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

Retail resilience will be challenged by higher interest rates – EY ITEM Club comments

This will add to the debt service costs of the 2.5mn households exposed to higher mortgage rates during 2023.

Too much caution kills performance

This is good news for our financial sector as active wealth management and portfolio risk management happen to be in its DNA.

Bank of England increases interest again: what next?

The BoE is unlikely to clearly signpost how high rates will go at this stage, because the recent rapid pricing is disruptive for UK businesses and homeowners.

Brown Shipley: Market and Investment Update

Taking stock at the midpoint

What advisers need to know about the Luxembourg life industry

Its financial sector has ‘never stood still’

‘Entrenched’ inflation remains at 8.7%, higher than forecast

Core CPI increased in May to 7.1%, the highest it has been in more than 30 years.

Wealth managers refocus to respond to women

Female clients tend to think differently about money

Investing in times of inflation

In a world where permacrisis ended up being the word of the year, it becomes hard to think beyond fear and even harder to see opportunities in hard times.

UK economic resilience offers mixed outlook

The UK economy is proving resilient, and its growth prospects have improved thanks to lower energy costs, more predictable fiscal policy, and better relations with its European Union trading partners.

Another rate rise looks almost certain, but market view further out is too pessimistic – EY ITEM Club comments

Evidence of more persistent pressures in services inflation and pay growth was set out as being key.

Lloyds, NatWest among banks to make billions as mortgage and savings rates grow apart

Savings and mortgage rates offered by banks have grown apart, prompting lenders to likely earn billions as margins grow

CS' troubled past is now UBS's present

At least in theory – because in practice, with the CS takeover last March, UBS also took on the legal risks of the ailing big bank.

Study on alternative investments and private assets among Swiss investors

A recent survey of 300 Swiss high-net-worth individuals (HNWIs) conducted by Lombard Odier, has revealed that the share of investments in private assets is steadily growing in the current market environment.

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

New study highlights growing risk of climate litigation to corporations

The report also notes that just under 10% of climate litigation cases are filed against corporations.

Team Malizia set sail on the final leg of The Ocean Race after a dramatic start

Racing for the remaining three boats continued, with Team Malizia second through the departure gates as they headed away from The Hague to negotiate the English Channel.

UBS Plays Good Cop – Bad Cop

It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.

Family Office Trends: How Indian Family Wealth Continues to Move Abroad

Although India has previously enjoyed the immense wealth generated by family offices, this is beginning to change.

Bank of England survey finds public has all time low confidence in its ability to tackle inflation

Those surveyed were also asked about their views on interest rates and inflation at the moment.

Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector

Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.

Comment, Analysis & Research