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

Europe is a strategic asset class, says CEO of MFG Consultants

European residency has evolved from a lifestyle choice into a strategic tool for diversification, tax planning, and long-term family mobility.

Member states split over EU retail strategy

These included adjustments to the rules on inducements, changes to the “value for money” framework and measures aimed at avoiding additional bureaucracy.

Pictet Alternative Advisors and Stoneweg add another high-quality asset to their Dutch Logistics Platform “AXIS”

The asset is located at the Aviation Valley in Maastricht – a prime location next to the airport and along the A2 highway, providing excellent connectivity.

Capitalising on Europe’s Strengths

Notably, 90 percent of EU companies have made significant investments in the green transition, positioning Europe as a leader in sustainability.

Schonfeld plans Zurich hedge fund base

The firm has recruited former Millennium Management portfolio managers Yohan Hwang and Pierre Kling for the Swiss office.

Hargreaves Lansdown offers fee-free access to SpaceX IPO

The Elon Musk-owned aerospace giant is listing on the NASDAQ stock exchange, making this a rare opportunity for British retail investors to access a high-profile overseas flotation.

Bond, mixed funds lead UK inflows

Mixed-asset funds gained £2.72bn during the month, suggesting investors favoured diversified portfolios that can provide both income and exposure to multiple asset classes.

Unlocking European markets: a more efficient route into Europe for mid-sized UK investors

For mid-sized UK institutional investors, access to European markets is no longer constrained by opportunity, but by execution.

British Friendly launches immediate needs annuity for long-term care

The mutual’s annuity proposition provides guaranteed monthly care payments for life, paid directly to UK-registered care providers.

Liquidity is the order of the day

Matt Pells, transfer agency head of product, Bravura Solutions, comments on recent market turmoil emphasising the critical importance of robust liquidity and order management

British Business Bank commits £100m to Oxford Quantum Circuits

The British Business Bank invested £7m in OQC’s Series A round in 2022 and has since supported its growth as the company has scaled.

Putting bonds back to work

Higher yields have revived interest in fixed income, but investors remain divided over whether inflation or slowing growth poses the greater risk to portfolios

AJ Bell cuts MPS fee by 20% as assets near £10bn

The firm’s Money Market MPS will continue to carry no annual management charge, while its Gilt MPS range will remain priced at 0.10% a year.

UK savers plough £12bn into ISAs in April, while net mortgage borrowing drops to £4.4bn

Meanwhile, reliance on consumer credit remained broadly steady, with net borrowing of £1.9 billion in line with the previous six-month average.

Patrimonium strengthens its position in the Swiss and German real estate markets through the acquisition of Sustainable Real Estate AG

The company is authorized by FINMA as a manager of collective assets and offers comprehensive real estate services to pension funds and institutional clients.

Alternative Investments