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

Futureproofing asset management: Key strategies to succeed

Implementing a consistent data model that allows for flexible reporting without compromising data integrity is essential.

Quilter Cheviot lowers fee for nominee MPS

The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.

Survey: 71% wealth owners retain assets in one country

The survey reveals that 47% of family wealth consists of financial assets.

Reflecting on recent times – speech by Andrew Bailey

Given at The Federal Reserve Bank of Kansas 2024 Economic Symposium, Jackson Hole, Wyoming

‘Island of stability’: Is the UK now one of the best investment zones?

Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.

The latest move: EFG Harris Allday joins 103 Colmore Row

Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.

27 Swiss athletes will compete in the Paris 2024 Paralympic Games with the support of REYL Intesa Sanpaolo

REYL Intesa Sanpaolo has been supporting Swiss Paralympic, the umbrella organisation for Swiss paralympic sport, since 2019.

Planning ahead for budget changes: “Difficult decisions” means making smart financial choices

While it's important not to make rash decisions, understanding how CGT works and anticipating possible changes can help you plan more effectively.

Changing of the guard - introducing Michael Bluthner Speight

I started off as a solicitor in private practice nearly 21 years ago

Five sustainable investing blog posts to read now

This post explores what the election results of 2024 might mean for our fast-warming planet.

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

Labour policies will enhance economic growth, according to global fund manager survey

The respondents said political stability and the subsequent attractiveness to overseas investors was likely to be a main driver for this expected growth.

Global Custody: an offer from Eastern Switzerland is shaking up the market

Everyone knows each other in the market for depository banking services.

Ireland tops rankings of best citizenships for HNWs

The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity

SJP, Fidelity and Liontrust top ‘dog funds’ list while ESG struggles remain

The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.

Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership

This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.

Over a third of adults using Isas to save for retirement

LV= added “there are times when it may be better to opt for an Isa over a Sipp to top up pension income.”

Solving the solvency jargon

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

Fall in pension credit recipients highlights vital need for pensioners to check eligibility

It is an incredibly important benefit targeted towards the poorest pensioners in the country.

Caroline Connellan: Big bang needed in the provision of advice

The pensions review offers the perfect moment for a cultural reset because there needs to be a big bang in the provision of advice

Comment, Analysis & Research