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

Three must-see charts for investors this month

This uncertainty once again emphasises the importance of strong guidance.

Alex Picot Trust Announces New Sponsorship Partnership

Committing to a two-year sponsorship partnership of this annual event which attracts over 100 golfers, marks a return to a longstanding relationship held between the trust company and the Club.

The Strange Death of value investing

One of the inevitable facets of the investment business is that if you stick around long enough within it, you get to see everything – twice.

Quilter launches second iteration of inclusion and diversity action plan

The new plan builds on the positive changes achieved thus far and continues to prioritise solutions with measurable impact with long term sustainability at the fore.

Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024

Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.

Walkers partners recognised in Chambers High Net Worth Guide 2024 as top trusts lawyers in Jersey

This is a significant achievement and recognition for the Walkers Jersey Private Capital & Trusts team.

First Eurozone Sovereign Digital bond issuance for the Republic of Slovenia issued and placed by BNP Paribas

The issuance of digital securities by the Republic of Slovenia with a nominal size of EUR 30mn coupon of 3.65%

IQ-EQ Guernsey moves to island’s first BREEAM rated building

We’re all very excited to be moving to Admiral Park

EU banks and insurers lag in green compliance, PwC study finds

The study focused on how banks, insurers, and non-financial corporates measure up against the EU taxonomy benchmarks using indicators such as the Green Asset Ratio.

Number of ‘Tikkie Zakelijk’ transactions up 25%

The accessibility and convenience of the made-for-business app are key to its success.

PS13/24 – Funded reinsurance

Policy statement 13/24

The importance of customs data analytics

In today’s globalised economy, efficient customs processes are essential for businesses engaged in international trade.

Why won’t wealth firms discuss complaints?

A recent report found that nearly one in five clients switched firms after poor complaints handling, but few want to speak about processes.

Global Entrepreneurship Monitor – UK entrepreneurship is on the rise

Despite changes in the UK’s demographics since the millennium, one statistic has remained relatively constant – immigrant and non-white ethnic populations continue to be the most entrepreneurial groups in the UK.

Ultra-wealthy now worth $75 trillion thanks to rallying equities

A late-year rally in global equities increased the global ultra-high-net-worth population’s total net-worth by 7.6% to US$49.2 trillion, a new report has found.

More than 830 directors in UK banned for Covid loan abuses in one year

It carried out 22 criminal prosecutions and took steps towards the recovery of nearly £3m

The Henley Passport Index

2024 Global Ranking

Banks to reveal lower profits amid a mortgage price war

British banks are set to reveal lower profits as the benefit from higher mortgage rates starts to subside, despite elevated borrowing costs still gripping households across the country.

UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand

The report is based on the analyst's annual Global Wealth Managers Survey.

Concerns rising over retirement of financial advisers, research shows

This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.

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