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

The Psychology of Adviser Replacement

As part of this process, most boards will give their existing adviser an opportunity to demonstrate their expertise and commitment.

DeVere Group expands in Portugal with ‘ambitious plans’ for the jurisdiction

The current hub office with a 25-strong team is in the city of Porto

CaixaBank and COFIDES finance Acciona in the construction of a desalination plant in Morocco

The plant will be built in the southwest of Casablanca and will serve five cities, with an installed capacity of 300 million cubic metres per year mainly for human consumption.

Guardian increases payouts on critical-illness cover

The exception to this is for low-risk non-melanoma cancer, which remains at 10% of the cover amount up to the same maximum.

European shares open higher as tech, banks shine

The technology sub-index .SX8P led sectoral gains with a 1.2% jump, while European banks .SX7E advanced more than 1%.

Birmingham investment manager achieves Chartered status

It provides investment solutions for clients, families, trusts and charities.

Sustainable Growth, Sharper Focus, Enhanced Returns

Legal & General sets out refreshed strategy and financial targets.

Hedge fund performance up but asset inflows down: Preqin

Preqin’s All Hedge Funds Index was 1.7 per cent lower at end of April, during which public markets were affected by “disappointing economics”.

Square Mile: Can investors still trust investment trusts?

Despite this, every investor has a specific set of needs and there are times when ITs may be a more suitable option than open-ended funds.

European ETFs saw high trading volume in May, data shows

The US ETF platform also saw robust trading activity in May, with total consolidated notional value traded reaching $46.8 billion.

MainStreet Partners Launches SDR Solution

Both of these approaches are misaligned with the spirit of the regime

Phoenix Group launches nationwide initiative for carers

It aims to help millions of people who work and care for someone to balance some of the challenges they might face, be they personal, financial, professional or emotional.

Invesco to bring together UK & European equities teams

This change has been driven by the investment teams in recognition of the opportunity and value in leveraging a larger team across the strategies

Hargreaves adds to Jupiter outflows with Whitmore fund sale

Online stockbroker sells Jupiter fund run by the departing Ben Whitmore, pointing to uncertainty over its future management.

IG brings US-listed options and futures trading to UK clients

The launch comes as options and futures trading emerges as an increasingly popular component of traders’ overall portfolios

Labelled bond market has ‘grown rapidly’ but challenges remain, says Fidelity

Fidelity is encouraging the publicly owned water sectors in the UK, France and the US to enter the blue bond market, as currently none of these are issuing blue bonds.

Metzler Pension Management acquires pension fund

The purchase price of the pension fund has been kept confidential.

Apex Group and ACA form strategic partnership to enhance client experience

The alliance enables clients to seamlessly identify a reputable service provider that will help support and protect their business

Ledbury adviser acquired by 3 Planners through Validpath

The Validpath transaction allowed the seller to transfer regulatory responsibilities as a directly authorised firm, access liquidity through the business sale and retire from the industry.

Switzerland among the top three target markets in Europe for activists

Switzerland sees significant increase in activist campaigns compared to 2023

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