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

Are we all ESG investors now?

However, he said there could be a lot of "misinformation" out there, and investors needed to look behind the headlines and see where companies are really driving positive change.

One in three over 60s have never taken financial advice, reports Kreston Reeves

The research, conducted amongst 1,022 people aged over 35 in September 2020

European asset managers must tweak strategies as pandemic intensifies headwinds

The pandemic has added a layer of uncertainty about future business and growth opportunities as market volatility triggered outflows and restrictions on movement affected client relationships.

What are the five big family business challenges posed by covid-19?

The Covid-19 pandemic and its social and economic reverberations are triggering particularly salient challenges for family businesses. The first one relates to family business succession.

Addressing the growing demand to migrate to Guernsey

The Bailiwick of Guernsey’s movement was possibly easier than some, given that the move was not much more than a shift from de facto to de jure requirements on substance.

Swiss Re CEO Sees Global Risks Increasing: Future of Finance

Another risk is the surge in borrowing as government’s seek to prop up pandemic-hit economies, even with many balance sheets already stretched.

Advisers see four-fold surge in professional referrals

Octopus found “fundamental misconceptions” which prevent some advisers making the most of their connections.

Press comment: CGT reform clearly on the cards as OTS rush out report

“It is also a tax that is almost exclusively paid by older, wealthier households.

Abundance of ESG data does not mean better information

facebook sharing buttonlinkedin sharing buttontwitter sharing buttonemail sharing button The Industry has seen a proliferation of new data providers but this does not necessarily mean knowledge and understanding has improved.

Pension Markets in Focus 2020

A special feature forecasts the evolution of the value of retirement assets to Q3 2020 and examines the funding position of DB plans in 2020.

2 in 3 Advisers forced to look beyond traditional equity ‘sources’ to solve income challenge

Despite the recent investment market challenges, just 14% of advisers saw the lion’s share of their clients willing to reduce their withdrawal rate.

How the MiFID II review and Covid-19 are reshaping the hedge fund operational landscape

The European Commission kicked off an industry-wide consultation on its planned MiFID II review in February this year.

KPMG to dispose of restructuring business

KPMG is to explore options for selling its restructuring business, over concerns about potential conflicts of interest and the regulatory push to achieve operational separation between audit and non-audit work

Banking Industry Gets a Needed Reality Check

If the bumper trading profits ease off next year, banks will be more exposed to a decline in lending income.

Bank of England expands bond-buying and cuts economic growth forecasts

The economy is now expected to contract by 11% in the fourth quarter of the year, compared with a forecast for a decline of 5.4% back in August, the BoE said in its November monetary policy report.

Will Qrops still be a golden opportunity post Brexit?

UK government’s need for tax revenue raises speculation of charges and penalties

Acting flexibly and treating customers fairly in the face of a pandemic

Speech on the FCA’s priorities for the credit market, by Jonathan Davidson, Executive Director of Supervision – Retail and Authorisations.

Press comment: No fireworks from the Bank of England as QE remains primary policy tool

The economic environment and ongoing public health crisis has developed considerably since the MPC last met in September.

IFAs are losing faith in FSCS

As many as 82 per cent said that FSCS costs now accounted for at least 20 per cent of all outgoings, excluding payroll and accommodation costs, and almost two-thirds (64 per cent) do not trust the scheme to deliver fair outcomes for consumers or their com

AXA survey reveals mental health impact of pandemic

The survey also revealed how much working people have missed having personal encounters across the continent.

Comment, Analysis & Research