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

How Jacob Rees-Mogg made his millions from trading shares as a schoolboy

This was a shareholders' meeting, after all, and the boy's question had to be treated as respectfully as anybody else's – even if he was accompanied by his nanny.

Have asset managers put enough money aside to deal with a crisis?

In the wake of liquidity issues at GAM and H20, rival groups are grappling with how they would cope

A Global View Of GDPR Progress

Participants in this study work in a variety of departments

Beyond the conflict, we see solutions

Despite The Troubles, I have wonderful memories of my childhood.

Unsustainable commodities use presents USD 700bn opportunity in food sector alone, UBS finds

South Africa (page 41) and Nigeria (page 40), on the other hand, need to address sustainability challenges more urgently

Hope, need and greed by Tim Price

Are all asset classes expensive ? Well, it depends where you look.

Wealthy millennials turn to fintech solutions

This is also reflected in millennials’ lack of loyalty to a single wealth management provider.

Managed institutional assets rise 5.3% in 2018

Survey results also showed assets managed on behalf of overseas investors were also flat at £3.1 trillion.

Ex-Barclays innovation head: There's 'opportunity to re-think value'

Rutter’s comments, made in her first interview since leaving Barclays, come as auditors and investors around the world struggle to value companies and account for things like environmental impact.

The brave new world of venture capital in Europe - Withers

It’s a new era in the global industry of Venture Capital in Europe.

Political turbulence hits investment industry as assets under management flatline

Overall, the UK had more assets under management at the end of 2018 than the next three European financial centres (France, Germany, and Switzerland) combined.

Hospitals need way out of 'toxic' NHS mortgages

Chris Thomas, a health fellow at the think tank, said the worst deals were the equivalent of taking out a mortgage from a "loan shark charging high rates of interest that could not be renegotiated".

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.

Comment, Analysis & Research