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

A fairer measure of Britain’s wealth

Peter Danielian disputes a claim that the UK is the sixth-richest country in the world

Morningstar busts myth that smaller funds outperform

Research giant’s report finds that the bigger the fund, the better its performance is likely to be, though strategies investing in smaller companies can sometimes be an exception.

World’s first investment trust set to enter FTSE 100 - what does it mean for investors?

Passive vehicles will also continue to add to their weighting, assuming investment trusts are part of their remit, and thus we could see share prices be supported by these ‘forced’ buyers.

Paradigm shifts keep testing markets

Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.

European markets head for tepid open as investors monitor recession risks

At a top central bankers’ conference, Powell signaled higher interest rates would likely persist in a bid to tame soaring inflation.

Verona Kenny: Is running your own portfolios stealing your profits?

Every element of the value chain is scrutinised and is often why advisers choose to manage their own model portfolios; with no involvement from a third-party provider, costs are kept low, and advisers are able to keep their own fees lower for their client

EBRD supports Ukraine electricity company with €97.3 million of finance

The EBRD has pledged to invest €1 billion this year in supporting the Ukrainian economy, with risks shared with donors and partners.

Storm Season

“You think I'm crazy? Well, listen up, there's a storm coming like nothing you've ever seen, and not a one of you is prepared for it.” - Curtis LaForche (Michael Shannon), ‘Take Shelter’.

Why responsible investing is an important investment belief when times are tough

When looking at the value of a company, often financial figures will only tell part of the story.

In this inflation crisis, banks should prioritize their reputations

Proving a link between the windfall tax and higher mortgage rates or current account fees seems complicated.

When are the second cost-of-living payment and £400 energy rebate due?

Some households received a first payment to assist with the soaring cost of living in July, with a second due in the autumn.

UK consumers resisting pressure to trade down online, says IMRG Capgemini

This is particularly the case for mid-market retailers, which saw positive growth in July at +4% (and June at +1%).

'Biggest strike of the summer': More than 100,000 postal workers walk off the job

The CWU members are in a dispute with their employer Royal Mail over pay and efficiencies.

$25,857: the cost of trying to time the market

When markets fall, the natural instinct is to sell. Our research highlights down to the dollar (and pound) precisely how much it can cost to miss the stock market’s best days.

IFAs’ wish list for a new chancellor

Morris said this would be paid for by a windfall tax, though appreciated that this would be a “double whammy” for energy companies.

Greek private sector bank deposits rise in July

Greece's economy expanded in January-to-March at a faster pace compared to last year's fourth quarter but its growth rate decelerated on an annual basis.

Swiss Banking on a Wild Goose Chase with the EU

Private bankers tend to gripe, usually to anyone within earshot, about how everyone and everything is always conspiring to get between them and their clients.

Evelyn Partners: We’ve turned away firms giving poor quality advice

Some firms have had to pay out millions in compensation for bad advice given by firms before they acquired them.

Wealth managers falling short in addressing ESG problems

Improper ESG engagement is leading to retail underinvestment, finds study

Industry Voice: How multi-asset managers are approaching 'unprecedented' times through sectors and factors

In May, consumer staples were the big trade and utilities, so all the defensives were dominating sector inflows.

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