This week’s overview of people transfers and appointments includes updates from Luxflag, Baker McKenzie, EFG Bank, and EuroCTP. Hermann Beythan replaces Denise Voss as chairman of Luxflag Sustainable finance labeling agency Luxflag has appointed Hermann …

For generations of investors, the gospel was simple: invest in a balanced portfolio with 60 percent stocks and 40 percent bonds. This sacred formula was passed down from wealth manager to wealth manager, from father to son, as an immutable law of …

A powerful coalition of European financial trade associations has urged the European Commission not to adopt a U.S.-style trading framework under its flagship Savings and Investments Union (SIU) initiative. The move underscores growing tension between …

The U.S. has dropped plans for a controversial tax provision that would have targeted foreign investors, but tax experts say the risk of fiscal retaliation hasn’t gone away. Section 899, dubbed the “revenge tax,” was removed from President Donald Trump’s …

Investment advisors are getting better at their jobs, according to the distribution teams at asset managers who work closely with them. They’re using more data, stress-testing portfolios against historical scenarios, and educating their clients more …

Eurosif, a pan-European association that promotes sustainable finance at the EU level, is deeply concerned about the European Commission’s proposals to ease corporate sustainability reporting requirements. “Investors will be less well-informed,” warns …

More than a quarter of financial institutions across Europe plan to terminate at least one ICT service provider this year due to non-compliance with the Digital Operational Resilience Act (Dora), according to a new survey by PwC Luxembourg. The report, …

It’s hard to speak of a favorable investment climate when companies are leaving. While the shine may have worn off American exceptionalism, Europe’s problems remain unresolved as long as European companies continue relocating their headquarters abroad. …

Once again, voices are rising to transfer the 195 billion euro in Russian assets frozen at Brussels-based securities depository Euroclear into a European investment vehicle. But within the Belgian camp, there's growing concern that doing so would open …

Falling inflation and the European Central Bank’s (ECB) conviction that price increases will stabilize around two percent annually in the long run made it possible for Frankfurt to announce another rate cut earlier this month. With this move, the policy …

Transfers: Luxflag, Baker McKenzie, EFG, EuroCTP

AI and the balanced portfolio

Industry pushback against Brussels over SIU trading reforms

U.S. tax risk persists, even as Section 899 is shelved

How volatile markets are changing financial advice

Eurosif: Europe is cutting too much from sustainability reporting

Dora sparks ICT shakeout as firms cut non-compliant providers

No businesses, no favorable investment climate in Europe

Euroclear and the 195 billion euro question

Eurozone expands, but major concerns remain