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

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

Market Perspectives by Barclays Private Bank

The strategy usually performs best when volatility is high, aiding portfolio diversification as risk assets underperform.

Acquisition Boosts Revenue at Simplybiz

The deal has increased the group's customer base to almost 6,000 intermediary firms and more than 350 financial institutions.

As market volatility heightens, DB pension schemes approaching buyout exposed to excessive risk

As DB pension schemes have matured, their asset allocation has de-risked.

Digitisation essential for wealth managers says Nucoro

The report finds that this is being driven by the rise of automation facilitating scalable growth, and the transformation of customers where their expectations, needs, behaviours and demographics are changing.

Investment Professional of the Future - CFA Institute

Changing Roles, Skills, and Organizational Cultures

15 extreme risks for investors revealed

Willis Towers Watson believes that, in this environment there is no ‘single answer’ for portfolio construction.

Three Ways to Stop Money Laundering Through Real Estate

In some places in particular, it is easy to hide the real owner of a property: anonymous companies can be used to purchase property, meaning even law enforcement don’t know who owns the house next door.

Pay wealthy bosses to come back to Britain says John Caudwell, the man who pays more tax than ANYONE

‘Onerous work’: John Caudwell’s finest yr was when he offered Phones4U for £1.5billion in 2006

The regulatory framework for Private Equity activities in Monaco

Other than involvement alongside the company’s manager, the other hallmarks of private equity are the investor exit and financial strategies.

AIM dividends soaring to new record in 2019

The strong start to 2019 follows a 15.1% increase in 2018, taking AIM companies’ total payouts to £1,116m last year, breaching the £1bn mark for the first time.

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