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

The Industry reacts as UK inflation falls to 2.3%

This should temper the expectations of a summer rate cut.

Equity markets should see further upside in 2024

With the US stock market facing near-term pressures from slower economic activity, we tactically lower our portfolio exposure here to strategic levels and increase exposure to UK stocks.

Is the stock market's advance too narrow?

If these stock market gains reflect unfair competition in the economy, and the monopolistic abuse of market power, they could undermine the credibility of capitalism and even threaten its viability.

Promoting our clients' potential through the magic of London Games Festival

Our Interactive Entertainment Lead, Paul Franks, reflects on how the 2024 London Games Festival champions the power of a major growth industry.

The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane

This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.

“I've consistently experienced exceptional service” – Case study: helping a client following their business sale

We were recently able to help a client get set up with a personalised banking service following a significant post sale windfall.

London Remains Top Pick in Europe for Financial Investors; Paris Comes Second

Britain drew a third of Europe’s finance projects last year

Europe is blinking first

The US Federal Reserve remains less forthcoming to rate cuts

Sunday Times Rich List reveals biggest decrease in UK billionaires ever recorded

Peter Hargreaves lost £22m from his £1.8bn fortune, but climbed one place to 93rd

From NICE… to not so nice - speech by Ben Broadbent

Given at the Bank of England

Investing in people and relationships

The firm was also recognised for its recent tenth anniversary celebrations

Only 12% of advisers rate main platform as ‘very good’

The report also found an increase in the number of platforms advisers use, from 2.4 to 2.7.

How a Swedish wealth manager tailored its MPS to UK investors

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

St James’s Place: what is your experience?

Wealth manager under scrutiny after fees revamp

200,000 NHS workers losing hard earned pension payments due to lack of awareness

This means there are now very few reasons for those eligible NHS pension members not to take their 1995 section benefits at normal pension age.

Average DC pension pot has plunged by 66%: TPR

TPR said the reduction in schemes is solely driven by schemes with fewer than 5,000 memberships.

Should I stay or should I go? A practical guide to the UK’s non-dom tax changes

They looked at the practical steps that people with different non-dom status in the UK should be considering, and suggested starting discussions with advisors and bankers as soon as possible.

Is there ever a bad time to invest?

But as 2022 reminded us, there are periods when it doesn’t pay to be invested – and sometimes they have lasted a while.

Emma Thomson: Out of sight, out of mind? That’s letting clients down

Many advisers lack an effective strategy to support existing protection clients

European green shoots Counterpoint – May 2024

It grew above expectations and at the fastest rate since the third quarter of 2022.

Comment, Analysis & Research