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

Lightrock launches small-cap strategy

The portfolio will include 50-75 stocks, focusing on companies that possess strong fundamentals with solid balance sheets.

Unlocking UK capital, an alternative view

The AIFMD allows EU member states the ability to permit the marketing of non-EU funds in their territory, subject to the fund and its manager complying with a subset of AIFMD’s requirements set out in Art. 42 of the AIFMD.

Financial professionals must be ‘ahead of AI curve’, PFS insists

ChatGPT-4 has only been available for 18 months and Co-Pilot within Microsoft has been on general release for about six months

GenTwo partners with fellow Zurich structured products firm

ISP Group and GenTwo will start their partnership by investing in each other’s infrastructure.

Special Opportunities Reit targets £500m at IPO

Listing will be the first investment trust launch of the year

The EU and Caribbean strengthen their partnership and exchange on investment opportunities at the SIDS Conference

Caribbean countries were able to present their priorities and engage with EU investors.

UK SIPP operator Intelligent Money enters administration

It has entered administration following an upheld complaint regarding some of the investments it allowed within its SIPPs

Aegon launches CPD Hub for advisers

The modules available at launch cover a wide range of topics

Deutsche Bank keeps Legal & General at 'buy' on potential Cala sale

Overall, we see this as a positive, as it should provide optionality for growth and/or one-off capital return.

ASIP ESG reporting guidelines lay obstacle course for Swiss pension funds

ASIP’s standards help pension funds to report on ESG in a standardised way throughout Switzerland, touching on proxy voting and engagement.

Landytech raises £5M for portfolio management platform

Europe's wealth management market is expected to reach a valuation of $53T by 2029.

Over 20 per cent increase in trade between Malta and France last year

Over 1800 companies, or 3.7 per cent of the total amount of companies on the Malta Business Registry have French involvement

Scottish Widows pays out £243m in protection claims

Scottish Widows said it paid out 99.4% of life claims, adding that the total number of life claims assessed jumped by almost 18% compared to 2022.

Legal & General completes third and final buyout with the Nortel Networks UK Pension Plan

Third transaction and final buyout insures the final tranche of Plan members’ benefits.

Intermediate Capital: Shares hit all-time high as asset manager’s profit more than doubles

The company’s net investment return came in at £379m, or 13 per cent – compared with four per cent the year before.

Andy Bell: Pulling at the threads of ill-conceived UK Isa

Create an extra £5,000 Isa allowance, restrict it to UK companies and simply sit back and admire as capital flows to the UK stock market.

PGIM launches direct lending Eltif

The vehicle aims to facilitate loan origination across PGIM Private Credit’s European platform, providing flexibility to extend loans across the continent with a varied mix of borrower type.

Aviva plc Q1 2024 Trading Update

Excellent first quarter results

PensionBee takes next step towards US expansion

In March, PensionBee laid out its intention to take on the US market, when it entered into an exclusive, non-binding term sheet with the unnamed institution.

Cromwell Selling European Fund Management Platform to Stoneweg for $457M

The deal marks the end of a $1 billion sale programme to cut gearing to 25 percent as Cromwell’s focus shifts to its Australia and New Zealand business

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