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

A time of universal deceit by Tim Price

“Individuals who cannot master their emotions are ill-suited to profit from the investment process.” - Ben Graham.

Wealth managers need to get moving on mobile

It is no surprise that the clients of wealth managers tend to be wealthy people.

Fund managers eye bumper inflows over next 5-yr

When you recognise that relatively recent net new money growth rates for the overall industry have been in the range of 3 per cent to 5 per cent

Take the Rough with the Smooth - Volatility and Opportunity by Tom Becket, Psigma

As I approach my ten year anniversary at Psigma I have to admit that markets have rarely been so 'boring' and exciting new ideas have never been as hard to come by as they are now. It is a uniquely difficult investment environment.

Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them

However, only 30% of respondents reported being asked for referrals by their wealth managers at least once a quarter.

Danish asset managers climb in 2014 global ranking

Assets under management (AUM) at Nordea Investment Management rose to around €151bn at the end of 2013

Wealthy Russians pouring money into Estonian commercial property

Aavo Kokk, CEO of real estate advisory company Catella Corporate Finance says that these are good times for commercial real estate.

‘Winner takes all’ industry to drive asset manager M&A surge

Global M&A activity has rebounded strongly on the back of increased risk appetite and improving valuations.

Pension savers are being put off by the lifetime cap - Brewin Dolphin

Head of Financial Planning Nick Fitzgerald is concerned that pension savers, who have been ‘kicked around like a political football’, are missing out on valuable tax relief because of fears that they might hit the cap.

Be 'valuation aware' rather than 'valuation driven' says Legal & General

In today’s Fundamentals briefing, Lars Kreckel, an LGIM equity strategist, looked to clear up some of the common misconceptions around equity valuations whilst presenting a new LGIM Composite Valuation Indicator, the Factor.

DFMs and advisers need a clear mandate

“Investment portfolios should be created in answer to the most important question to be asked of any investor, ‘what do you need the money to do?’

HSBC Private Bank Q3 Investment Outlook - Willem Sels, UK Head of Investment Strategy, HSBC Private Bank

Portfolio Considerations: The main risk is being under-invested

Roundtable: European hedge fund managers don’t just launch UCITS or Alternative Investment Funds (AIFs)

As a result of the Alternative Investment Fund Management Directive (AIFMD), most of the service providers have increased prices

German institutional interest in SRI continues to grow, survey shows

The survey of 215 German institutional investors, with accumulated assets of around €1.5trn, also found that “concerns about this type of investment are declining significantly”.

Sapient Global Markets Survey Rates DZ Bank As Best German Retail Structured Products Issuer for 2014

Banks provide more product information through online portals, but investors demand increased functionality around search and selection

Allocations shifting away from fixed income, says Mariner

Credit and equity market volatility plus expected central bank moves are creating a stronger rates trading environment

Golf fees VAT-free by David Wilson

Despite the EC’s decision last year that members’ golf clubs should not be charging VAT, HMRC’s continued dithering on VAT-free golf is definitely below ‘par’.

Eastern European markets offer high growth rates and attractive entry opportunities - Erdinç Benli, Head of Emerging Markets Equities at Swiss & Global AM

ussia and Turkey continue to present opportunities, despite recent rallies

Managers question how next five years of returns will look

The next five years will see financial markets enter a new phase, he says, in which central bank stimulus – for so long a positive influence on investor sentiment – will have less of an impact on asset class returns.

Fund manager moves: Has industry turnover become excessive?

The worst offender was the Global sector, in which just 42% of managers have remained in place for that period, according to FE

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