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

Tax deductions: how to optimise Pillar 2 buybacks

The principle behind buybacks is the ability to "catch up" on missed contributions.

Transparency, impact and engagement

A few months after the SFDR regulation came into force, Morningstar published an initial study in which it estimated that funds classified as Article 9 represented 2.7% of the total assets of European funds, compared with 20.9% for Article 82.

Why do people invest?

A look at the fundamentals of investor behaviour across Europe and Asia

Digitalisation – the role of hybrid servicing

In the first in a series of blogs on the strategic imperatives driving digitalisation, we’d like to focus on the role of hybrid servicing.

Gaining a holistic view of your firm’s CLM requirements

The challenge with that is that the edges of onboarding – the bit that happens before and the bit that happens afterwards – are fundamentally connected.

Stonehage Fleming: Quarterly Investment letter

The threat of persistent ‘stagflation’, when weak economic growth combines with high inflation, has pushed bond yields higher and rattled investors’ nerves.

London Calling: The City Holds Its Own as a Listing Venue for Q3

Stories of London’s demise as an IPO venue appear to be greatly exaggerated.

UK financial intermediaries prefer personable and energetic asset managers

Research shows they are also more likely to buy a fund from a manager they perceive as a partner

Operational Resilience: is the UK financial sector ready?

The aim of this regulation is to ensure that the sector is able to prevent, adapt, respond to, recover

Beset by bad news, UK consumers gloomiest since lockdown

"Against a backdrop of cheerless domestic news ... it is not surprising that consumers are feeling down-in-the mouth about the chilly winter months ahead,"

Statement by Christine Lagarde, President of the European Central Bank

As the Governing Council’s longest serving member he had unparalleled experience that he was always ready to share.

Young investors taking big risks as FCA launch InvestSmart campaign

The growth in investing is fantastic but we have a hell of a job to do in helping newer investors

Inflation Taxing Bond Investors

Equities returned over 2% on the week, but short-dated bond yields rose nearly 10bps.

Buoyant Global M&A Market Sees Deal Values in First Half of 2021 More Than Double Those of the Same Period in 2020

The report forecasts a continuing favorable environment for M&A activity

A positive post-Covid future beckons

Thus far, many economies have managed to avoid prolonged recessions, but we must watch out for unforeseen risks that lie just around the corner.

Views From the Floor – Will Inflation Kill the Central Bank Put?

Will inflation end the central bank put?; how sticky is inflationary pressure?; and ESG performance in the aftermath of energy price spikes.

Capital Group finds ESG hampered by lack of consistency in reporting

Study investigates barriers to ESG adoption

Yacht Ownership – What you should Know

The superyacht industry, which to date has produced a total of 5,325 superyachts in operation around the globe, directly employs approximately 150,000 people worldwide.

Simply put: macro uncertainty could drive market volatility

This volatility reflects a significant number of phenomena, with investors' attention deviating across a number of issues: the Evergrande1 situation in China and an apparent energy crisis coinciding with the beginning of autumn, to name two.

Billions of banknotes are missing. Why does nobody care?

Banks, gangsters and the strange resurgence of cash

Comment, Analysis & Research