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

Fund manager discretion is key for the best use of liquidity management tools

While the ESMA proposal is broadly positive, our members feel certain elements risk being too prescriptive.

Top performing private equity-backed businesses leveraging new leadership to propel growth

Sixth LCap Group Leadership Capital report shows the correlation between optimised leadership and financial performance on exit is becoming increasingly evident

Digital threats now as concerning as home burglaries, Allianz Partners survey finds

L&G expands index range with the launch of S&P 500 Equal Weight Index Fund

Targeting investors in UK wholesale markets, the Fund provides clients with equal weight exposure to issuers in the S&P 500.

LGIM’s property fund in sell mode to adopt more liquid model

As the £1.2bn fund focuses nearly half of its assets on Reits to generate more liquidity, many direct property holdings are being sold.

Mediolanum’s investment rethink

Mediolanum now employs 200 staff at its Dublin investment base

Janus Henderson launches active ETF focused on Japanese equities

The move builds on the firm’s successful active ETF offerings in the US, where it is the “fourth-largest provider of actively managed fixed income ETFs”.

Defaqto reveals top 10 recommended MPS investments year to date to end of Q3 2024

The findings are from Defaqto’s whole of market data which includes more than 18,000 funds, and 2,700 DFM MPS portfolios, platforms and products.

Legal & General, Urbo and Sheffield City Council mark successful partnership to regenerate West Bar

Legal & General Chair, Sir John Kingman, and other senior leaders visit West Bar to handover site to Sheffield City Council.

L&G expands fixed income ETF range with the launch of ex-banks corporate bond UCITS ETF

First of its kind ETF focuses on quality, stability, diversification and income.

Advisers’ provider selection significantly changed by value and price

It also shows that adviser recommendations for Vitality products increased quarter-on-quarter.

FTSE slips as Budget fears offset UK retail sales growth

FTSE 100 on back foot as fears over Labour’s ‘painful’ Budget weigh on housebuilders, despite British retail sales growing for third month in a row.

AJ Bell platform business grows as customer numbers rise by 14%

Gross inflows hit £13.1bn, up 41% versus 2023 (£9.3bn), while net inflows hit £6.1bn, up 45% compared to the previous year (£4.2bn).

Baillie Gifford closes healthcare fund after ‘extremely challenging’ period

The Edinburgh fund house is closing its poorly performing Health Innovation fund a mere four years after launch.

Slate Asset Management Expands European Essential Real Estate Platform With Grocery Portfolio Acquisition in Portugal

This acquisition marks Slate’s first investment in Portugal and further increases the Firm’s exposure to high-quality essential real estate assets in Europe.

Europe’s Bank Bailout Era Draws to End With States Selling

The pace of those sales makes Greece an exception, but it isn’t alone in returning banks to investors.

Homes England invests in Schroders Capital’s Real Estate Impact Fund

SCREIF is a real estate focused strategy with the dual aims of delivering a positive social and environmental impact in addition to securing appropriate risk adjusted returns for investors.

Policyholder expectations pose challenges for life insurers at every stage of the customer journey

At the onboarding stage, one-in-three (35%) retail policyholders struggle with complex terms

Chancellor announces new plans to secure UK investment

The British Growth Partnership will allow it to do more by creating a new way for the British Business Bank and institutional investors to invest in innovative companies together.

Carne Group and WTW gain approval for new Private Equity LTAF

The fund across Europe has approximately $850m of client interest to-date.

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