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

Impax posts £2.5mn inflows despite challenging markets

“This has led to strong performance, for example, in the fossil fuel energy sector, to which Impax strategies typically have no exposure.”

Schroder Real Estate Investment buys GBP14.7 million mixed-use asset

The company added that average rent is GBP18.65 per square foot, however it believes that it has the potential to increase rental levels through "refurbishment and improving sustainability performance."

ZEDRA continues to build pension services offering in the UK

Add to this the pressure being applied by the Department for Work and Pensions and The Pension Regulator

New cost model floated to ensure longevity of manager ESG efforts

The rest of the management fee would be paid on fluctuating assets under management, as is the case currently.

7IM coughs up £4m to compensate for losses in dual fund wind-up

£33m 7IM Absolute Return Portfolio and £20m Income Portfolio had hefty exposure to defunct Guernsey bond fund

Market Pulse: a slowdown, not a recession

Brian Flavin is a highly experienced equities analyst with an eye for matching market trends to investment opportunities.

Positive outlook for European bank bonds

European banks are entering the slowdown with healthy capital buffers. We would argue that they’re in a position to benefit from the rising rates environment.

Zurich impact investment firm launches PE finance inclusion fund

It invests in companies active in microfinance, small and medium enterprise financing, micro-insurance and technology.

Lumo intraday momentum strategy joins Falcon Investment Management multi-manager hedge fund platform

Providing access to full compliance and risk monitoring services, the platform provides a full turnkey solution to investors and investment managers alike.

Progeny buys southern IFA Coll Perkins

Progeny chief executive Neil Moles said Coll Perkins will bring “new skills and expertise into the mix”.

Small buy-to-let investors at risk of ‘inadequate’ insurance

Due to the high level of claims, Kandemir also noted that most buy-to-let building and content insurance policies tend to be more expensive than residential insurance policies.

Nuveen gets initial €150m for pan-European real estate debt strategy

The retrenchment of traditional bank lenders and the impact of the coronavirus pandemic has created a significant opportunity for non-bank lenders to enter the European real estate debt market and grow its market share.

Pension savers struggle to consolidate pots

Among the over-55s, only 17 per cent have consolidated funds while 5 per cent have tried and failed.

‘Absolute transparency’ needed on private market fees, BlackRock says

Fund manager seeks to improve disclosures to pension clients as UK pushes for shift into unlisted assets

Yealand Administration and Carvetian Capital Management consolidate to form Yealand Fund Services

The new approach was adopted following research among clients and sponsors

Singapore’s sovereign wealth fund swoops for £3.3bn UK student housing deal

Transaction signals confidence in UK rental market despite gloomy economic outlook

Global Investor Confidence Sees an Increase of 4.8 Points in May to 97.1

The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.

Swiss boutique launches credit fund for head of EM debt

Zurich-based asset manager launches fund focused on high yield issuers.

AJ Bell Youinvest Reduces and Simplifies Charges for Customers

The bands for the annual platform charge on funds are being simplified and lowered as per the table below, meaning no platform charge will be levied on fund holdings above £500,000.

Guest Post: The importance of ‘utility’ within distribution to meet investor needs

To achieve success, fund managers must understand the importance of ‘utility’ in investors’ decision-making.

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