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

What kind of year was 2024 for ABN AMRO?

The Net Promoter Score (NPS), which indicates the willingness of clients to recommend the bank, has increased across all client units in 2024.

MM Meets… Nick Raine, CEO, Söderberg & Partners Wealth Management: ‘Concentrate on what you do best’

Platforms have tried, over time, ‘to be everything to everyone’, believes Nick Raine. Sometimes, he says, they should have said no

Swiss franc bond market: The year 2025 is a tough one

Overall, interest income is not keeping pace with interest expenses.

Four impactful approaches to boosting client engagement in wealth management

Often, clunky and outdated wealth management portals are not able to deliver those, and so client engagement suffers.

London venue for II Connect 2025 unveiled

The event will take place in London’s Marylebone district

IHT on pensions a ‘looming disaster’ for industry, experts warn

The survey, which gathered responses from 75 industry professionals, highlighted significant concerns about the fairness and practicality of the proposals.

Mortgage market rebounds with surge in new lending

People are clearly adjusting to what is the new normal when it comes to mortgage rates.

UK spending cuts likely while Trump whirlwind clouds investment picture, according to global fund manager survey

This survey showed that forecasts for 2025 GDP growth have slipped to 1.1% from 1.25% in the previous quarter.

Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement

Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.

UHNWIs shift focus from London addresses to luxury enclaves – Eccord

UHNW buyers showed preference for privacy, security, and exclusivity, driven by tax policy changes and lifestyle shifts.

Calastone research reveals tokenisation could save US$135 billion for asset management industry

The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.

Identifying vulnerable customers not a box-ticking exercise as FCA data reveals trust gap

The impact of the pandemic and the subsequent cost of living crisis has meant the industry has moved to improve things at a pace they may not have previously.

Insights from 125 years of investment experience

The “UBS Global Investment Returns Yearbook 2025” shows the market performance of the last 125 years for various asset classes.

International Women’s Day: more female advisers ‘key’ to closing gender advice gap

Men are twice as likely to have a personal pension than women

IWD 2025: ‘Imposter syndrome can be devastating’

To mark International Women’s Day and its theme of ‘Accelerate Action’, female wealth managers discuss what can be done to speed up gender equality in finance.

Third of UK entrepreneurs explore early business sales after Rachel Reeves’ tax raid

Fiscal shifts, coupled with ongoing market challenges, are reshaping business owners’ outlooks, report by Brown Shipley found

Do wealthy women prefer female financial advisers?

Ahead of International Women’s Day, Citywire explores whether wealthy women prefer to put their money with female wealth advisers.

Handelsbanken report highlights persistent gender gap in finances

Findings also highlight how the gender divide in financial literacy and confidence in investment markets and products is impairing women’s ability to build wealth

Third-party fund administrator survey reveals importance of cloud data

The introduction of T+1, collaboration on market data and the increasing use of cloud data are top of mind for many in the industry, our survey finds.

Investment Foundation: Ruedi Stutz hands over management to Clemens Schreiber

The Board of Trustees will propose Ruedi Stutz for election to the Board of Trustees at the Investors' Meeting on May 22, 2025.

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