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

Are you meeting the needs of vulnerable clients?

Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.

Tom Selby: Time to rewrite our pensions policy shambles

There is also a lifetime allowance.

The UK shares the pros are backing to play post-pandemic recovery

Fund managers are positioning to profit from the ‘reflation trade’. We name the shares they are backing.

New Research Reveals Top Investment Migration Program Options for HNWIs Seeking Health Security

The chaos and disruption experienced worldwide over the past year has seen access to health security become a chief concern.

Evolutions in fund administration - Ocorian

Vice President – Fiduciary Services, Todd Hazlewood speaks to HFM Connect about how the fund administration space has been evolving in recent times.

Deloitte hands staff ‘thank you’ bonus of up to £2,000 as it rolls back cost-saving measures

Deloitte is suspending some money saving measures introduced because of the pandemic

What are non-bankable assets?

The exact definition of non-bankable assets can vary from source to source.

Bank of Ireland ‘may look’ at Davy, says chief executive

Francesca McDonagh argues that restrictions on variable pay are ‘anti-competitive’

Wealth managers still in crypto 'education mode', Fidelity says

Bitcoin powered to an all-time high of nearly $62,000 this month, the latest in a meteoric rise fuelled by bigger U.S. investors.

Why Luxembourg for Asian Investment Managers?

Luxembourg’s fund vehicles offer several viable alternatives for the types of structure traditionally used by Asian investment managers.

FCA warns that younger investors are taking on big financial risks

The research found that for many investors, emotions and feelings such as enjoying the thrill of investing, and social factors like the status that comes from a sense of ownership in the companies they invest in, were key reasons behind their decisions to

WEEKWATCH by St. James's Place

Forecasters are predicting that higher inflation will return once the economy begins to reopen, raising the prospect of higher interest rates.

Despite the sell off, bonds still have a lot to commend them by CJ Cowan, Quilter Investors

Recent weeks have seen bond yields jump back up to levels not seen since prior to the Covid pandemic

Unexplained wealth orders have not been a complete damp squib

The legal requirements which need to be satisfied before a UWO can be obtained are not straight-forward

What Keeps Risk Teams Awake at Night? by MAN Institute

If there is anything that keeps our risk teams awake in the middle of the night, it is self-reinforcing events. Could the increase in US Treasury yields be one such event?

Tax day a damp squib, with no proposals to change rates or reliefs

Instead the Treasury have focused on ‘behind the scenes’ changes to improve the administration of the tax system and to build a modern tax system.

The Wealth Mosaic has released its first US Wealth Technology Landscape Report

The report is based on The Wealth Mosaic’s fast-growing website and will be updated and released annually.

Inflation not the enemy yet as market looks at most attractive since 2015

This has seen some abrupt market movements, however, Chorley believes this fear of inflation has been misplaced and has not been the one driving markets in recent weeks.

From regulator to firm to consumer: a virtuous chain of events

The ability to share best practice and exchange ideas and experience is a crucial part of making progress on diversity and inclusion (D&I) at an individual firm level and at a collective sector level.

The Future of the Securities Lending Market: Advancing the Digital Debate

This latest paper, which includes contributions from stakeholder firms across the securities lending market

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