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

What a difference a crisis makes by Julius Baer

GBP have been less extreme so far, as they were mostly already close to or below zero.

What is the point of using an asset manager?

Passive investments are cheaper and can deliver better returns

China overtakes UK to become world’s fifth-largest fund hub

Shift underscores Asian giant’s status as a rare bright spot for global asset managers

Gold on track for its best quarter since 2016

During the current the coronavirus pandemic and in prior crises, gold has been an effective diversifier and risk reducer in balanced, growth or equity oriented portfolios.

Turbulent times in Ireland’s high-flying aircraft leasing market

It could be a bumpy ride back to prosperity for the plane lessors

Rich Germans quit loyalty to Swiss banks

The media refer to new data from the German Federal Ministry of Finance, which has been compiled by the Automatic Information Exchange (AEOI).

Malta unlikely to pass Moneyval test, US embassy official warns

US embassy official says likelihood is that Malta will be grey-listed by Moneyval 'unless something happens very quickly'

Comment: The IMF’s latest projections for world growth set to temper optimism

The IMF forecasts, along with the recent pick up in Covid-19 infections in China, Germany and the US, leave the assumption of a smooth and rapid rebound in economic activity which has underpinned the recent strong gains in equities, looking all the more q

New research finds listed private equity could improve risk-adjusted returns for private wealth investors

“What our research shows is that if these hurdles can be overcome then private equity has the potential to bring real benefits to private wealth portfolios – and that listed private equity could be a valuable tool to achieve that.”

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

Clients crave contact during times of crisis

The findings come as Quilter launches its report How the pandemic is changing attitudes towards financial planning.

COVID-19 offers wealth managers with chance to reach out to new investors, says GlobalData

Gen Zers and the vast majority of Millennials would have been too young to be financially impacted by the effect of the 2008/09 financial crisis on investment portfolios.

The Basic Rules of Good Investing by Justin Urquhart Stewart

Obviously, the power of compounding when we had 7% returns was very attractive with you potentially seeing your money double every decade.

Research Weekly - While you were sleeping

The challenge will remain to stem against the overall tide of bearish sentiment from investors who have missed opportunities earlier in the year.

What impact investing needs as it grows

One lesson that will likely stay with us long after COVID-19 will be the realization of how connected we are.

Could distressed debt provide market opportunities amid COVID-19?

There are always going to be successes and failures as a result of the pandemic, and major funds players are watching the market closely.

The International Stock Exchange - The Home Of UK REITS?

More recently, the relaxation of the REIT regime introduced by the Finance Act 2012 has widened access to the REIT regime to small and medium sized property companies.

Some for the Bears, Some for the Bulls - Man Institute

In an attempt to improve cohesion and lower borrowing costs, the money is expected to be distributed between states based on the country’s population

Should Fund Managers Bet Big?

Many investors want fund managers to have the courage of their convictions, but the Wirecard scandal shows how that approach can go wrong

Fund manager recruits warned bonus pools may ‘dry up’ as pandemic hits profits

Some warn there’s a looming clash between candidates and asset management firms when it comes to pay

Comment, Analysis & Research