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

Why first impressions count when redefining client onboarding for banks

Learn how banks can make onboarding both efficient for customers and effective in safeguarding against financial crime and other risks.

All change for our government… but no change for UK asset markets?

Investors and markets are expecting the incumbent Conservative Party to suffer a crushing defeat and the Labour Party a major victory.

BOOK: Discover Château Clarke

Through the pages of a lavishly illustrated book, immerse yourself in the fascinating history of Château Clarke, acquired in 1973 by Edmond de Rothschild.

Ten investment convictions for H2 2024

The prospect of such changes should translate into episodes of market volatility.

Asset management market is deficient of specialist managers, survey shows

Over 65% of respondents agreed that specialist investment managers are more agile

M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide

It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.

Euro Rates Watch - France snap election: Radical parties come to the fore

This created high political uncertainty and turmoil in the EGB market but particularly in the French market.

Boris Collardi is looking for the next Kylian Mbappé

Now, together with other investors, he wants to achieve this in the football business as well.

Inside Schroders, Abrdn and LGIM’s CEO search: ‘It’s a Kodak moment for active managers’

Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs

M&G’s Andrea Rossi: ‘I don’t look at the share price every day. There’s no point’

The fund house’s chief executive says he’s ‘on a mission’ to grow the three main pillars of his business, with a particular focus on private assets

PCD Magazine article: The Big Interview with Crestbridge’s award winning CEO

A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.

Ten years of contactless payment: a bird’s eye view

With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.

Retirement planning: with saving pots

Financial security in retirement through a holistic wealth management concept.

Bridging the Philanthropic Knowledge Gap for High-Net-Worth Individuals

The motivation for giving is deeply personal.

“Miracle” needed for secure retirement: Gen X survey

Nearly half said they believe they need a “miracle” to retire securely, while half said they avoid thinking about retirement altogether.

One in two UK financial advisers plan to retire during the next five years

51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage

Joint Liquidators of The House of St Barnabas search for new organisation to take on historic Soho Square building

HOSB was established in 1862 as a charity that supported individuals in need, including those who had experienced homelessness.

Europe’s political shifts, French scenarios and market implications

These developments also raise critical questions for the future of German politics after next year’s federal elections.

‘Holistic reform is needed’: The big CGT wealth question

Any reforms that bring capital gains tax in line with income tax need to consider the impact of Jeremy Hunt’s decision to freeze the allowance, the industry says.

Patricia Amberg: «It is Like a Club For Private Collectors»

Client needs in that respect are very different and strongly contingent on how advanced they are when it comes to collecting art.

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