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

Clients want to talk to advisers about philanthropy

Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.

Thomas Jordan's Exit, Leaving Potential Liabilities Behind

In addition to the interest rate decision, the Swiss National Bank's (SNB) inflation forecast and economic outlook will also be in focus.

Using cutting-edge financial products to empower hands-on philanthropy and sustainable investment

Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.

UBS Empowers Female Entrepreneurs with its fourth annual Female Founder Award

The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.

New research with financial advisers and wealth managers reveals growing focus on property in search of diversification and ESG

In both cases, the research shows that the increased focus on investing in property funds is driven by a desire to de-risk portfolios through diversification, followed by an increased focus on ESG

The AI-health revolution – future-proofing our golden years

The evolution of this tradition symbolises a global phenomenon – individuals, and entire societies, are getting older.

Accountants Azets in York to offer wealth management

The top ten UK accountancy firm will also draw on inhouse support nationally and leverage many years of financial planning expertise, especially in the north east and Scotland.

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

How should I position for lower interest rates?

With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.

“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner

This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.

LO Women Invest

This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.

Centi-Millionaire Boom: America and China Dominate the Super Rich Club

This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.

Advised investors less vulnerable than wider UK population

Dynamic Planner’s analysis revealed 41% of advised investors assessed have a health condition or illness.

Latest results from the Decision Maker Panel survey - 2024 Q3

Annual own price inflation among firms in the DMP has continued to decline gradually since the start of the calendar year.

FCA: we want to partner with industry to tackle crime

She highlighted “collaboration and a collective effort” were key to tackling fraud saying the FCA could not “do it alone”.

Robeco Switzerland exec ‘not surprised’ by lack of female PMs

The gender of a fund manager should be irrelevant but it is often not.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

Luxembourg Ucits funds gained from impressive rebound

New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.

UBS shifts focus away from corporate bonds as yields drop, risks increase

Corporate bonds have rallied over the last two years

Firms encouraged to explore new approaches to increase pension engagement

The research also sought to test effective touchpoints for engaging consumers about their pensions.

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