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

UK fund assets flatline at $10 trillion in 2018 - report

Assets have been growing in the past 10 years.

New framework helps financial service providers develop their open banking strategy

The researchers then used these results to create a framework which maps out the strategic dimensions of open banking and helps market participants to set a strategic course.

Younger wealth aspirers less confident than their parents about reaching their financial goals

When asked about the greatest obstacles they have faced in reaching their financial goals, the rising cost of living, not being born into wealth and poor investment performance were the three biggest challenges.

PIMFA responds to “Confusing” FCA Financial Resources Consultation Paper

In respect of Personal Investment Firms, of which most would be advisers, the consultation paper identifies practices firms should adopt but confusingly states that it does not impose specific obligations on firms.

Brexit: Three Ways We're Preparing Portfolios by Coutts

Investing through the UK/EU split

Create Distinctive Customer Moments by Ensuring Trust in Onboarding by Kofax

These initial and information-intensive interactions are vital early experiences that set the tone for what should be a long-lasting and mutually beneficial relationship between the customer and the financial institution.

Greece Marks Major Economic Milestone in Advance of a Month of Financial Planning

Last week, marking another major milestone since the end of the debt crisis, the Greek government succeeded in eliminating capital controls.

Historic advice keeps Sesame at top of complaints list

Sesame stopped offering pensions and investment advice in 2015, following an internal review into pensions advice given by its appointed representatives.

Insurtech's Record-breaking $3 billion Investment in 1H2019

Hampleton’s report found interest from investors and buyers in a raft of emerging technologies

Britons who hold savings in Swiss bank accounts could be due refunds worth £3bn

Litigation funding firm Liti-Link is now offering to buy claims from UK savers and pay for lawyers to pursue the case, for a 40 per cent cut of any winnings.

How to avoid overpaying for underperfoming wealth talent

Compeer’s 2019 UK Wealth Management Industry Report suggests there is a weak correlation between front office staff costs and performance

International activities allow Portuguese banks to return to profitability

In 2017, the simultaneous decreases in this proportion and the net income from international activities are, amongst other things, due to a valuation effect of assets accounted at their fair value.

France to win Britain’s finance crown in EU after Brexit – report

Swathes of EU capital markets activity will effectively be based offshore in the UK, particularly in sectors such as trading and asset management.

Maduro Regime Is Moving Money Through Spain’s Central Bank

Venezuelan central bank officials are telling contractors that going through the Bank of Spain is an option to make and receive payments outside of the country, while warning that it may still take at least a month to clear transactions due to increased s

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