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

The latest move: EFG Harris Allday joins 103 Colmore Row

Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.

27 Swiss athletes will compete in the Paris 2024 Paralympic Games with the support of REYL Intesa Sanpaolo

REYL Intesa Sanpaolo has been supporting Swiss Paralympic, the umbrella organisation for Swiss paralympic sport, since 2019.

Planning ahead for budget changes: “Difficult decisions” means making smart financial choices

While it's important not to make rash decisions, understanding how CGT works and anticipating possible changes can help you plan more effectively.

Changing of the guard - introducing Michael Bluthner Speight

I started off as a solicitor in private practice nearly 21 years ago

Five sustainable investing blog posts to read now

This post explores what the election results of 2024 might mean for our fast-warming planet.

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

Labour policies will enhance economic growth, according to global fund manager survey

The respondents said political stability and the subsequent attractiveness to overseas investors was likely to be a main driver for this expected growth.

Global Custody: an offer from Eastern Switzerland is shaking up the market

Everyone knows each other in the market for depository banking services.

Ireland tops rankings of best citizenships for HNWs

The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity

SJP, Fidelity and Liontrust top ‘dog funds’ list while ESG struggles remain

The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.

Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership

This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.

Over a third of adults using Isas to save for retirement

LV= added “there are times when it may be better to opt for an Isa over a Sipp to top up pension income.”

Solving the solvency jargon

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

Fall in pension credit recipients highlights vital need for pensioners to check eligibility

It is an incredibly important benefit targeted towards the poorest pensioners in the country.

Caroline Connellan: Big bang needed in the provision of advice

The pensions review offers the perfect moment for a cultural reset because there needs to be a big bang in the provision of advice

Now Hiring? The UK's workforce woes

An environment of lower interest rate and strengthening economy growth should bolster UK companies’ profit margin and in turn the UK equity market.

How do you plug a financial black hole?

Pension tax relief is the perennial pre-budget rumour, but fiscal realities might mean the rumour mill has more substance

Navigating a changing world

These concerns, and more, have been front of mind at LGT Crestone as we conducted our 2024 Investment Strategy Review.

Nearly two thirds of expats feel better financially than 12 months ago says worldwide survey

The survey covered over 80,000 people from across the world

Wealth advisers focus on women of the ‘sandwich generation’

Many of these women in the so-called ‘sandwich generation’, who are approaching their own retirement, are inheriting significant wealth.

Comment, Analysis & Research