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

Pandemic sees clients delay decision making

The research, commissioned by Octopus Investments and conducted by VouchedFor1, revealed that six in ten (61%) advisers had clients who delayed financial decisions due to the pandemic.

It’s a volatile time in wealth management right now, but I’ve never felt more secure at Fidelity. Here is why.

One such positive advocate for the sense of belonging and long-term commitment at Fidelity is Larysa, VP, Financial Consultant at a Fidelity Financial Planning office in Northern California.

Who's afraid of bond vigilantes?

Raising rates too soon would be a bigger threat.

How to be part of the rise of women’s wealth

How money confidence can help women to unlock their financial potential

Edinburgh fast becoming capital of wealth

Fuelled by the housing theme of the pandemic — wealthy buyers moving out of the English capital — price growth in Scotland’s prime market is set to rocket over the next five years.

Five megatrends that will shape economy and society through 2025

The scale of the fiscal interventions is impressive, however, over the next five years, governments will have to contend with repayment challenges down the road.

BlackRock eyes Credit Suisse’s asset management arm, reports

The interested parties include State Street, DWS, Pegassus Europe and Allianz.

Review of the week: A chill wind blows

A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.

Do you have a licence for your Minsky? by Tim Price

Chaos theory can be applied to a variety of disciplines, among them weather and climate.

1,200 HSBC employees to work permanently from home

About 70% of the call centre staff opted to permanently work at home while 25% wanted to go into the office for some of the time.

Scottish Friendly CEO Jim Galbraith dies

Being a leader naturally endowed with wisdom, focus, purpose and ambition, Jim laid those foundations by building an experienced leadership team; dedicated to maintaining his historic vision for the mutual.

PwC's flexible working strategy 'a step in the right direction'

PwC’s announcement will disrupt the entire consulting industry

Hopefully ECB can start to reduce its bond buying in the third quarter, Austrian governor says

The ECB put forward an emergency bond-buying program in March of 2020 to deal with the economic shock from the pandemic.

Review of the week: Resurrection by Rathbones

The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccination drive and stimulus. Next on the list, investment in clean energy.

Wealth Management: Monthly Market Review - Rothschild & Co.

The strong economic recovery led to price gains on the stock markets in March

Corporate culture - grasping the ungraspable

The case for and against measuring culture has been addressed in previous Insight articles with one making the case for measuring and the other against.

Digital Client Onboarding: The Talk Of The Town

Most financial services firms struggle with the basics of their onboarding processes and are unable to set the tone for the right and profitable customer relationship.

Three core investment trusts for your new ISA allowance

This has resulted in an uptick in bond yields and consequently growth companies have suffered at the expense of value.

Responsible Investing – two fund ideas to get started

Want to invest responsibly but not sure where to start? Here are two fund ideas to help.

An Asynchronous and Divergent Recovery May Put Financial Stability at Risk

The economic trauma would have been much worse if the global economy had not been supported by the unprecedented policy actions

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