shackleton will operate as a single, nationwide financial advice firm, with 17 offices in major cities and towns across the UK.

Exploring the role of alternatives in a multi-asset portfolio

James Giblin echoed this sentiment, adding that while many managers still heavily concentrate on traditional asset classes, there are missed opportunities in the realm of alternatives.

Tavistock eyes acquisitions as it switches focus to asset management

The total payment for this deal is expected to be linked to its financial performance over the next five years

Advisers ‘not doing enough’ to attract next generation of clients

While this is marginally down from the 63% seen in November 2023

Aviva agrees to buy Direct Line in £3.6bn deal

The deal sees 129.7 pence per Direct Line share in cash

St James’s Place rejoins FTSE 100

It recently hit the headlines having elected to wind down £1.8bn of property funds

Average house price rises to record level as mortgage pressures ease

This increase follows a period of market stagnation and reflects a rebound in buyer activity, which has been supported by declining mortgage rates and greater market stability.

Stifel downgrades Scottish Mortgage over 2025 growth concerns

Analyst Iain Scouller drops his positive rating for the Baillie Gifford flagship after its post-US election rally, believing many of its growth stocks are priced for perfection.

Tavistock eyes major partnerships in push to be like Hargreaves Lansdown

Tavistock CEO Brian Raven says he wants to build an investment business like the direct to consumer giant as the firm discusses potential future buys.

Equities bear the brunt of anticipated Budget tax rises in October outflows - IA monthly retail stats release

All asset classes saw outflows, with equity funds bearing the brunt with £4.2 billion in outflows.

AIFMD 2: What impact will the EU’s harmonised loan origination rules have on the private credit sector?

AIFMD 2 is likely to have a significant impact on direct lending in Europe

The EBA amends the supervisory reporting framework for investment firms

Following the amendments introduced in the CRR3, it was necessary to update the references included in the ITS for reporting of investment firms.

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