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

Suntera Global Private Client Expert Awarded Nextgen Leaders Accolade

Nick is skilled in facilitating a wide range of structures

ITERAM Capital Reaches $1 Billion AUM Milestone

As ITERAM continues to expand its AUM, the firm remains focused on its core values of independence, innovation, and integrity.

Inflows into UK funds hit highest levels in three years

Records seen in tracker funds with inflows of £3.8bn in April, topping the previous high of £3bn in November 2020.

Abrdn forms executive sustainability committee

The new committee will unify sustainable leads across investments, platforms and corporate sustainability, ensuring strategic alignment and direction on key sustainability issues.

Invesco and Just Group launch retirement solution for advised clients

It has been introduced to help meet the changing needs of those approaching or already at retirement.

Rodger Kennedy launches outsourced distribution firm

Kelly Prior and Steve Kenny will join him in the new venture

Milecross adds 2,000 clients with acquisition of adviser firm in south east England

This purchase follows the recent acquisition of Dundee-based Osprey Financial Services

FTSE 100 live: Blue-chip likely to gain for third straight day

Asian stock markets rose on Monday as investors anticipated potential interest rate cuts in Europe and Canada, aligning with the global trend of monetary policy easing.

Housing market remains subdued with mortgage approvals flatlining

Given that mortgage rates remain volatile and the economic outlook still unpredictable it is unsurprising that people are less inclined to embark on huge life decisions like buying a house.

Lightrock launches small-cap strategy

The portfolio will include 50-75 stocks, focusing on companies that possess strong fundamentals with solid balance sheets.

Unlocking UK capital, an alternative view

The AIFMD allows EU member states the ability to permit the marketing of non-EU funds in their territory, subject to the fund and its manager complying with a subset of AIFMD’s requirements set out in Art. 42 of the AIFMD.

Financial professionals must be ‘ahead of AI curve’, PFS insists

ChatGPT-4 has only been available for 18 months and Co-Pilot within Microsoft has been on general release for about six months

GenTwo partners with fellow Zurich structured products firm

ISP Group and GenTwo will start their partnership by investing in each other’s infrastructure.

Special Opportunities Reit targets £500m at IPO

Listing will be the first investment trust launch of the year

The EU and Caribbean strengthen their partnership and exchange on investment opportunities at the SIDS Conference

Caribbean countries were able to present their priorities and engage with EU investors.

UK SIPP operator Intelligent Money enters administration

It has entered administration following an upheld complaint regarding some of the investments it allowed within its SIPPs

Aegon launches CPD Hub for advisers

The modules available at launch cover a wide range of topics

Deutsche Bank keeps Legal & General at 'buy' on potential Cala sale

Overall, we see this as a positive, as it should provide optionality for growth and/or one-off capital return.

ASIP ESG reporting guidelines lay obstacle course for Swiss pension funds

ASIP’s standards help pension funds to report on ESG in a standardised way throughout Switzerland, touching on proxy voting and engagement.

Landytech raises £5M for portfolio management platform

Europe's wealth management market is expected to reach a valuation of $53T by 2029.

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