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

Risk Warnings Review should allow industry to be more creative and engaging in disclosures

This is why the work of the Risk Warnings Review from the IA is so important.

UK weighs reviewing banks’ AI models – report

The proposal aims to make sure algorithms developed in the US meet the necessary benchmark.

Population of UHNWIs grows by 5.4% in just six months, study finds

This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.

The 0.1% have hidden more wealth in offshore tax havens than half of humanity own

The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.

Ditch ‘alarming’ risk warnings to spur UK retail investment, fund managers told

Trials show more balanced messages boost share of wealth in equities

Almost a fifth of employers won’t adjust salary sacrifice post-2029

With the government set to cap the National Insurance (NI) exemption on salary sacrifice pensions contributions at £2,000 a year from April 2029,

How a multi-family office uses convertible bond arbitrage

Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, says the positive convexity of convertible bond arbitrage is particularly attractive.

Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals

When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor.

Diamonds are forever: Value of claims increases by a third

The rise in claims could be explained by the enduring appeal of diamonds.

Sub-outsourcing to a strategic partner

These include treasury financing and advisory, and global markets solutions.

Probate cases taking nearly two years to be granted soar 131%

In 2024/25 alone, around one in eight estates took longer than six months to clear probate, increasing the risk of interest accruing on inheritance tax where it was due.

Julius Baer bursary scheme returns for fourth year in Guernsey

Preference is given to students studying towards a relevant degree with an interest in pursuing a career in financial services.

Why gold’s pullback does not change the long term outlook

As a result, markets have become more cautious and have reassessed the outlook for interest rates.

Quarterly GDP data highlights UK economy's stagnation prior to Iran conflict

GDP for the year is estimated to have been marginally stronger than expected, but on a per capita basis the story is different.

Over 60s hold 55% of the UK’s net housing wealth

This slowdown is attributed to rising mortgage rates and global uncertainty, leading to a 13 per cent year-on-year drop in buyer inquiries, despite a 6 per cent increase in homes for sale.

Conflict, energy and markets: charting a course for investors

In currencies, the dollar’s strength should remain temporary, and weakness to resume once the Fed cuts rates and overvaluation normalises.

Germany - Cautious recovery pressured by geopolitical uncertainty

The German economy showed early signs of improvement at the start of the year.

OECD hammers UK growth projections with biggest downgrade of all G20 economies

Comparatively, the US is expected to see inflation spike to 4.2% this year, the highest level of all the G7 countries, before falling more quickly to 1.6% in 2027.

UK expats unaware they are set to lose low-cost route to building up state pension

The reforms will remove access to Class 2 voluntary National Insurance contributions for individuals living overseas

Rethinking stability in a time of geopolitical shifts and economic fragmentation

With its latest campaign, Rethink Stability, the Group extends the philosophy behind its longstanding Rethink Everything® positioning, bringing a more visually assertive and culturally attuned language to wealth management.

Comment, Analysis & Research