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

Increasing retail client exposure to private capital investing

Across the United States and Europe, investment management firms can unlock growth by connecting retail investors to private assets through existing product structures

Marlborough launches bespoke personal portfolio service for advisers’ HNW clients

It has been developed by Edward Kennedy, who joined Marlborough in June 2024

European equity ETF flows soar as fixed income plummets

March saw a boost for areas such as German small and mid-caps and defence ETFs, while fixed income faced a widespread retreat.

Five financial planning firms achieve chartered status

Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.

ASML disappoints with order book as Nvidia takes a hit

The share price has derated of late and given this uncertainty this is understandable, but with the guidance in place it is difficult to assess if ASML looks cheap or expensive right now.

Euro area monthly balance of payments: February 2025

In portfolio investment, euro area residents’ net purchases of non-euro area equity increased to €199 billion in the 12 months to February 2025, up from €73 billion one year earlier.

HALO Invest unveils investment research tool

HALO Global offers the chance to explore more than 35,000 companies and “empowers people to make well-informed investment decisions”.

Information supplied to investors to be simplified under plans to boost investment

The FCA said in its first CCI consultation that it would follow up on draft rules about consequential changes to other Handbook materials and draft transitional provisions or amendments to the transaction costs.

Impact investing in private markets is on the rise but beware ‘impact-washing’

Bfinance's Sarita Gosrani considers the implementation aspects of impact investing in private equity, private debt and VC

Zurich joins CIExpert Income Protection Insight Zone

CIExpert’s Income Protection Insight Zone offers advisers a ‘birds-eye’ view of all policy options.

Reassured taps into behavioural science to boost customer experience

The broker said invaluable insights from the research have been fed into the second phase, which is a review of all post-sale communication.

MicroBank contributes to the creation of 32,245 direct jobs in 2024 in Spain through support for entrepreneurs, 13% more

The same report indicates that the prospects are optimistic for 46% of employers, as they plan to increase their number of workers throughout 2025.

Vincentian Diaspora Embraces Investment Opportunities in SVG

Vincentians In The UK Pleased With Invest SVG Outreach Programme

Söderberg & Partners invests in four IFA firms

This firm advises on over £775mn of clients assets and has over 70 employee owners.

CII awards chartered status to six firms

“We look forward to working alongside these firms to deliver excellent client service.”

Seven Q1 acquisitions ‘and more in the pipeline’ for Corbel Partners

Its goal of having 250 advisers by the end of 2026

TSC Real Estate advises Threestones Capital Eurocare IV Fund on the acquisition of the Timmendorfer Strand senior residence

The property, with 154 apartments and 24 additional day care places, is located in an excellent location within Timmendorf near Lübeck.

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