Keith Milne

Dec 1, 2023 | pwmnet.com | Ian Woodhouse |Elisa Trovato |Yuri Bender |Keith Milne

A turbulent environment for the management of wealth is being reshaped by profound trends, which are shifting the priorities and change agendas of boards and management teams. Following years of a benign backdrop, the macroeconomic and geopolitical environment suddenly shifted towards inflation and high interest rates. Last year, many clients lost money and global wealth declined for the first time in years, due to volatility and uncertainty.

Dec 1, 2023 | on.ft.com | Ian Woodhouse |Elisa Trovato |Yuri Bender |Keith Milne

A turbulent environment for the management of wealth is being reshaped by profound trends, which are shifting the priorities and change...

Nov 22, 2023 | pwmnet.com | Paul Taylor |Keith Milne |Yuri Bender |Michael O’Sullivan

The UK parliament is crying out for reform, but don’t expect it to happen anytime soon. Before I start this discussion, I wanted to let you know where I am from — certainly not some trendy lefty or socialist background. Where I grew up, you never heard of a Labour member of parliament. You were more likely to see Buddy Holly singing a duet with Elvis in the high street branch of Woolworths — remember them? — than a Labour voter. Yes, I was raised in 80s Essex.

Oct 19, 2023 | pwmnet.com | Yuri Bender |Elisa Trovato |Keith Milne

Conscious of geopolitical tensions, wealth managers are 'de-risking' client books and re-aligning relationships to protect themselves from regulatory and reputational hardship. As we enter the mid-2020s, the idea of how successful wealth managers will interact with their clients is becoming sharper. Key concerns around stability are increasingly interlinked with geopolitics and related issues of reputational risk and branding.

Oct 4, 2023 | on.ft.com | Keith Milne |Elisa Trovato |Yuri Bender

Asset managers looking to grow their European presence should carefully consider which domicile to base themselves in and how to meet...