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

2021: A year of business reinvention and rebirth

Many firms were exposed by the delay in digital transformation accumulated over the recent years

Breathing new life into London listed SPACs - Guernsey's role

As a result, investors will remain free to buy or sell shares in the SPAC and can get a return of their capital, in full, if they do not support the acquisition.

Good Opportunities but Pitfalls along the way

Even before Omicron emerged, analysts had pencilled in cautious EPS growth of 7% for leading indices in 2022.

Exclusive interview with Patrick Odier on private banking and sustainability in 2021

This is possibly even more important for a family business than it is for other companies.

Mortgage lending statistics - December 2021

The latest commentary and full statistical tables are available below.

Gen X and Boomers Expectations for Digital Wealth Management Experience

During his presentation, Kean talks about the expectations vs reality and what wealth managers need to do to meet the expectations of multigenerational clientele.

Why would investors switchtheir financial advisor? by Avaloq

When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.

No quick fixes: Deutsche Bank 2022 outlook

Our Annual Outlook considers whether we should view 2022 as a transition year, enabling investors to position portfolios for the challenges ahead.

Data in private capital: not if, but when

For the rest, the opportunities that data mining presents are becoming increasingly difficult to ignore: data promises to save time and resources on back-office functions and help the front office make the right decisions for growth.

Conference Opening Remarks -Chancellor of the Exchequer, Rishi Sunak

We’re making this country a science superpower with a commitment to spend £20bn on R&D by 2024-25.

The World's Best Places To Retire In 2021

Our 2021 Overseas Retirement Index is the most comprehensive, well-researched, data-heavy resource on the world’s top places to spend time.

Voting Matters 2021: Are asset managers using their proxy votes for action on environmental and social issues?

On top of this, despite their substantial resources, only six of the world’s largest asset managers filed or co-filed a shareholder resolution at any of the companies we assessed.

Correspondent banking trends persisted in 2020, even as payment landscape changed, new data show

Correspondent banking relationships declined by 4% from the previous year, taking their total contraction to about 25% between 2011 and 2020.

AJ Bell: UK dividend growth to fall by 30 percentage points in 2022

Quarterly Dividend Dashboard

UBS chief investment office stops coverage of U.S. dollar-Turkish lira pair

UBS is the largest wealth manager globally and its Global Wealth Management unit had invested assets of $3.2 trillion as of the third quarter 2021.

Straight into the Next Normal: Emerging Stronger from the Coronavirus Pandemic

It all comes back to this eventually, that there is no black and white solution.

Staying With A Positive Tone

Markets are in the midst of a strange phase.

Chief Executive Outlook: Positive for 2022 in spite of concerns

1,700 chief executive respondents from 101 countries believe Supply Chain issues and Inflation will remain major concerns though Revenue and Hiring are up

Financial Wellbeing in 2021 – Family, Tax and Inflation

As you can see in the graph below, the primary concern in 2021 is a potential deterioration in mental and physical health, a timely reminder that financial wellbeing is much more than just a number.

2022 economic outlook defined by digital resilience and a return to the 'Experience Economy'

Shifts in household savings, economic growth and consumer spending on "stuff" vs. "experiences" are in focus as businesses continue to move digital

Comment, Analysis & Research