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

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

UBS boss warns against excessive banking regulation ahead of overhaul

UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.

German Giant Discovers Its Swiss Potential

In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.

Ariane Dehn: "Today, people are almost bashing ESG"

Later, everything turned out very differently.

Monthly update: trump’s return fuels growth expectations

Stock markets rallied in response to Trump’s presidential victory.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.

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UBS' Reaction to PUK Report

The report confirms UBS's own opinion that the collapse of CS was the result of years of strategic missteps, mismanagement, and reliance on substantial regulatory concessions.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

Canaccord Wealth expands Birmingham office and team

Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Elevating your investment strategy: How a discretionary fund manager adds value Case studies

Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.

HSBC Chairman Seeks to Improve UK-China Ties

HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025

Building Bridges 2024: integrating nature into financial decision-making

2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.”

Zurich-Based Financial Boutique Records Significant Growth in RFPs

Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal (RFP) business.

Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago

The recent bounce might mean the long decline is over, but we are not confident.

Wealth and Asset Management