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

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.

Size matters

The fact that the largest companies in the UK fared significantly better than medium-sized businesses does not mean that they will continue to do so in 2023.

Market Round-Up

The World Health Organisation pushed Beijing to improve data transparency including case counts, disease severity and other health statistics with international travel by Chinese travellers forecast to jump from 5% of 2019 levels to 50% by the summer.

UK consulting sector to create 10,000 jobs by 2026

Figures collected by the MCA show that nearly 10,000 new jobs have recently been announced by in-demand consultancies, as they invest in boosting their talent pipeline until 2026.

Enabling cost reductions will be key for retailers to attract today’s frugal consumer

New report finds most consumers (61%) are concerned about their financial situation and 69% are cutting back on non-essential expenses

UK financial boardrooms lead Europe in acceleration of female and sustainability appointments

EY Boardroom Monitor data shows that UK financial services firms are responding to investor expectations and are leading European peers across a range of gender diversity metrics.

Five funds to watch in 2023

Investment ideas for 2023 and beyond.

Quarterly markets review - Q4 2022

A look back at markets in Q4, when shares made strong gains.

2022 ‘a short sellers’ paradise’ – Long/Short funds boom as niche investments take centre stage

This has helped to intensify the cost-of-living crisis and altered the course of inflation leading to more aggressive central bank policies to bring it back in line.

Retail Outlook 2023 – Shortage of labor and skilled workers to become more acute in Switzerland

The Swiss economy proved highly resilient in the challenging global environment in 2022, with consumption supported by a robust labor market and immigration.

Wealth manager sentiment towards bonds reaches highest level since 2009

Up to 53% from 2%

One-fifth of firms ill-equipped to handle supply chain disruption

Research from Capgemini suggests that 25% of global trade is set to relocate in the next three years.

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