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

Second quarter sees continued strong gross advised sales and outflows fall again. Advisers predict strong third quarter

Outflows also fell again this quarter for the second in a row

Aegon AM launches climate transition fund

This is complemented by a broader ESG assessment to help mitigate potential risks.

Real estate firm launches in Geneva

Wealth manager Jonas Comte and real estate broker David Mamane have joined forces to launch MC Private Office.

Swedish Fund Selection Agency names Sweden equity picks

Funds selected impact 570,000 pension savers

SPSS Investment Fund Commercial grows – listing planned for end of 2025

Listing is subject to market conditions, approval of amendments to the fund agreement by FINMA and approval of the listing application by SIX Swiss Exchange.

Universa: Will the “Black Swan” hedge fund land on Lake Zug?

COO Brandon Yarckin explains why local investors are such a good fit—and why the company is convinced that the mantra of diversification is slowly destroying wealth.

Carlyle to Acquire intelliflo from Invesco

The transaction includes intelliflo’s US-based subsidiaries, including RedBlack, a provider of SaaS-based portfolio rebalancing tools, and intelliflo Portfolio, a Portfolio Management software solution for US Registered Investment Advisors (RIAs).

Woven Advice launches revenue projection tool for advice firms

Assets under management and other metrics can also be modelled to illustrate different scenarios.

Aegon implements increase in share buyback program

Aegon has entered into an agreement with its largest shareholder

Aegon UK ‘maintaining momentum’ with workplace inflows up 24%

Net flows on its adviser platform improved by 18% year on year, though the business remains in overall outflow.

Advice firms using fewer platforms as AUA rises, says Platforum

The trend is benefiting established platforms such as Aviva, Quilter and Transact, all of which increased their share of adviser platform assets over the past year.

European micro caps: a quiet comeback gains momentums

Peter Kraus, head of Small Cap Equities, Berenberg Asset Management, sees capital returning to the sector

VanEck Quantum ETF reaches $100m in assets

All the companies are actively pursuing research and development in the field.

Denmark needs to do better on AML – Finance Denmark

With over 70,000 reported cases of money laundering last year, Denmark's financial sector association urges changes

Strong platform flows expected to continue into Q3

Net sales were helped by strong gross sales and a drop in outflows by 4.11 per cent, the lowest level since the first quarter of 2024.

Benchmark partners with Insignis to deliver cash management solutions for advisers

The platform also supports more complex cases such as trusts, pensions and Power of Attorney’s

Swiss equity opportunities still in play despite US trade policy

Recent 39% tariff shock manageable through stock picking argues manager

Aviva completes £700m annuity deal with ABB Plan

It secures the pensions of more than 4,450 retired members and over 2,900 deferred members.

Hoxton Wealth unveils Financial Planner Pathway Programme

The programme is structured to help planners reach meaningful financial milestones over time

ICapital joins Apollo on Luxembourg evergreen products

The move provides wealth managers with access to Luxembourg structures designed for portfolio diversification and periodic liquidity, with investment minimums starting from $25,000.

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