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

Learning by doing − speech by Victoria Saporta

Given at Bank of Finland & SUERF Conference, Helsinki

Picking what matters – speech by Nathanaël Benjamin

Given at the Global Investment Management summit

Essential guide to succession planning

Given the complexity of the landscape, an increasing number of families are turning to trusts and foundations.

Millionaire exodus did not occur, study reveals

30 news pieces a day in 2024 on non-existent exodus

More people managing personal wealth through active, bespoke investment management services

Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.

Small firms feel the crunch when reviewing investment partners

The research found that 26% of advice firms have no set timeframe for reviewing investment partners.

Understanding private markets, their benefits and challenges

Private markets look set to become part of many investment portfolios, but they’re complex investments with advantages and disadvantages.

UK households who have £10,000 in bank account warned 'move your cash'

Some 8.3 million current accounts in the UK hold £10,000 or more - with UK households who've breached the threshold missing out on hundreds of pounds a year in interest.

North America high-net-worth individual population surges, while Europe and Middle East shrink

The data indicates that alternative investments, such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.

Steven Levin: Strengthening support for pension freedoms

This behavioural trend points to an urgent need for greater support structures in decumulation.

Funding our future: Building brilliant companies on the UK’s public markets

Speech by Sarah Pritchard, executive director for supervision, policy and competition and executive director for international, at Quoted Companies Alliance Annual Conference, London.

Belgium sees drop in number of dollar millionaires

The total includes assets such as shares, investments, cash and real estate, but excludes art collections, cars and jewellery.

ECB lowers interest rates to 2% in its eighth cut since June 2024

At the same time, the disinflationary impact of the recent tariff saga increased the risk of inflation undershooting, paving the way for today’s cut.

Launch of Indosuez Fund Solutions: new actor dedicated to investment funds

Indosuez Fund Solutions offers its clients a "one-stop-shop" service for the creation, domiciliation, administration, and supervision of investment funds.

Schroders publishes first Group Nature Report

The report follows the recommendations of the Taskforce on Nature-related Disclosures issued in 2023.

How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller

Early retirement and wealth planning is one of the most critical financial decisions in an individual’s life.

Guardian reports 40% year-on-year growth in claims paid in 2024

The claims figures relate to products that have been in the market for five or more years.

Mediobanca to Fully Exit Generali Stake Regardless of Banca Generali Bid Outcome

Even if the offer is unsuccessful, the bank will explore alternative means of divestment, such as selling on the open market or directly allocating shares to its own shareholders.

IQ-EQ shortlisted for three event awards in the ICEAWARDS 2025

Specifically being recognised are our small-but-mighty Events team and our annual flagship industry event, IQ-EQ Crossroads.

FundForum Spotlight 2025

Ultimately, fund selection isn’t just about information; it’s about interpretation, context, and investor fit.

Comment, Analysis & Research