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

Interview with Delo

Let me clarify that, at the ECB, decision-making on monetary policy and banking supervision is separate, and for good reason.

UK millionaire exodus expected by 2028

Analysis from economic think tank the Adam Smith Institute found the share of the population who are millionaires will fall by 20 per cent by 2028.

Söderberg DFM CEO: Why our MPS won’t invest in our own funds

Söderberg & Partners’ Fredrik Börjesson wants to avoid the conflict of interest in investing an MPS in in-house funds.

Millionaires swap the UK for Portugal

Many wealthy Britons will be seeking expert advice on the financial impact of becoming tax resident in Portugal.

Judith Viader, CEO of Frit Ravich, national winner of the ‘CaixaBank Women in Business Award’ 2024

The awards jury, made up of a group of CaixaBank executives and managers, chose Judith Viader among the twelve regional winners for her entrepreneurial spirit and strategic vision.

New data shows 67% surge in the popularity of tracker mortgages over past three years

This increase comes amid a period of economic uncertainty and fluctuating interest rates, prompting many borrowers to opt for tracker mortgages, which offer interest rates that follow the Bank of England base rate.

Labour wants growth but ‘you need investment’: Parmenion CIO

This is what Parmenion chief investment officer Peter Dalgliesh told Money Marketing while discussing the upcoming Budget on 30 October.

Innovation in Digital Assets in the Financial System and The Bank − by Sasha Mills

Given at Digital Assets Week

Confidant’s trick: What happens when a trusted UHNW adviser goes rogue?

From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours

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.

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