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

Property investment: safe as houses? by Coutts

While sluggish prices are worrying property owners, it means there are good opportunities for investors entering the market.

£8.5 billion inheritance skipping a generation every year

As a result, despite ONS data showing the age people inherit family wealth is between 55 to 64 years, many younger relatives are benefiting from a financial legacy earlier

Employer contribution gap can lead to £100k pot difference- Aegon

The Aegon analysis assumes an earnings increase at 2 per cent a year and investment growth on the funds of 4.25 per cent a year after charges.

Firm Foundations by Joe Moynihan

There’s no doubt that the Jersey Foundation has been a clear success, receiving a strong take-up over the past decade as an asset holding vehicle for people and corporate bodies.

From a Pivot to a Pirouette

Through the past weeks of volatility of equity markets, gold has continued to accumulate in value.

Cashing in – how cashflow modelling can make advisers more profitable

Ethos Financial Planners is an example of an advisory business that is reaping the benefits of latest cashflow modelling tools.

Diversity push cannot be top down, says FCA

Sheldon Mills, director of competition at the FCA, told International Adviser that the watchdog has set up an executive diversity committee (EDC).

Coutts London Prime Property Index - Prices are edging up, but don’t get excited

“Fewer properties on offer means that competition can be intense among buyers for desirable properties when they come up, and it’s not surprising to see gazumping on the rise.”

7IM warns against 'best buy' investment trusts

The investment trust remains at a 32% premium, storing up more trouble for investors.

Investment in private rental sector boosts UK new homes registrations

Enthusiasm for PRS developments fuelling increase, says NHBC

G7 group calls for urgent action on cryptocurrencies By Declan Goodwin, Vistra Corporate Law

The group issued a report saying considerable work needed to be done before the much-hyped Libra “stablecoin” led by Facebook could formally gain approval.

UK advisers demand more focus on decumulation

Conversely, 85% of advisers said that their clients entering decumulation were most concerned about the impact of a disorderly Brexit on their retirement portfolios.

HSBC survey highlights shifting business priorities

The survey shows that 34% of decision-makers think their technological focus will ‘totally’ change over the coming 24 months, with a further 45% expecting ‘slight’ change.

Intelligent Automation Is the Next Step to Working Like Tomorrow, Today

Enterprises that embrace the future of work harness automation to drive operational benefits, like time and cost savings and increased capacity.

With PPI deadline looming, Lloyds mis-selling bill rises by a further £550mn

The shares dropped 4% in response to the news and are trading at their lowest level since January.

FCA and Practitioner Panel publish findings from 2019 joint survey

Between January and March 2019, 2,888 firms completed the survey.

How can advisers close the wealth transfer generation gap?

Worryingly, the survey also shows a disconnect between the expectations of younger and older generations when it comes to wealth transfer, finding that only 7.6 per cent of over 65s plan on passing on the majority of any inheritance during their lifetime.

Comment, Analysis & Research