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

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

IFAs expect more clients to start self-managing their assets: research

Some 38% cited the fact that there is now much greater access to market data making it easier to decide on investment decisions, and the same number (38%) said it's because investors want to reduce the amount they pay in investment charges.

Saffery Champness: Business Update

Although circumstances are exceptional, businesses must continue to keep detailed financial records.

Covid-19: ECB speech on completing the banking and CMU

Impulse by Pentti Hakkarainen, Member of the Supervisory Board of the ECB, Frankfurt Finance Summit

A Year to Remember? by Tim Price

From Eric Ambler’s screenplay for the film A Night to Remember (1958).

Why employers should keep pension communications alive during the pandemic

This is not a time to be silent, it’s a time to talk about pensions, connect pensions to overall financial capability, make the conversation two-way and keep this dialogue going.

Comment, Analysis & Research