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

Budget 2024 – what does it mean for you?

Broadly, people with non-dom status pay UK tax on the money they earn in this country, but not on money they earn overseas unless they bring it into the UK.

Most Valuable Bank Brands: UBS Moves Up in Rankings

The former number two of Switzerland’s big banks still had a brand value of $5.26 billion in 2023, equivalent to ranking 54 on the list of the most valuable bank brands.

The environmental implications of 2024’s elections

Rather than upending transition spending completely, this may only alter the balance.

Cash-rich family offices “on the acquisition trail”

Almost all (94%) of family office professionals questioned expected to increase the number of acquisitions and investments this year compared to 2023.

How the new CGT rate on property affects higher rate taxpayers

The government hopes that this measure will stimulate the property market

Earnings season: 'Magnificent 7' steal the show

During a somewhat bleak earnings season, the US tech giants managed to salvage some positivity for stock markets in the first quarter of the year.

Monthly update: Strong economic outlook keeps markets moving forward

Stock markets spurred by strong macroeconomic data and positive earnings season despite major economies falling into technical recession.

Quilter delivers a 25% increase in adjusted profit to £167 million and a five percentage point improvement in the operating margin to 27%

Although higher than expected interest rates in 2023 led to a squeeze in consumer incomes and reduced propensity to invest, we benefitted from higher investment returns on shareholder funds.

Insourcing is 'evolution not revolution' for advice firms

‘We see it as an elegant halfway house for both advisers and their clients’

Latest news from Tatton Investment Management: Winners and losers of stabilising yields

Interest rates and yields appear close to equilibrium levels, a state of relative steadiness which enables activity to happen.

BNP Paribas Asset Management study shows steady growth in female board membership despite regional disparities

Ahead of the 2024 annual general meeting season, BNPP AM reiterates its commitment to diversity, one of the pillars of its Global Sustainability Strategy.

UBS boss Sergio Ermotti warns of the dominance of US banks

It's a shame that it always takes a crisis to create something meaningful.

Family Offices Market 2024: Rising Demand for Tailored Wealth Management

Family offices are private firms that manage the investments and wealth of high-net-worth individuals or families.

Do women investors really think differently to men?

There are also indications that women try to invest in women.

A cut above: Charles Sanford on why HNW clients choose LGT Wealth Management

Charles Sanford, partner at LGT Wealth Management, believes a client-driven over product-driven approach is key

Higher interest rates driving UK pension scheme demand for fixed income end-game solutions

As a response to funding changes, 83% of schemes are defining an end-game strategy, with a 53/47 split between buyout and low dependency.

Deutsche Bank commences share buyback program with a volume of up to € 675 million

The volume of the new program is 50% higher than the bank’s € 450 million share buyback program completed in 2023.

House prices bounce back in February amid mortgage rate fluctuations

Just last week, lenders including Nationwide, NatWest, Santander and HSBC all made the decision to increase their rates.

Despite low inflation, SNB interest rate hopes are premature

The reason for this should not necessarily be found in the domestic price development.

H2O Asset Management suffers fresh auditing blow: How did it end up here?

The firm has provided occasional updates that have seen the value of the funds revised down over time, sometimes by as much as 70 per cent in a single year.

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