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

8 Wealth Planning lessons we can learn from the World Cup

Every World Cup creates those moments that get talked about for years after.

Lagarde comments at ECB press conference

Following are highlights of ECB President Christine Lagarde's comments at a news conference after the policy meeting.

The UK Wealth Exodus: How To Manage The Reputation Risk

Over the past year, the U.K. government has enacted significant reforms to long-standing tax policies.

How much do London’s family offices pay? Very good, or very average

That means annual growth of 9.6% for family offices versus 6.2% for the industry as a whole.

New Research Reveals the Next Wealth Management Divide: AI Rewards Firms Built to Scale

The Index reveals a clear correlation between scalability maturity and financial performance. Among firms classified as Leaders, 18% report profitability growth above 15% in client services and onboarding, compared with just 4% of Followers.

Does Personal Advisory Have a Future? – 13 Bank Chiefs Weigh In

AI is optimizing portfolios, low-cost ETFs are displacing active management, and execution-only platforms are gaining ground — while demand for tailored solutions and the number of ultra-high-net-worth clients continue to grow.

First-time buyers receive £11.0 billion in financial support from families

Savills research, conducted with Insight Advantage, highlights the reliance on family wealth among first-time buyers.

Swiss lawmakers consider fresh compromise for UBS capital rules, sources say

Under new proposals, four people familiar with the discussions said UBS would ⁠need to back its foreign subsidiaries with around 70% or 80% of CET1 capital, instead of the government's requirement of 100%.

Family offices prioritise resilience amid global uncertainty

The findings suggest that many are reassessing portfolio strategies in response to geopolitical tensions, concerns over global debt levels and the prospect of economic slowdown.

Trust-related health checks for Americans with UK connections

The position under the trust's governing law is a key piece of the puzzle, so it will be important for the UK and US advisers to work together to reach a pragmatic solution.

More leading researchers brought to the UK, while Horizon Europe performance strengthens in 2024

UK research organisations attract new wave of 10 leading international researchers, and new performance stats highlight UK’s progress as part of Horizon Europe.

Andrew Tully: When constant tinkering undermines saving

This ties in with our Nucleus Retirement Confidence Index, which shows those age 45-54 have the lowest confidence they will be comfortable in retirement, scoring a miserly 3.2 out of 10.

From bonuses to carried payments – what’s the best strategy for your income

Key to this is a personalised wealth strategy that manages their income streams, giving them maximum flexibility and opportunity.

Central banks, inflation, and the case for quality bonds

As central banks weigh inflation risks against slowing growth, investors should look beyond the headlines and focus on quality bonds to navigate an uncertain policy landscape.

Pensions UK Report: Figures paint dire picture of nation’s saving

Millions of workers are not saving enough for retirement.

Only a quarter will achieve ‘moderate’ pension income

The annual standards figure is calculated by the Centre for Research in Social Policy at Loughborough University, reflecting increases in daily costs such as food, transport, household bills and social activities.

UBS Alpine Property Focus 2026 Holiday homes: Highly priced, highly sought after

For the coming quarters, prices are expected to continue rising, especially in Swiss and Italian destinations.

Retirement ‘cliff edge’ warning as figures indicate income levels needed

The retirement living standards have been developed to help people understand what kind of lifestyle they could be on course for in later life.

Amid market volatility and an ageing population, natural assets endure

Charlie Pringle, executive vice president, Investments, at Resource Management Service (RMS) describes the role of natural capital in the intergenerational wealth transfer

Switzerland’s ‘ten million’ vote is poised to test resilience

A resilient backdrop makes the popular vote more about the long-term foundations of Swiss prosperity rather than immediate economic stresses.

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