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

Advisers still not ready for transfer of wealth to women

Despite this, half of advisers surveyed in 2024 by Octopus Investments admitted to being concerned about losing assets under management in the event of a client death.

Bank of England Weighs New Capital Thresholds for Smaller Lenders

The change would raise the retail deposits leverage ratio threshold — an indicator of how much capital a bank has to fund its activities — from 50 billion pounds to 70 billion pounds.

Top one-year fixed bond sees largest cut in six months

Moneyfactscompare.co.uk reveals the state of play in the fixed bond market for savers.

Montanaro UK Smaller Companies fends off Saba with big buyback

The UK smaller companies trust’s first buyback in 17 years is understood to have sparked an exit for Saba Capital.

Calastone projects $135 billion tokenization savings for asset managers

Calastone is also promoting Calastone Digital Investments, its service to ease the path of asset managers with tokenization.

Hansard Global plc Results for the six months ended 31 December 2024

There are early signs that our recently launched products and fund range are appealing to clients and advisors.

ING publishes 2024 annual report

This report features the report of the Executive Board, the consolidated and parent company financial statements and other information.

Helvetia Significantly Increases Profit

Helvetia reported a setback in its life insurance business, where profit declined by 11,8 percent to 275,8 million francs, attributed to one-time effects from the previous year.

Accenture Acquires Altus Consulting to Strengthen Capabilities for Insurance and Investments Clients in the UK

Altus Consulting’s highly skilled team join Accenture’s Insurance practice in the UK, bringing expertise in areas including distribution, risk & regulation, operating models, data and technology.

Verso and SÜDVERS agree on cooperation

New partnership for international business

Zurich publishes Annual Report 2024

The risk review and the financial review, which have already been published alongside the Group’s full-year 2024 results on February 20, 2025.

Get pensions, investments, cash savings and gifting in shape for tax-year end

Savers should make sure they are using their tax exemptions and reliefs before 6 April with these eight action points

Accenture buys Altus Consulting to boost UK advisory offering

Altus Consulting’s team join Accenture’s Insurance practice in the UK, bringing expertise in areas including distribution, risk & regulation, operating models, data and technology.

Just one month left to boost state pension with National Insurance top ups

Not everyone will benefit from paying voluntary contributions

Unbiased connects UK financial advisers to £37 billion of assets in 2024

The huge uptick in AUM was driven mainly by requests for financial advisers (primarily focused on pensions, retirement planning, and investment management), which rose 27%.

Butterfield launches new fixed-rate products for high-net-worth clients

These rates are applicable to new loans for owner-occupied facilities on mortgages exceeding £2 million and are subject to an individual assessment.

Wren Sterling announces trio of acquisitions bringing £300m+ of AUM

Together, the three deals bring in over £300m of assets under management, bringing Wren Sterling’s total assets to around £9bn.

Nominations deadline just days away for IA Global Financial Services Awards

Deadline to nominate is only a couple of days away on 7 March 2025

Lenkie secures £49 million in Series A funding

The funding round, which includes £4 million in equity and a £45 million debt facility, was led by a large US private credit fund focussed on supporting lenders internationally.

Tillitt launches Sharia-compliant funds

The funds include a mix of passive and active investment opportunities across asset classes and are aimed at D2C and workplace pension clients.

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