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

Bain & Company with larger French head office for longer period in Espace Kléber, Paris

Completed in 1999, the property has been in the Hausinvest portfolio since 2009

AXA IM continues its initiatives to test blockchain technology as part of ECB’s exploratory work on central bank money settlement

The first experiment involved a €3 million investment by AXA IM, on behalf of AXA France, into a digital sovereign bond issued by the Republic of Slovenia.

AI and Interest Rates: UK Fund Managers' 2025 Market Calls

We reveal what is on the professionals' agendas for the new year.

Zara owner Inditex posts rare miss on Q3 sales and slow start to festive period

The retailer’s Q3 sales were up 11% at constant currency, compared to the 12% that had been anticipated.

Emerging trends in structured finance and asset-backed securities

Innovations in fintech are optimising loan servicing, making it possible to deliver more efficient service and enhancing portfolio performance.

Natixis chief sees sustained super-cycle in private market investing

Private assets are becoming more accessible for retail investors, with this among the factors driving their growth

MPA Financial Management partners with Sarasin & Partners to create model portfolios

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

Coller Capital’s 41st Global Private Capital Barometer, Winter 2024-25

The Barometer explores the current dynamics of private markets, examining private market trends, the competitive landscape and how LPs are navigating the evolving environment amid an improving macroeconomic backdrop.

National advice firm Milecross makes fourth acquisition of 2024

The team of seven, including four advisers and three administrative staff, will all join Milecross.

Insurers must better engage with advisers on protection products, survey finds

An additional 21% stated they would be more inclined to do so if they had access to the right tools and resources.

Waystone’s UK ACD surpasses £100bn in AUM

This is reflected in Waystone’s expanding client base.

New Consumer Duty tool launched to help advisers ‘stay one step ahead’

There is expected to be an increased focus on key aspects of the Duty during the first quarter of 2025.

Wealth is not all: how gentrification in Zurich has led to housing shortage

Even one of the richest cities in the world is at pains to deal with its housing crisis, a common problem of practically all metropolises.

Banking group will lend more to buyers of homes with best EPCs

This change has been informed by detailed analysis of EPC ratings, energy transaction and mortgage data.

Skerritts expands UK footprint with four acquisitions and launches new brand, Shackleton

Headquartered in London, Shackleton will operate as a single, nationwide financial advice firm, with 17 offices in major cities and towns across the UK.

Exploring the role of alternatives in a multi-asset portfolio

James Giblin echoed this sentiment, adding that while many managers still heavily concentrate on traditional asset classes, there are missed opportunities in the realm of alternatives.

Tavistock eyes acquisitions as it switches focus to asset management

The total payment for this deal is expected to be linked to its financial performance over the next five years

Advisers ‘not doing enough’ to attract next generation of clients

While this is marginally down from the 63% seen in November 2023

Aviva agrees to buy Direct Line in £3.6bn deal

The deal sees 129.7 pence per Direct Line share in cash

St James’s Place rejoins FTSE 100

It recently hit the headlines having elected to wind down £1.8bn of property funds

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