Managers of Wealth - Europe http://europe.managersofwealth.com/ Wed, 15 Apr 2026 19:42:09 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Why women should start planning their future today News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129237/why-women-should-start-planning-their-future-today Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning. Wealth and Asset Management Oberon agrees to FCA restrictions on wealth division News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129238/oberon-agrees-to-fca-restrictions-on-wealth-division The regulator is reviewing the wealth business' existing systems and controls following a period of growth. Wealth and Asset Management WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129242/wealtharc-launches-ai-agent-to-turn-alternative-data-and-documents-into-ai-ready-investment-data Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows. Wealth and Asset Management Hargreaves Lansdown and SJP to adopt ACT Informed designation News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129249/hargreaves-lansdown-and-sjp-to-adopt-act-informed-designation Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance Wealth and Asset Management Chase Buchanan Private Wealth Management Launches Expat Money Matters Podcast News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129250/chase-buchanan-private-wealth-management-launches-expat-money-matters-podcast Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal. Wealth and Asset Management Intesa Sanpaolo strengthens its Wealth Management Division governance News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129251/intesa-sanpaolo-strengthens-its-wealth-management-division-governance In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering. Wealth and Asset Management Tatton: ‘it has been one of our finest years’ News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129252/tatton-amplsquoit-has-been-one-of-our-finest-yearsamprsquo Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn. Wealth and Asset Management Brooks Macdonald Group Third Quarter FUMA Update News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129255/brooks-macdonald-group-third-quarter-fuma-update All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated. Wealth and Asset Management CaixaBank launches two calls for submissions to honour the best female entrepreneurs and self-employed women in Spain News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129256/caixabank-launches-two-calls-for-submissions-to-honour-the-best-female-entrepreneurs-and-self-employed-women-in-spain These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress. Wealth and Asset Management Vontobel Annual General Meeting 2026 News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129257/vontobel-annual-general-meeting-2026 The shareholders also elected the proposed independent proxy and KPMG as the new external auditor. Wealth and Asset Management Émilie Béchet appointed CEO of Le Village by CA Luxembourg News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129240/ampeacutemilie-bampeacutechet-appointed-ceo-of-le-village-by-ca-luxembourg Le Village has made several new appointments to its board of directors Executive Moves ING appoints head of emerging markets credit trading News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129245/ing-appoints-head-of-emerging-markets-credit-trading He will drive ING’s credit trading activities across these markets, further strengthening the bank’s presence in a strategically important growth area. Executive Moves Alexandra Scriba will become the new CEO of BLKB and Thomas Aegerter will take over the chairmanship of the bank council. News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129246/alexandra-scriba-will-become-the-new-ceo-of-blkb-and-thomas-aegerter-will-take-over-the-chairmanship-of-the-bank-council He takes over the chairmanship from Thomas Bauer, who has been serving as interim chairman since September 1, 2025. Executive Moves Avaloq Names New Managing Director for Switzerland News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129247/avaloq-names-new-managing-director-for-switzerland The company has chosen an internal hire to take the reins. Executive Moves LBP AM European Private Markets appoints Thorsten Göttel as Sales Director Germany News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129248/lbp-am-european-private-markets-appoints-thorsten-gampoumlttel-as-sales-director-germany In this role, he will leverage his extensive institutional network and expertise to support investors seeking alternative investment solutions. Executive Moves AJ Bell hires Hargreaves Lansdown’s Coles News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129253/aj-bell-hires-hargreaves-lansdownamprsquos-coles Sarah Coles joins as head of personal finance at AJ Bell, following an eight-year career at HL Executive Moves A Swift Leadership Change at Inacta News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129227/a-swift-leadership-change-at-inacta After eight years at Swisscom, Balz Gut joined Inacta as a member of the executive board, taking responsibility for the Financial Services business unit. Executive Moves Vistry catches market by surprise with accelerated CEO hire News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129228/vistry-catches-market-by-surprise-with-accelerated-ceo-hire “While the transition of both roles has been well-flagged, the timeline comes as a surprise, with the search for the new CEO in particular guided to take until March 2027 at the latest. Executive Moves PensExpert hires ex-Vontobel wealth planning chief News Aggregation Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129198/pensexpert-hires-ex-vontobel-wealth-planning-chief Markus Kumschick joins the pension and financial advisory group as head of the Zurich and Northwestern Switzerland region. Executive Moves Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel News Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129199/rothschild-ampamp-co-appoints-grampeacutegoire-salignon-as-head-of-rothschild-martin-maurel With effect from 12 April, he is responsible for all of our wealth management activities in France, Belgium, Luxembourg and Italy, as well as in Monaco. Executive Moves FSB Chair Warns of Rising Strains in the Financial System News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129244/fsb-chair-warns-of-rising-strains-in-the-financial-system The global financial system has so far absorbed the economic shock caused by the Iran war. Legal, Regulation & Compliance FCA takes next steps toward enforcement action against Hartley Pensions and an individual News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129254/fca-takes-next-steps-toward-enforcement-action-against-hartley-pensions-and-an-individual The FCA alleges that the individual dishonestly used the pension funds and made false representations to obtain money for a company that they owned. Legal, Regulation & Compliance Two-way street − speech by Alan Taylor News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129223/two-way-street-ampminus-speech-by-alan-taylor Given at the PSE–BdF Conference on International Macroeconomics in Historical Perspective at the Banque de France in Paris Legal, Regulation & Compliance The EBA publishes Report on banks’ dry run testing of their recovery plans News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129235/the-eba-publishes-report-on-banksamprsquo-dry-run-testing-of-their-recovery-plans The analysis finds that most institutions recognise the value of dry runs and use the lessons learned to improve their recovery planning arrangements. Legal, Regulation & Compliance FCA sets out vision for open finance to empower consumers and businesses News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129236/fca-sets-out-vision-for-open-finance-to-empower-consumers-and-businesses This will give financial services firms a more complete picture of consumers’ and businesses’ finances, enabling more personalised and inclusive services, alongside more competitive pricing and stronger fraud protection. Legal, Regulation & Compliance UK government waters down pensions mandation powers News Aggregation Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129193/uk-government-waters-down-pensions-mandation-powers The amendment clarified that the power to mandate where pension schemes invest will be tied to the targets in the existing Mansion House Accord Legal, Regulation & Compliance Our place to give: a plan for growing place-based philanthropy News Aggregation Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129213/our-place-to-give-a-plan-for-growing-place-based-philanthropy How the government will work in partnership with philanthropists, local government, and civil society to address barriers and strengthen place-based philanthropy. Legal, Regulation & Compliance The EBA consults on major simplification of supervisory reporting to deliver a simpler, smarter and more proportionate framework News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129175/the-eba-consults-on-major-simplification-of-supervisory-reporting-to-deliver-a-simpler-smarter-and-more-proportionate-framework The proposals aim to reduce the reporting burden for EU banks while ensuring that supervisory authorities continue to receive the information they need to fulfil their supervisory responsibilities. Legal, Regulation & Compliance FCA imposes restrictions on Bazar Money Transfer Limited News Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129139/fca-imposes-restrictions-on-bazar-money-transfer-limited Anyone who needs to send or receive money should use an alternative authorised or registered payment services firm. Legal, Regulation & Compliance Over 12 million pensioners to receive £575 State Pension boost News Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129088/over-12-million-pensioners-to-receive-amppound575-state-pension-boost Over 12 million pensioners will see their State Pension rise by up to £575 from Monday (6 April), as both the basic and new State Pensions increase by 4.8% under the Triple Lock guarantee. Legal, Regulation & Compliance Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129164/crypto-finance-amina-and-incore-bank-complete-second-phase-payment-infrastructure-pilot-on-google-cloud-universal-ledger-for-instant-account-to-account-transfers During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environm FinTech Beyond Basic ITAM: Navigating the Digital Economy with Intelligent Solutions News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129165/beyond-basic-itam-navigating-the-digital-economy-with-intelligent-solutions Intelligent automation expands on simpler forms of automation by integrating technologies such as artificial intelligence, machine learning, and robotic process automation to handle more complex tasks. FinTech Celsion Bank AG launches as a fully licensed bank built for digital assets News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129171/celsion-bank-ag-launches-as-a-fully-licensed-bank-built-for-digital-assets The bank focuses on clients active in digital assets, including companies, asset managers, foundations, and other corporates with digital asset exposure. FinTech AI in the workplace 2026 UK: what employers need to know about the Business and Trade Committee inquiry News Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129157/ai-in-the-workplace-2026-uk-what-employers-need-to-know-about-the-business-and-trade-committee-inquiry Its purpose is to understand the opportunities and costs of AI adoption and to assess whether current workplace protections are sufficient in a world where AI is becoming essential infrastructure. FinTech W1M enables secure, compliant collaboration across Microsoft 365 tenants News Aggregation Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129155/w1m-enables-secure-compliant-collaboration-across-microsoft-365-tenants The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption. FinTech Trustly tops 120m users globally as Pay by Bank adoption increases News Aggregation Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129158/trustly-tops-120m-users-globally-as-pay-by-bank-adoption-increases Meanwhile, in the United States, at least 100 million consumers have authorised a third party like Trustly to access their bank account data. FinTech FundsTech 2026: Cybersecurity, quantum computing and the future of asset management News Aggregation Team Wednesday, April 08, 2026 1:00 am http://europe.managersofwealth.com/article/129114/fundstech-2026-cybersecurity-quantum-computing-and-the-future-of-asset-management Security and efficiency considerations ahead of the next great wave of innovation FinTech UK government mulls proposal for standardised testing of AI in banking News Aggregation Team Wednesday, April 08, 2026 1:00 am http://europe.managersofwealth.com/article/129131/uk-government-mulls-proposal-for-standardised-testing-of-ai-in-banking UK government mulls proposal for standardised testing of AI in banking FinTech Lloyds Banking Group and University of Glasgow Launch Four-Year Agentic AI Research Programme News Aggregation Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129083/lloyds-banking-group-and-university-of-glasgow-launch-four-year-agentic-ai-research-programme To gather rigorous empirical data, the partnership will implement a structured testing methodology. FinTech EY named a Leader in the IDC Worldwide Cloud-Native Core Banking Implementation Services MarketScape News Team Thursday, April 02, 2026 1:00 am http://europe.managersofwealth.com/article/129068/ey-named-a-leader-in-the-idc-worldwide-cloud-native-core-banking-implementation-services-marketscape EY is honored to be recognized as a Leader in the IDC MarketScape. FinTech Perella Weinberg to buy UK advisory boutique Gleacher Shacklock News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129239/perella-weinberg-to-buy-uk-advisory-boutique-gleacher-shacklock Gleacher Shacklock serves corporates, financial sponsors, sovereign wealth funds and institutions across multiple sectors. Alternative Investments Hines Strengthens European Leadership to Capture Regional Opportunity News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129243/hines-strengthens-european-leadership-to-capture-regional-opportunity Hines has been deliberately and consistently growing its European business, combining hyper-local execution and operating capabilities with investment management and a client-centric fund platform. Alternative Investments Standard Life buys Aegon UK for £2bn News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129259/standard-life-buys-aegon-uk-for-amppound2bn Deal will create UK’s second largest workplace pensions platform by assets and customers Alternative Investments Nedgroup’s Burdett: The rules of investing haven’t changed, but everything else has altered News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129262/nedgroupamprsquos-burdett-the-rules-of-investing-havenamprsquot-changed-but-everything-else-has-altered Nedgroup’s Burdett: The rules of investing haven’t changed, but everything else has altered Alternative Investments Swiss Life Group Annual Report News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129263/swiss-life-group-annual-report Swiss Life increased its fee income by 5% in local currency to CHF 2.6 billion. Alternative Investments Cold store specialist Iceline Yorkshire Ltd joins Nordic Climate Group’s growing UK organisation News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129217/cold-store-specialist-iceline-yorkshire-ltd-joins-nordic-climate-groupamprsquos-growing-uk-organisation The business serves customers across the food retail, logistics and food production sectors and has built a reputation for practical solutions and dependable delivery in demanding refrigeration environments. Alternative Investments MSCI acquires PM Insights to expand private markets data News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129219/msci-acquires-pm-insights-to-expand-private-markets-data PM Insights’ dataset supports portfolio management, performance measurement and index creation, and is expected to improve pricing transparency in private equity. Alternative Investments Franklin Templeton launches index fund range for UK investors News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129220/franklin-templeton-launches-index-fund-range-for-uk-investors Designed as cost-efficient core portfolio building blocks, the strategies aim to remain close to their benchmark indices while delivering incremental outperformance. Alternative Investments NLB sets out higher bid for Addiko after Raiffeisen offer News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129224/nlb-sets-out-higher-bid-for-addiko-after-raiffeisen-offer NLB plans to combine Addiko’s banking subsidiaries with its own businesses in the five markets where both groups operate. Alternative Investments UK’s Largest Pension Fund Acquires Majority Stake in Private Credit Firm Venn Partners News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129232/ukamprsquos-largest-pension-fund-acquires-majority-stake-in-private-credit-firm-venn-partners The Universities Superannuation Scheme aims to help ease the domestic housing crisis by supporting the development of affordable housing. Alternative Investments BNP Paribas extends its multi-custodian Automated FX solution for securities transactions to continental Europe, with La Financière de l’Échiquier as first client in France News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129225/bnp-paribas-extends-its-multi-custodian-automated-fx-solution-for-securities-transactions-to-continental-europe-with-la-financiampegravere-de-lamprsquoampeacutechiquier-as-first-client-in-france This fully automated, multi-currency solution is designed to enhance FX execution efficiency for institutional clients. Investment Banking ABN AMRO launches Doorpakken: a growth platform for SMEs ready to scale News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129166/abn-amro-launches-doorpakken-a-growth-platform-for-smes-ready-to-scale In this early stage, the entrepreneur is closely involved in almost every aspect of the business. Investment Banking Aktia Bank Plc expands its distribution network in Europe through three new sales partnerships News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129168/aktia-bank-plc-expands-its-distribution-network-in-europe-through-three-new-sales-partnerships The new partners have a strong local presence and extensive experience in institutional sales. Investment Banking The Bank of France received nearly €13 billion following the repatriation of gold from the United States News Aggregation Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129086/the-bank-of-france-received-nearly-ampeuro13-billion-following-the-repatriation-of-gold-from-the-united-states While the bank ended 2024 with a loss of 7.7 billion euros, thanks to “gold” profits, 2025 closed with a surplus of 8.1 billion euros. Investment Banking Rebuilding Europe’s Financial Competitiveness in the Age of AI News Team Thursday, April 02, 2026 1:00 am http://europe.managersofwealth.com/article/129071/rebuilding-europeamprsquos-financial-competitiveness-in-the-age-of-ai At Morgan Stanley’s European Financials Conference, executives discussed private credit scrutiny, AI adoption and how regulatory momentum and capital mobilization may reshape competitiveness. Investment Banking Morgan Stanley turns defensive on European banks, keeps faith with Barclays and Lloyds News Aggregation Team Tuesday, March 24, 2026 12:00 am http://europe.managersofwealth.com/article/128900/morgan-stanley-turns-defensive-on-european-banks-keeps-faith-with-barclays-and-lloyds Spain and Ireland were highlighted as the biggest beneficiaries of the rate environment, given their sensitivity and economic resilience. Investment Banking Jefferies cut its London pay after profits rose 40% News Aggregation Team Tuesday, March 17, 2026 12:00 am http://europe.managersofwealth.com/article/128773/jefferies-cut-its-london-pay-after-profits-rose-40 More impressively, its bottom-line income for the year reached £92m ($122m), a staggering 40% increase on the year before. Investment Banking World Corporate and Investment Banking Report News Team Monday, March 16, 2026 12:00 am http://europe.managersofwealth.com/article/128735/world-corporate-and-investment-banking-report Navigate the great inflection point Investment Banking Crédit Agricole Ukraine announces the signing of an agreement to acquire Bank Lviv News Team Monday, March 16, 2026 12:00 am http://europe.managersofwealth.com/article/128736/crampeacutedit-agricole-ukraine-announces-the-signing-of-an-agreement-to-acquire-bank-lviv This acquisition allows Crédit Agricole Ukraine to expand its presence in western Ukraine Investment Banking UniCredit to Launch Offer to Raise Commerzbank Stake Above 30% News Aggregation Team Monday, March 16, 2026 12:00 am http://europe.managersofwealth.com/article/128750/unicredit-to-launch-offer-to-raise-commerzbank-stake-above-30 The Italian bank currently holds a stake of roughly 30% of Commerzbank, with around 26% through a direct stake and 4% held via financial contracts. Investment Banking Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129241/fitch-rates-ca-indosuez-wealth-europe-amp039aamp039-outlook-stable The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR. Comment, Analysis & Research New NextWealth Guide released today shows how the Centralised Retirement Proposition (CRP) for advisers has become a Consistent Retirement Playbook News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129261/new-nextwealth-guide-released-today-shows-how-the-centralised-retirement-proposition-crp-for-advisers-has-become-a-consistent-retirement-playbook These findings suggest that many firms already operate a Consistent Retirement Playbook, even if it is not formally labelled as such. Comment, Analysis & Research Men in UK financial services earn £40,000 more than female colleagues News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129218/men-in-uk-financial-services-earn-amppound40000-more-than-female-colleagues In terms of working hours, men work an average of 48.27 per week versus 46.75 for women, translating into hourly earnings of £68.66 and £54.78. Comment, Analysis & Research How leaders can aim for success as private markets change the rules News Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129189/how-leaders-can-aim-for-success-as-private-markets-change-the-rules As private capital moves into retail channels, liquidity design and operating resilience will determine scale and survival. Comment, Analysis & Research Bank of England Examines How Global Financial and Lending Strategies Impact UK Economy News Aggregation Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129195/bank-of-england-examines-how-global-financial-and-lending-strategies-impact-uk-economy The insights shared by the Bank of England explain that advances in big data, artificial intelligence and online platforms have sharply reduced the cost of changing prices. Comment, Analysis & Research Blevins Franks: Net closing in on undeclared assets News Aggregation Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129169/blevins-franks-net-closing-in-on-undeclared-assets Clients and their advisers are facing the strictest financial scrutiny seen in Blevins Franks’ 50-year history, writes head of wealth structuring David Morley Comment, Analysis & Research Italy Tightens Pension Controls Abroad While Dangling a 4% Tax for Returning Retirees News Aggregation Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129170/italy-tightens-pension-controls-abroad-while-dangling-a-4-tax-for-returning-retirees The 2025–2026 verification cycle signals tighter administrative scrutiny of Italy's €1.75 billion cross-border pension footprint. Comment, Analysis & Research Pension providers ‘need new ways to connect’ with younger savers News Aggregation Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129177/pension-providers-amplsquoneed-new-ways-to-connectamprsquo-with-younger-savers This, People’s Pension suggests, means traditional approaches are failing to resonate with those at the start of their savings journey. Comment, Analysis & Research Unite posts tougher quarter and disposals gather pace News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129178/unite-posts-tougher-quarter-and-disposals-gather-pace Operational challenges are also set to continue at Unite. Comment, Analysis & Research Majority of UK homeowners don’t understand what IP covers News Aggregation Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129187/majority-of-uk-homeowners-donamprsquot-understand-what-ip-covers With more than 4.3 million people now self-employed in the UK, this confusion risks excluding a substantial, and often more financially exposed, group from considering protection at all. Comment, Analysis & Research UK inheritance tax: The mounting impact on British families News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129215/uk-inheritance-tax-the-mounting-impact-on-british-families Inheritance tax (IHT) has quietly become one of the UK Treasury’s most reliable revenue raisers. Tax HS278 Temporary non-residents and Capital Gains Tax (2026) News Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129136/hs278-temporary-non-residents-and-capital-gains-tax-2026 There can also be tax payable on certain income accruing during a period of temporary non-residence. Tax Tax rules for employment intermediaries News Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129137/tax-rules-for-employment-intermediaries This Inbrief focuses on the employment intermediary or agency rules. Tax HMRC allowance to be slashed with six million UK households warned News Aggregation Team Thursday, April 02, 2026 1:00 am http://europe.managersofwealth.com/article/129069/hmrc-allowance-to-be-slashed-with-six-million-uk-households-warned Lubbock Fine Wealth Management data shows only 740,000 people out of 7.1 million savers who hold a cash ISA also have a stocks and shares ISA. Tax Andrew Tully: Pensions face a new tax reality News Aggregation Team Tuesday, March 31, 2026 1:00 am http://europe.managersofwealth.com/article/129023/andrew-tully-pensions-face-a-new-tax-reality Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value. Tax Grant Thornton plans 30% graduate hiring boost News Aggregation Team Monday, March 30, 2026 1:00 am http://europe.managersofwealth.com/article/129013/grant-thornton-plans-30-graduate-hiring-boost The private equity-backed accountancy firm bucks the trend with higher entry-level hiring Tax Inheritance tax climbs past the 2023/24 total and CGT soars News Aggregation Team Friday, March 20, 2026 12:00 am http://europe.managersofwealth.com/article/128854/inheritance-tax-climbs-past-the-202324-total-and-cgt-soars The impact of higher borrowing costs and renewed volatility in energy markets will appear in future releases, not today’s data. Tax Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent News Team Thursday, March 19, 2026 12:00 am http://europe.managersofwealth.com/article/128812/pension-iht-overhaul-locked-in-as-finance-bill-set-to-receive-royal-assent These proposals mean the process at death is likely to become more complex, with delays also anticipated in payments to non-exempt beneficiaries. Tax Inheritance tax on pensions gets the final green light despite industry pushback News Aggregation Team Thursday, March 19, 2026 12:00 am http://europe.managersofwealth.com/article/128814/inheritance-tax-on-pensions-gets-the-final-green-light-despite-industry-pushback From April 2027, pensions will form part of someone’s estate for IHT purposes when they die Tax Cum-Ex: Deutsche Bank pays millions for two external funds News Aggregation Team Wednesday, March 18, 2026 12:00 am http://europe.managersofwealth.com/article/128803/cum-ex-deutsche-bank-pays-millions-for-two-external-funds Deutsche Bank acted as a service provider for these funds and provided financing. Tax Why hyperpersonalisation in banking doesn’t have to be a luxury News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129260/why-hyperpersonalisation-in-banking-doesnamprsquot-have-to-be-a-luxury With the right infrastructure in place, hyperpersonalisation can become the standard for all, explains Steve Round Retail Banking Santander Open Academy cements growth with 2.8 million beneficiaries in 2025 News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129226/santander-open-academy-cements-growth-with-28-million-beneficiaries-in-2025 The most in-demand subjects included IT, languages, and job skills as people look to adapt to an ever-changing market. Retail Banking Why AI Agents Are the New Era of UK Retail Banking News Aggregation Team Monday, April 13, 2026 1:00 am http://europe.managersofwealth.com/article/129196/why-ai-agents-are-the-new-era-of-uk-retail-banking With customers reaching for their mobile device long before visiting a branch, digital banking is no longer a differentiator – it is a baseline expectation. Retail Banking Total Payments opens Norwich office News Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129182/total-payments-opens-norwich-office The business has built momentum by offering tailored payment solutions and transparent pricing, helping independent retailers and hospitality operators modernise their payment systems without being tied to a single provider. Retail Banking NatWest and Nationwide told to pay £600 over Isa transfer delay News Aggregation Team Friday, April 10, 2026 1:00 am http://europe.managersofwealth.com/article/129188/natwest-and-nationwide-told-to-pay-amppound600-over-isa-transfer-delay Nationwide examined the complaint but did not uphold it, claiming the transfer failed on multiple occasions because Natwest abandoned the transfer request several times before it had a chance to complete it. Retail Banking Commerzbank reaffirms upside potential of existing business strategy News Team Thursday, April 09, 2026 1:00 am http://europe.managersofwealth.com/article/129147/commerzbank-reaffirms-upside-potential-of-existing-business-strategy Commerzbank currently sees no basis for a mutually agreed value-accretive transaction after interactions with UniCredit. Retail Banking Jersey Barclays branch to close temporarily News Aggregation Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129087/jersey-barclays-branch-to-close-temporarily It said customers would still be able to use alternative ATMs, or get cash-back from "participating outlets" while the refurbishment work was ongoing. Retail Banking Gender pay gap widens at four of the UK’s biggest retail lenders News Aggregation Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129089/gender-pay-gap-widens-at-four-of-the-ukamprsquos-biggest-retail-lenders Campaigners warn that complex reporting structures may obscure the true scale of the problems as figures reveal women’s bonuses also lag behind those of men Retail Banking The UK’s late payment reform leaves a hidden leverage loophole News Aggregation Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129097/the-ukamprsquos-late-payment-reform-leaves-a-hidden-leverage-loophole Reverse factoring and ‘pay later’ tools allow firms to hide borrowing from lenders and investors Retail Banking NatWest to offer embedded finance products to Sainsbury's customers News Aggregation Team Wednesday, April 01, 2026 1:00 am http://europe.managersofwealth.com/article/129057/natwest-to-offer-embedded-finance-products-to-sainsburyamp039s-customers NatWest and Sainsbury’s will work together to offer tailored financial products designed to support customers’ needs. Retail Banking Pension value to be put under the spotlight News Team Friday, January 09, 2026 12:00 am http://europe.managersofwealth.com/article/127553/pension-value-to-be-put-under-the-spotlight The proposals aim to make it clearer how pensions perform, what they cost and the quality of service. So that people can get good value, and so that poor performing schemes are pushed to improve. Pensions ESG considerations driving food and drink industry acquisitions News Team Monday, April 29, 2024 1:00 am http://europe.managersofwealth.com/article/116007/esg-considerations-driving-food-and-drink-industry-acquisitions Businesses are increasingly conscious of the importance of ESG in M&A. Pensions Schroders Greencoat eyes deal for scandal-hit solar operator – reports News Aggregation Team Monday, November 13, 2023 12:00 am http://europe.managersofwealth.com/article/112765/schroders-greencoat-eyes-deal-for-scandal-hit-solar-operator-ampndash-reports The infrastructure unit is a leading contender to buy Toucan Energy, which collapsed a year ago amid a local government scandal. Pensions Pensions allowance tax charges hit record high News Aggregation Team Thursday, March 24, 2022 12:00 am http://europe.managersofwealth.com/article/99923/pensions-allowance-tax-charges-hit-record-high The total value of LTA charges reported by schemes stood at £342mn in 2019-20. This is a 21 per cent increase from £283mn in the previous period. Pensions Pensions industry fires back at Opperman criticism News Team Wednesday, March 16, 2022 12:00 am http://europe.managersofwealth.com/article/99678/pensions-industry-fires-back-at-opperman-criticism Opperman’s remarks went down badly with a number of the industry’s leading voices. Pensions XPS partners with Abrdn to launch DB pensions master trust News Aggregation Team Tuesday, March 08, 2022 12:00 am http://europe.managersofwealth.com/article/99435/xps-partners-with-abrdn-to-launch-db-pensions-master-trust “This new solution should really help bring governance and efficiency improvements to the benefit of thousands of pension scheme members." Pensions Pension providers call for personalised advice rules News Aggregation Team Monday, March 07, 2022 12:00 am http://europe.managersofwealth.com/article/99382/pension-providers-call-for-personalised-advice-rules “UK’s advice rules (from MiFID) prevent firms providing personalised support to customers given the liability risk," it said in its submission. Pensions Government authorises use of dormant pension assets to "change people's lives for the better" News Team Thursday, March 03, 2022 12:00 am http://europe.managersofwealth.com/article/99279/government-authorises-use-of-dormant-pension-assets-to-ampquotchange-peopleamp039s-lives-for-the-betterampquot The UK Government has now announced an expansion of the scheme, which will be expanded to cover pensions, insurance, investment and wealth management accounts. Pensions €43bn pension fund cuts external fund exposure by half in two years News Aggregation Team Friday, February 25, 2022 12:00 am http://europe.managersofwealth.com/article/99130/ampeuro43bn-pension-fund-cuts-external-fund-exposure-by-half-in-two-years Assets under external management hit lowest levels for nearly a decade, as Swedish group focuses on interal efforts. Pensions Pensions platform Guiide considers institutional funding News Aggregation Team Thursday, February 24, 2022 12:00 am http://europe.managersofwealth.com/article/99063/pensions-platform-guiide-considers-institutional-funding Primarily the new funding will be used to develop Guiide+, an extension to its free online pension modelling tools. Pensions Europe’s fossil fuel dependence poses risks to price stability News Team Tuesday, April 07, 2026 1:00 am http://europe.managersofwealth.com/article/129102/europeamprsquos-fossil-fuel-dependence-poses-risks-to-price-stability Europe’s energy dependence has become one of the critical vulnerabilities of our economy. Planet SOS LSEG launches ESG scores and sustainability analytics suite News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128717/lseg-launches-esg-scores-and-sustainability-analytics-suite The model uses 220 standardised indicators and a sustainability-focused materiality framework that combines a revised industry classification with a double materiality approach at the business segment level. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128181/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am http://europe.managersofwealth.com/article/127982/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127809/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Gore Street Capital announces first close for energy storage fund News Aggregation Team Thursday, January 22, 2026 12:00 am http://europe.managersofwealth.com/article/127801/gore-street-capital-announces-first-close-for-energy-storage-fund The article 9 fund will focus on acquiring and managing battery storage projects with 80% minimum target exposure to EU member states. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127319/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News Team Friday, December 05, 2025 12:00 am http://europe.managersofwealth.com/article/127091/bridging-the-gap-aligning-insurance-portfolios-with-sustainable-outcomes Recognising the importance of this challenge, Mercer are pleased to support Insurers For Purpose in producing a report on sustainability integration within the insurance sector. Planet SOS European Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fund News Team Wednesday, November 26, 2025 12:00 am http://europe.managersofwealth.com/article/126901/european-investment-fund-pledges-ampeuro70-million-to-klima2-alantraamprsquos-next-energy-transition-growth-fund The fund will leverage the Klima team’s extensive pan-European experience in energy investments and its network of sector and operational partners across the energy transition ecosystem. Planet SOS Europe leads pledging effort in campaign mobilising €15.5 billion for clean energy in Africa News Team Tuesday, November 25, 2025 12:00 am http://europe.managersofwealth.com/article/126875/europe-leads-pledging-effort-in-campaign-mobilising-ampeuro155-billion-for-clean-energy-in-africa The European Union led the pledging effort, with more than €15.1 billion. Planet SOS