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

Only 12% of advisers rate main platform as ‘very good’

The report also found an increase in the number of platforms advisers use, from 2.4 to 2.7.

How a Swedish wealth manager tailored its MPS to UK investors

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

St James’s Place: what is your experience?

Wealth manager under scrutiny after fees revamp

200,000 NHS workers losing hard earned pension payments due to lack of awareness

This means there are now very few reasons for those eligible NHS pension members not to take their 1995 section benefits at normal pension age.

Average DC pension pot has plunged by 66%: TPR

TPR said the reduction in schemes is solely driven by schemes with fewer than 5,000 memberships.

Should I stay or should I go? A practical guide to the UK’s non-dom tax changes

They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.

Is there ever a bad time to invest?

But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.

Emma Thomson: Out of sight, out of mind? That’s letting clients down

Many advisers lack an effective strategy to support existing protection clients

European green shoots Counterpoint – May 2024

It grew above expectations and at the fastest rate since the third quarter of 2022.

New research suggests that stewardship resources need to match investor ambitions

Based on the survey findings and TAI’s research, the report argues that the industry average stewardship resourcing level is currently at around 5%.

M&A gathers pace for Compass as it takes advantage of outsourcing trends

This is on the back of strong cash flow generation and low leverage, which also saw Compass increasing its interim dividend versus last year.

JOHCM UK EQUITY INCOME FUND: Rate cuts... and a spending boost that will turbo-charge retail giants

Yet he believes the down switch may have been turned off, potentially heralding a period of attractive returns from the UK stock market.

The six foundations of discretionary portfolio management

An exuberant communicator with an obvious passion for his work, Jia Hao Sng isn’t someone you might naturally expect to find extolling the virtues of emotional detachment.

Advice on cash surges nearly 50 per cent in three years

The research also reports that two thirds of advisers (62 per cent) are likely or extremely likely to continue to proactively offer cash management solutions to their clients in the future.

Analysis-European banks' Goldilocks rally tempts back buyers... and bears

But the number of investors making short bets against some major banks is also rising, suggesting they are not convinced that the rebound will last.

UK mood music improves as economy emerges from recession

Markets await the first interest rate cut with bated breath, so it will be interesting to see the economic reaction once those rate cuts begin feeding through.

New possibilities with plastics: opening up opportunities in the circular economy

Contrasting with this is the sustainable growth that is becoming possible today and is emerging in the form of the circular economy.

Half of UK asset owners invest in natural capital or plan to

In addition, supporting climate adaptation and mitigation was the biggest driver of investment in natural capital, followed by the good stewardship of members’ assets and reducing nature-related investment risk.

The Business Exit Book– Coutts Launches The Guide To Selling Your Company

When it comes to selling your business, our new Business Exit Book is there to help guide clients through the process.

‘The worst seems over’ for ‘cheap’ and ‘reasonably attractive’ Chinese stocks: EFG Asset Management

CSRC measures announced in April have changed market sentiment from very negative to positive, he says

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