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

Key figures 1Q 2025

At the end of the first quarter of 2025, the fund's value was 18,526 billion kroner.

Fresh ONS data offers vital insight into Britain's trading relationship with the United States

This data highlights the industries most vulnerable to potential disruptions from tariffs, particularly under the policies of the previous administration.

Advisers warned of critical need for wills and LPAs

Key added this issue is heightened if that product is a lifetime mortgage and if there is a drawdown facility in place.

Scottish Mortgage leads charge in ‘record-breaking’ quarter for trust buybacks

Investment trusts bought back shares at unprecedented levels last quarter, with a 'record-breaking' number of funds doing so in February, according to Winterflood.

IQ-EQ Crossroads 2025 to explore impact of geopolitical changes on private markets

Each year, the event focuses on a theme that reflects the current realities and challenges of the time, fostering insightful discussions and innovative solutions.

Shifting sands of global trade: Private markets in 2025

And it’s not just a U.S. phenomenon; if you look at global geopolitics, we’re seeing multiple European countries embrace stronger national economic policies.

AJ Bell platform business sees ‘record’ AUA and increases number of advised clients

Therefore, total customer numbers increased by 32,000 in Q1 to 593,000, up 18% in the last year and 6% in the quarter.

Pictet alts co-chief: European real estate to benefit from tariff uncertainty

Zsolt Kohalmi says that it will be a wake-up call for Europe, which should see an increase in capital inflows, despite the short-term pain.

Ex-Swiss Re executive pulls plug on insurance startup

Alpine Re recruited a set of experienced insurance specialists but there was not enough investor appetite, according to CEO Steve Arora.

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.

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