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

Allianz UK and LV= announce new long-term partnership

The agreement with LV= is an important step in Allianz’s strategy to continue growing its presence in the UK retail insurance sector using a multi-partner distribution strategy.

Clifton Wealth Partnership completes acquisition of Hertfordshire-based firm

The firm is led by Adrian Duke-Cohan, who has spent close to four decades in financial services.

Jefferies turns cautious on UK insurers with Aviva, Legal & General downgrades

On Aviva, Jefferies analysts said the stock’s rating now “fairly reflects” its transformed business profile following the acquisition of Direct Line

SEB’s results for the first quarter 2026

The first quarter was marked by geopolitical tensions, leading to higher energy prices and a weaker global growth outlook.

Ad hoc announcement Item 16 KR: Michel Kade newer Admicasa CEO

The acquisition of kade & partner ag enables the financial and real estate services provider Admicasa to significantly expand its expertise and seamlessly extend its range of services.

ECB recap: between rising inflation risks and a slowing economy

On a broader note, the oil price is upbeat due to the prolonged closure of the Strait of Hormuz, a vital passage to almost 20% of global energy supply.

Ireland’s ETF evolution

Roundtable hosted by Funds Europe in Dublin highlights how the ETF wrapper is supporting the development of an investment culture

Nordea Awarded €1 Billion ESG-Focused Covered Bond Mandate by ABN AMRO

The strategy is classified as Article 8 under the EU’s SFDR regulation, and will be managed by Nordea AM’s Fixed Income Rates Team.

How will the concept of portfolio diversification change in 2026?

The new logic of diversification in a stressful market

PFS attracts 500 new members in nine months through talent drive

The programme has resonated strongly with younger entrants, with around three-quarters of new members aged 30 or under.

New Three Seas Initiative partnership to mobilise billions for strategic infrastructure across Central and Eastern Europe

The initiative will mobilize public money for a broad range of infrastructure investment funds operating across the region.

Industry future features in Luxembourg report

Funds Europe attended the ALFI Global AM Conference and sought out Luxembourg industry vox-pops

Copenhagen’s Performativ raises €11.9 million Series A to scale its AI-native wealth management operating system

The company states that it uses embedded AI agents to automate manual processes and improve operational efficiency across the investment lifecycle.

Schroders launches US Equity ETF as UCITS Active ETF range passes $2.8bn AUM

The ETF will see its first listings today on Xetra and Borsa Italiana, followed by further listings on the London Stock Exchange and SIX Swiss Exchange over the coming weeks.

LCP warns against move to ‘mega funds’ in DC workplace pensions

These trustees are of the seven largest master trusts. In most cases, roughly half a dozen people are charged with overseeing the activities of a rapidly growing scheme.

Performativ Raises $14m Series A Led by Large European Financial Infrastructure Provider

Embedded AI agents automate the manual workflows that have defined inefficiency across the industry for decades.

BlackRock launches UK- and Europe-focussed ETFs

This should allow investors to allocate more precisely when targeting either local growth dynamics or global earnings potential.

State Street to Launch Tokenized Fund Servicing from Luxembourg

State Street Investment Management is expected to be an early adopter of the service.

Elliott Management Releases Presentation on Daikin Industries, Ltd.

The presentation described a credible pathway for Daikin to achieve a 14% operating profit margin which, combined with targeted share repurchases, could see the Company's earnings per share more than double.

Pantheon’s infrastructure secondaries fund secures approval

Pantheon said the fund would take a high-conviction approach to portfolio construction while maintaining diversification across geographies and underlying assets, managed by its institutional infrastructure arm.

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