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

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managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.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.

What Swiss Investors Are Betting on in 2026

Particularly striking are the strong acceptance of crypto assets, the focus on private markets, and a clear trend toward active management.

Coutts graduate intake reignites debate over gender gap in UK finance sector

The ‘Queen’s bank’ Coutts has announced its latest graduate programme cohort, which is made up of almost 90 per cent men, as finance still the sector with the largest median gender pay gap in the country

Latest inflation drop strengthens case for rate cuts

The economy is clearly at a point of significant risk as we move towards 2026.

Longevity and health span: a new frontier for ESG investing

These centenarians tend their gardens, walk to see friends and share daily meals rich in vegetables and laughter.

Wealth Insider Insights: Designing experiences for the digital-first client

Digital assistants and smart automation will redefine service models, enabling faster, more scalable, and more human-centred advice.

'Why it’s not AI that will take fund managers’ jobs'

Soft skills remain an edge for active managers, but other market trends still present a big problem.

US growth leadership, neutral rates, unpredictable geopolitics, and the accelerating AI race set to shape 2026

EFG expects the United States to be the fastest-growing advanced economy in 2026.

Best pension drawdown providers 2025

We've surveyed nearly 1,800 pension drawdown customers to identify the providers that offer the best value and service.

Driven by optimism, powered by AI: the future of an essential business with Racem Flazi, Founder of LegalPlace

LegalPlace enables thousands of entrepreneurs, including those who would have never dared to launch a business, to set up their company easily, quickly and at very low cost.

ABN AMRO helps clients improve their financial health

That means they could face difficulties if financial setbacks occur.

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