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

Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far more quickly than their older counterparts.

Ludivine and Chloé - Two paths, one shared ambition: Empowering women to take action

Chloé Pelle moves effortlessly between the rugby sevens fields, where she competed at the highest international level, and her role as a cybersecurity engineer at Societe Generale..

How to Use Charitable Giving as Part of Your Philanthropy Strategy

That’s a welcome lifeline for many charities, as the number of regular donations is falling amid a cost-of-living crisis and lack of interest.

Is there a perfect time to enter the equity market?

Changeable equity markets can feel unnerving but, over a longer time horizon, staying invested matters much more than trying to time the market to perfection.

Legacy rules ‘undermine’ Consumer Duty goals, research finds

The findings are based on a three-arm randomised controlled trial of 1,500 UK savings customers.

Confidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UK

The survey of more than 2,000 UK adults reveals a stark divide in financial literacy and confidence between investors and cash savers.

Strong UK savings culture – but persistent investment gap

Research by the campaign reveals around seven million adults in the UK hold at least £10,000 in cash savings.

Insurance CROs are faced with an evolving risk landscape defined by speed, volatility and interconnection – EY/IIF Survey

At the same time, the risk landscape is becoming more complex, with cyber exposures increasingly linked to third-party dependencies, expanding data privacy requirements and more sophisticated attack vectors.

Transfer Pricing in Swiss Asset Management: Where challenges are likely to emerge in 2026

Switzerland remains a key jurisdiction in this landscape, combining heightened transfer pricing scrutiny with a pragmatic, facts- and circumstances-based approach.

Central bank independence – why it matters

Speech honouring Otmar Issing on his 90th birthday

Messaging to a public with its own view on central bank confidence

The focus of the model is the central bank’s communication strategy.

London learns to share the spotlight

First published in the 2007 launch edition, we’re revisiting our Wealth Report predictions 20 years on.

Drop in UK unemployment isn’t all it seems

Instead, the details reveal the drop in the jobless rate is pretty much solely down to a rise in “economic inactivity” – that is, people neither in work nor actively seeking it.

Gen Z more likely to save with 22% already at £10,000 milestone

Nearly one in five (19%) save over £1,000 per month – 5% save over £5,000 monthly – and 22% already have more than £10,000 in savings.

Skills shortages risk stalling mid-market growth

This suggests the challenge is systemic rather than confined to specific regional economies.

PPI expands lost pensions 2026 survey to include DB providers

In addition to its DB scheme expansion, the PPI will also explore underlying factors behind lost pensions and the impact on policy and savers’ outcomes.

EY named a Leader in The Forrester Wave for OCM Services

Forrester also notes that EY’s simplified structure means customers can expect more integrated service offerings.

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR.

New NextWealth Guide released today shows how the Centralised Retirement Proposition (CRP) for advisers has become a Consistent Retirement Playbook

These findings suggest that many firms already operate a Consistent Retirement Playbook, even if it is not formally labelled as such.

Men in UK financial services earn £40,000 more than female colleagues

In terms of working hours, men work an average of 48.27 per week versus 46.75 for women, translating into hourly earnings of £68.66 and £54.78.

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