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

Total value of the top 3 M&A financial advisers deals surpasses $555bn

As a result, it was the only firm to surpass the $200 billion mark. It outpaced the second adviser, JP Morgan, by a huge margin as the latter had $178.9 billion.

In the mouth of madness by Tim Price

We cannot rely on one or two voices.

European Banks Feel The Urge To Merge

The long-awaited consolidation of banks in Europe’s fragmented banking market has finally begun.

MALTA: Opposition urges introduction of unexplained wealth orders

The purpose is to seize assets financed by criminal activities

Keeping Money at Home Can Be Costly for Investors

For the past five years, the geographical asset allocation of the group has barely budged, and domestic holdings have remained stuck at about 30%, compared with 23% in Europe and 22% or less in North America.

UK job support scheme: what it means for employers

Employers will be able to claim payment under the scheme in arrears.

True Potential in hiring spree as 58 join since lockdown

It follows a record year for True Potential in 2019, with group profits rising from £35m in 2018 to £48m.

Advisers on waiting list amid paraplanning boom

"We have large IFA firms using our bespoke full back office service whereby they have no or little staff and we work solely as their head office."

Investment sector fears major restructure and staff cuts

This was also the case when looking at the future of recruitment in the UK.

Coutts Quarterly Update: A Recovery For All Seasons

Then many regions, including the UK, reintroduced measures to slow an increasing coronavirus infection rate towards the end of the quarter, and we saw noticeable falls in some markets.

Global Economics Intelligence executive summary

As China returns to near-normal activity, many economies experience an industrial revival led by manufacturing and trade; the public-health crisis remains an impediment to faster growth.

David Thomas: ‘Advisers do have a degree of power over fund managers’

Seneca boss explains the role the firm’s multi-asset value funds can play in DFM portfolios

Has the pandemic transformed financial advice for the better?

So the impact of the crisis on the financial advice industry goes beyond market volatility and its impact on investments - redefining, perhaps permanently, the role advisers play in their client’s lives.

Bank of Spain chief warns crisis might be deeper than worst-case scenario

In this context, De Cos also urged broad political and social consensus to cope with the economic fallout from the Covid-19 disease as a political spat over how to tackle the crisis is escalating.

Taking change in your stride: Jersey’s National Risk Assessment of Money Laundering

The NRA is a key step towards our next assessment by MONEYVAL, which uses the FATF recommendations as its starting point.

UK financial services firms turn cautiously optimistic

“While it is reassuring to see business volumes begin to stabilise in a sector so vital for the UK’s recovery, financial services isn’t out of the woods just yet,” Rain Newton-Smith, the CBI’s chief economist, said.

Do the Brexit trade talks matter for investors?

The negotiations are rightly attracting lots of attention, but investors in UK companies should put the outcome into perspective.

Negative rates in UK? How to protect yourself if Bank takes interest rates below zero

The main risk for savers is that, if rates do go negative, the return on cash – already paltry – could also turn negative. At the very least, negative rates would mean they are unlikely to rise anytime soon.

Almost half of UHNW families do not have a structured process for identifying risk, says Stonehage Fleming survey

Almost a quarter of respondents identified failure to engage the next generation as a key risk.

Resilience in a time of uncertainty by Nick Strange

This will help firms to implement strategic solutions which address common challenges.

Comment, Analysis & Research