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

Diary of a Fund Manager- All in- 4.5.2021

For the record, equities ended the week mixed with this side of the Atlantic doing slightly better than over there, bonds edged fractionally higher, gold was down and the US dollar unchanged.

Mutual interests - speech by Sam Woods

Given at the Building Societies Annual Conference

HL sees growth in younger customers but warns of risks

In order to mitigate this vulnerability, Branch said that HL was providing information and guides on topics such as diversification, volatility, and risk.

KPMG’s restructuring division plans acquisition spree after spin-off

Chief of renamed Interpath Advisory hopes it will double in size within 5 years

New £1bn trade agreement with India could create more than 6,500 jobs

The agreement, which paves the way for a free trade deal, includes investment in the UK's health and technology sectors.

Women central bankers want action on ‘hidden barriers’ to equality

Isabel Schnabel and Margarita Delgado say promotion of women is still a problem

Creating a community of climate-conscious consumers

Eshita founded By Rotation as a “side-hustle” while working as an investment analyst at a hedge fund.

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.

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