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

Rishi Sunak warns 'economic emergency has only just begun'

The "economic emergency" caused by Covid-19 has only just begun, according to chancellor Rishi Sunak, as he warned the pandemic would deal lasting damage to growth and jobs.

The tortoise, the hare, the ostrich and the squirrel - What type of investor are you?

Quilter’s data found that an investor that does nothing during a market crash would have seen an average global equity fund increase 2.68% year-to-date, compared to heavy losses trying to mitigate the pain.

Sigh of relief for some as RPI switch not till 2030

In particular the owners of government-issued index-linked gilts, who are predominantly pension schemes, will be able to hold their current gilts to maturity without fear of revaluation.

Keep your foot in the EU, but don’t lose your toe!

This can relate to dividends, interest, royalties or management fees paid. It should be checked whether there are tax treaties in place to prevent double taxation.

Bubbles by StJohn Gardner, Sandaire

Financial bubbles were usually formed during periods of easy monetary policy and rampant financial innovation

November Market View - In God we Trust

Pfizer and BionTech announced on November 10 that in phase 3 trials their vaccine was more than 90% effective in preventing COVID-19

The business of social purpose

Speech by Jonathan Davidson, Executive Director of Supervision – Retail and Authorisations, given at the 6th Annual Culture and Conduct Forum.

Why Has Bill Gates Been Paying Off So Many Bad Actors? by Tim Price

Compliance has been expensive but, for Bill Gates, probably worth it, dilettante billionaire healthcare nerd that he is.

Wildly ambitious

Danish billionaire Anders Holch Povlsen is devoting much of his money and time to work towards his dream of creating a greener world – as well as showing that ecological restoration can be commercially viable.

Lessons for an ageing world

The OECD has calculated that pension, healthcare and long-term care costs will push up public debt as a share of GDP in G20 countries by 180% by 2060, and this could require offsetting tax increases of between 4% and 12% of GDP. 4

Schroders Global Investor Study 2020: Retirees no longer prioritising luxury items amid concerns retirement income will not be enough

This new focus on bolstering existing pension pots is perhaps reflected by 41% of investors expressing concerns that their retirement income will not be sufficient.

PIMFA disappointed to learn of supplementary costs to be levied on members by FSCS

"Whilst we strongly support the role of the FSCS in protecting customers, this latest increase further underlines the need to urgently get these costs under control."

Vaccine could prompt fresh wave of new clients for wealth managers and advisers

43% of advisers have spent less time attracting new clients during the coronavirus outbreak

Frontier debt comes of age

Frontier debt has grown significantly over the past decade and now warrants serious consideration as a dedicated allocation in investors’ portfolios.

Breaking Down The Impact Of Covid-19 On Financial Services

To that point, we’re going to explore the specific effects COVID-19 has had on some important sectors and functions within the financial world.

COVID-19, the great wealth transfer and bridging a generational gap

Parents and children tend not to communicate very well at the best of times.

Investment Managers Place Stewardship at the Heart of Sustainable Growth

The recommendations connect investment decisions more closely with climate change and sustainability considerations, as well as strengthening the relationship between savers’ broader investment goals and their financial returns.

We are witnessing the democratization of property investing

These digital-savvy, time-poor investors are increasingly turning to peer-to-peer lending to get on the property ladder and access double-digit returns from a click on their phone or tablet.

Diary of a Fund Manager - Bears in the Wood

In the UK the Brexit end-game continues

Private Equity will come to the fore during and post COVID-19

Another major current and future investment trend is into technology where private equity is also able to unlock opportunities.

Comment, Analysis & Research