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

'Precarious' UK housing market as Persimmon's demand falls off a cliff

Persimmon note that the end of the Help to Buy scheme at the end of October is likely to have had a considerable impact on this.

Does it make sense to ditch the 2% inflation target?

Investors are beginning to question whether central banks should set their sights higher.

Equity release boss blames 10% staff cuts on ‘mini’ Budget chaos

The equity release market experienced an even greater surge in mortgage interest rates following the "mini" Budget than the rest of the market.

UK economy grows unexpectedly in November

Up 0.1% from October

Five things investors should be prepared for in 2023

Most of us feel poorer in real terms now than we did this time last year, a conclusion that has been reinforced, over and over again, during thousands of transactions over the past year.

Schroders named one of UK’s Best Places to Work in 2023

We’re proud to have won a Glassdoor Employees’ Choice Award, honouring the top 50 UK Best Places to Work 2023.

Demand for later life financial planning surges

More than 60% of over-45s would meet with an adviser if given the opportunity

Most wealth managers expect further increase in ETF investing, HANetf survey finds

Some 87% of those surveyed reported increased investment in ETFs in 2022, with 81% saying they expect to see increased investment in ETFs this year.

Passing on your wealth to charitable causes

Philanthropic giving can be a tax-efficient way to put your hard-earned money to good use

UK could face ‘banking crisis worse than 2008’ if City fails to prepare for fossil fuel collapse

Report from climate activist groups says City is unprepared for potential collapse in value of fossil fuel assets

Tackling the UK Gender Pensions Gap

Is it time for a more radical approach to closing the gender pensions gap?

Inflation’s gravity check: what goes up, must come down

The chances of sidestepping deep recessions in 2023, and then pausing interest rate hikes, are growing.

Self-Assessment tax return – 10 tips to help you hit the January 31 deadline and avoid overpaying

From checking whether you need to file a return to leaving enough time to register or input your information and taking advantage of tax allowances to reduce your bill, acting now will stop you facing hefty fines

Spain to ask EU to scrap 90-day limit for Brits

Restrictions ‘work against’ the country’s interests

ScS completes acquisition of sofa in a box pioneer Snug with the support of Evelyn Partners

In the financial year 2021 the company recorded revenues in excess of £30m, up from £7m a year earlier.

Alternatives enter a new era

The resulting contrast between equity and bond indices’ 10% fall and alternatives’ rise is stark.

Ex-SJP adviser joins Love Island

Ron Hall, a former adviser at St James’s Place partner practice AJG Wealth Management, left the firm to find love and/or fame.

Glencore appeals even without coal windfall, according to Deutsche Bank

Sector leading cash generation and shareholder returns in 2023/24, even as coal prices moderate

RDR 10 years on: FCA unveils plans to ‘streamline’ investment advice

This shift has coincided with an overall movement within the market for customers to take greater control over their own personal finances.

The Road To Hell

“MacGuffin: an object, event, or character in a film or story that serves to set and keep the plot in motion despite usually lacking intrinsic importance.” - Merriam-Webster Dictionary.

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