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

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

BIT Capital is approaching Switzerland

BIT Capital wants to be anything but a conventional asset manager.

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

UBS boss warns against excessive banking regulation ahead of overhaul

UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.

German Giant Discovers Its Swiss Potential

In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.

Ariane Dehn: "Today, people are almost bashing ESG"

Later, everything turned out very differently.

Monthly update: trump’s return fuels growth expectations

Stock markets rallied in response to Trump’s presidential victory.

Moneyhub teams up with Marygold & Co UK to innovate wealth management

These include customisable reminders, automated savings nudges, special savings pools, and hidden “piggy bank” options.

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UBS' Reaction to PUK Report

The report confirms UBS's own opinion that the collapse of CS was the result of years of strategic missteps, mismanagement, and reliance on substantial regulatory concessions.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

Canaccord Wealth expands Birmingham office and team

Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Elevating your investment strategy: How a discretionary fund manager adds value Case studies

Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.

Wealth and Asset Management