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

Avolta wins Commerzbank's Treasury Award of the Year

This time, the prize, endowed with 5,000 Swiss francs, goes to Avolta

Banco Sabadell Shareholders Can Now Join BBVA to Create a European Banking Leader

Following the merger, Banco Sabadell shareholders are set to obtain earnings per share 25¹ percent higher than they would with a standalone Banco Sabadell.

Former Baloise CEO Gert De Winter has passed away

He was CEO of the insurer for seven years.

Younger generations have greater appetite for investing

The research, which surveyed 2,000 UK adults, found that almost half (47 per cent) of 18 to 34 year olds have invested in the past 12 months.

One in three parents delay retirement to bankroll student children as cost of higher education bites, new study shows

More than half (55%) of parents still supporting children financially after university, forcing them to borrow, remortgage or downsize

Fear of stock market keeps millions of Brits in cash

The findings underline the scale of the challenge for policymakers seeking to boost retail investment, both to help savers build long-term wealth and to channel capital into UK growth companies.

Global wealth firms launch landmark AI study

It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.

From shirtsleeves to success: How to preserve family wealth beyond the third generation

By regularly discussing financial values, goals, and even past mistakes, families can create a strong financial culture, empowering younger generations to be thoughtful stewards of the family’s resources. 

New research uncovers financial confidence gap among women

This contrasts with just over a quarter (27%) of men in the same age group, reinforcing the importance of understanding how specific client’s feel about their investment journeys and risk appetite.

Lack of financial collaboration puts women at risk, Unbiased warns

The study reveals that 47% of people in a married, civil partnership or cohabiting relationship who seek advice manage their domestic finances alone.

ARC finds only 18% of wealth firms considering private markets

Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.

The retail revolution in private markets: What’s driving change?

This shift represents more than just a trend—it’s a fundamental change in how everyday investors can access alternative investments.

Advisers see rise in use of deeds of variation to avoid IHT

Advisers say usage will increase over the next few years ahead of upcoming IHT changes

Richest 10% of households hold almost half of country's wealth

A professional services firm that specialises in wealth management has cautioned that despite the figures, most households still need to be cautious with their finances.

Altiant global luxury and asset management (glam) monitor

The glam luxury consumer - luxury and sustainability- focus on finance- focus on travel and leisure time

Half of millionaires leaving charitable gifts in will

Charitable will trusts and donor advised funds are also being used by one in three millionaires

Five key challenges facing CLO managers

CLO managers face a unique set of challenges in an increasingly competitive and regulated environment.

Mortgage Guarantee Scheme uptake still lacklustre, as rumoured budget changes risk gluing up the market

“While the government’s decision to make the Mortgage Guarantee Scheme permanent may help at the margin, it does not create homes or meaningfully lower borrowing costs.

Schroders Study Finds Nearly Half of Retirement Plan Participants Would Invest in Private Markets

Further, among plan participants who would invest in private assets, if offered, more than three-in-four (77%) would increase their contribution to their retirement savings plan.

Africa Wealth Report 2025: Continent Outpaces Global Growth as New Wealth Hubs Surge

The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires

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