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

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.

UK now third most attractive clean energy investment market

Several policy decisions and major moves in the private sector contributed to the UK’s increase in attractiveness, the report states.

Advent International raises $25bn for latest buyout fund

It is one of the largest private equity funds ever raised.

LPA Announces its US expansion plan

LPA expanded rapidly following its investment by New York and London based Motive Partners in 2018 a leading specialist private equity firm focused on financial technology.

Number of Guernsey-domiciled funds highest in a decade

There is also an increase in value, with the net asset value (NAV) of funds rising by £6 billion (2%) over the quarter, leading to a £45.9 billion improvement over 12 months.

Why Numen Capital’s CIO is shorting German bunds

Russia’s invasion of Ukraine has made Citywire AA-rated Filippo Lanza convinced that German govvies are overvalued.

Morningstar: European equity funds return to positive territory in April

€1.3bn into equity funds

Conservative investing stands the test of time

Conservative investing (also termed defensive or low-risk investing) is all about winning by losing less.

Allica set for profitability this year after loan book swells to £560m

Growth at the firm has been supercharged by a £110m November funding round led by Atalaya Capital Management, with bosses now eyeing up another growth push this year.

Fund managers double down on defensive positions as inflation soars

The surge in cash allocation comes after a tumultuous period which has seen tech titans and growth stocks shed value.

Tavistock acquires asset allocation research firm for £3mn

Half the purchase price will be paid on completion and the remaining £1.5mn paid on November 30 this year.

Capital Group’s €8bn European bank sell-off was driven by single fund manager

Nick Grace sold large stakes in lenders after Russia invaded Ukraine

Global markets bounce back

Persistent rising inflation, higher interest rates, war and now recession fears; it’s no wonder that sentiment has been very weak.

Has recent volatility forced markets from hedging mode to liquidation mode?; the unusual 5-week selloff of both Treasuries and the S&P 500; and the trials of being a central banker in a time of stagflation.

Former Carmignac bond star to launch startup venture

Fixed income specialist has incorporated a Paris-based business designed to invest in fledgling companies, Citywire Selector understands.

Zurich to sell Russian business to local team and exit market

The sale of Joint Stock Company Insurance Company "Zurich" (Zurich Russia) is subject to approval of the relevant regulatory authorities.

Privium Fund Management Sees AuM Cross The USD 4 Billion Mark, Despite Market Turbulence

Privium manages a wide range alternative investment funds and managed accounts strategies like: long-only equity, sustainable investments, impact loans, private equity, hedge funds, fund of (hedge) funds and private debt.

Markets are a voting machine, investing is a weighing machine

Weighing up the long view has never been more important as turbulence continues to hit markets, says multi-asset investor Colin Graham.

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