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

Warning of ‘marked slowdown’ in mortgage lending from Santander UK chief as bank’s profit creeps up two per cent

The bank forecast that net interest margin in 2023 would remain higher than 2022 reflecting further base rate increases.

Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’

Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.

Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim

44% of Gen-Z savers believe they can source valuable information on social media

UK – Does an iterative approach mean less contractual certainty?

This opens the way for more creative and commercial approaches to contractual interpretation but comes at the cost of contractual certainty. Further details are set out below.

UK gambling with £5.5trn inheritance as more than half don’t have a will

Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.

Value’s resurgence: flash in the pan or here to stay?

With investors wondering whether value’s outperformance of the last two years can be sustained, Ben Arnold looks at three key questions at the heart of the debate.

Half of adults believe financial advice is for the wealthy

The survey found that young people between the ages of 18 and 34 were most likely to agree that it should be easy to invest without needing professional financial advice.

Aviva Investors, Invesco, Abrdn to hire in growth areas, shun ‘sweeping’ job cuts

Despite mass layoffs in other sectors, some of the City’s largest asset managers are still selectively hiring

Swiss fund market shrinks 13.7% in 2022

Flows remained muted throughout the year, and by December 31 the industry had seen net outflows of 5 billion Swiss francs.

7IM previews retirement income solution linked to platform

They can then select different types of products based on these incomes and expenditures to see what the client would end up with.

Why one MPS boss is sticking with Terry Smith

Our view is that he has added a lot of value for our clients over a long period of time.

Should investors increase allocations to fixed income?

Avoiding the traps in the asset class was the ‘biggest bullet to dodge in 2022’ EmailFacebookTwitterLinkedInPrint

Older generations ‘bridge gap’ to embrace impact investing

Furthermore, more than half said sustainable investing is bridging the gap between younger and older generations, and almost 70% reported sustainable investing is being embraced by the generation in charge of the family’s wealth.

Three triggers fuelling the 'great adviser retirement'

Regulation, client demands and markets are key reasons

Recessions first, then recovery

The most recent developments show that economic and financial pressures are easing.

New leadership in the working world

While motivation remains an important driver for success, it is no longer the be all and end all.

Swiss National Bank's Schlegel Says Too Early to Sound Inflation All Clear

Although low by international standards, Swiss inflation rose to 2.8% last year, outside the SNB's price stability target for prices to rise by up to 2% annually.

Monthly mortgage payments could drop by 25% by the end of the year according to Quilter

Those who purchased a property at this price and mortgage rate with a term of 25 years and an 80% loan to value ratio will be facing a monthly mortgage payment of £1,520.

We’re leaping up the rankings in the Social Mobility Employer Index

We’ve jumped 19 places in the sixth annual Social Mobility Employer Index reflecting our commitment to promoting socioeconomic diversity in the workplace.

How we've updated our Engagement Blueprint

Here's why and how Schroders has updated its inaugural Engagement Blueprint, which lays out our expectations of companies across six thematic areas.

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