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

Demand for advice will outstrip supply, says Morningstar president

In general, UK household’s wealth is increasing, which again will lead to more people seeking advice as it becomes more affordable.

Unlocking EU capital: Navigating AIFMD for US and other non-EU fund managers

The AIFMD mandates a minimum standard that US sponsors must meet to market a non-EU fund directly to EU professional investors.

Savills Financial Consultants advises Stonewater on £254m funding package with five lenders

Through this funding process, Stonewater has optimised its financial covenant package with both new and existing funding, unlocking financial flexibility, bolstering liquidity and enhancing borrowing capability.

LGIM and Apollo Investment Management partner on Model Portfolio Service

The portfolios will be white-labelled and the wrap-around service will include regular investment and strategy updates from LGIM’s investment and distribution teams in conjunction with AIM.

Small and mid market buyout funds gain investor favour

The analysts observed a resurgence in activity during Q4 2023, with trade sales exhibiting strength, although private equity-backed IPOs remained subdued.

GBP/JPY breaches 197.00 for the first time since 2008

The BoJ maintained its hyper-easy monetary policy, prompting a broad-market Yen selloff.

Allfunds reaches €100bn AuA milestone in UK

They include hiring market-leading talent, growing its roster of clients in the UK wealth management market and aligning closely to evolving UK market dynamics and client needs.

Berenberg pushes to double corporate broking clients as rivals struggle

The German bank is embarking on a fresh push in UK dealmaking

LIBF and TFA Collaborate to Launch Internationally Recognised Certifications in Banking and Trade Finance in Saudi Arabia

The financial education powerhouses are introducing three new public certifications in the banking and trade and transaction banking space.

Alphabet responds to AI critics with strong results, while Microsoft keeps delivering

While it may not be able to replicate its share of the market in search once AI tools are fully up and running, it will remain a significant player and one of the innovators of the tech world.

Franklin Templeton launches catholic principles ETF aligned with ESG values

The ETF targets companies with lower carbon exposure and higher ESG ratings, requiring at least a ‘BB’ rating from MSCI ESG Ratings.

American private equity firm to snap up Darktrace for £4.3bn

It said the acquisition offer provides shareholders with the chance to receive a fair value for their shares in cash

Maples Group Moves to New London Office with a focus on Clients, People and Collaboration

The Maples Group's London office is part of a global, integrated team of nearly 3,000 people across 16 offices worldwide

Franklin Templeton launches MSCI World Catholic Principles UCITS ETF

This latest offering brings the total number of Article 8 compliant ETFs to 12 in the Franklin Templeton ETF range

Robeco and Lombard Odier collaborate on PrivilEdge Fund

Robeco and Lombard Odier team up to create the new PrivilEdge Fund

Schroders Capital and iCapital team up to expand global private equity access

In this collaboration, Schroders Capital will use iCapital’s technology platform and operating system to manage the investment and education experience at scale.

Ultumus partners with Calastone to ‘streamline’ ETF creation-redemption

The firm’s ETF creation redemption platform – COSMOS – was launched in 2023 and improves connections between authorised participants (APs), asset managers and transfer agents.

Quant hedge funds enjoy bumper start to 2024

Trend-followers profit from bets on rocketing cocoa price and against sinking yen

FCA secures £533,000 to return to investors

Investors will receive money back totalling £533,000 after the High Court granted a distribution order to the FCA.

Vaud boutique Procimmo to sell 48% stake in fund management company

Procimmo drops its stake in Solutions & Funds, while also taking over the role of management company for five funds.

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