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

Who owns investment companies? Data reveals institutional dominance

Instead, institutions dominate when holding shares in trusts that invest in alternatives, such as property, private equity and debt.

LGIM to make changes to UK property fund

The fund will also allocate 45 per cent to global Reits and place 10 per cent in cash.

Mollie Capital launches to provide flexible SME financing in the UK

In the UK, SME merchants are underserved by traditional lenders.

Record-breaking year for Pension Risk Transfer market in 2023: Legal & General

In the UK, approximately £50 billion of pension liabilities were secured with insurers, showcasing a significant uptick in activity.

Where should you domicile your alternative investment fund in Europe?

Other factors to take into account include the robustness and flexibility of local laws and tax arrangements, the maturity of the local service provider ecosystem and the ease of doing business.

M&A a focus for £3bn real assets fund house

In 2023, Gravis attempted to merge two of its investment trusts, and while this transaction did not ultimately proceed

Oxford Capital introduces fee-structure change

Oxford Capital noted that the result is an overall enhanced investor experience.

Kingswood secures new debt facility with Pollen Street

The funds will be used to support Kingswood’s capital requirements and growth agenda.

Swiss Re increases net income to USD 3.2 billion and delivers a 22% ROE for 2023

P&C Re increased premium volume by 9% in the January 2024 renewals and achieved price increases of 9%

Tosca fund manager laments alpha battle in retirement notice

Johnny de la Hey says it has become harder to be a long-short manager in the financials space after 16 years running his Tosca fund.

LGIM looks to go on attack with 6bps MPS

LGIM charges a 0.06 per cent DFM fee and its OCF for the balanced product totals 0.42 per cent and Teare said it was possible this could fall further.

Morningstar Announces Nominees for 2024 Morningstar Awards for Investing Excellence Finland

There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.

British Isa branded 'gimmick' amid fresh rumours it could be introduced

If introduced, the British Isa would see an additional £5,000 tax-free allowance for UK-listed equities, on top of the current £20,000.

FTSE sails on as investors ignore ‘recession’ noise

The FTSE 100 rises as news that the UK economy shrank 0.3% in the final three months of 2023, a second quarter of contraction, is seen as just a shallow downturn.

Candriam overhauls thematic global equity team in succession planning push

Rudi Van den Eynde to retire in 2025

Clearstream, iCapital extend partnership to facilitate access to alternative investments

Users of iCapital Marketplace will be able to effortlessly integrate into Clearstream custody & distribution services.

House prices rose in December but fluctuating mortgage rates may dampen momentum

The small mortgage rate increases of this week will take a while to feed through in the market

Aviva makes German logistics investment

Nor is Aviva the only real estate investment firm to acquire German commercial property.

Tritax Big Box and UK Commercial Property merger would create the fourth largest UK property company

It would make sense if the trust manager, abrdn, was now looking for a different deal that would help the trust build scale, presumably with input from the largest shareholder.

Vanguard launches online hub to give advisers 'helping hand'

Vanguard 365 provides educational content and allows advisers to build up CPD points.

Alternative Investments