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

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

University spinouts drive regional growth as UK businesses display resilient Q2

The UK average equity investment rose by 28.1 per in Q2, with the East Midlands and South West seeing three-fold increases

Europe summer 2025: Headlines galore

In our view, banks should benefit from the region’s improved medium-term growth outlook, while continuing to offer attractive dividends and share buybacks opportunities.

Mediobanca shareholders reject $7bn bid for Banca Generali

The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase Mediobanca.

Coutts CIO says UK can still compete with US for listings

The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year

Three must-see charts for investors in August

While some of today’s uncertainties may only be short-lived, others are part of fundamental, long-term system changes.

Wealthy families deterred from leaving money to charities by complex red tape, Rathbones finds

The research also showed that a fifth of wealthy families were unaware of the inheritance tax benefits of charitable giving.

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