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

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.

Rated Swiss equity fund managers share top tips for 2025

Five of Citywire’s top-rated fund managers give their exclusive opinions on the outlook for the Swiss stock market this year.

Millennials face financial struggles despite above-average salaries

The study surveyed Dutch individuals aged 25-45 who earn at least twice the gross median monthly income of 4,862.50 euros.

Financial advice changes lives, SJP’s Real Life Advice Report finds

Over the past few months, we have shared insights from our Real Life Advice Report – our largest consumer survey to date.

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.

Eurozone inflation bounce to unwind in the coming months

Elsewhere, inflation dynamics were broadly unchanged, with goods inflation continuing to hold near zero, and food inflation holding at a benign 2.7%.

Gilt yields surge - what does it mean for investors and public finances?

The Bank of England remains cautious about slashing interest rates too aggressively

UK retail equity ownership the lowest in the G7 as abrdn urges action

abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets

New year starts for Dutch manufacturing industry with more optimism

Optimism about the coming year has increased.

Time for experiments at Swiss banks is over

Digitalization is profoundly changing the Swiss banking sector.

Study reveals women over 55 face retirement income and spending gap

The research also highlights that more than a third (36%) of women over 55 are unsure how much they might receive from their pension each year, compared to just 20% of men.

NMA Top 100 firm signs portfolio deal with Sarasin

MPA signs its second partnership deal with an asset manager since September to deliver model portfolio ranges.

Why wealth preservation matters

With every market rise, there is an eventual, inevitable fall.

How ‘engaging writing’ could introduce you to Pictet

Jean-Claude Erne, Pictet Wealth Management’s head of Romandy, opens up about the firm’s regional evolution.

What Did Investors Learn in 2024 and What’s Next?

2024 was a dynamic year for investors, with market performances differing across regions.

Bloomberg Billionaires Index

The Bloomberg Billionaires Index is a daily ranking of the world’s richest people.

Wealth managers must help tackle modern slavery

To help in this effort, we launched our Modern Slavery Benchmark last year.

Scottish businesses optimistic for 2025: bank survey reveals surge in growth expectations

A recent survey conducted by the Bank of Scotland has revealed a significant boost in confidence among Scottish businesses for

Comment, Analysis & Research