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

Family Offices: Secretive industry under pressure

The financial professionals working for rich business families are trying to adapt to the new realities on the financial markets.

Using tech to tackle toxic air: how Swiss scale-up Daphne Technology is purifying pollutants

Daphne emerged as a spin-off from his time as a Research Scientist at the Swiss Federal Institute of Technology in Lausanne (EPFL).

UBP House View - February 2024

At the same time, the US electoral calendar promises a positive year for the country’s stock market, as the economy takes its place at the top of the agenda.

New data shows cash savings still king for Brits despite risk of losing out on investment gains

Quilter’s analysis found that following the first rate cut in the 1990s, the MSCI UK Index returned 46.1% over the next 12 months.

European alternative and traditional asset fund managers are optimistic about growth

73% of the fund managers surveyed expect that the number of new funds launching in their sector this year will be higher than in 2023.

Morning markets - Markets make cautious start to the week as investors re-think path of rate cuts

Markets have made a fairly cautious start to this week

A perspective on the BRC - KPMG Retail Sales Monitor

Retailers will be hoping that continued good news on the economy, coupled with the small boost given to some consumers as cuts in national insurance start to feed through to pay packets will boost confidence and convert to sales.

Engineering revisited - speech by Sarah Breeden

Looking forward, she will be focused on pay growth, demand and firms

Moody’s, Fitch Affirm Osaic’s Credit Ratings

Osaic’s acquisition of Lincoln will have minimal impact on the wealth management firm’s debt leverage and interest coverage, the ratings agencies said.

Reset This

"The technocrats in Paris and Brussels are getting distinctly nervous.."

UBS: Between expectations and reality

This also explains the high reorganization costs that weighed on the result last year.

The FCA and Practitioner Panel joint survey for 2024 launches

The results will be presented to the Practitioner Panel and our Board and published in summer 2024.

Monetary policy to give way to fiscal policy

The pause in rate hikes that started in late 2023 should help facilitate industrial transformation and support economic growth.

Government can kicking could be costly as state pension age may now need to rise to 71 by 2050

It is forecast that the number of people over State Pension age will grow significantly over the coming years whilst the proportion of the working age population to support them will start to fall.

How Many Ultra High Net Worth Individuals In The Uk

These individuals possess substantial financial resources that place them in a league of their own.

Welcome to Future Financial Adviser

FFA provides a community to attract, engage and inform 17–25-year-olds on career pathways into financial advice, and to help those already in the profession to progress.

Leader: Why would firms allow intergenerational assets to walk out of the door?

Although three-quarters of advisers believe it is important to create relationships with their clients’ children, very few have done so

Family law firms AFP and BloomBudd announce surprise ‘super-boutique’ merger

Two years after launching her own partnership, Zoë Bloom is teaming up with one of London’s most prominent boutiques – in a ‘highly unusual’ move that will see the collision of big personalities in UHNW family law

Financial Services Industry Outlooks 2024

There is a growing investor popularity for sustainable real estate funds.

Without hyperautomation, are banks at risk of losing customers?

The competitive pressure on traditional banks is currently increasing.

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