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

PDG names 12 insurers in 2025 Claims Charter

Each will receive a 2025 Claims Charter badge to signal their status to advisers.

City Financial joins Wren Sterling in Scotland expansion deal

The transaction ensures over 6,000 clients and £700m of assets under management will become part of Wren Sterling, boosting its overall AUM to £11bn.

Wren Sterling launches its Retirement Desk service for employees nearing retirement

Wren Sterling’s Workplace team currently offers employee benefits and workplace wellbeing services to over 500 clients and over 80,000 employees are in scope for support when they reach retirement age and up to 5 years beforehand.

Not another one! Tritax joins the M&A party by hijacking Warehouse REIT bid

These sorts of moves underline how attractive the UK REIT market looks right now.

Popularity of trusts soars as pensions move into scope for IHT

Quilter saw an almost 200% increase in the number of Lifestyle Trusts opened in 2024 compared to 2023, and uptake in 2025 is already on track to far surpass this level.

A year of change: What lies ahead for financial advice

The convergence of political uncertainty and economic turbulence has created fresh challenges for firms across the financial advice sector.

Less than one in three couples have completely joint finances

While women have greater ownership over finances, there seems to be a perception that financial advice is still skewed towards men, which may explain why trust is one of the greatest barriers for female investors seeking support.

Transact integrates with Intelliflo to streamline adviser workflows

This significantly speeds up the process of preparing illustrations and opening new wrappers.

Felix Janssen set to join evergreen private credit panel at the Impower Fund Forum in Monaco

During the discussion, Felix will talk about the return drivers of private credit and explain why this asset class is well suited to an evergreen fund structure.

L&G Industrial Property Investment Fund secures £500m credit facility to bolster acquisitions and developments

The funding will be provided by a syndicate of lenders – including Lloyds Bank, RBS International and Banco Santander – with the termination date of its facility extended from 2025 to 2028.

UK headquartered Novia Global launches MiFID II-authorised platform into Europe

Novia Global launches MiFID II platform to support European financial advisers

Government ramps up clean energy investment, but grid challenges remain

The strategy also outlines a new £1bn Clean Energy Supply Chain Fund under Great British Energy, including £300m to invest in offshore wind supply chains.

Royal London pays out £751m in protection claims in 2024

Payouts included nearly £270m in term life and terminal illness claims, with average payments of almost £93,000 for life claims and £132,000 for terminal illness.

Aegon launches campaign to ‘challenge’ traditional model of financial advice

The launch coincides with fresh research from Aegon that reveals nearly half of Brits still believe ‘money can buy happiness’, while 27% disagree and 28% remain unsure.

KKR’s bid for NHS landlord exposes City’s vulnerability

Private equity’s battle to acquire Assura is the latest example of companies snapping up discounts on the UK stock exchange

Suttons IFA acquires Whitewell Financial Planning

A team at the Manchester office of law firm Bermans advised Suttons on the deal.

Assura pivots to PHP's improved bid as takeover saga drags on

Assura had previously faced accusations that, by promoting the lower bid

Arbuthnot Commercial Asset Based Lending supports FDS Group’s expansion plans

Arbuthnot Commercial Asset Based Lending (ACABL) provides £3m growth capital facility to support FDS Group’s expansion plans.

IA comments on Industrial Strategy

A clear plan to back the UK’s high growth sectors is a welcome signal that Britain is open for business.

Eurizon enters the ETF market with Sicav range launch

It also integrates ESG criteria in its investment process, shared the provider.

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