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

Swiss fund market hits record high in Q1 2024

The statistics, compiled by Swiss Fund Data AG and Morningstar, encompassed all funds under Swiss law and foreign funds approved for public sale in Switzerland.

KPMG comments on the FCA's latest Sustainability Disclosure Requirements (SDR) regime consultation paper

Daniel Barry, wealth and asset management risk and regulation lead at KPMG UK.

Bank cuts the safest jobs in Europe after 90% fall in profits

But there was also mention of "consolidation" of expertise and of an 8.5% cut in headcount, amounting to more than 50 people.

Interest rates and mortgages – which one could be right for you?

Small percentages can make big differences when it comes to planning for your home and family, so here’s a simple explainer to help find the right mortgage solution for you.

Q1 2024: AUMA and flows trading update

Q1 2023 net outflows were £6.2bn, including £1.8bn of net outflows from liquidity.

'Urgent need' for increase in pension contributions

The provider has therefore proposed increasing auto-enrolment contributions from 8 per cent to 12 per cent.

Before the Fall (PART II)

“There does not appear to be any doubt that money is the agent which causes the decline of.. strong, brave and self-confident people."

Probate delays surge – a 65% rise in year-long cases unveiled by Quilter FoI data analysis

This comes as the Ministry of Justice confirmed that despite the poor service levels, the standard probate fee will increase by 10% to £300 from May 2024.

New research reveals the Top Financial Concerns Driving Half the UK’s Wealthy to Consider Moving Abroad

Arbuthnot Latham’s study uncovered that the financial concerns impacting the UK’s wealthiest largely centre on future planning and retirement.

Promoting competitiveness is a juggling act

Speech by Sarah Pritchard, Executive Director, Markets and Executive Director, International at TheCityUK International Conference 2024.

Preparing businesses for director incapacity in the UK

In this article we consider specifically a director's mental incapacity

Diversification is crucial, especially in 2024

Risks of disappointment caused by geopolitics and elections, interest rate moves or AI inadequacies are high.

HNW advice firm partners with Multiply

This will be done by automating aspects of the onboarding and annual review processes for clients.

78% of UK workers would quit due to stress, study finds

The study also identified a “concerning gap” in employer support for mental health.

Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers

CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’

Valuations for IFA businesses drop

The firm has also seen a drop in profit valuations, based on adjusted EBITDA, from a peak of 8 times in 2022, to 6.7 times for the first quarter in 2024.

ESG is an ‘integral part’ of the investment sector says Wren Sterling CIO

McPherson added that most clients want to make a positive contribution via ESG investing.

Wealth advising 2024: Key trends for success

With the economic optimism on the horizon for the balance of 2024, the wealth of high-net-worth individuals is expected to grow modestly this year.

The pound is no longer so vulnerable

The rapid fall in UK inflation since a peak in 2022 — both headline and core — has prompted inflation- adjusted real interest rates to move towards positive territory.

David Ferguson: Adviser as platform? It’s just the tip of the iceberg…

The real story is about the ongoing transformation of the adviser technology market — and, by extension, the advice process itself

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