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

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

Swiss mortgage loans: five tips for your real estate project

For construction projects, banks often offer building loans.

Spring is in the air for the UK economy

A likely change of government in the autumn should not derail market confidence.

Looking for long-term growth in healthcare and beyond

CIO looks at how personalized healthcare innovations may unlock long-term investment opportunities in the fast-growing fields of oncology, genetic therapies, and medtech—as well as other opportunities beyond technology.

UK Sotheby's International Realty launches umbrella service for ultra-wealthy clients

The Family Office will connect the global super-rich to trophy assets in real estate, jewellery, art and cars through the auction house

The World’s Wealthiest Cities in 2024

Hot on its heels in 2nd place is Northern California’s Bay Area, encompassing the city of San Francisco and Silicon Valley.

House prices up 1.1% YoY but market remains unpredictable

The differing views reported in the various house price indices show just how unpredictable the property market remains.

How has Consumer Duty impacted wealth management so far?

This means consumers should expect helpful and accessible customer support, timely and clear information and access to products that are relevant and provide fair value.

Promoting sustainable practices in the art world

Many artists have long been ringing the alarms of climate change, environmental sustainability and protection.

How advice can rebuild its sense of community

Starting and running a business of any size can be challenging, irrespective of the stage of your career or whether you are starting out or heading towards retirement.

Julius Baer CEO eyes gains from Credit Suisse's fall -media

Julius Baer is Switzerland's largest private bank.

London Prime Property Index Q1 2024 shows fall in prices – but is a rebound due?

A sluggish start to the year translated into a 3.9% drop in prime London prices – but a comeback could be long overdue.

Advise Wise unveils improved research PDF

This simple feature allows users to access and save the document for further analysis or sharing with clients.

Comment, Analysis & Research