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

CaixaBank sets business growth and transformation as the pillars of its new Strategic Plan

The Group will be venturing into a new phase after successfully wrapping up its 2022–2024 Strategic Plan.

Julius Baer: Succession Planning is the Leading Family Topic

Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region

Private banks show increased interest in circular economy

This cycle, where materials never become waste, and nature is regenerated, is fast becoming a megatrend

Switzerland is Highly Favored by the Wealthy

Switzerland ranks highly as a preferred destination for HSBC's wealthy clients when considering moving their assets partly or entirely abroad or even relocating permanently.

What to invest in now, according to the UK’s best wealth managers

Post Budget 2024, we ask the experts to share their top investing tips

Deutsche Bank successfully completes issuance of Additional Tier 1 capital instruments

The issuance supports Deutsche Bank’s Tier 1 leverage ratio and its Pillar 1 and 2 AT1 solvency requirements.

The little ones are the biggest

Small banks and card issuers get the best ratings in the new bank rankings. And there are surprises among the big banks.

Majority of banks and insurers struggle to maximize the value from their cloud investments

The analysis further suggests only 12% of financial services organizations can be considered ‘cloud innovators’.

Future-Proofing Wealth Management: How WMaaS and Next-Gen Technologies are Redefining the Client Experience

They must transform their digital offerings to succeed, providing seamless, accessible, customized services beyond investment advice.

UK adults’ retirement confidence drops since 2023

The research from last year has been expanded to include UK adults from the age 18+, whereas last year it was based on adults over 50.

Carne Group: Asset managers expect ‘significant increase’ to margin pressure over next two years

Traditional managers set to be hit harder, according to Q3 survey

Study reveals pay of Swiss single-family office CEOs

While CEOs saw an 8% increase in total compensation, CIOs and CFOs experienced a significant decrease.

The FCA’s non-financial misconduct survey results

From the survey responses, the FCA found that there had been a significant increase in the number of reported NFM incidents in recent years (an increase of 40% between 2021 and 2023).

Founder to investor: How to start investing your personal wealth

Founders are typically familiar with their businesses' finances but may have less of a grasp on their personal financial situation

International Trade key to unlocking growth in the UK, say UK businesses

This diversification in trading partnerships illustrates a strategic approach by UK businesses to mitigate risks and expand into high-growth areas globally.

Quintet Private Bank Europe S.A. Acquires 45,373 Shares of JPMorgan Chase & Co.

JPMorgan Chase & Co. makes up approximately 3.9% of Quintet Private Bank Europe S.A.'s portfolio, making the stock its 6th biggest position.

Gold: still a shining investment

This is a very strong performance in such a short space of time, and investors are understandably sceptical about the potential for future gains.

How European banks are showing resilience and a promising outlook

Despite an anticipated slowdown in net interest income, strong fee income growth, particularly in investment banking and wealth management, has more than compensated.

Nordea AM secures EUR160.5m for first PE co-investment fund

Building on more than 15 years of experience in private equity investments, the firm writes that the fund capitalises on the enduring relationships fostered by NAM’s private equity team across its Nordic offices.

Who are the top women in wealth management?

Women and ethnic minorities remain significantly underrepresented among the sector’s senior leaders.

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