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

Half of advice firms segmenting clients ahead of Advice Guidance Boundary Review

The review is expected to clarify the boundary between advice and guidance, potentially unlocking new business models for firms of all sizes.

Regulators ‘proud’ of British Steel consumer work

An annual report from the financial services regulatory family highlighted seven areas where greater collaboration has benefited consumers.

Bank of London parent posts third year of losses as total deficits top £100mn

One observer says a parent company name change could explain why the losses for 2023 have not been widely reported

Why choosing ZEDRA for escrow and paying agent solutions is a strategic advantage

ZEDRA stands as a premier provider in this space, offering fast, secure, and scalable solutions that deliver unparalleled peace of mind.

UBS employee data ends up on the darknet

Among the data sets offered on the dark web is a list with information on approximately 130,000 employees of the major bank.

More than a third of UK businesses dangerously unprepared for AI risks, new research from CyXcel shows

CyXcel’s new Digital Risk Management platform uniquely combines legal, cyber, technical, and strategic expertise to manage risks and enhance digital resilience

Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm

GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

Pacific AM snaps up boutique for new European equity arm

Viewforth Investment Partners join Pacific's new European equity division.

Financial stability in light of new global challenges: global shocks, interconnections and central counterparties − speech by Randy Kroszner

A more uncertain environment creates substantial demand for the kinds of instruments that are cleared by CCPs

Why the Fed and ECB are no longer on the same page

The divide has caught the attention of President Trump, who has seized on the gap as he pushes the Fed to lower rates by a full percentage point.

It is about consulting successfully together

In this interview, they explain what clients can expect from the collaboration between the two divisions.

Fewer consumers willing to pay for advice, study fiFewer consumers willing to pay for advice, study findsnds

Boring Money CEO Holly Mackay said the shift reflects both changing consumer behaviour and challenges around access.

Stephens: How will M&A transform the asset management industry in 2025?

One of the most notable structural shifts in the asset management industry in recent years has been the rise of private markets.

All eyes on Reeves as spending review tests fiscal resolve: we explore what tomorrow might bring

Chancellor Rachel Reeves will take centre stage tomorrow with the release of her long-anticipated departmental spending review.

Learning by doing − speech by Victoria Saporta

Given at Bank of Finland & SUERF Conference, Helsinki

Picking what matters – speech by Nathanaël Benjamin

Given at the Global Investment Management summit

Essential guide to succession planning

Given the complexity of the landscape, an increasing number of families are turning to trusts and foundations.

Millionaire exodus did not occur, study reveals

30 news pieces a day in 2024 on non-existent exodus

More people managing personal wealth through active, bespoke investment management services

Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.

Small firms feel the crunch when reviewing investment partners

The research found that 26% of advice firms have no set timeframe for reviewing investment partners.

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