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

L&G Mastertrust reaches £30bn AUM milestone

L&G Mastertrust said the growth has come against the backdrop of government and regulatory interest in UK pension investment.

Ruffer calls for patience for its ‘antithesis’ stance

Ruffer is sceptical on how long the overwhelmingly positive stock market sentiment will last and says its balanced wealth-preservation approach sets it up to weather any outcome.

Schroders Solutions awarded £170m Fiduciary Management mandate by the Royal National Institute of Blind People Retirement Benefits Pension Scheme

Schroders Solutions worked extensively with the Trustees to understand its ESG preferences.

Hoxton Wealth adds £85m AUM with latest UK advice firm acquisition

VCTs are a ‘net benefit to the economy’, says Triple Point

VCTs were introduced in 1995 and are investment vehicles that were set up to promote investment in small UK businesses that meet certain criteria.

Generali Investments to acquire majority stake in MGG Investment Group

MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes.

Punter Southall on hook for millions over sacking of protection boss

The pensions and protection firm has incurred legal costs of £17m and could be forced to pay millions more over dismissal of Daniel Pender.

Premier Miton sees positive inflows into open-ended funds

The net result for the quarter was an outflow of £33m

Liontrust lines up more job cuts after £1.6bn hit

The fund firm said it would be cutting a 'small' number of additional roles as the pressure mounts following a steep outflow in the final quarter of 2024.

Inside Saba’s £3.6bn battle for seven UK investment trusts

Part of the reason for the panic may have been that Saba took stakes, but did not immediately communicate what it wanted, raising fears about its long-term plans.

History repeating? Investors must heed warnings of UK economic crisis

With bond yields surging, the pound in freefall, and market confidence faltering, the parallels with one of Britain’s darkest economic chapters are increasingly difficult to ignore.

FinCalc adds ‘single click’ client record button to Plannr

The new enhancement gives ‘game-changing depth of connectivity’

Private equity targets Europe for big buyout deals

Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024

Schroders Equity Lens January 2025: your go-to guide to global equity markets

Looking back and to the future of US stock market performance

The Louvre Museum announces exceptional support from AXA Mutuelles d’Assurance

This particularly decisive patronage will significantly enhance the success of the fundraising campaign launched by the museum and still ongoing, for the design and creation of this new department, unprecedented in its scale.

Downing launches fund for new liquid alts team

The MGTS Downing Active Defined Return Assets fund is targeting a return of between 7-10% per annum.

Yorkshire Building Society partners with LifeSearch to enhance its life insurance and protection journey for customers

Specifically, the partnership sees Yorkshire Building Society moving away from its previous ‘single-tie’ partner model, to a‘multi-tie’ broker approach with LifeSearch.

Has the Lifetime ISA run its course?

The debate over the Lifetime ISA is ‘unlikely to end anytime soon’

Global industry: Europe still the weakest link

After having risen by around 1.5 points in October and November, the global manufacturing PMI ended 2024 on a bit weaker note.

Real returns for private investors remain 12% below 2021 levels despite above-average returns in 2024

New analysis from Asset Risk Consultants (ARC) reveals that inflation has dented the ‘real’ value of private client portfolios despite generating above-average returns in 2024.

Alternative Investments