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

Quarter of households wrongly thinks insurer covers foundations

The latest AFM survey was based on 698 panelists from a representative, online panel of around 4,500 households with mortgages.

Brooks Macdonald’s MPS arm offsets bespoke outflows

Clients pulled money from bespoke portfolios ahead of last October’s Budget, while MPS offering continued to attract flows.

Silver: onwards and upwards

First, gold prices have risen to new all-time highs, and silver rose in tandem, as its historical beta to gold kicked in.

Europe’s global banks thriving: Moody’s

Strong capital markets drive revenues, profits higher in Q4

Fears of bias in vulnerability assessments unfounded, says MorganAsh

MorganAsh argues that firms delaying assessments due to concerns about bias risk failing to meet regulatory requirements.

Client communication outpace wealth managers digital shift

Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.

Staying cautious on European risk assets after Germany's election

The conservative Christian Democratic Union/Christian Social Union (CDU/CSU) won 28.5% of the national vote.

Pension transfer times fall as volumes rise

In 2024, around half of all transfers completed in just under seven working days

Decision paralysis: two in five say investing is one of life’s toughest decisions

Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome.

Barclays Launches Barclays Live: A Next-Generation Client Research Portal

Barclays Live empowers clients to seamlessly access critical market insights, anticipate industry trends and make data-led decisions.

Selling your business in France: a step-by-step guide for entrepreneurs

Many entrepreneurs are unsure about the issues involved in such a sale.

How can you provide a better customer experience at lower costs?

The best recipe for meeting customer expectations is to involve them in the development of new applications.

Rosemount sees record 2024 with revenues up 25%

Contributing to the increase in revenues was Rosemount’s adviser growth, welcoming a host of new advisers to the network in the last quarter of 2024.

FCA announces winners of its economics research competition

Six projects have been selected and awarded funding of up to £30,000 each.

UBS: Uncertainty Surrounding Legal Risks

These cases, spanning from historical tax evasion allegations to client disputes, significantly impact the bank’s financial exposure.

DeVere Group reports AUM growth to $14bn

A ‘convergence of factors are reshaping the global wealth management landscape’

Pictet clean-energy star not afraid of Trump

Elite Investor Xavier Chollet tells Citywire Elite Companies how his fund thinks differently about the energy transition.

Mind the inflation gap: real cash ISA returns are in negative territory again

The news comes after significant speculation that Chancellor Rachel Reeves is planning to change the tax benefits of cash ISAs to help boost investment in the spring.

Outsourcing trends in the banking sector

Additionally, investments in robust cybersecurity measures are paramount to protect banks against rising cyber threats.

New record for gold

Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.

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