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

High net worth individuals’ investment mistakes - RESEARCH

A sample of 652 deVere clients in the UK, Asia, Africa, the Middle East and the U.S. who have investable assets of more than £1m (or the equivalent) were polled.

Europe and investment banking are a bad match

Deutsche Bank, which Berenberg says is more than 40 times levered, in need of fresh capital and at the same time unable to offer a decent return on it, has become a symbol of Europe's failed investment banking ambitions.

What BCG’s big new banking report is really saying about your job

New regulations like the Fundamental Review of the Trading Book and the introduction of capital floors will force banks to revisit the way they calculate their existing RWAs and will almost certainly force banks to revise them upwards.

Multi-asset managers reveal how they cherry-pick the best

They’ve come a long way from their origins as convenient vehicles in which to combine equities, fixed income and property.

How rich are the Irish?

Our household wealth is higher than many of the 13 countries surveyed by the Central Bank – but so is our debt

European Private Equity industry maintains appetite for M&A

A new report from consultancy Roland Berger finds that the European private equity is set to build on global appetite and enjoy continued growth in the coming twelve months.

60 per cent of wealth managers under threat from superior technology

Asset managers need to develop their use of technology to continue attracting and retaining clients

UBS takes more positive view on Greek banks

UBS’ view echoes a similarly bullish position on Greek banks from Morgan Stanley.

St. James's Place - UK trade deficit had reached £13.3 billion in Q1

Official figures released last Tuesday showed the UK trade deficit had reached £13.3 billion in the first quarter – the largest figure since the start of the financial crisis. This means the UK is reliant on money from abroad to help make up t

Small is beautiful II by Tim Price

Size isn’t just a barrier to efficiency in asset management. Beyond a certain limit, size threatens operational performance in just about every facet of life. In the words of the late Dr. Albert Bartlett, emeritus professor of physics at the Univers

Advisers and product providers clash on AE fee caps

The institute’s modelling showed a hypothetical volatility-managed fund charging 115 basis points could deliver better average returns than a wholly equities-invested fund with lifestyling that charges only 35 basis points.

Technological Advances Changing the Way Providers Address Wealth Management Solutions

According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.

Hedge funds show best returns from Russian markets

Hedge funds may charge higher fees and are generally less restricted than traditional mutual funds.

Banks Set To Lose 43% Of Retail Payments Revenue Under PSD2

UK banks could be poised to lose up to 43% of their retail payments based revenues by 2020 as the revised Payment Services Directive accelerates advancements in e-commerce and contactless technology, according to data compiled by Accenture.

Brexit News

Some of the latest opinion on Brexit

Miton’s David Jane: The only certainty is uncertainty

This makes us feel that currency risk is elevated and also that short term interest rates will remain low for an extended period, even if the US has begun putting rates up.

Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation

Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.

Comment, Analysis & Research