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

The best wealth managers in Guernsey

Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

Hire to your blind spots, advisers told

Cupis said it was important to start from an existing base - to make sure that a firm understands its client segmentation, what it already does well

A More Flexible Future

Redefining Th eRole Of The Office

Cyber Risk: 2015 to 2027 and the Penrose steps

Speech by Lyndon Nelson

Navigating Safely Down the Digital Transformation Waterfall

The current trend towards APIfirst, cloud-based solutions that promise greater flexibility and better cost control appears, on the face of it, to favour an agile approach – or does it?

Why UK citizens should choose Portugal over Spain

"Those who are thinking about retiring to Spain or who plan to move there but do not intend to work there, can either choose a Golden Visa or the Non-Lucrative Visa (NLV),"

KPMG announces hybrid working model for UK staff

Amid the mounting evidence that the age of office micromanagement is no longer fit for purpose, PwC announced long-term changes to its working week, with the launch of its new flexibility scheme.

Robots v Covid-19: the future of work?

It is estimated that in the next five years close to 85 million jobs may be displaced by algorithms, artificial intelligence and robotics.

Diary of a Fund Manager - Rubaiyat

Bitcoin fell approximately 30% in response to the Chinese government plan to curb trading and Elon Musk realising that Bitcoin mining uses a lot of environmentally damaging energy.

Market Outlook Mid-year 2021

Global investment trends that matter for your portfolio

Review of the week: Stuck in inflation fixation?

Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.

Lessons from 1709’s Great Frost

This was the worst 12 months Britain had seen since a catastrophic winter more than 300 years ago – dubbed Le Grand Hiver in France – which laid waste to much of Europe, from Italy to eastern Russia.

Frozen IHT thresholds will impact twice as many clients as the pensions LTA, say advisers

While the majority of financial advisers (64%) say affected clients are aware of the IHT freeze, only 11% say their clients fully understand how the change could impact them, highlighting the need for advice.

How companies can avoid greenwashing: Do it before talking about it

As corporate sustainability claims proliferate in the Covid era, how can firms avoid accusations of greenwashing? And what should they do if they're called out for making false green claims?

When money gets sick

After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.

What Works When Inflation Hits?

How should investors reposition their portfolios in the face of heightened inflation risk?

Schroder family sees fortune grow by £1.2bn despite Covid hit

Peter Hargreaves and Stephen Lansdown feature on slimmer Sunday Times 2021 Rich List which pegs Schroder family wealth at £5.2bn

UK property market set for busiest year since 2007

The value of homes sold in 2021 is expected to reach £461bn ($654bn) – up 46% year-on-year, and 68% compared with 2019.

Pension freedoms: how they came at a price

George Osborne’s reforms offered us choice to save, invest, or spend our pensions. What happened next?

Comment, Analysis & Research