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

IQ-EQ’s UK business named in the Sunday Times Best Places to Work 2025

The submission process is uniquely employee-led, based entirely on a comprehensive 31-question survey

Oak champions youth sport as official sponsor of junior Guernsey basketball teams

The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level.

Financial services leaders outline four key pillars to unlock UK growth potential

This comes at a critical time as the Chancellor prepares her growth and competitiveness strategy for financial services.

Intuit produces a beat and raise as future looks strong with agentic AI

As a result of this, guidance has been upped for the remainder of the year and the business has put itself in a really strong position.

Earnings Season: strong start to a volatile year

US stocks’ solid first earnings season of 2025 sets them in good stead ahead of tariff impact.

M&G Real Estate secures strategic EUR73 million asset in Germany’s prime Rhine-Main logistics hub

The acquisition, made on behalf of the M&G European Property Fund, underpins the increasing interest in core logistics assets among institutional investors and is in line with the Fund’s ongoing sector rebalancing in favour of logistics, as well

Does Wealth Always Equal Happiness? New Research Suggest No

Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.

Fitch Revises UBS Group's Outlook to Positive; Affirms IDR at 'A'

The Positive Outlook also reflects Fitch's expectation that UBS will restore profitability to its sound pre-acquisition levels within the next few years

Headhunters: 1'000 Relationship Managers Soon Missing at EAMs

Larger providers in particular are pursuing ambitious recruitment goals.

Strategic exits: an introduction and guide to optimising your exit

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

Sustainability focus label defies adviser expectations

This comes in contrast to expectations captured in Investment Association (IA) research from February 2025.

UK house prices rose 6.4% YoY as buyers rushed to beat stamp duty changes

Those in the North East saw the greatest rise in house prices, with a jump of 4.2% on a monthly basis, while London was the only the region that saw a decrease in house prices with a fall of 0.3%.

Brown Shipley: Trade talks boost markets

Clients with bespoke discretionary or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.

What Shackleton’s strategic expansion means for UK wealth management

The wealth manager, that oversees a portfolio of £5.5 billion, had discussions with a larger rival that managed £10 billion at the time and a smaller firm with £2 billion in assets weighed down by debt.

Eurozone inflation to drop below 2% on US tariffs

The EU’s executive arm cited lower energy prices, the diversion of Chinese exports, and a stronger euro as “clearly negative” forces driving inflation down.

Two thirds of platforms not providing enough CGT support for advice firms

The majority (76%) of the 130 advisers polled have said that the support offered to them is impacting which providers they’re choosing to work with.

Talent war boosts pay for UK wealth CEOs

A new breed of bosses is in high demand

Reporting employment related securities: 6 July 2025 deadline

The deadline for filing this annual Employment Related Securities (ERS) return is 6 July 2025 via the HM Revenue & Customs (HMRC) ERS online service.

A system-wide approach to system-wide resilience: CCPs and their users − speech by Sarah Breeden

Given at ISDA Annual General Meeting, Amsterdam

Portugal: Europe’s new destination for HNW expats and investors

Offering security, elegance, beauty, and opportunity, Portugal is a destination not to be missed, whether you seek residency or a promising property investment.

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