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

Digital Client Onboarding: The Talk Of The Town

Most financial services firms struggle with the basics of their onboarding processes and are unable to set the tone for the right and profitable customer relationship.

Three core investment trusts for your new ISA allowance

This has resulted in an uptick in bond yields and consequently growth companies have suffered at the expense of value.

Responsible Investing – two fund ideas to get started

Want to invest responsibly but not sure where to start? Here are two fund ideas to help.

An Asynchronous and Divergent Recovery May Put Financial Stability at Risk

The economic trauma would have been much worse if the global economy had not been supported by the unprecedented policy actions

Think Positive

How can we best invest to make life better for all

Nine-in-ten bank boards lack professional technology experience

In particular, various reports have found that the banking sector has been among the fastest to take up new technologies in recent years

Lasting Power of Attorney registration drops 30% during pandemic

While numbers still haven’t returned to their previous levels, they are getting closer and it is encouraging to see that people are getting the much-appreciated piece of mind that having an LPA entails.

Hedge funds weigh prime broking relationships after Archegos fire sale

Managers consider switching lenders as they fret about reputational damage

Europe breaks records with government bond issuance surge

January and February were among ‘hottest months on record’ in region’s primary market

Bonds Hold Their Breath by Gary Dugan

To add to the growth positive mix, details of President Biden's $2.25 trillion infrastructure spending package are starting to circulate.

Risk Averse Poles Fleeing 0% Bank Accounts Just Can’t Win

Clients in Poland are generally quite conservative

Monaco Reigns as the World’s Priciest Area to Buy a Home, Again

Transactions in the Monte Carlo area of Monaco made up the largest portion of 2020 sales, 34%, and it saw a 14% increase in deals, the report found.

Hargreaves and Woodford: What are the industry repercussions?

The total number of directly and indirectly exposed Hargreaves clients was 291,520 – amounting to around a quarter of all customers.

Advice demand to soar in Europe by 'more than 20%'

Green believes the rise in interest in financial advice will continue based on three key drivers that began last year and will accelerate over the next 12 months.

Early bird investors do catch the worm, Willis Owen research reveals

Adrian Lowcock, Head of Personal Investing, Willis Owen says: “It is time in the market that matters the most, not timing it."

Rise in Philanthropy Discussed at Family Office Roundtable

Roundtable attendees, including representatives from London-based law firms, banks and accountancy firms, discussed what Jersey has to offer from a governance perspective, views on how to achieve philanthropic aspirations for family offices and the next g

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