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

Financial Regulation Update

The FCA noted that this survey was conducted before the extension of the government’s furlough scheme, the positive vaccine developments and the announcement of new rules and restrictions.

Where Wealth Tech is Headed

A key takeaway for advisors is the case for a strong digital presence in clients’ lives.

Are You Keeping Too Much Cash?

And while I know all of this to be true, there’s a certain comfort in cash, isn’t there?

Deloitte: CFOs anticipate return to growth in 202

A total of 90 CFOs participated, including CFOs of 12 FTSE 100 and 44 FTSE 250 companies.

NS&I rate cut drives savers into investments

Government-backed provider latest to join the race to the bottom for savings rates

St. James’s Place: Quarterly market update: Q4 2020

For investors in global stocks, the final three months of the year were broadly positive; the MSCI World index of large global companies rose in the quarter to end the year on a high.

UK funds remain unpopular, says Willis Owen's Lowcock, after latest IA statistics

“Investors continue to favour global equity funds as well as responsible investment funds.

Fintech savvy Brits crave more tech to manage their money

Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.

Best and Worst Investment Trusts of 2020

We look at the best and worst performing investment trusts with a Morningstar Analyst Rating after an unprecedented year

Investment Insights Q1 2021 - Rathbones

The US dollar looks like it may be flying too high against most major currencies on a longer-term basis.

Wealth managers cannot ignore best execution obligations

Every country has a regulatory body that examines firms’ abilities to provide best execution.

Guernsey Funds Industry Emerges Resilient And Revitalised

With this latest phase of the 'digital revolution' gathering pace during the pandemic, Zoom alone has increased the number of users of its online communications platform from 10 million to over 300 million.

January's Good Resolutions are Marked by Behavioural Biases at Work in Behavioural Finance

January's good resolutions are an opportunity to draw parallels with behavioural finance.

Russia in 2021: A Corporate Reckoning?

The pandemic exposed deep divides in Russia’s corporate world. How will the recovery play out?

Push from OECD towards CRS compliance and change in HMRC approach to DAC 6

The focus of the sessions will be on CRS audit readiness and will be an opportunity for service providers to swap notes and gain an insight into how industry is preparing for the likely introduction of CRS audits in both islands.

Ana Botín: Banking regulation needs a reset

Rules should be amended to remove Big Tech’s advantages and promote green finance

£800,000,000,000 missing in official data on UK’s wealthiest 1%

The Resolution Foundation is now calling for higher taxes on the wealthiest ahead of a ‘decade of mounting fiscal pressure’.

Five investment trusts to watch in 2021

The trust has the flexibility to use gearing (borrowing to invest), but hasn’t at any point as the manager believes it goes against the core principle of sheltering assets.

Barometer: A recovery we can believe in - Pictet Asset Management

As the rollout of Covid-19 vaccines continues apace, equity markets look set to enjoy strong support in 2021.

The end of the annual report?

Stakeholder expectations of companies have changed; reporting is expected to be more than a compliance exercise.

Comment, Analysis & Research