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

Poor Customer Experience Costs Financial Institutions $10 Billion Per Year

Fenergo Report Finds One in Three Financial Institutions Have Lost Customers Due to Inefficient or Slow Onboarding Processes

Gold vs crypto: Who wins this time?

Our award-winning analyst has all the crypto news including Davos, Tron and a war with the yellow metal.

Top adviser threats for 2019

Brexit takes the top spot for UK IFAs, but what else is keeping them up at night?

Has HMRC become an unstoppable beast?

UK taxman was given greater powers in 2012, but a House of Lords report says they go too far

Are these the solutions to achieve the United Nations Sustainable Development Goals?

Dive into the critical factors needed to accelerate progress towards tackling the Sustainable Development Goals.

Coutts London Prime Property Index | Q4 2018

Slow sales and steep discounts still define London’s luxury property market, but activity at the top end provides some silver lining.

Guernsey providing regulatory certainty on application of electronic CDD

Also at the seminar in London, lawyer Stephen Ozanne, Senior Associate at Walkers, provided a briefing on the impact and potential of the island’s recently-lodged ”smart contracts” and “electronic agents” legislation.

Openwork adds “record” number of mortgage firms and advisers

Openwork mortgage director John Cupis says: “These historic results are testament to our strong proposition and support for firms wanting to grow or diversify their client offering.

EU Benchmark Regulation – Not Just a European Problem

The ‘problem’ has remained largely ignored in favour of more diverting and broader impacting current affairs.

ESG – is it Virtue Signalling? by Donald Maxwell-Scott, Rowan Dartington

ESG investing is becoming more popular and most stockbrokers now offer a service that caters towards the ever-growing number of investors that want to go down this route.

Is it a game ? Or is it real ? by Tim Price

This may sound easy, but the game’s AI opponents can be fiendishly clever. ‘Supreme Commander’ has its own constraints on each player.

Let’s hope the good news keeps coming by Gary Dugan

The S&P500 at 2664 appears to be targeting the 2700 level with a shot at the peak of the fourth quarter of 2800.

How the Allure of Mega Wealth Led Brokers Into Fraud Suits

Hong Kong client sent skillfully forged documents, broker says

Britain’s 50 best places to live revealed – does your hometown make the list?

A survey by Halifax took into account factors such as employment rates, housing prices and overall happiness

Green bonds: good for the City, pointless for the environment

Green bonds are perhaps the most high-profile innovation in the greening of finance, but they are among the least effective in terms of their environmental impact

In search of critical thinking by Lorenzo Dicorrado, Sanlam

This means that we try to learn from people who think critically, within and outside the world of finance.

Global risk management survey - Deloitte

Financial institutions should also consider leveraging the power of digital technologies

Five Family Business Trends 2019

How will family businesses fare in 2019?

Wealthy property investors remain active in the capital

Even with the current political turmoil and compared against other EU cities, it remains politically stable with a transparent tax regime.

Qatar wealth fund eyes stake in Deutsche Bank

Fund says it favours Germany because of its robust economy

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