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

Scottish Widows Platform adds new software to simplify adviser reporting

This update is the latest in a series of integrations undertaken by Scottish Widows Platform this year.

S64 to deliver integrated alternative investment platform to AlTi Tiedemann Global

The firm currently manages or advises on circa $77 billion in combined assets and has an expansive network with approximately 400 professionals.

What Scott Bessent’s Appointment Means for Institutional Investors

The fund manager and former Soros CIO, set to be nominated as secretary of the treasury, has stated his intent to spur growth through deregulation and energy production.

Everest Insurance expands into Italy

In Italy, Everest will trade as Everest Insurance (Ireland) DAC, Succursale Italiana after receiving regulatory approval.

M&G completes the market’s first Bulk Purchase Annuity transaction that shares value with a Corporate Sponsor

M&G’s newly launched Value Share BPA proposition is an innovative alternative to a traditional buy-in.

UK investment sector sees progress in DEI data

Leadership accountability for EDI strategies has strengthened, with 66% of firms identifying CEOs and executive leadership as responsible for EDI initiatives.

Hargreaves Lansdown introduces VCT service

A new online VCT service is launched by Hargreaves Lansdown.

GBAM Boutiques Launch Video Series Revealing the Secrets To Outperformance Versus Larger Funds

The factors were outlined for GBAM in a study and paper by Professor Andrew Clare

BW reveals 10% revenue rise reflecting sustained growth

It follows our reaffirmed commitment to make every decision with the wellbeing of people, clients and communities in mind, as we foster a human-centred approach.

Defaqto unveils research tool for asset managers

The Engage Insights platform provides comprehensive intelligence of the whole market in one place.

Geneva stuctured products specialist rebrands

Atlantic Derivatives unveils its new name, Altitude Investment Solutions.

Unbiased founder named Great British Entrepreneur of the Year

Barrett also secured the Equity-Backed Entrepreneur of the Year award, celebrating her resilience and the significant impact of Unbiased in the financial advice sector.

Job hoppers save £15k more in their pensions

Job hoppers were more likely to have multiple pension pots

Evelyn Partners Bristol team advises Scholarcy on sale to Texthelp

The acquisition marks a significant step towards fulfilling Texthelp’s vision of improving the literacy and understanding of 1 billion people by 2030.

PP Investment Awards 2024: The winners

Awards recognise asset managers over a broad range of specialisms

Pensioners urged to apply for pension credit as winter fuel payment cutoff nears

FOI data reveals DWP spent £250,000 on pension credit advertising since winter fuel payment changes

Artisan du Luxe Financier: MONTERRA at the service of wealth management excellence

Founded by Stéphane Desvernay and three partners, this Monegasque asset management company meets the expectations of an ultra-demanding clientele.

Zurich raises the bar with highest targets ever

Over the years, Zurich has grown into a business serving 75 million customers.

German SME financing advisor opens Zurich office

From Zurich, companies throughout Switzerland will be offered “locally anchored and at the same time internationally experienced M&A advice on an equal footing”.

Cash buyers offered discounts as high as £86,000 so sellers can secure a smoother sale

On average, the asking price of these properties comes in at £257,513, a discount of 17% or £52,059, compared to the wider sold price across England.

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