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

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.

Global market volatility to increase UK trading, according to research

Despite concerns, many UK investors view this volatility as an opportunity, with 28% planning to increase their trading activities, compared to just 10% who intend to reduce their trading.

Study reveals support from institutional investors and wealth managers for tokenisation is building but distribution remains a concern

The study with organisations invested in the digital assets sector found 75% expect more fund managers to look at the potential for tokenisation

Vanguard launches advisory research centre for investors

The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.

Unity, sustainability, legacy: sports ‘super summer’ draws parallels between Olympic House and 1Roof

The ancient and modern Olympics are also linked by the international renown of their buildings.

Entrepreneurs: here's how to take advantage of the tax benefits of supplementary pension planning

The reasoning is not incorrect, but we regularly see that in time it can produce some quite nasty surprises.

Mergers and acquisitions in wealth management: exploring the key transaction models

The impact of regulatory change, coming on top of an already fragile business model, could accelerate the consolidation of EAM companies over the next three years.

Women need equitable financial opportunities, not equal opportunities

This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.

Finnish ex-premier addresses UBP clients

This experience and her easy manner made for a compelling address which engrossed the audience.

Elections: Down and Out in Paris and London

The new UK administration should provide the country with more predictable policymaking thanks to the government’s large parliamentary majority.

New White Paper covers shareholder voting on remuneration

Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.

Asset managers increase investment research budgets for first time since MiFID II

Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets

Wealth managers bullish on equities as elections come and go

The swing in positive sentiment suggests that investment managers are unfazed by this year’s election fever and have greater clarity on the direction of travel for interest rates and inflation

Comment, Analysis & Research