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

Pension transfer times fall as volumes increase

This relates to a company’s performance when they have more control over the process for straightforward pension assets moving away from their business.

New financial education platform aims to tackle ‘advice gap’

Less than 10% of people in the UK currently have a financial adviser, according to Lewis.

ICG expands its offering to Swiss clients with opening of Zurich Office

The office opening coincides with the appointment of Jürg Rimle as a Managing Director within its Client Solutions Group

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

Brickwood Asset Management launches first fund for Whitmore and Murphy

TM Brickwood UK Value will be benchmarked against the FTSE All-Share index

Catalio Capital Management and IAM Investments launch new fund

The fund is also aligned with Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR) framework, designed to enhance transparency by harmonizing sustainability related reporting across funds.

Amundi and State Street surge in ETF Issuer Power Rankings 2024

LGIM and Ossiam both fell over 10 positions year-on-year

Private equity surges in security and defence sectors

The growing demand for advanced security solutions is reshaping the market and attracting more private equity interest, according to the researchers.

Hedge funds start 2025 strong with 4% returns

Performance was driven by larger hedge funds, with funds over $3 billion in AUA posting 5.2% returns, while those in the $1 billion-$3 billion category returned 1.5%.

Royal London tops list of Defaqto’s top 10 personal pension plans

At the top of the table sits the Royal London’s Pension Portfolio PPP, featuring in one in three recommendations.

Evenlode Investment CFO Amanda Sullivan passes away

She joined Evenlode in 2017 after previously working as chief financial officer for Wise Investment

Kepler Cheuvreux and Unigestion form CHF 2.8bn fund firm

Kepler Cheuvreux Unigestion Equities specialises in quantitative strategies for public equities.

CS pension fund project has one less problem

Last year, after a long tug-of-war, the administrative court revoked the building permit.

Amundi floats 11 ETFs in London

The newly-admitted ETFs will bring the total number of Amundi ETFs available on the LSE to 272.

NextGen ties up with Kinder Institute to bring life planning to advice profession

Through the partnership the firms will create a dedicated Kinder Institute UK hub within the NextGen Planners online community.

Sustainability makes headway in FE’s 2025 Alpha Manager ratings

Global managers continue to dominate ratings

National Wealth Fund makes first investment in Scotland

Scottish Secretary welcomes £43.5m boost for sustainable packaging firm that will encourage growth, creating jobs and prosperity

Zurich posts record earnings, strong delivery sets the pace for new plan, raises dividend

This strong set of results together with Zurich’s track record of consistent delivery position the company strongly at the beginning of the new three-year cycle.

The AMF publishes the findings of its thematic inspections of asset management companies’ monitoring of fund investment ratios, compensation and claims

These ratios, which must be complied with at all times, may be financial or non-financial in nature.

National Friendly reports rise in income protection sales

National Friendly also reported a 12% increase in new business annual premium equivalent over the year, reflecting its continued success in delivering valuable protection solutions.

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