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

Zurich boutique Twelve Capital to merge with fellow ILS specialist

The combined firm will have offices in Zurich, Munich, London, Tokyo and Bermuda.

VouchedFor helps Radiant Financial Planning meet Consumer Duty requirements

VouchedFor launched Elevation just under three years ago and is now used by more than 7,000 financial advisers.

Pension confidence surges following General Election

Their dominant pension sentiment is now positive, with 41% of respondents feeling this way.

BT set to gain from government policies amid strong earnings growth

The fibre rollout is progressing well, with over 1 million homes passed this quarter, bringing the total to 15 million.

Compass' results highlight attractiveness of outsourcing market as it seizes advantage

The trends that have driven this positivity remain strong for Compass.

MONY Group plc Interim results for the six months ended 30 June 2024

Good trading and strategic achievements with the best ever H1 revenue and EBITDA

Only 6% of IFAs use AI to deliver services to clients, says report

Over a quarter (27%) think AI will have a positive impact on their business.

EdR launches Swiss commercial real estate strategy

The firm wants to reach over CHF 500m within five years and for the strategy to be listed on Six Swiss Exchange.

AMF and Banque de France call for a well-anticipated move to T+1 Settlement Cycle

This shift brings substantial challenges, in particular due to EU market specificities that must be managed smoothly and requires a careful calibration of the timeline.

FE fundinfo Reveals Top Performing Funds and Sectors for H1 2024

There was also strong performance from funds invested in the UK, buoyed by the UK economy’s emergence from recession and positive economic growth.

Funds Europe Awards 2024: Shortlists announced!

Funds Europe’s annual awards for excellence span asset management firms, asset servicing providers, and technology vendors.

MPA Shortlisted in MoneyAge Awards 2024

Now in its 10th year, the MoneyAge Awards celebrates the excellence, innovation, and professionalism in the personal finance sector.

Vitality reports 45% increase in member claims over last five years

The report highlights a shift in the way people use, or expect to use, their cover. Vitality said this is driving the increase members claim.

Pictet Alternative Advisors Acquires Technology Services Group

TSG covers the full range of technology within the Microsoft ecosystem, facilitating companies' transition to cloud-based infrastructure

Sesame Bankhall outlines growth plans, sees advice firms as ‘partner for life’

They’ve been very clear what they want and need us to do.

Almost half of investors predict inflation rising in next six months

This comes as data from the Office for National Statistics revealed UK inflation remained unchanged at 2% in June.

Nick Train’s Lindsell Train Global Equity fund downgraded after years of poor performance

The numbers look even worse over a longer period.

Demand for shorting and hedging is rising among UK retail traders

The study has also revealed that less than one-third of traders are aware of ETPs for shorting stocks, and only 19% have used short or inverse ETPs to benefit from falling share prices.

AJ Bell adds 25,000 platform customers as AUA hits £83bn

The number of advised customers on its platform rose to 168,000, up 7% in the last year and 2% in the quarter.

Grant Thornton explores three-way merger

Accounting firm’s US arm proposes takeover of UK and Irish businesses

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