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

AIC calls on Treasury to include VCTs in cost disclosure exemption

The FCA’s forbearance statement issued on 19 September indicated that all closed-ended funds on a regulated market would be included in the exemption.

Aviva completes £1.5bn buy-in with Michelin Pension and Life Assurance Plan

This is a significant deal showing the strength of our bulk purchase annuity business in securing good outcomes for pension scheme members.

Nature is a ‘National Wealth Service’

Tony Juniper speech at the launch of Natural England’s first State of Natural Capital Report

LGT Capital Partners debuts new hedge fund vehicle

The new vehicle invests equally in discretionary and systematic hedge fund strategies.

Mark Dampier: Why active management is really over

At that time, unit trusts paid 3%. It wasn’t hard to see what was going to be sold the most.

Pinebridge’s bid for PRS REIT with Sigma synergy

Although this isn’t exactly what has transpired this afternoon, it is a similar scenario.

Imperial Brands boosts shareholder returns with £1.25 billion buyback and increased dividend

This change will provide investors with an attractive 8.4% yield from the stock over the next year.

Scottish Widows launches flexible income-protection product

Research by Scottish Widows found that just 8% of people in the UK have cover in place if their income stopped suddenly.

BNPP AM makes first close of infra debt fund at €280m

This fund follows the deployment of the first vintage of the firm’s junior infrastructure debt

Hargreaves Lansdown launches Global Equity Income fund

HL has partnered with three global equity income managers in the sector

Macfarlanes advises Signal Capital Partners on its strategic partnership with Armen

The transaction marks the fourth transaction for Armen GP Stakes Fund I and its second in the private credit space.

Schroders and the Pensions Management Institute’s Lifetime Savings Initiative unveil landmark proposals to boost UK financial outcomes

The NLSP would extend the existing automatic enrolment pensions framework to make it more flexible and to incentivise employees to save even more.

Ex-Google boss Eric Schmidt to attend UK international investment summit

Labour hopes the gathering will encourage a fresh injection of private money to drive its growth agenda

Dynamic Planner announces CRM integration with Adviser Cloud

Data is passed between the systems, with Adviser Cloud validating all data, removing the need for rekeying, which minimises manual errors and saves time.

House prices rise again as borrowers enjoy more competitive mortgage options

This reduction in rates has enabled buyers to secure larger mortgages, making previously unaffordable properties more attainable and boosting buyer confidence.

Bestinvest names the funds favoured by its investment research teams as investors load up tax-efficient ISAs and pensions ahead of the Budget

The same funds are used within the wider Evelyn Partners managed client portfolios.

IA sees UK pension reform as a key foundation for better retirement outcomes, with wider measures needed to reboot UK growth

The industry wants to ensure that the UK pensions system is fit for purpose to secure the financial futures of individuals across the UK who will rely on their pensions in later life.

Alternative Investments