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

Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive

The wealth management and financial advice professions have weathered some monumental events in just these last five years.

Joining the dots - speech by Nathanaël Benjamin

Given at The City UK

TSMC outpaces expectations with robust AI growth

These results were bolstered by strong contributions from AI-related revenues, which are increasingly becoming a key driver of growth.

UK Expat Frozen Pensions Triple Lock: What You Need to Know

The triple lock typically ensures state pensions rise annually.

Transact reports record inflows on back of platform enhancement

The latter represents 5.7% of opening funds under direction for the quarter.

UK CPI shows modest easing, but encouraging fall in core inflation

The primary drivers of inflation in December were rising costs for transportation, household services, whilst clothing, restaurants and hotels saw a downward contribution.

European financial services M&A activity picked up in 2024, with deal volume reaching a nine-year high

The total disclosed deal value also rose from €36.3bn in 2023 to €52.0bn in 2024 – with 10 deals above €1bn in value last year.

iM Global Partner mourns the passing of Philippe Uzan

His passing is a tremendous loss to all who knew and worked with him.

Prada has been working with Citi on possible bid for Versace, source says

After that deal to create a US luxury conglomerate fell through, Capri executives did not rule out the possibility of a potential sale of its brands.

Raiffeisen Transaction Price Index: Condominium prices rise sharply

Compared to the fourth quarter of 2023, single-family homes now cost 4.2 percent more and condominiums 2.4 percent more.

Nannette Hechler-Fayd’herbe on the implications of Trump’s inauguration and economic outlooks for Europe and Switzerland in 2025

The European economy will have to wait a long time for political stimuli.

Reading between the lines − speech by Sarah Breeden

Given at University of Edinburgh Business School

Switzerland and the new world order

So as a new era begins, it is worth asking how Switzerland’s finance industry can continue to prosper in this fractured landscape.

In the spotlight – Jonathan Hartley, client success director, Objectway

He is also a qualifi ed executive coach and enjoys working with clients to help them move beyond their comfort zone.

Positivity on personal finances ‘jumps’ from same time last year

‘Unexpected expenses’ remained the top financial concern, in line with the 2024 results (both 35%).

Banking Barometer – good results for the year, but medium-term outlook gloomy now interest rates are heading in the opposite direction

New equilibriums are being formed in the Swiss financial center, and not just as a result of the takeover of Credit Suisse.

Cazenove Capital to adopt the FCA’s Sustainability Disclosure Requirements (SDR) ‘Sustainability Focus’ label across its three sustainable flagship funds

These funds which collectively manage over £3 bn of assets1 on behalf of our clients, will adopt the ‘Sustainability Focus’ label.

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