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Reports566
News20
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English187
Svenska379
Your search for "Charterhouse Wealth Management" resulted in 566 hits
- Report: Household savings in Sweden
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-04-09 - And we use the word assets to describe their wealth – which is the result of savings and the return
- Household savings in Sweden
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-03-24 - Swedes hold a large amount of financial assets, but the distribution of these assets is very uneven. Most Swedes hold a small amount of financial assets,…
- FI har kartlagt svenskars sparande
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-03-24 - Det ekonomiska läget är osäkert. Att ha ett buffertsparande är ett sätt att skydda din ekonomi om du råkar ut för oväntade händelser och utgifter. Men många…
- Report: Stability in the Financial System
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2025-02-17 - a possible source of vulnerability that can lead to problems for participants’ financing and risk management
- FI Analysis No. 47: The 2023 Banking Turmoil – Could What Happened in the US and Switzerland Also Happen in Sweden?
- Bank
- Stability
- Published
- Reports
Published 2024-12-11 - During the spring of 2023, one Swiss bank and several US banks failed. Multiple actors in both the US and internationally have analysed the underlying causes.…
- FI Analysis: The 2023 Banking Turmoil – Could What Happened in the US and Switzerland Also Happen in Sweden?
- Bank
- Stability
- Published
- Reports
Published 2024-12-11 - to the level of risk-taking, which encouraged its management to take larger risks.
- FI Supervision 30: The banks can strengthen their sanction screening
- Bank
- Money laundering
- Published
- Reports
- In-depth analysis
- Payments
Published 2024-12-09 - FI has tested the effectiveness of 19 banks' automated sanction screening systems. The result shows that the effectiveness of the systems that the banks use…
- In depht analysis sanction screening 2024.pdf
- Bank
- Money laundering
- Published
- Reports
- In-depth analysis
- Payments
Published 2024-12-09 - This indicates that part of the effectiveness can originate in the banks’ own management of the systems
- AI increasingly common in the financial sector, but risk management is lagging behind
- Bank
- Insurance
- Markets
- Published
- News
- Reports
- Fintech
- Payments
Published 2024-12-06 - The new generative AI technology has spread rapidly and extensively throughout the Swedish financial sector. At the same time, the work to manage the risks…
- report-ai-swedish-financial-sector.pdf
- Published
- News
- Reports
- Fintech
- Payments
Published 2024-12-06 - asset managers, banks, insurance undertakings, insurance distributors, securities companies, fund management
- Stability in the Financial System (2024:2): Improved outlook, but risk of set-backs
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-11-20 - The outlook for financial stability has improved somewhat in the past six months. Sweden continues to experience a mild economic downturn, but interest rate…
- Two expert reports on macroprudential policy measures
- Bank
- Consumer
- Stability
- Published
- Reports
- Mortgage
Published 2024-09-25 - Amortisation requirements, the LTI ratio, and the LTV cap are macroprudential policy tools that are used in Sweden and many other countries. But what are the…
- Två expertrapporter om makrotillsynsåtgärder
- Bank
- Consumer
- Stability
- Published
- Reports
- Mortgage
Published 2024-09-25 - Amorteringskrav, skuldkvoter och tak för belåningsgrad är verktyg för makrotillsyn i Sverige och många andra länder. Men vilka är de potentiella effekterna av…
- Muellbauer-Kaszowska-Mojsa-The-effects-of-BBMs.pdf
- Published
- Reports
Published 2024-09-24 - wealth, real wealth) • Inequality between different age groups • Inequality between different family
- Jesper-Rangvid- Effects-of-borrower-based- measures.pdf
- Published
- Reports
Published 2024-09-24 - Management Science, forthcoming. Laufer, Steven and Nitzan Tzur-Ilan (2021).
- Stability-in-the-Financial-System-Stability assessment.pdf
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-07-02 - Household liquid wealth has increased and is high from a historical perspective (Diagram 7).
- Transition risks in banks’ lending portfolios
- Bank
- Published
- News
- Reports
- Sustainability
Published 2024-06-04 - the expanded reporting requirements in Pillar 3.22 It is important for banks to have sound risk management
- FI identifies transition risks in banks’ lending portfolios
- Bank
- Published
- News
- Reports
- Sustainability
Published 2024-06-04 - Banks need to continue to work to include climate risks in their other risk management and adapt their
- Interest rate puts pressure on indebted households
- Bank
- Consumer
- Stability
- Published
- News
- Reports
- Mortgage
Published 2024-05-29 - Households continue to be under pressure from both higher interest rates and other costs. This is evident in FI’s mortgage report. The report looks at new…
- the_swedish_mortgage_ market.pdf
- Bank
- Consumer
- Stability
- Published
- News
- Reports
- Mortgage
Published 2024-05-29 - For example, the borrower may have shown that they will soon have higher income or have personal wealth
- Stability in the Financial System (2024:1): A slightly better outlook in an uncertain environment
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-05-27 - The outlook for financial stability has improved somewhat, and uncertainty has decreased, but we are still in the middle of a recession. Higher costs for both…
- Stability in the Financial System, Stability assessment
- Published
- Reports
Published 2024-05-24 - Therefore, the DORA regulation, which contains specific rules for management of the risks associated
- FI Analysis No. 44: Most People Have Lost Money Trading Cryptocertificates
- Consumer
- Published
- News
- Reports
- Fintech
- Payments
- Cryptoassets
Published 2024-05-23 - More than half of Swedes who traded in cryptocertificates over the past six years have lost money on their investments. This is despite the underlying market…
FI Analysis 44: Swedish Retail Trading in Cryptocertificates
- Swedish Retail Trading in Cryptocertificates
- Consumer
- Published
- Reports
- Fintech
- Payments
Published 2024-05-23 - Of this sum, SEK 57 million constituted spread fees and SEK 84 million management interest.16 However
- sustainability_report_2024.pdf
- Stability
- Published
- Reports
- Sustainability
Published 2024-05-20 - Risk Management 13 Risk Management As a supervisory authority, it is our assignment to review
- FI would like the financial market to shift its sustainability work into the next gear
- Stability
- Published
- Reports
- Sustainability
Published 2024-05-20 - ensure that they meet the need for increased knowledge and competence at the board level, among senior management
- FI Supervision 29: Advisors are not taking customers’ sustainability preferences into account
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-28 - their recommendations to consumers' risk preference when providing investment advice and portfolio management
FI Supervision 29: Sustainable advice is a challenge for firms
- FI-tillsyn 29: Rådgivare missar konsumenternas önskemål om att spara hållbart
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-28 - 6 av 10 anser att hållbarhet är viktigt när de sparar pengar. Rådgivare hos banker, värdepappersbolag och försäkringsförmedlare har en skyldighet att ta…
- Sustainable advice is a challenge for firms
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-27 - Investment firms Alpcot AB 556963-4180 B & P Fund Services Aktiebolag 556605-5298 Coeli Wealth
Shows 566 hits on "Charterhouse Wealth Management"
- Report: Household savings in Sweden
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-04-09 - And we use the word assets to describe their wealth – which is the result of savings and the return
- Household savings in Sweden
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-03-24 - Swedes hold a large amount of financial assets, but the distribution of these assets is very uneven. Most Swedes hold a small amount of financial assets,…
- FI har kartlagt svenskars sparande
- Consumer
- Published
- Reports
- Save
- Consumer
Published 2025-03-24 - Det ekonomiska läget är osäkert. Att ha ett buffertsparande är ett sätt att skydda din ekonomi om du råkar ut för oväntade händelser och utgifter. Men många…
- Report: Stability in the Financial System
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2025-02-17 - a possible source of vulnerability that can lead to problems for participants’ financing and risk management
- FI Analysis No. 47: The 2023 Banking Turmoil – Could What Happened in the US and Switzerland Also Happen in Sweden?
- Bank
- Stability
- Published
- Reports
Published 2024-12-11 - During the spring of 2023, one Swiss bank and several US banks failed. Multiple actors in both the US and internationally have analysed the underlying causes.…
- FI Analysis: The 2023 Banking Turmoil – Could What Happened in the US and Switzerland Also Happen in Sweden?
- Bank
- Stability
- Published
- Reports
Published 2024-12-11 - to the level of risk-taking, which encouraged its management to take larger risks.
- FI Supervision 30: The banks can strengthen their sanction screening
- Bank
- Money laundering
- Published
- Reports
- In-depth analysis
- Payments
Published 2024-12-09 - FI has tested the effectiveness of 19 banks' automated sanction screening systems. The result shows that the effectiveness of the systems that the banks use…
- In depht analysis sanction screening 2024.pdf
- Bank
- Money laundering
- Published
- Reports
- In-depth analysis
- Payments
Published 2024-12-09 - This indicates that part of the effectiveness can originate in the banks’ own management of the systems
- AI increasingly common in the financial sector, but risk management is lagging behind
- Bank
- Insurance
- Markets
- Published
- News
- Reports
- Fintech
- Payments
Published 2024-12-06 - The new generative AI technology has spread rapidly and extensively throughout the Swedish financial sector. At the same time, the work to manage the risks…
- report-ai-swedish-financial-sector.pdf
- Published
- News
- Reports
- Fintech
- Payments
Published 2024-12-06 - asset managers, banks, insurance undertakings, insurance distributors, securities companies, fund management
- Stability in the Financial System (2024:2): Improved outlook, but risk of set-backs
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-11-20 - The outlook for financial stability has improved somewhat in the past six months. Sweden continues to experience a mild economic downturn, but interest rate…
- Two expert reports on macroprudential policy measures
- Bank
- Consumer
- Stability
- Published
- Reports
- Mortgage
Published 2024-09-25 - Amortisation requirements, the LTI ratio, and the LTV cap are macroprudential policy tools that are used in Sweden and many other countries. But what are the…
- Två expertrapporter om makrotillsynsåtgärder
- Bank
- Consumer
- Stability
- Published
- Reports
- Mortgage
Published 2024-09-25 - Amorteringskrav, skuldkvoter och tak för belåningsgrad är verktyg för makrotillsyn i Sverige och många andra länder. Men vilka är de potentiella effekterna av…
- Muellbauer-Kaszowska-Mojsa-The-effects-of-BBMs.pdf
- Published
- Reports
Published 2024-09-24 - wealth, real wealth) • Inequality between different age groups • Inequality between different family
- Jesper-Rangvid- Effects-of-borrower-based- measures.pdf
- Published
- Reports
Published 2024-09-24 - Management Science, forthcoming. Laufer, Steven and Nitzan Tzur-Ilan (2021).
- Stability-in-the-Financial-System-Stability assessment.pdf
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-07-02 - Household liquid wealth has increased and is high from a historical perspective (Diagram 7).
- Transition risks in banks’ lending portfolios
- Bank
- Published
- News
- Reports
- Sustainability
Published 2024-06-04 - the expanded reporting requirements in Pillar 3.22 It is important for banks to have sound risk management
- FI identifies transition risks in banks’ lending portfolios
- Bank
- Published
- News
- Reports
- Sustainability
Published 2024-06-04 - Banks need to continue to work to include climate risks in their other risk management and adapt their
- Interest rate puts pressure on indebted households
- Bank
- Consumer
- Stability
- Published
- News
- Reports
- Mortgage
Published 2024-05-29 - Households continue to be under pressure from both higher interest rates and other costs. This is evident in FI’s mortgage report. The report looks at new…
- the_swedish_mortgage_ market.pdf
- Bank
- Consumer
- Stability
- Published
- News
- Reports
- Mortgage
Published 2024-05-29 - For example, the borrower may have shown that they will soon have higher income or have personal wealth
- Stability in the Financial System (2024:1): A slightly better outlook in an uncertain environment
- Bank
- Insurance
- Markets
- Stability
- Published
- News
- Reports
- Payments
Published 2024-05-27 - The outlook for financial stability has improved somewhat, and uncertainty has decreased, but we are still in the middle of a recession. Higher costs for both…
- Stability in the Financial System, Stability assessment
- Published
- Reports
Published 2024-05-24 - Therefore, the DORA regulation, which contains specific rules for management of the risks associated
- FI Analysis No. 44: Most People Have Lost Money Trading Cryptocertificates
- Consumer
- Published
- News
- Reports
- Fintech
- Payments
- Cryptoassets
Published 2024-05-23 - More than half of Swedes who traded in cryptocertificates over the past six years have lost money on their investments. This is despite the underlying market…
FI Analysis 44: Swedish Retail Trading in Cryptocertificates
- Swedish Retail Trading in Cryptocertificates
- Consumer
- Published
- Reports
- Fintech
- Payments
Published 2024-05-23 - Of this sum, SEK 57 million constituted spread fees and SEK 84 million management interest.16 However
- sustainability_report_2024.pdf
- Stability
- Published
- Reports
- Sustainability
Published 2024-05-20 - Risk Management 13 Risk Management As a supervisory authority, it is our assignment to review
- FI would like the financial market to shift its sustainability work into the next gear
- Stability
- Published
- Reports
- Sustainability
Published 2024-05-20 - ensure that they meet the need for increased knowledge and competence at the board level, among senior management
- FI Supervision 29: Advisors are not taking customers’ sustainability preferences into account
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-28 - their recommendations to consumers' risk preference when providing investment advice and portfolio management
FI Supervision 29: Sustainable advice is a challenge for firms
- FI-tillsyn 29: Rådgivare missar konsumenternas önskemål om att spara hållbart
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-28 - 6 av 10 anser att hållbarhet är viktigt när de sparar pengar. Rådgivare hos banker, värdepappersbolag och försäkringsförmedlare har en skyldighet att ta…
- Sustainable advice is a challenge for firms
- Markets
- Consumer
- Published
- Reports
- Sustainability
- In-depth analysis
Published 2024-03-27 - Investment firms Alpcot AB 556963-4180 B & P Fund Services Aktiebolag 556605-5298 Coeli Wealth
