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

Asset managers increase investment research budgets for first time since MiFID II

Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour

There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.

Sell now or wait and see? Wealth managers weigh up Labour’s CGT stance

As Labour comes to power, wealth managers see some clients bring forward sales just in case of tax rises.

IA Comments on Incoming Labour Government

"We look forward to working closely with the new government to achieve these goals and deliver a globally competitive economy.”

Advice gap widens despite Consumer Duty pushing for better outcomes

In particular, this is impacting those with low investable assets and over half (55%) have stopped serving them as a result.

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

Banque Edmond de Rothschild sells prestigious headquarters

The price for the properties in the legendary "Quartier des Banques": 58 million francs.

Switzerland falls behind in attractiveness for expats

Switzerland is less popular than ever with foreign professionals, according to a survey by the expat platform Internations. Despite the high quality of life, many skilled workers find it difficult to make friends in Switzerland.

Winners of the Ascot Lloyd ‘considerations when selling an IFA business’ survey revealed

The survey ran in June, and received 136 responses in total.

Abrdn Switzerland prepares for big bang in US elections

At Abrdn Investments Switzerland, preparations are being made to go the extra mile in the fall.

First-round French vote leaves far-right short of absolute majority

The final outcome depends on how the centre and left-wing parties choose to field their candidates in the second round of voting on 7 July.

Oxford Risk urges use of ‘behavioural alpha’ to mitigate client losses

Effective engagement helps investors make financially sound choices while maintaining emotional comfort, thereby reducing the average 3% annual loss.

‘My heart is here in Britain – but staying under Labour will cost me £10m’

Entrepreneur Bassim Haidar says the resentment around wealth has forced his move

Why compounding is the key to investment success

Compounding can build your wealth over time but it's important to adopt a disciplined approach to investing, focus on quality stocks and consider the risks involved

Disappointing impact of stronger nudge highlights need for earlier pensions engagement

The stronger nudge to pensions guidance intended to normalise people taking Pensions Wise guidance as part of the process for applying to take or transfer their defined contribution benefits.

Dani Arnold: A climber’s insights

During his inspirational talk at UBP, he outlined some valuable wisdom he has gained from his experience.

Banking expert takes on board mandate at Azek

She subsequently expanded the basic offering

Why now is the time to support small charities

Mary Rose Gunn, founder and CEO of venture philanthropy fund The Fore, on the role of HNWs and wealth managers

Why first impressions count when redefining client onboarding for banks

Learn how banks can make onboarding both efficient for customers and effective in safeguarding against financial crime and other risks.

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