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

The challenges women breadwinners face

Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

Lombard Odier recertifies as B Corp™ with improved score

Lombard Odier was the first global wealth and asset manager to achieve B Corp Certification in March 2019, with an impact score of 98 points.

Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking, Piguet Galland & Cie SA

What do you consider to be the single most important aspect of Piguet Galland’s service that ultimately helps its clients sleep well at night?

Schroders UK Financial Adviser Pulse Survey 2023

Cash versus equity investing discussions dominate amidst ongoing macroeconomic concerns and cost of living crisis

How EU beneficial ownership registers impact expats and TRS

Canada Life explores the difficulties for EU-connected clients

Private assets return to fundamentals

For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.

Jobs on the line as Abrdn shuts Reading and Sheffield planning arms

The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.

Estate planning & wealth structuring for modern families

What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.

Professional bodies are helping to close financial services sector skills gap to build a profession fit for the future, says CISI CEO

The CISI has mapped the 13 FSSC future skills against its digital CPD modules. Every one of the 13 skills are addressed in depth.

Global Wealth Management Market 2022 by Company, Regions, Type and Application, Forecast to 2028

Banks accounting for % of the Wealth Management global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years.

HSBC UK CEO Ian Stuart: ‘Challenger banks have given us a massive wake-up call’

Speaking at Money 20/20 this year, Ian Stuart praised challengers for pushing traditional banks to be better.

Consumer Banking Service Market Projected to Show Strong Growth | Aldermore Bank, Masthaven Bank, Paragon Bank

These insights help the business decision-makers to formulate better business plans and make informed decisions to improved profitability.

How would you make ‘all employee’ share plans better?

The Treasury seeks views on how tax-advantaged ‘all employee’ share plans might be improved or simplified – it’s your chance to have a say

Annuities back on the pensions radar and rates are ticking up - but for how long?

Annuity rates more favourable after inflation shock: Five key issues around choosing an annuity

Peaks, pauses and pickups: Quintet unveils 2023 midyear investment outlook

European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes over the second half of 2023 and beyond.

The End is Inevitable for Credit Suisse's Swiss Business

When the integration is completed at the end of 2027, the combined entity aims to have saved around $8 billion in costs, of which $6 billion will be personnel.

Fondation Philanthropia celebrates 15 years of impact

Almost half of the donations were designated for the humanitarian and social sector, around a quarter for education and training and just under 15% for medical and scientific research.

KPMG comments on today’s Bank of England money and credit data

Lenders will keep a close eye on the stickiness of inflation

Industry comments on DWP statement on Pensions Dashboards

Aegon, Phoenix Group, PensionBee, Broadstone and Hymans Robertson comment on the new connection deadline for Pensions Dashboards

ABN AMRO MeesPierson: patience required from investors on the road to recession

Although the economy has fared better than previously predicted, tighter monetary policies are expected to trigger a mild recession.

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