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

Accountants Azets in York to offer wealth management

The top ten UK accountancy firm will also draw on inhouse support nationally and leverage many years of financial planning expertise, especially in the north east and Scotland.

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

How should I position for lower interest rates?

With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.

“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner

This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.

LO Women Invest

This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.

Centi-Millionaire Boom: America and China Dominate the Super Rich Club

This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.

Advised investors less vulnerable than wider UK population

Dynamic Planner’s analysis revealed 41% of advised investors assessed have a health condition or illness.

Latest results from the Decision Maker Panel survey - 2024 Q3

Annual own price inflation among firms in the DMP has continued to decline gradually since the start of the calendar year.

FCA: we want to partner with industry to tackle crime

She highlighted “collaboration and a collective effort” were key to tackling fraud saying the FCA could not “do it alone”.

Robeco Switzerland exec ‘not surprised’ by lack of female PMs

The gender of a fund manager should be irrelevant but it is often not.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

Luxembourg Ucits funds gained from impressive rebound

New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.

UBS shifts focus away from corporate bonds as yields drop, risks increase

Corporate bonds have rallied over the last two years

Firms encouraged to explore new approaches to increase pension engagement

The research also sought to test effective touchpoints for engaging consumers about their pensions.

RBS: Scottish economy maintains momentum, but manufacturing struggles

Expectations for the year ahead outlook for activity continued to strengthen across Scotland’s private sector in August.

The art of bending without breaking – banking on operational resilience

The common denominator of all these risks is that they affect all of us: from Asia to the Americas, from Africa to Europe.

Financial stability at your service − speech by Sarah Breeden

Based on remarks given at Wharton-IMF Transatlantic Dialogue, Washington DC

Private sector activity growth remains driven by services firms, according to latest Royal Bank of Scotland Growth Tracker

Expectations for the year ahead outlook for activity continued to strengthen across Scotland’s private sector in August.

Value-creators beat the fade

Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.

UK economy's momentum halted, as weak public finances risk Labour overcorrecting

July’s estimate has shown the UK economy had no growth, with growth for the previous three months coming in slightly below expectations at 0.5%.

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