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

Signa Debacle Costs Ex Julius Baer CEO a lot of Money

Even chairman Romeo Lacher will have to tighten his belt.

Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey

On average, those aged 35-54 plan to retire at 61, while those aged 55 and above plan to retire at 66.

Navigating change in the European hotel investment landscape

Previously seen as cumbersome and complex, the operational aspects of the hospitality sector have proven to be valuable in the current economic climate.

Watch now: How to Catch a Fraudster

Together they highlighted some historic cases

Nature Is Banking’s Next Opportunity

That opportunity stems from the need to mobilize large sums of private capital for nature.

The end of the beginning

Rate cuts this year should not be considered to be policy stimulus.

How German financial companies are getting back on the road to success

Despite this trend, German asset managers are increasingly lagging behind.

Case Study: Helping a Client Make The Most Of An Isa’s Tax Benefits

How we help clients plan for the future.

Meet the ex-Rothschild & Co boss marrying VCs and family offices

Former Rothschild & Co global head of startup matchmaking, Robert Skrobak, launched Unicorn Anchor in February.

Managing family wealth: an interview with our Grandes Familles Internationales team

These characteristics have led us to develop specific expertise for large international families, taking a global, bespoke and long-term approach.

Eight key risks for investors in 2024

In a broader historical context, however, they still look contained, while perceived market risk as measured by the VIX index also remains low.

ABN AMRO publishes its Integrated Annual Report 2023 and additional disclosures

The purpose of this report is to explain how, over time, ABN AMRO creates value for its stakeholders.

Predators

We need to resist “the unholy collusion between the different components of Big State, Big Pharma, Big Tech, and the mainstream media.”

Financial advisers are struggling to meet the needs of female clients

This is despite 70% of advisers expressing their intention to attract more female clients.

International Women's Day 2024: Two exceptional women talk role models

They spoke to us before hosting a Coutts client event last night to mark International Women’s Day and our partnership with Team GB.

Budget 2024 – what does it mean for you?

Broadly, people with non-dom status pay UK tax on the money they earn in this country, but not on money they earn overseas unless they bring it into the UK.

Most Valuable Bank Brands: UBS Moves Up in Rankings

The former number two of Switzerland’s big banks still had a brand value of $5.26 billion in 2023, equivalent to ranking 54 on the list of the most valuable bank brands.

The environmental implications of 2024’s elections

Rather than upending transition spending completely, this may only alter the balance.

Cash-rich family offices “on the acquisition trail”

Almost all (94%) of family office professionals questioned expected to increase the number of acquisitions and investments this year compared to 2023.

How the new CGT rate on property affects higher rate taxpayers

The government hopes that this measure will stimulate the property market

Comment, Analysis & Research