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

Wealthy families already know they must look beyond ESG to their ‘legacy’

New regulations governing fund ratings will help, but there are other ways to navigate the confusion

Quilter Cheviot’s Woodward: Has SDR finally killed off ESG?

Responsible investment head Gemma Woodward discusses the unintended consequences of the FCA’s new sustainability rules as we enter an era of ‘greenhushing’.

Netherlands Wealth Management and HNW Investors Market Report 2024

The report is based on the analyst's annual Global Wealth Managers Survey.

CG Asset Management criticises PRS REIT board over investment adviser terms

CGAM, a shareholder in PRS REIT, has raised concerns over potential conflict of interests

Annex IV reporting under AIFMD: Key requirements and submission across the EU and UK

As most sponsors are aware, the AIFMD includes compliance requirements, including, among others, ongoing reporting to regulators.

Wealth Managers Post Asia AUM Growth Across the Board

In the first half of 2024, private banks in Asia saw robust growth in assets under management (AUM).

State of UK equities: time to back British again?

British companies have a reputation for being tenacious and innovative, and their valuations are currently compelling.

Do the very wealthy relocate because of tax rises alone?

Access to the arts is more likely to govern a billionaire’s choice to stay in a cultural capital such as London — along with the political and economic security

Third of retirees overspending amid rising cost of living

It can be hard to know how much you are likely to spend.

Luxury watches and high-end jewellery undergo sustainability transformation – Piaget leads the way

Regardless of short-term fluctuations, the luxury market remains in rude health.

Redemption of two UBS Group AG senior unsecured notes

The USD Notes were issued by Credit Suisse Group AG on 11 September 2019 and are listed on the SIX Swiss Exchange.

Positive overall trend and continued upbeat outlook for banks despite lower interest margins

Key opportunities for the banks lie in the digitalisation of the customer experience.

Family businesses, a growth engine challenge for BNP Paribas

BNP Paribas aims to become “the bank that supports families

45% of boomers now prefer Bitcoin over gold

The growing adoption by institutional investors and integration into the regulated financial system have significantly driven this shift.

Lowest euro zone inflation in 3 years sets up ECB for cut

The ECB has started winding down a two-year campaign against high inflation that followed the brisk reopening of the economy after the COVID-19 pandemic and Russia's invasion of Ukraine.

Futureproofing asset management: Key strategies to succeed

Implementing a consistent data model that allows for flexible reporting without compromising data integrity is essential.

Quilter Cheviot lowers fee for nominee MPS

The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.

Survey: 71% wealth owners retain assets in one country

The survey reveals that 47% of family wealth consists of financial assets.

Reflecting on recent times – speech by Andrew Bailey

Given at The Federal Reserve Bank of Kansas 2024 Economic Symposium, Jackson Hole, Wyoming

‘Island of stability’: Is the UK now one of the best investment zones?

Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.

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