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

Pacific Asset Management and Fidelius Group announce major strategic partnership

The deal represents the largest undertaken by Pacific Asset Management to-date. Fidelius Group, headquartered in Bath, advises on £1.5bn of assets.

Aberdeen Standard Investment Launches Global Small - Cap Fund In Australia

Offers access to high-growth global opportunities, portfolio diversification

KBI Global Investors responds to IIGCC/PRI/CDP Open Letter on delivering sustainable recovery from COVID-19

The European Union is now beginning to consider economic recovery measures to address the acute shock and impacts of the COVID-19 pandemic.

Fairtree Asset Management launches global real estate UCITS fund

The investment objective of the fund is to provide investors with capital appreciation over the medium to long- term with exposure to international real estate assets.

Sterling Investments renames flagship fund; removes entry fee and dual pricing

Overhaul part of plans to broaden investor appeal

Insight Investment introduces new ESG risk rating for fixed income investors

It aggregates and assesses external data against a set of 29 ESG risks, creating a bank of information for Insight's team of 47 credit analysts to review while forming their qualitative evaluations.

Finastra Brings Investment Management Solution to China

China’s regulators have taken numerous steps in recent years to open up the asset management industry to international participation.

CLIG to merge with US-based Karpus Management

The directors also said they believed the addition of KMI would reinforce CLIG’s presence in the United States

EBRD promotes SMEs’ access to capital markets in Greece

The EBRD has so far supported over 75 SMEs in Greece with advisory services.

‘Alternative lenders’ will play a pivotal role in post-COVID development finance market: Hilltop Credit Partners

The determining factors involved are the natural risk associated with development finance where the exit dates and values are uncertain

Millions unlocked as adviser buys client book of failed DFM

Furthermore, client trading will be aided by ITI’s transparent robo-advisory and discretionary services, which are facilitated by cutting edge fintech, and high-end artificial intelligence and machine-learning technologies.

Decision of the Board of Directors in respect of AXA’s dividend proposal for 2019

In the event that the Board decides to propose an additional payment, the proposal would then be subject to approval by shareholders at an adhoc General Meeting.

Fight and be bold: the Private Equity mantra in overcoming the coronavirus crisis

“Putting money to work during market downturns produces higher returns on average.”

Investment Association: Recognise distinction between ETFs and other ETP structures

“It is important that these distinctions be recognised.”

Fidelity International Launches New Sustainable ETFs

Three actively managed ESG ETFs: Global, US and Europe

ESG: Major UK beneficial owner publishes sector-exclusion list

This, it explains, is to allow new processes to be introduced to change the way that its money is invested.

Schroders firm acquires majority stake in UK financial planner

Deal will expand the subsidiary’s footprint in the south of England

Manulife Investment Management Registers Funds in the Nordics

The majority of the funds are available in both USD and Euro.

PraxisIFM supports launch of the only Fund IPO on the LSE this year

To date, NAVF is the only Fund IPO to have listed on the London Stock Exchange in 2020.

Pandemic undermines viability of Carbon Intensive & Transport Infrastructure as Long-Term Investments and rocks Investor Confidence - in contrast to Water, Food and Clean Energy

For listed infrastructure investments the impact of these events was immediate given the marked-to-market function of the asset class.

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