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

Advice gap widens despite Consumer Duty pushing for better outcomes

In particular, this is impacting those with low investable assets and over half (55%) have stopped serving them as a result.

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

Banque Edmond de Rothschild sells prestigious headquarters

The price for the properties in the legendary "Quartier des Banques": 58 million francs.

Switzerland falls behind in attractiveness for expats

Switzerland is less popular than ever with foreign professionals, according to a survey by the expat platform Internations. Despite the high quality of life, many skilled workers find it difficult to make friends in Switzerland.

Winners of the Ascot Lloyd ‘considerations when selling an IFA business’ survey revealed

The survey ran in June, and received 136 responses in total.

Abrdn Switzerland prepares for big bang in US elections

At Abrdn Investments Switzerland, preparations are being made to go the extra mile in the fall.

First-round French vote leaves far-right short of absolute majority

The final outcome depends on how the centre and left-wing parties choose to field their candidates in the second round of voting on 7 July.

Oxford Risk urges use of ‘behavioural alpha’ to mitigate client losses

Effective engagement helps investors make financially sound choices while maintaining emotional comfort, thereby reducing the average 3% annual loss.

Why compounding is the key to investment success

Compounding can build your wealth over time but it's important to adopt a disciplined approach to investing, focus on quality stocks and consider the risks involved

Disappointing impact of stronger nudge highlights need for earlier pensions engagement

The stronger nudge to pensions guidance intended to normalise people taking Pensions Wise guidance as part of the process for applying to take or transfer their defined contribution benefits.

Dani Arnold: A climber’s insights

During his inspirational talk at UBP, he outlined some valuable wisdom he has gained from his experience.

Banking expert takes on board mandate at Azek

She subsequently expanded the basic offering

Why now is the time to support small charities

Mary Rose Gunn, founder and CEO of venture philanthropy fund The Fore, on the role of HNWs and wealth managers

Why first impressions count when redefining client onboarding for banks

Learn how banks can make onboarding both efficient for customers and effective in safeguarding against financial crime and other risks.

All change for our government… but no change for UK asset markets?

Investors and markets are expecting the incumbent Conservative Party to suffer a crushing defeat and the Labour Party a major victory.

BOOK: Discover Château Clarke

Through the pages of a lavishly illustrated book, immerse yourself in the fascinating history of Château Clarke, acquired in 1973 by Edmond de Rothschild.

Ten investment convictions for H2 2024

The prospect of such changes should translate into episodes of market volatility.

Asset management market is deficient of specialist managers, survey shows

Over 65% of respondents agreed that specialist investment managers are more agile

M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide

It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.

Euro Rates Watch - France snap election: Radical parties come to the fore

This created high political uncertainty and turmoil in the EGB market but particularly in the French market.

Comment, Analysis & Research