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

Retrocession fee model regulation needed to ensure ETF growth in Europe

A recent survey found mutual fund managers believe this is the biggest barrier to ETF growth

Global trends in merger control enforcement

This report highlights key trends and developments in 2020 global merger control activity, and looks ahead at what to expect in 2021.

Why a Credit Suisse deal is a real steal for a UK bank

If it is corporate high jinks that you want, Credit Suisse has it in spades

Kroll's Benjamin Wiles on Paving the way for bounce back Britain

As part of the UK government’s efforts to ensure the economy remained buoyant as a result of the pandemic, a peacetime record of £303 billion was borrowed during 2020, on top of the nation’s already mounting deficit.

Wealthy buyers snap up £958m of UK trophy assets during pandemic

The Ritz hotel, Moss Bros and Charlton Athletic among purchases during surge of private buyout deals

Employment Reorganisation Roadmap

Developed by Allen & Overy’s market-leading Global Employment Team, the 'Employment Reorganisation Roadmap' is an easy to use resource providing guidance on the key legal, procedural, timing and cost implications of employment reorgani

Why it makes sense to outsource client reporting operations

One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.

Understanding risk and reward in an ESG portfolio

This view is echoed by Yuko Takano, global equity fund manager at Newton Investment Management, who works on a portfolio of four funds with different risk profiles.

Just 12% of UK retirees have taken advice from an IFA

As 20% said they considered riskier pension products for the higher rate of interest

UK investment firms flock to Cyprus

But seven applications for its temporary permissions regime ‘demeed as inadmissible’

Wealth management: ‘Real family offices don’t do this kind of thing’

The eye was instinctively drawn to sizeable losses incurred by investment banks including Credit Suisse and Nomura, which fuelled Hwang’s fevered trading activities, by allowing him to take very large undisclosed stock positions.

Engagement is how fund managers are keeping companies on track

"The second type of engagement is collaborative in nature and can take the form of advocacy or collective lobbying to bring about change.”

Fund managers call on government to abolish fund taxes

The report mentioned two jurisdictions, Ireland and Luxembourg, that currently offered a wide range of fund vehicles that matched the demand from investors.

What are the real implications of intergenerational wealth transfer?

Describe the issues around intergenerational wealth transfer

Making the retirement dream a reality by St. James’s Place

How one St. James’s Place client found a path towards a comfortable future, thanks to the strong relationship they built with their financial adviser.

The three most important words in investing by Tim Price

This film is the epic story of how we got to this strange place. It explains not only why these chaotic events are happening – but also why we, and our politicians, cannot understand them

The start of a synchronised global recovery – seeing is believing

The pandemic and lockdowns exacerbated this trend.

Support for vaccination strong among UK SMEs but more muted for vaccine certificate

The survey also noted nearly half of business owners will be prepared to pay for staff to be vaccinated for Covid on an annual basis, should this become an option.

CBI/PwC Financial Services Survey

As optimism continues to grow, 2021 offers further opportunities to move forward and drive sustainable change.

Quilter finds its clients prefer face-to-face advice

Four in five (80 per cent) also felt all their financial planning needs could be covered remotely.

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