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

First annual decline in house prices for a decade as mortgage woes set in

It is worth noting that this flat performance doesn't imply an equal impact across all sectors of the market.

UK’s newest bank Griffin secures £11m in funding round as it plots expansion

Griffin offers a Banking as a Service platform (BaaS).

Breaking down the enigma of artificial intelligence

Read about global markets and trends in this monthly Investment Outlook

Opinion: How did FCA miss WealthTek's absent audits?

Compliance consultant Jonathan Purle looks at how the FCA could have spotted warning signs about the now-collapsed £230M DFM WealthTek.

Swiss real estate market: Soft landing in sight

Although price growth has recently waned significantly, it is likely to remain positive through the end of the year.

European bank bonds show surprising anxiety

Europe’s bank sector has proven resilient since the Credit Suisse rescue but AT1 bonds have still not fully recovered – making them all the more attractive, in our view.

David Coombs: Where I’m finding much-needed portfolio insurance

A few days later, US inflation dipped from 5% to 4.9%, continuing its downward trajectory from a peak of 9.1% in June.

Just 42% of family offices globally have a wealth succession plan

As 37% say they have been the target of cyber attacks

Property transactions tumble by 25% as rising mortgage rates price out buyers

Residential transactions are now at their lowest level since October 2021

UBS Global Family Office Report 2023: Family offices planning the biggest shift in strategic asset allocation for several years

As shown in last year’s report, there continues to be a strong trend among family offices for including alternatives to help diversify a portfolio

Family Offices: Private Deals Are Losing Their Shine

Family offices have realized that internal resources and technology are the biggest obstacles to improving performance and have turned to external partners to help them.

Meet our new Senior Partner: Jeremy Gordon

In this article, Jeremy outlines his unconventional route into law, what has kept him at the firm for over 33 years and his priorities as Senior Partner.

BBVA trains over 100,000 employees in sustainability in two years

These programs are available on Campus BBVA, the name given to the BBVA Group’s training model, and they have been adapted to the needs of each country and to each professional.

The Second Wave At Credit Suisse Is About to Roll

After all, Julius Baer did announce that it had hired nearly 40 new relationship managers since the beginning of the year.

SJP begins search for CEO Croft’s successor

The advice giant has hired headhunters to scope out a new chief executive.

Trends, diversification and relative value in private debt

Coming into 2023, it was generally accepted that a rising-rate environment would be positive for the banking sector, as net interest margins would improve.

Award-winning Coutts debit card – a planet-friendly way to support a good cause

Our new debit card combines social and ecological inspiration and supports the Coutts Charitable Foundation.

Family offices to overhaul investments after ‘challenging year’, says BlackRock

Infrastructure and private credit bets are top priorities for super-rich families this year. The investment firm gives Spear's insight into its findings

Advisers can help with soaring debt levels, Aviva insists

The most common form of debt is credit or store card debt (32%), second was personal loans at 16%, overdrafts (15%) and 10% have unpaid household or utility bills.

Neurodivergent people ‘being financially harmed by banks’

The rules will require banks to protect people with vulnerabilities – defined as someone who is more susceptible to harm.

Comment, Analysis & Research