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

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.

KBR appoints LGIM for fiduciary management mandate

Understanding venture capital trusts

A record £1.13bn was invested in VCTs the 2021/22 tax year and £1.08bn invested in the 2022/2023 tax year

PE exits hit lowest point in more than a decade

PitchBook data shows that 2023 was the worst year for exits in more than a decade, putting pressure on private equity managers to offload assets this year.

Howden expands presence in Norway with acquisition of Arctic Insurance AS

It serves diverse clients, including those in the food and beverage, recycling and waste management, transport, and finance sectors.

More than 700 captives could be based in UK, say London insurers

The LMG estimates economic value of £153 million could flow from new UK captives and it would also fill a critical gap in the UK’s specialist insurance market.

Saxo’s ABC’s of investing in 2024

Charles White Thomson, CEO at Saxo UK has compiled an alphabetical list of investment terms that were prevalent throughout 2023 and that he believes can provide investment guidance for 2024

Building a stronger investment culture in the UK

More work to do to make investing more accessible and appealing

The Royal Mint reports "record" precious metals investment in 2023

The appeal of more affordable investment options, particularly fractional coins and bars, along with the digital platform DigiGold, attracted 77% of customers.

Here’s how much I’d need to invest in Aviva shares for £100 in monthly passive income

Our writer just bought this insurer’s shares for passive income, but how many would he need to aim for £1,200 in annual dividends?

Aviva boss and AJ Bell founder awarded in New Year Honours

Blanc became CEO of the insurer back in 2020, replacing Maurice Tulloch who stepped down after a year in the role.

The secret to really growing an advice business in 2024

Today, you need to have a strategy to bring new business to your door completely independently of your advisers.

AJ Bell co-founder and Aviva CEO recognised in New Year Honours List

Aviva Group CEO Amanda Blanc was also made a Dame for her services to gender equality, net zero and business.

Ravenscroft picks up two WealthBriefing CI awards

The annual WealthBriefing Channel Islands Awards programme recognises the most innovative and exceptional firms, teams and individuals.

Aegon’s Colin Dryburgh shares his 2024 Multi-Asset Allocations Outlook

The significant repricing of interest rate risk means this is now a viable alternative on both an absolute and risk-adjusted returns basis in asset allocation decisions.

UK investors shy away from London-listed equities

Analysts say poor performance, cost of living pressures and higher mortgage rates have driven flight from local market

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