Protectionist reflexes still stand in the way of Europe’s champions
The failed partnership between Italy’s Generali and France’s BPCE is more than a collapsed deal in European asset management. It exposes how challenging it remains for Europe to build financial scale once a project becomes truly cross-border, and how protectionist reflexes, legal uncertainty and unfinished integration can combine to smother a transaction.
Enforcement and transparency weigh on Europe’s AML scores
De Europese antiwitwaskaders behoren formeel tot de meest uitgebreide ter wereld, maar in de uitvoering blijven er kwetsbaarheden bestaan, zo blijkt uit de Basel AML Index 2025.
Italy cools on French fund groups as UniCredit exits Amundi deal
Two major European cross-border asset management relationships are losing momentum, with Italian financial groups reassessing their reliance on French partners.
French political turmoil underlines ‘desynchronized growth’ in Europe
French assets came under renewed pressure on Monday after Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet. The selloff in equities and widening OAT–Bund spreads reinforced what economists and strategists describe as a new normal: a volatile, fragmented France where politics, not policy, drives market sentiment.
Markets tolerate French paralysis as long as yields stay high
France’s government is adrift after Bayrou’s resignation, yet its bonds still draw buyers. Investors point to global tailwinds and deep liquidity, but warn that if sentiment turns, France could be hit harder than its peers.
Transfers: Aon, Allianz, Mimco, and SnapSwap
This week’s overview of senior appointments and leadership changes includes updates from Aon France, Allianz Benelux, Mimco Capital, and SnapSwap.
Inflation forces a generational rethink among investors
After more than thirty years of falling rates, globalization and passive dominance, a new era is forcing investors to rethink the rules.
Eltif market enters new phase as domestic momentum builds
The European Long-Term Investment Fund (Eltif) regime is entering a new phase, driven by a surge in local fund launches and rising domestic demand across Europe.
LLJ: Belgian investors can finally reclaim French dividend taxes
A new spring brings new developments regarding the reclaiming of the flat-rate foreign tax credit (FBB) on French dividends.
EFG, Edmond de Rothschild signal accelerating consolidation
Separate moves by Swiss-based EFG and Edmond de Rothschild highlight the intensifying competition among firms seeking scale and specialisation in a rapidly evolving sector.