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

Good data housekeeping is the first step toward reliable client reporting

A single source of truth applies to a data domain

UBS chiefs: four sectors to look for ‘the Next Big Thing’ in

‘“The Next Big Thing” probably won’t come from the top two sectors of the last decade: technology and consumer discretionary,’ they said.

Saffery Champness Business Update

We can also report on the following recent announcements that will be welcomed by many businesses:

The dash for cash and the liquidity multiplier: Lessons from March 2020 - speech by Anil Kashyap

The dash for cash and the liquidity multiplier: Lessons from March 2020

Virus speeds decline of bank branches as pensioners warm to video chat

Changing customers habits and pressure on costs are forcing even the most stubborn holdouts to rethink

Advisers work around the clock as 2020 uncertainty shifts the conversation for good

The research also found that more than seven in ten (72%) advisers predict their clients will be more active and engaging in their finances in the months ahead.

Brexit - 'No deal'? Where should my yacht or private aircraft be on New Year's Eve?

Although the return journey would involve a formal import of the yacht or aircraft in question, returned goods relief would usually be available on the return to London meaning that a person is not taxed on reimported goods into the EU, provided the condi

Celent study—Singularity and the future of investment accounting operations

These firms are often encumbered with dated technology and legacy applications that hinder product development and geographical expansion efforts.

British expats in EU face 'significant disruption' as UK banks close accounts

UK banks will no longer be allowed to provide services to customers in the EU without the right banking licences, when Britain formally leaves the bloc on 31 December.

Are we all ESG investors now?

However, he said there could be a lot of "misinformation" out there, and investors needed to look behind the headlines and see where companies are really driving positive change.

One in three over 60s have never taken financial advice, reports Kreston Reeves

The research, conducted amongst 1,022 people aged over 35 in September 2020

European asset managers must tweak strategies as pandemic intensifies headwinds

The pandemic has added a layer of uncertainty about future business and growth opportunities as market volatility triggered outflows and restrictions on movement affected client relationships.

What are the five big family business challenges posed by covid-19?

The Covid-19 pandemic and its social and economic reverberations are triggering particularly salient challenges for family businesses. The first one relates to family business succession.

Addressing the growing demand to migrate to Guernsey

The Bailiwick of Guernsey’s movement was possibly easier than some, given that the move was not much more than a shift from de facto to de jure requirements on substance.

Swiss Re CEO Sees Global Risks Increasing: Future of Finance

Another risk is the surge in borrowing as government’s seek to prop up pandemic-hit economies, even with many balance sheets already stretched.

Advisers see four-fold surge in professional referrals

Octopus found “fundamental misconceptions” which prevent some advisers making the most of their connections.

Press comment: CGT reform clearly on the cards as OTS rush out report

“It is also a tax that is almost exclusively paid by older, wealthier households.

Abundance of ESG data does not mean better information

facebook sharing buttonlinkedin sharing buttontwitter sharing buttonemail sharing button The Industry has seen a proliferation of new data providers but this does not necessarily mean knowledge and understanding has improved.

Pension Markets in Focus 2020

A special feature forecasts the evolution of the value of retirement assets to Q3 2020 and examines the funding position of DB plans in 2020.

2 in 3 Advisers forced to look beyond traditional equity ‘sources’ to solve income challenge

Despite the recent investment market challenges, just 14% of advisers saw the lion’s share of their clients willing to reduce their withdrawal rate.

Comment, Analysis & Research