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

Reforming Solvency II: Delivering policyholder protection - speech by Andrew Bailey

Given at the Institute and Faculty of Actuaries

Investing in digitalisation for happier customers and employees

The company started as a small family locksmith workshop, founded in 1929 by Aleksandar Marinković, and is now run successfully by his grandson Vladimir.

#Staggering Level of Generational Wealth Transfer Leading up to 2030

Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.

AML Study Reveals Manual Processes Are Slowing Down Banking Compliance

AML Banking Survey By RiskScreen Finds 8 in 10 Complain Their Compliance Processes Are Too Labour Intesive, Slowing Down Onboarding And Screening

Conversations in Wealth Management | an interview with Brewin Dolphin’s Gareth Johnson

This was a brilliant team effort including the team at Brewin Dolphin and the team at Maitland.

Coutts And Charitable Giving In The Covid Era

During the pandemic, UK charities have struggled to balance a massive shortfall in funding with an unprecedented increase in demand. How severe was the impact on the sector and how can we best support it? Victoria Papworth, Philanthropy Specialist at the

Luxembourg – set to modernise securitisation

In recent years this popularity has been boosted by a clampdown on some offshore jurisdictions and increasing international regulation of alternative investments, including private equity.

Statement by President von der Leyen on the Global Gateway

"We all know that there is a huge investment need out there, when it comes to global infrastructure."

Four key factors will shape global funds industry

Four key themes dominated the two panel sessions – technology, people, the impact of Covid and climate change.

Record high Eurozone inflation will leave ECB in wait and see mode

Nevertheless, France too has been struggling, with inflation reaching 3.4%, the highest it has been since 2008 and Spanish producer-price inflation has hit record levels too.

UK will not engage in ‘tit for tat’ with EU over financial services

Senior Bank of England official says regulator will not seek to restrict access to British market

Uneven recovery for emerging Europe finance and leasing in 2022

This facilitates growth and underpins asset quality and profitability against pressures amid the aftermath of the pandemic

OECD Economic Outlook sees recovery continuing but warns of growing imbalances and risks

The Outlook projects a rebound in global economic growth to 5.6% this year and 4.5% in 2022, before settling back to 3.2% in 2023, close to the rates seen prior to the pandemic.

Warm weather unicorns

Robeco’s Trends Investing team monitors markets closely.

Mark Harrison, CTO, Killik & Co, Talks About Digital Transformation

Mark is a highly experienced business leader with an outstanding track record in promoting, overseeing, and delivering business transformation programmes.

8% of UK advisers to sell their business in next five years

This increases to 23% for sole financial planners

Alternative Investment Predictions for 2022

Of those surveyed, 80% were located in the US and Europe, with family offices representing the largest category (32%), followed by fund of funds at 21% and investment consultants at 19%.

Changing Fund Administrators Can Be Painless

There are several areas of concern where technology can be especially helpful. For instance, conversion of historical data into new formats.

New study by the University of Oxford and Lombard Odier examines the predictors of success in a greening world

The report, Predictors of Success in a Greening World, offers a global, 25-year-long perspective on countries’ standing in global trade in high-growth green industries, and the extent to which each country has adequately directed their Covid-19 reco

Is Omicron the new economic Boogeyman?

The worst is never certain and, as information on the new Omicron variant become known in the coming days or weeks

Comment, Analysis & Research