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

Schroders Global Investor Study 2021

Over a third of people will allocate more towards high-risk investments, even if most will allocate more to savings or low-risk investments

Ultra-low interest rates: don't expect money for nothing by Coutts

The current, historic low interest rate environment adds to the case for investing if you want to try to get more from your money.

Gap between advised and non-advised drawdown widens - FCA data

The number of people turning to PensionWise for guidance remained flat during this time, falling 1 percentage point to 9 per cent in the half year to March 2021.

PIMFA raises concerns about FCA’s ‘woolly’ Consumer Duty proposals

The FCA has put significant stock in the Consumer Duty being fundamental to its regulatory and supervisory approach going forward.

Retirement income market data 2020/21

We have collected data on the retirement income market since April 2015.

Future-proof Your Business: Raise The Bar On Operational Resilience

Objectway surveyed professionals among banking and wealth management to discover if and to what extent the industry will be able to fight back.

European Islamic Funds Industry Led by Luxembourg

In addition to Luxembourg Islamic MFI, tax and cost efficiencies are also anchored by the country’s position being amongst the largest fund centres globally, and its human capital that is skilled in catering to the Islamic MFI.

Furio Pietribiasi: 'Entrepreneurial' mindset aligns interests of manager and client

Mediolanum CEO interview

We’re at another turning point in the 100-year cycle of money – here’s what to do

Money has always moved in 100-year cycles. And we’re at another turning point now, says Dominic Frisby – money has gone from gold to government-backed paper, and now to blockchain technology.

‘You’re better on our tech’, Parmenion tells advisers

Whilst Parmenion did announce this month it was onboarding more external discretionary fund managers and model portfolios onto its platform, there is no sign of the platform making its own services available through other providers.

BNP Paribas Asset Management Publishes 2022 Investment Outlook

The 2022 focus is likely to be on economic uncertainty, inflationary expectations and central bank responses

Fos has 'not received huge number' of CMC complaints, chief says

The Financial Conduct Authority assumed control of CMC regulation in 2019, taking over from the Claims Management Regulator, and received requests from more than 900 companies to continue trading under its control.

Race for quality office assets in major cities spurred by ESG and limited supply – 2022 Global Investor Outlook reveals

Investing with intent becoming as clear a priority as financial performance

European finance firms increase open banking spend

Financial services firms are increasing investment in open banking capabilities, with improvements to payment initiation and onboarding capabilities expected

Beneath the surface, dispersion and uncertainty loom

The volatility of returns offers one interpretation of market risk: that volatility tends to be negatively correlated to equity performance.

Funds forum – key takeaways

The speed, impact and breadth of innovation that we will see in the next decade will be greater than in the previous history of humanity.

I know a great shortcut...

Shortcuts are about embracing patterns and processes that can be repeated easily to save you time, or reusing someone else's learned experience to make sure you don't repeat the same mistakes or can progress through the basics quicker, they are

Swiss office property market: Pandemic leaves its initial marks

Although many tenants are facing considerable uncertainty over their future need for office space, the market has also seen a number of rental contract extensions and new signings – particularly for reasons of location optimization or workforce conc

60% of asset and wealth managers view reconciliations as the greatest challenge to their business

More than 25% of firms said that their budget for delivering operational improvements greatly increased as a result of the pandemic, making it even more likely that firms will begin to action automation.

Waverton awarded Premium ratings by Dynamic Planner

They then award a Premium rating to those portfolios that can consistently exceed benchmarks over a five-year period.

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