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

UK FCA Wealth Management Survey Report

The report shares data and insights to help firms understand the market, compare their approach and raise standards.

How alternatives can help wealth managers tackle concentration risk

As traditional diversification becomes less effective, liquid alternatives offer different drivers of portfolio returns

New research highlights low pension engagement despite widespread retirement concerns

Notably, 14%2 of employees say they never review their pension.

"Europe in the Race for Capital: The Opportunity of the Savings and Investment Union"

The energy transition, the technological revolution, digitalisation, defence and industrial modernisation will require an unprecedented investment effort.

45 years at Collas Crill: Meet Rose Ogier

Rose's story with the firm began in the spring of 1981, when she was taken on as a temporary secretary to cover a colleague's holiday.

Barclays chief strategist: "Without AI, the global economy would be significantly weaker"

Barclays estimates that between 50 and 75 percent of American economic growth can now be directly or indirectly attributed to AI investments.

European retail is Europe’s stand-out RE asset class says Nuveen

Cites data in latest report on global trends

Retirees face energy bills topping £1,800 a year after latest price cap rise

“While an increase of around £6 a month may not sound significant in isolation, for many pensioners it is another addition to a growing list of household costs at a time when budgets are already under pressure.

Young investors trust AI more than TV or celebrities

And people are getting more comfortable, with two-thirds expecting to lean on AI even more over the next year.

Why captives are redefining modern risk management

Organisations across all sectors have access to more information than ever before.

Fresher financial fallouts: More than half of students say money has put a university friendship under strain according to new NatWest research

These findings form part of new NatWest research into the financial realities facing today’s students.

War-hit European markets are far from down and out

Europe's STOXX 600 index is near record highs, company earnings are exceeding expectations, and the euro is at a three-month peak.

One Media iP Group Plc Repayment of Bank Debt

Following repayment, the Group is now in a net cash position with no borrowings.

Active allocations set to rise in 2027, fund selectors’ survey shows

Around 18% said they are shifting towards defensive and tangible assets and 29% moving into cash and short-duration bonds.

Indian family office assets to grow 1.5x over three years: Julius Baer-EY report

According to the report, around 40%-45% of allocations in many family offices now go to alternative assets.

Should investors worry about record market highs?

While investors may feel nervous when equity markets reach new highs, history suggests that today’s record highs can also be tomorrow’s starting point.

Family office governance: how to translate vision into structure

A family office’s purpose may be defined by guiding principles, but robust structural elements are needed for a long-term vision to withstand generational change.

Government tax take climbs ever higher as Healey’s first budget nears

These latest figures demonstrate exactly why the government finds fiscal drag so difficult to resist.

UK employment data nears ‘something of a trough’ as job vacancies fall by 0.8%

The estimated number of payrolled employees remained largely unchanged over the quarter

How Indian family offices are a rising force in private capital markets

Indian family offices seek stronger governance and opportunity-led strategies for capital deployment.

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