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

Diary of a Fund Manager - Rubaiyat

Bitcoin fell approximately 30% in response to the Chinese government plan to curb trading and Elon Musk realising that Bitcoin mining uses a lot of environmentally damaging energy.

Market Outlook Mid-year 2021

Global investment trends that matter for your portfolio

Review of the week: Stuck in inflation fixation?

Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.

Lessons from 1709’s Great Frost

This was the worst 12 months Britain had seen since a catastrophic winter more than 300 years ago – dubbed Le Grand Hiver in France – which laid waste to much of Europe, from Italy to eastern Russia.

Frozen IHT thresholds will impact twice as many clients as the pensions LTA, say advisers

While the majority of financial advisers (64%) say affected clients are aware of the IHT freeze, only 11% say their clients fully understand how the change could impact them, highlighting the need for advice.

How companies can avoid greenwashing: Do it before talking about it

As corporate sustainability claims proliferate in the Covid era, how can firms avoid accusations of greenwashing? And what should they do if they're called out for making false green claims?

When money gets sick

After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.

What Works When Inflation Hits?

How should investors reposition their portfolios in the face of heightened inflation risk?

Schroder family sees fortune grow by £1.2bn despite Covid hit

Peter Hargreaves and Stephen Lansdown feature on slimmer Sunday Times 2021 Rich List which pegs Schroder family wealth at £5.2bn

UK property market set for busiest year since 2007

The value of homes sold in 2021 is expected to reach £461bn ($654bn) – up 46% year-on-year, and 68% compared with 2019.

Pension freedoms: how they came at a price

George Osborne’s reforms offered us choice to save, invest, or spend our pensions. What happened next?

The tried and tested route into Europe post-Brexit

Guernsey has often watched – with a calm detachment – the waxing and waning of the UK’s mercurial relationship with the European institutions over half a century.

UK Infrastructure Bank - Financial returns v Building back better, fairer and greener

HMT’s policy document issued in March 2021 set out some key principles around how UKIB will operate - Policy Design of the UK Infrastructure Bank.

81% of financial services employees do not want to return to the office full-time

A move to a hybrid working model seems to be the preferred choice among all areas of the organisation.

Guernsey Private Investment Fund attracting tech sector

Reference Fund is a fund of funds structured as a Guernsey limited partnership, which targets investments with a global coverage (China, Israel, Europe and USA) in Seed stage technology focused funds.

Four Pillars of Capital: A time for reflection - 2020

83% of respondents already applying ESG principles to their investments said Covid did not alter their approach despite its devastating impact.

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

Data analysis: The competitive advantage in wealth management

Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.

Cryptic Markets

At the end of the week, the authorities cracked down still further on the mining and trading of Bitcoin.

The UK's 12 richest hedge fund managers

Some managers soared up the rankings while others fell down, depending on the success of their strategies in 12 months of unprecedented turmoil.

Comment, Analysis & Research