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

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

Governance is the glue that keeps family offices and families together

Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

Parents warned of risks of gifting pension wealth without specialist advice

A 40% tax is levied on the value of the estate above the threshold.

Wealth and Asset Management