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

The business of social purpose

Speech by Jonathan Davidson, Executive Director of Supervision – Retail and Authorisations, given at the 6th Annual Culture and Conduct Forum.

Why Has Bill Gates Been Paying Off So Many Bad Actors? by Tim Price

Compliance has been expensive but, for Bill Gates, probably worth it, dilettante billionaire healthcare nerd that he is.

Wildly ambitious

Danish billionaire Anders Holch Povlsen is devoting much of his money and time to work towards his dream of creating a greener world – as well as showing that ecological restoration can be commercially viable.

Lessons for an ageing world

The OECD has calculated that pension, healthcare and long-term care costs will push up public debt as a share of GDP in G20 countries by 180% by 2060, and this could require offsetting tax increases of between 4% and 12% of GDP. 4

Schroders Global Investor Study 2020: Retirees no longer prioritising luxury items amid concerns retirement income will not be enough

This new focus on bolstering existing pension pots is perhaps reflected by 41% of investors expressing concerns that their retirement income will not be sufficient.

PIMFA disappointed to learn of supplementary costs to be levied on members by FSCS

"Whilst we strongly support the role of the FSCS in protecting customers, this latest increase further underlines the need to urgently get these costs under control."

Vaccine could prompt fresh wave of new clients for wealth managers and advisers

43% of advisers have spent less time attracting new clients during the coronavirus outbreak

Frontier debt comes of age

Frontier debt has grown significantly over the past decade and now warrants serious consideration as a dedicated allocation in investors’ portfolios.

Breaking Down The Impact Of Covid-19 On Financial Services

To that point, we’re going to explore the specific effects COVID-19 has had on some important sectors and functions within the financial world.

COVID-19, the great wealth transfer and bridging a generational gap

Parents and children tend not to communicate very well at the best of times.

Investment Managers Place Stewardship at the Heart of Sustainable Growth

The recommendations connect investment decisions more closely with climate change and sustainability considerations, as well as strengthening the relationship between savers’ broader investment goals and their financial returns.

We are witnessing the democratization of property investing

These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.

Diary of a Fund Manager - Bears in the Wood

In the UK the Brexit end-game continues

Private Equity will come to the fore during and post COVID-19

Another major current and future investment trend is into technology where private equity is also able to unlock opportunities.

A Guide to Family Offices

An informative guide based upon the experiences of our award-winning family office team, it is designed to demystify family offices and act as a reference point for wealth professionals

What will negative interest rates mean for the UK advice sector?

Clients sitting in cash may need to reassess their investment strategy

Even the Turkey is Worried by Gary Dugan

The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.

Italy's Bank Troubles Are Back to Haunt It

UniCredit SpA, Italy’s second largest bank by assets, is the only plausible buyer but it would demand significant sweeteners.

Europe’s Corporate Debt Binge Risks Years of Pandemic Pain

Battered balance sheets could spark a cycle of defaults and bankruptcies

Millennials driving high net worth parents and grandparents in a shift to sustainable investing

A new research series from Barclays Private Bank on the intergenerational transfer of wealth shows that ESG investing has been brought into wealthy families’ consideration by the younger generations.

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