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

Roundtable: European hedge fund managers don’t just launch UCITS or Alternative Investment Funds (AIFs)

As a result of the Alternative Investment Fund Management Directive (AIFMD), most of the service providers have increased prices

German institutional interest in SRI continues to grow, survey shows

The survey of 215 German institutional investors, with accumulated assets of around €1.5trn, also found that “concerns about this type of investment are declining significantly”.

Sapient Global Markets Survey Rates DZ Bank As Best German Retail Structured Products Issuer for 2014

Banks provide more product information through online portals, but investors demand increased functionality around search and selection

Allocations shifting away from fixed income, says Mariner

Credit and equity market volatility plus expected central bank moves are creating a stronger rates trading environment

Golf fees VAT-free by David Wilson

Despite the EC’s decision last year that members’ golf clubs should not be charging VAT, HMRC’s continued dithering on VAT-free golf is definitely below ‘par’.

Eastern European markets offer high growth rates and attractive entry opportunities - Erdinç Benli, Head of Emerging Markets Equities at Swiss & Global AM

ussia and Turkey continue to present opportunities, despite recent rallies

Managers question how next five years of returns will look

The next five years will see financial markets enter a new phase, he says, in which central bank stimulus – for so long a positive influence on investor sentiment – will have less of an impact on asset class returns.

Fund manager moves: Has industry turnover become excessive?

The worst offender was the Global sector, in which just 42% of managers have remained in place for that period, according to FE

Financial Services Firms Upbeat as Business Volumes Rise – CBI/PwC Survey

Firms are focusing on two key strategies for growth in the near-term

Macquarie Research: European and UK economics - The road ahead

Euro area inflation, the UK PMIs and the ECB meeting are the highlights this week.

Post-RDR funds industry controlled by 150 'gatekeepers' - research

The report claims a small number of asset managers and funds have been attracting disproportionate amounts of fund inflows

Expanding your Middle by Justin Urquhart Stewart

Germany is often held up as a perfect example of the development of small to middle sized companies, and much over the years has been written about the success of their "Mittelstand". This has often consisted of smaller to medium sized private c

Shy wealth firms overlook most basic way to win clients

The Futurewealth Report 2014, composed by SEI, Scorpio Partnership and NPG Wealth Management, revealed advisers doubled their chances of receiving a referral by simply asking for one.

Kneip partners AssetLogic on fund information network

Kneip, leading service provider for the fund industry, today announces that it has partnered with AssetLogic to provide the Fund Information Network, offering a major step forward in fund data management.

Deloitte reveals 20 providers to offer sub-set accounts

David Aird, managing director of UK distribution at Investec, says distributors “want to come onto the asset manager’s turf”

Prime brokers “hoarded” liquid assets in financial crisis

Esma, which based its research on a dataset covering the 306 largest global hedge funds and their prime brokers between July 2001 to December 2011

Wealth Managers Who Ask for Referrals Double Their Chance of Being Recommended by Clients

Futurewealth Report Uncovers What It Takes for High-Net-Worth Individuals to Recommend Their Wealth Managers

‘Just 150 people’ will control UK funds

According to Deloitte, the financial services group, the number of “gatekeepers” that direct new money flows is falling, hampering the business models of asset managers that miss out on these concentrated flows.

Time to step out of the shadow of the crisis, says BIS in 84th Annual Report

To return to sustainable and balanced growth, policies need to go beyond their traditional focus on the business cycle

Barclays Advises an Incremental Shift to a Defensive Portfolio

Global Outlook report recommends that investors reduce their exposure to global fixed income and increase their allocation to cash

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