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

Ex-UniCredit CEO Jean Pierre Mustier Said to Plan SPAC

Mustier joins an ever growing list of former executives seeking to tap into the SPAC trend to help revive their careers after leaving top finance jobs.

Why we launched a business under lockdown

The challenges of launching in lockdown have been significant. Successful financial planning is based upon a solid foundation of trust, which takes time to build and we believe is best done face to face.

Minimum pension age rise to 57 creates cohort caught in the middle by Jon Greer, head of retirement policy at Quilter

The best thing people can do to help plan around changes like this is to seek financial advice.

UK economy to show scarring for considerable time as GDP confirms annus horribilis by Hinesh Patel, portfolio manager at Quilter Investors

This does not mean every business is going to thrive in 2021

Schroders continues to address workplace mental health according to the City Mental Health Alliance’s annual Thriving at Work Assessment

At Schroders, our people are central to the ongoing success of the business

Are you considering an investment fund but do not know where to start?

The fund administrator is normally the pivotal point around which the fund formation and ongoing administration revolves.

How is cancer covered in critical illness plans?

Identify which cancers affect men and women the most

Efficiency - what’s holding investment managers back by Andrew Foster, Iress

The UK wealth management industry is now spending over £1 billion on IT and operations in a quest for ever more efficient, competitive and profitable ways of working.

Twelve powerful wealth management trends. Twelve opportunities in 2021. Are you ready?

Each trend presents a powerful opportunity to build new service delivery models, differentiate offerings, communication strategies, campaigns, and more that customers will benefit from and demand.

EBA Clearing's RT1 reaches critical mass of Belgian PSPs for instant payments

With this latest development, RT1 has established critical mass for instant payments in 11 countries throughout the continent, including Austria, Belgium, Estonia, Finland, France, Germany, Italy, Latvia, Lithuania, Luxembourg and Spain.

Malta's economy set to grow by 4.5% this year, EU forecasts

Maltese economy suffered third-largest blow in the EU in 2020

Financial Lives 2020 survey: the impact of coronavirus

Key findings from the FCA’s Financial Lives 2020 survey and October 2020 Covid-19 panel survey.

Good governance and the role of women in family offices

Family Capital also looked at the Middle East family office world with respect to gender diversity.

How to beat Inheritance Tax in five easy moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s. Here’s how to do it

9 million jobs at risk as business cash reserves fall dangerously low

The IPPR said said a significant number of jobs could be lost if the cash crisis for firms of all sizes is not quickly addressed and the government doesn’t extend its support, which is due to end in the next couple of months.

Is Italy warming up to robo-advisers?

High costs put pressure on very traditional financial services sector

Convenient exit or client sacrifice? Private equity's £3bn march into advice and wealth management

Nucleus latest firm in PE takeover

KPMG UK chairman told staff to ‘stop moaning’ about work conditions

They also raised an issue about KPMG measuring staff performance against a “forced distribution curve”

'No such thing as a superstar genius manager’

There’s a lot of clever people out there, but what stands out is those that can work well together and act to recognise and deal with those behavioural biases.

Covid-19 has made wealth managers’ IT advance 10 years

If you have a clear digital strategy and are advanced digitally then the past year will not have been bad.

Comment, Analysis & Research