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

It is time to start the preparation for full IRRD compliance

Transposition has not happened so far in Hungary

Sustainability, system changes, and Swiss strength – Hubert Keller gives keynote interview at the FT Global Banking Summit

The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics.

The Crucial Role of IFCs in Cross-border Philanthropy

Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.

CIO Lens: Bubbles, brooding and balance

On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.

Is it time to add to European equities?

As a result, European equity prices have remained steady since the summer.

Only a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunities

Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. When

Poor platform service still harming advisers, study finds

Service issues remain widespread. Ninety per cent of advisers said they have apologised to clients in the past year because of platform failings, down slightly from 95% in 2024.

Obituary: Eurobond King Hans-Joerg Rudloff Has Passed Away

His career began in 1965

Distribution gatekeepers blamed for insurers’ ‘fear of being first’

That was the verdict from Chris Samuel, VP of sales and client relationships at iPipeline, when speaking at the Protection Review conference last week.

Budget rumours cause house prices to tread water

The confirmation of a mansion tax will matter most to the top end, but the speculation alone about what might have appeared in the budget had already stalled decisions.

What wealth portfolios are missing — and why it matters for individual investors

We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots

In conversation with Clearwater: navigating M&A with entrepreneurs in uncertain markets

In this conversation, managing partner Marcus Archer shares his perspective on building trust with entrepreneurs, scaling without losing culture, and guiding businesses through today’s volatile dealmaking environment.

Swiss gold and Rolex gifts to Trump arouse ‘disgust’ in Europe

Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland

Goldman Sachs to double staff in Birmingham

The London office is the business's largest in Europe, with the Birmingham base specialising in innovation and technology.

Monetary developments in the euro area: October 2025

The components of M3 showed the following developments.

Why UK MPS is next after the US TAMP market's explosive growth

By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners

First-Ever UHNWI Survey Reveals Greece's Luxury Real Estate Market Has Reached Mediterranean Elite Status

*A study — the first of its kind in Greece — surveying over 250 ultra-high-net-worth individuals from 30 countries shows a 63% intent to purchase. At the same time, Greece captures just 2% of the €50 billion Mediterranean market.*

High Net Worth Offshore Investment Market - Global Forecast to 2030: Transformative Shifts Reshaping the Offshore Investment Landscape

The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.

Germany’s affluent surge reshapes wealth market

New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.

Economics Research Conference 2025: rebalancing risk, deepening trust

The event showcased our commitment to shaping a financial system that works well for all, focusing on our theme of rebalancing risk and deepening trust.

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