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

Lloyds, NatWest among banks to make billions as mortgage and savings rates grow apart

Savings and mortgage rates offered by banks have grown apart, prompting lenders to likely earn billions as margins grow

CS' troubled past is now UBS's present

At least in theory – because in practice, with the CS takeover last March, UBS also took on the legal risks of the ailing big bank.

Study on alternative investments and private assets among Swiss investors

A recent survey of 300 Swiss high-net-worth individuals (HNWIs) conducted by Lombard Odier, has revealed that the share of investments in private assets is steadily growing in the current market environment.

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

New study highlights growing risk of climate litigation to corporations

The report also notes that just under 10% of climate litigation cases are filed against corporations.

Team Malizia set sail on the final leg of The Ocean Race after a dramatic start

Racing for the remaining three boats continued, with Team Malizia second through the departure gates as they headed away from The Hague to negotiate the English Channel.

UBS Plays Good Cop – Bad Cop

It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.

Family Office Trends: How Indian Family Wealth Continues to Move Abroad

Although India has previously enjoyed the immense wealth generated by family offices, this is beginning to change.

Bank of England survey finds public has all time low confidence in its ability to tackle inflation

Those surveyed were also asked about their views on interest rates and inflation at the moment.

Acquisition of South Dakota Trust Company Establishes JTC as the Leading Independent Provider of Admistration Services to the US Personal Trust Sector

Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.

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.

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