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

What wealth portfolios are missing — and why it matters for individual investors

We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots

In conversation with Clearwater: navigating M&A with entrepreneurs in uncertain markets

In this conversation, managing partner Marcus Archer shares his perspective on building trust with entrepreneurs, scaling without losing culture, and guiding businesses through today’s volatile dealmaking environment.

Swiss gold and Rolex gifts to Trump arouse ‘disgust’ in Europe

Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland

Goldman Sachs to double staff in Birmingham

The London office is the business's largest in Europe, with the Birmingham base specialising in innovation and technology.

Monetary developments in the euro area: October 2025

The components of M3 showed the following developments.

Why UK MPS is next after the US TAMP market's explosive growth

By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners

First-Ever UHNWI Survey Reveals Greece's Luxury Real Estate Market Has Reached Mediterranean Elite Status

*A study — the first of its kind in Greece — surveying over 250 ultra-high-net-worth individuals from 30 countries shows a 63% intent to purchase. At the same time, Greece captures just 2% of the €50 billion Mediterranean market.*

High Net Worth Offshore Investment Market - Global Forecast to 2030: Transformative Shifts Reshaping the Offshore Investment Landscape

The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.

Germany’s affluent surge reshapes wealth market

New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.

Economics Research Conference 2025: rebalancing risk, deepening trust

The event showcased our commitment to shaping a financial system that works well for all, focusing on our theme of rebalancing risk and deepening trust.

ISO 20022: Roadmap for European corporate actions

Spearheaded by the European Central Bank through the AMI-SeCo working group, ISO 20022 sets a clear path toward harmonised and automated post-trade processes across the continent.

Analysis-Norway’s wealth tax trades millionaires for equality

The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.

Schroders UK Financial Adviser Survey 2025: Advisers look to diversify portfolios to strengthen resilience

The survey, which captures the views of 221 advisers, suggests a more cautious outlook for markets.

Building resilient portfolios in 2026: how investors can navigate AI, commodities and market risks

As AI's increasing dominance looms, investors should look to infrastructure as an area for investment, as well as diversifying their assets, a UBS report has argued

Tech overload slows UK wealth managers, survey shows

This fragmentation appears to be straining day-to-day operations, with one in three UK wealth managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.

87% of institutional investors have declined or reconsidered fund commitments on AML/KYC concerns

63% of GPs say they have lost investors or reinvestments due to AML/KYC compliance shortcomings

Nearly 70% of marketing leaders agree agentic AI will be transformative, yet effectiveness remains elusive

The report also finds that current martech and data strategies fail to leverage real-time data for seamless customer experiences.

How High-Net-Worth Individuals Cultivate Powerful Connections: Proven Tactics

For leaders at the pinnacle of their industries, networking isn’t a numbers game; it’s an art form, informed by data, exclusivity, and intentionality.

Competitiveness, appeal and investments: Frédéric Rochat analyses the economic challenges facing France in Le Figaro

In this context, the analysis provided by one of Lombard Odier's managing partners, the Geneva-based global wealth and asset manager founded in 1796, is instructive.

Number of ISA millionaires tops 5,000

The figure has increased more than 1,000% in just seven years.

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