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

Diversification boosts family office exposure to alternative assets

Ocorian’s study among family members, senior family office employees and intermediaries working for family offices

Benchmark empowers young people to foster financial literacy ahead of Financial Awareness Day

Financial Awareness Day is a great opportunity to highlight the importance of financial literacy and support improved dialogue about money matters at every stage of life.

How does integrated business planning impact insurers decision-making

Artificial intelligence (AI) powered scenario planning can help finance leaders stay ahead of regulatory changes and emerging risks.

Real estate survey: How is your firm leveraging tech to drive investment performance?

Funds Global Intelligence seeks input from investment professionals

Samuel and Co Trading Announces Strategic Partnership with Bryan Lloyd Family Office to Accelerate Growth and Launch New Investment Products

This partnership reflects our long-term commitment.

High-net-worth parents choose charities over children amid inheritance concerns

Nearly two-thirds (65%) say they would make inheritance access conditional on achievements, such as qualifications.

RKL Wealth Management Named Top 40 Firm by AUM in the Nation by Accounting Today

We are honored to be named among the top firms in the nation

Banking in 2025: Risk, regulation, and strategic readiness

The financial system and the world surrounding it are evolving through both disruption and innovation.

UK Banking Sector Faces Medium-Term Profitability Squeeze

Peter Rothwell, Head of Banking at KPMG UK and Peter Westlake Partner in KPMG UK’s Banking Strategy team

Montepaschi Weighs Countermeasures to Mediobanca's Accelerated Bid for Banca Generali

Mediobanca CEO Alberto Nagel is counting on a shift in shareholder sentiment

Statement on the Net Zero Banking Alliance

This is an important commercial opportunity for Barclays; in 2024, we generated approximately half a billion pounds in revenues from sustainable and transition-related activity.

UK should be wooing the wealthy, warns deVere CEO

Nigel Green, chief executive of deVere Group, says Britain is sleepwalking into a long-term economic decline by driving away wealth creators and refusing to compete for their return.

One-year state pension delay could cost early 50s workers almost £18k

Under current law, the state pension age will rise from 66 to 67 by 2028, and then to 68 between 2044 and 2046.

‘Vivabalance’ employee wellbeing strategy launched

It was important for us to ensure that Vivabalance complemented the existing Saffery Trust brand.

The top three forex challenges for UK fund managers — and how to overcome them

Managing multi-currency portfolios often means handling complex FX conversions

Roger Bootle Britain risks following France into a terrifying debt crisis

Public finances over the channel are nearing critical

Boomers boosting savings pots for Gen-Xers and Millennials

And its survey ranks Edinburgh as one of the top UK cities when it comes to how much parents are saving to transfer to their children.

Affordable housing identified as a priority asset class for DC pension investors

The study, based on a survey of over 4,400 DC pension savers, reveals millions of renters could be heading into retirement with a financial blind spot, underestimating how much they’ll need in later life compared to homeowners.

At First, Our Crypto Strategy Was Ridiculed – Then It Became Our USP

In addition to traditional wealth management, the bank’s ARCHIP solutions cater to private clients, external asset managers, family offices, and blockchain/crypto firms.

Women overwhelmingly back financial planning careers, survey shows

Among the more than 500 women surveyed, 88% of those currently working in the sector said their role offers a fair amount or great deal of flexibility.

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