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

Deutsche Börse completes acquisition of FundsDLT

While the company is part of Clearstream Fund Services, it will operate independently from Clearstream in Luxembourg.

Fairstone moves to single charging structure of 80bps

The service, called ‘ActivePlan’, will have an ongoing advice fee of 80 basis points.

Swiss Life Asset Managers Announces Investment in Telecom Infrastructure Partners and Joins InfraBridge as Key Shareholder

The investment aims to accelerate Telecom Infrastructure Partners’ next phase of growth to support global steady demand for mobile sites and connectivity.

EBRD marks another year of record impact with €13.1 billion invested

The EBRD financed 464 projects in 2023, the highest in the Bank’s history.

LXi REIT agrees to £1.9bn LondonMetric takeover deal

Combined £6.2bn portfolio

Architas becomes AXA IM Select, the multi-management expertise of AXA IM

To deliver the best possible outcomes on behalf of its clients, AXA IM Select continues to have an operationally independent investment team, fund selection and management process

How real estate investors can skip past the growing non-core workload v

For those who run global real estate portfolios, the challenges are amplified.

Persimmon posts mixed results ahead of "highly uncertain" year for property

The outlook for 2024 is similarly mixed.

Pivotal Growth acquires two firms in Northern Ireland

The two deals bring the total number of businesses Pivotal Growth has acquired to 10.

Key Scottish property market sees sharp fall in deals

The fall in volume was broadly in line with the decline seen in the rest of the UK.

Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist

Fundsmith Equity falls to fifth place

There is a need for 'credible alternative' to fix advice gap

When considering what is most valued by consumers who take advice, it is the personal interaction and the transfer of risk, Davy explained.

UK investment manager buys legacy insurer

Carrick has also appointed Canopius Insurance founder Michael Watson as non-executive chairman and insurance veterans Susan Canopius and Alan Waring as independent directors of the company.

Home REIT sells additional 98 properties for £26.5m

162 exchanged for sale

Fundsmith Equity review: is it still a good investment in 2024?

Edward Sheldon takes a look at Fundsmith Equity’s recent performance as well as its stock holdings. Is it still a top fund today?

Getting the best out of your pension scheme advisers

Pension schemes thrive when the trustee board, sponsoring employer, and scheme’s advisers all communicate well.

VouchedFor’s three pledges to advice profession

Each pledge is supported by commitments to deliver new product features, content and marketing initiatives.

Perspective adds £190m AUM with two acquisitions

It acquired £135m AUM Colchester-based Park Lane Independent Financial Advisers Ltd which has 300 households as clients.

Fundsmith Equity drops down bestsellers list

Top for December was Royal London Short Term Money Market in recent times, which maintained poll position for the third month in a row.

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