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

Vanguard launches advisory research centre for investors

The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.

Unity, sustainability, legacy: sports ‘super summer’ draws parallels between Olympic House and 1Roof

The ancient and modern Olympics are also linked by the international renown of their buildings.

Entrepreneurs: here's how to take advantage of the tax benefits of supplementary pension planning

The reasoning is not incorrect, but we regularly see that in time it can produce some quite nasty surprises.

Mergers and acquisitions in wealth management: exploring the key transaction models

The impact of regulatory change, coming on top of an already fragile business model, could accelerate the consolidation of EAM companies over the next three years.

Women need equitable financial opportunities, not equal opportunities

This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.

Finnish ex-premier addresses UBP clients

This experience and her easy manner made for a compelling address which engrossed the audience.

Elections: Down and Out in Paris and London

The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.

New White Paper covers shareholder voting on remuneration

Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.

Asset managers increase investment research budgets for first time since MiFID II

Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour

There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.

Sell now or wait and see? Wealth managers weigh up Labour’s CGT stance

As Labour comes to power, wealth managers see some clients bring forward sales just in case of tax rises.

IA Comments on Incoming Labour Government

"We look forward to working closely with the new government to achieve these goals and deliver a globally competitive economy.”

Advice gap widens despite Consumer Duty pushing for better outcomes

In particular, this is impacting those with low investable assets and over half (55%) have stopped serving them as a result.

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

Banque Edmond de Rothschild sells prestigious headquarters

The price for the properties in the legendary "Quartier des Banques": 58 million francs.

Switzerland falls behind in attractiveness for expats

Switzerland is less popular than ever with foreign professionals, according to a survey by the expat platform Internations. Despite the high quality of life, many skilled workers find it difficult to make friends in Switzerland.

Winners of the Ascot Lloyd ‘considerations when selling an IFA business’ survey revealed

The survey ran in June, and received 136 responses in total.

Abrdn Switzerland prepares for big bang in US elections

At Abrdn Investments Switzerland, preparations are being made to go the extra mile in the fall.

First-round French vote leaves far-right short of absolute majority

The final outcome depends on how the centre and left-wing parties choose to field their candidates in the second round of voting on 7 July.

Comment, Analysis & Research