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

'Guernsey must continue to be one of the good guys'

Unpicking details of these strands, he says: ‘We should be seen as one of the world's serious wealth management centres.

What makes a future-ready firm?

There are various goals which can be allocated to digital solutions

The Way We Live Now

In this outlook, we don’t focus on the past, rather, we look ahead at what we believe will shape the investment landscape in 2021 as the global economy recovers from one of the worst recessions on record.

PIMFA comments on the independent investigations into the FCA's supervision of LCF and Connaught

Lessons need to be learned and recommendations acted upon to ensure that future failings like this do not occur.

Out of sight, out of mind? Training fund managers from home

As homeworking rumbles on for another few months, fund houses are questioning whether new recruits will be able to learn on the job in the same way as their predecessors.

Wealth Management: Market Perspective - Rothschild

Although a rotation to more cyclical sectors and regions has led us to tilt our top-down advice slightly in their direction, we are not yet confident enough to bet on these 'new' winners or against the reigning champions.

UK adults aim to spend or give away their money before they die

Most British adults, however, do expect to pass on most of their wealth to family and loved ones.

What changes are asset managers planning to make to wholesaler compensation?

Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.

Five funds for an optimistic 2021

In the UK Brexit news has weighed heavily, but the end of 2020 brings a glimmer of hope to investor.

NatWest Markets and Santander sell shares in Saudi British Bank

Citigroup Saudi Arabia and Goldman Sachs Saudi Arabia acted as joint bookrunners and joint brokers on the transaction.

Are markets too complacent? Eye the consensus with caution – Graham Wainer

The result is that the consensus for risk assets is very bullish.

The Future of Work

From remote to hybrid

Just One Third of Global Asset Managers Have Completed Their Digital Transformation Projects

The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.

Invesco CIO on the progress made post-Barnett

As part of the shake up, James Goldstone and Ciaran Mallon took over as co-managers of the funds.

Financial Wellbeing and Women – Closing the Advice Gap

29% of women think having a financial adviser of the same gender is desirable, compared to just 1% of men.

PIMFA calls for FCA fines to contribute to FSCS until long term solution to the levy is agreed

This would either limit FSCS levy increases to a more manageable level or, potentially, reverse FSCS levy increases altogether.

Key considerations for evaluating shadow services options

Managers take a number of different approaches to shadowing.

Greater than the sum of the parts - excellence through collaboration

FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group

Global Custodian announces Industry Leaders awards winners 2020

Outstanding Prime Brokerage, Hedge Fund and Private Equity Administration providers honoured, along with innovators, ones to watch and individuals.

Life After Brexit Opportunity In The UK? by Coutts

With Brexit behind us and COVID clouds clearing, we could see a revival of fortunes for UK equities.

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