Managers of Wealth - Europe http://europe.managersofwealth.com/ Tue, 14 Oct 2025 06:43:38 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Coutts in balancing act ahead of potential UK Budget fallout News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126039/coutts-in-balancing-act-ahead-of-potential-uk-budget-fallout The private bank is playing a fine balancing act with UK exposure ahead next month's Labour Budget. Wealth and Asset Management Julius Baer faces credit losses from insolvent Degag Group, report says News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126042/julius-baer-faces-credit-losses-from-insolvent-degag-group-report-says "Some of the borrowers in this group are now facing financial difficulties." Wealth and Asset Management Titan Wealth acquire Blacktower Group in “landmark” deal News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126043/titan-wealth-acquire-blacktower-group-in-ampldquolandmarkamprdquo-deal The deal adds £2.2bn (US$3bn) to Titan’s AUM but also multiple jurisdictions due to Blacktower’s regulatory coverage Wealth and Asset Management Saffery Trust leadership again recognised among Spear’s recommended advisors globally News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126047/saffery-trust-leadership-again-recognised-among-spearamprsquos-recommended-advisors-globally The Spear’s 500 directory is widely regarded as one of the most respected guides for ultra-high-net-worth clients and their advisors. Wealth and Asset Management SJP Academy welcomes 175 qualified advisers News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126048/sjp-academy-welcomes-175-qualified-advisers The SJP Academy was established in 2012 and claims to be the “largest and most comprehensive financial adviser training and development programme in the UK.” Wealth and Asset Management SJP’s disappointing run with KKR puts question mark over alts plans News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126051/sjpamprsquos-disappointing-run-with-kkr-puts-question-mark-over-alts-plans Performance of the £2.2bn Diversified Assets fund has disappointed seven years after its inception, but SJP is sticking with KKR for the time being. Wealth and Asset Management Titan Wealth receives FCA green light for IWP deal News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/125994/titan-wealth-receives-fca-green-light-for-iwp-deal Wealth firm hails ‘a significant milestone’ Wealth and Asset Management Donations from wealthy people increasing but lack of impact reporting a barrier, report says News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/125995/donations-from-wealthy-people-increasing-but-lack-of-impact-reporting-a-barrier-report-says The Modern Philanthropist report says that while “philanthropic giving is now the norm among HNWIs in the UK”, there remain barriers to engagement and major giving. Wealth and Asset Management Bellevue Divests Subsidiary News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126003/bellevue-divests-subsidiary The economic transfer took place retroactively as of September 30, 2025. Wealth and Asset Management Luxembourg’s Quintet recognised as Best Private Bank in Europe News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126004/luxembourgamprsquos-quintet-recognised-as-best-private-bank-in-europe This was the first time in the 35-year history of the awards that a firm headquartered in the Grand Duchy received the title. Wealth and Asset Management Suttons IFA appoints new chartered planner News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126026/suttons-ifa-appoints-new-chartered-planner Richard brings 18 years’ experience in financial services and joins from Equilibrium Financial Planning, where he was an associate financial planner for over a decade. Executive Moves Commission Restructuring in 2026 News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126028/commission-restructuring-in-2026 Jeremy will continue to represent the Bailiwick and twenty other small island jurisdictions on the Executive Committee of the International Association of Insurance Supervisors through 2026. Executive Moves Top business lobbyist resigns News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126040/top-business-lobbyist-resigns The lawyer, who worked for many years as a legal consultant in the Basel pharmaceutical industry and sits on several boards of directors Executive Moves Sarasin & Partners appoints independent non-executive director News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126052/sarasin-ampamp-partners-appoints-independent-non-executive-director Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel. Executive Moves Top 100 star exits as Aberdeen moves MPS management News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126053/top-100-star-exits-as-aberdeen-moves-mps-management Benjamin Benson exits after a year. Executive Moves Burges Salmon strengthens Privacy & Data offering with strategic partner hire in London News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126054/burges-salmon-strengthens-privacy-ampamp-data-offering-with-strategic-partner-hire-in-london His arrival will further enhance the firm’s ability to support clients who are navigating digital transformation, data governance, AI, cyber security and emerging technologies. Executive Moves Aldermore announces new Commercial Director of Structured Finance News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126009/aldermore-announces-new-commercial-director-of-structured-finance He joins Aldermore from ABN AMRO, where he served as Managing Director of Asset Based Finance UK. Executive Moves Evelyn Partners' Andrew Middleton to join Everton FC News Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126014/evelyn-partnersamp039-andrew-middleton-to-join-everton-fc The business has begun the process of recruiting a successor. Executive Moves Aztec appoints global head of investor services News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126016/aztec-appoints-global-head-of-investor-services Maria’s appointment is a key step in strengthening our investor services proposition Executive Moves Citigroup hires Deutsche’s Melph as global head of central bank sales News Aggregation Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125977/citigroup-hires-deutscheamprsquos-melph-as-global-head-of-central-bank-sales Wall Street bank taps German rival for top rates salesman Executive Moves PIMFA responds to HMT’s Financial Ombudsman consultation News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126024/pimfa-responds-to-hmtamprsquos-financial-ombudsman-consultation The review seeks to ensure the FOS continues to provide a fair, free, and accessible service for consumers while addressing long-standing industry concerns about consistency and alignment with FCA rules. Legal, Regulation & Compliance Study on international banking regulation sees UBS at a disadvantage News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126038/study-on-international-banking-regulation-sees-ubs-at-a-disadvantage Alvarez & Marsal had previously worked on behalf of the Federal Council Legal, Regulation & Compliance Lloyds warns car finance compensation scheme could cost it nearly £2bn News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126059/lloyds-warns-car-finance-compensation-scheme-could-cost-it-nearly-amppound2bn The FCA said payouts were due on around 14 million unfair deals, averaging at about £700 each. Legal, Regulation & Compliance ESMA consults on CCP participation requirements News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126000/esma-consults-on-ccp-participation-requirements All interested stakeholders are invited to provide input to the consultation. Legal, Regulation & Compliance European System of Central Banks renews Statements of Commitment to FX Global Code News Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126001/european-system-of-central-banks-renews-statements-of-commitment-to-fx-global-code This demonstrates their strong commitment to adhere to its principles Legal, Regulation & Compliance Supervisors should learn from recent cases to prevent financial crime in crypto firms, the EBA says News Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126021/supervisors-should-learn-from-recent-cases-to-prevent-financial-crime-in-crypto-firms-the-eba-says The EBA has played a key role in strengthening the AML/CFT regulatory and supervisory framework for crypto-assets in the EU since 2018 Legal, Regulation & Compliance Uncertainty, structural change and monetary policy strategy - speech by Huw Pill News Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125972/uncertainty-structural-change-and-monetary-policy-strategy-speech-by-huw-pill The Maxwell Fry Lecture of the Money, Macro and Finance Society given at the University of Birmingham Legal, Regulation & Compliance PIMFA, TISA raise concerns over Ombudsman reforms News Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125991/pimfa-tisa-raise-concerns-over-ombudsman-reforms The review aims to ensure FOS remains a fair, free, and accessible service for consumers while addressing longstanding industry concerns about consistency and alignment with FCA rules. Legal, Regulation & Compliance Daniel Pugh sentenced to 7 and a half years in prison for £1.3m Ponzi scheme News Team Wednesday, October 08, 2025 1:00 am http://europe.managersofwealth.com/article/125946/daniel-pugh-sentenced-to-7-and-a-half-years-in-prison-for-amppound13m-ponzi-scheme Pugh received £96,000 from the scheme. Legal, Regulation & Compliance 14m unfair motor loans due compensation under FCA-proposed scheme News Team Wednesday, October 08, 2025 1:00 am http://europe.managersofwealth.com/article/125947/14m-unfair-motor-loans-due-compensation-under-fca-proposed-scheme Motor finance companies broke laws and regulations in force at the time by failing to disclose important information. Legal, Regulation & Compliance Fake VPN app drains bank accounts across Europe News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126030/fake-vpn-app-drains-bank-accounts-across-europe Security experts say the malware can steal banking details and drain accounts. FinTech Toqio and Deloitte Spain team on embedded finance News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126060/toqio-and-deloitte-spain-team-on-embedded-finance With this alliance, both companies reinforce their commitment to innovation and offer businesses a model that combines advanced technology and sectoral knowledge to accelerate the industry’s transformation. FinTech Google taps Yapily to power bank account verification in Europe News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126002/google-taps-yapily-to-power-bank-account-verification-in-europe The sector is valued at over £4 billion and growing over 70% year-on-year, having already created nearly 5,000 new jobs. FinTech Fidelity cuts fee on Bitcoin ETP News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126010/fidelity-cuts-fee-on-bitcoin-etp A more transparent and supportive environment is helping to build confidence in the asset class and accelerate institutional adoption. FinTech FORWARD.one launches €200M Fund III to fuel Europe’s industrial tech innovators News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126011/forwardone-launches-ampeuro200m-fund-iii-to-fuel-europeamprsquos-industrial-tech-innovators Dutch venture capital firm FORWARD.one has announced the launch of its third fund, targeting €200 million with a hard cap of €250 million. The fund aims to back 25–30 early-stage industrial technology startups across key European innovatio FinTech Tokenisation Will Redraw the Financial Map News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126015/tokenisation-will-redraw-the-financial-map This interview with Franklin Templeton's thematic research head Robert Crossley forms part of a Funds Europe research report on industry attitudes towards the tokenisation of digital assets FinTech Artificial intelligence and central banks: monetary and financial stability implications News Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125985/artificial-intelligence-and-central-banks-monetary-and-financial-stability-implications Remarks prepared for delivery by Mr Tao Zhang, BIS Chief Representative for Asia and the Pacific, at the Global Fintech Fest 2025, Mumbai, 8 October 2025. FinTech Main Capital Partners successfully closes €300 million single-asset continuation fund to establish a leading Pan-European GovTech player News Team Wednesday, October 08, 2025 1:00 am http://europe.managersofwealth.com/article/125964/main-capital-partners-successfully-closes-ampeuro300-million-single-asset-continuation-fund-to-establish-a-leading-pan-european-govtech-player The first step of the internationalization is the anticipated combination with Documaster FinTech Transact launches new adviser app with Intelliflo integration News Aggregation Team Wednesday, October 08, 2025 1:00 am http://europe.managersofwealth.com/article/125965/transact-launches-new-adviser-app-with-intelliflo-integration It ensures data remains consistent between Transact, where transactions are carried out, and Intelliflo Office, the practice management system advisers use for client reviews. FinTech European Fintech Shows Resilience; AI, Stablecoin Emerge As Transformative Technologies News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125920/european-fintech-shows-resilience-ai-stablecoin-emerge-as-transformative-technologies The UK continues to lead the European fintech landscape, securing the biggest transactions in H1 2025 across payments and weathtech. FinTech Warburg Pincus nears deal to buy Germany's PSI for more than 700 million euros, sources say News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126027/warburg-pincus-nears-deal-to-buy-germanyamp039s-psi-for-more-than-700-million-euros-sources-say The transaction would value PSI, a maker of software for energy networks, at 45 euros per share, the sources said, a premium of more than a third on Friday's closing price. Alternative Investments Data modernisation: from legacy risk to growth engine News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126037/data-modernisation-from-legacy-risk-to-growth-engine At the same time, ageing legacy infrastructure constrains their ability to increase operational resilience, streamline processes, and deliver timely, accurate insights at scale. Alternative Investments ARK Invest - AI closing gap on Defence as European Thematic ETF flows hit $13.1 billion ytd News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126045/ark-invest-ai-closing-gap-on-defence-as-european-thematic-etf-flows-hit-131-billion-ytd Global Defence ETFs continue to lead the flows year-to-date (YTD) with +$5.93 billion in net flows, with Europe Defence ETFs ranked second with +$3.92 billion in net flows. Alternative Investments Fragile flows mask ‘borscht-belt’ opportunities News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126046/fragile-flows-mask-amplsquoborscht-beltamprsquo-opportunities Within private portfolios, central and eastern European nations are shifting from frontier market status to areas of core focus as investors eye post-war revival Alternative Investments Luxembourg sovereign wealth fund invests one per cent of portfolio in bitcoin News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126055/luxembourg-sovereign-wealth-fund-invests-one-per-cent-of-portfolio-in-bitcoin FSIL is a public institution under the authority of the minister of finance. Alternative Investments Luxembourg sovereign wealth fund invests one per cent of portfolio in bitcoin News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126056/luxembourg-sovereign-wealth-fund-invests-one-per-cent-of-portfolio-in-bitcoin FSIL is a public institution under the authority of the minister of finance. Alternative Investments Blackstone keeps foot on the gas with yet more UK REIT activity News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126057/blackstone-keeps-foot-on-the-gas-with-yet-more-uk-reit-activity The proposal is at early stages, but both parties have confirmed the news. Alternative Investments JPM puts ABN AMRO Bank on positive catalyst watch ahead of capital markets day News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126058/jpm-puts-abn-amro-bank-on-positive-catalyst-watch-ahead-of-capital-markets-day Analyst Delphine Lee projects that ABN will step up its capital returns, centering its message on shareholder distribution. Alternative Investments The Future of Funds, On-Chain News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/125996/the-future-of-funds-on-chain This interview with Theo Golden, investment manager at Baillie Gifford, forms part of a recently-published research report into industry attitudes towards the tokenisation of digital assets Alternative Investments Andy Bell: A brave chancellor would grasp the nettle on spending News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126005/andy-bell-a-brave-chancellor-would-grasp-the-nettle-on-spending A brave chancellor would grasp the nettle, take the pain now, and reform these big, expensive beasts Alternative Investments Piraeus Bank Wins Three Euromoney Awards News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125919/piraeus-bank-wins-three-euromoney-awards The awards were for: Europe’s Best Bank for Corporate Social Responsibility, Greece’s Best Bank for Environmental, Social and Governance (ESG), and Greece’s Best Digital Bank. Investment Banking Citigroup taps Barclays, Nordea executives to head Nordic investment banking News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125934/citigroup-taps-barclays-nordea-executives-to-head-nordic-investment-banking The bankers each have nearly two decades of investment banking experience. Investment Banking Intesa, UniCredit, and Rome's Strategy for Generali News Aggregation Team Monday, October 06, 2025 1:00 am http://europe.managersofwealth.com/article/125900/intesa-unicredit-and-romeamp039s-strategy-for-generali Rome blocked UniCredit's acquisition of Banco BPM, backed the MPS-Mediobanca deal, and is now aiming to create a European-scale national savings hub. Investment Banking Barclays' co-head of FX trading left for Citi. His juniors are doing fine News Aggregation Team Friday, October 03, 2025 1:00 am http://europe.managersofwealth.com/article/125891/barclaysamp039-co-head-of-fx-trading-left-for-citi-his-juniors-are-doing-fine He joined from Goldman Sachs in 2020. Investment Banking Europe’s ‘climate bank’ maintains green finance target, tilts towards adaptation News Aggregation Team Wednesday, October 01, 2025 1:00 am http://europe.managersofwealth.com/article/125819/europeamprsquos-amplsquoclimate-bankamprsquo-maintains-green-finance-target-tilts-towards-adaptation The new investment roadmap will double climate adaptation funding, while targeting lower energy prices and slashing red tape Investment Banking UniCredit open to add Germans on board for Commerzbank deal News Aggregation Team Wednesday, October 01, 2025 1:00 am http://europe.managersofwealth.com/article/125822/unicredit-open-to-add-germans-on-board-for-commerzbank-deal This proposal aims to align with the potential German contribution to the financial group's balance sheet. Investment Banking KBC Group: KBC’s reaction to the Bloomberg article "Belgium’s KBC is exploring a potential deal for ABN Amro” News Aggregation Team Tuesday, September 23, 2025 1:00 am http://europe.managersofwealth.com/article/125663/kbc-group-kbcamprsquos-reaction-to-the-bloomberg-article-ampquotbelgiumamprsquos-kbc-is-exploring-a-potential-deal-for-abn-amroamprdquo Currently, we are only studying a potential acquisition of the State-backed Belgian Insurance company, Ethias NV. Investment Banking Credit Agricole is getting closer to BPM News Aggregation Team Tuesday, September 23, 2025 1:00 am http://europe.managersofwealth.com/article/125680/credit-agricole-is-getting-closer-to-bpm Advisors appointed for the operation that would create a European-scale player Investment Banking UBS shifts senior tech banker Lynch across to financial sponsors team News Aggregation Team Monday, September 15, 2025 1:00 am http://europe.managersofwealth.com/article/125501/ubs-shifts-senior-tech-banker-lynch-across-to-financial-sponsors-team Sean Lynch, who joined last year from Barclays as a senior technology dealmaker, will switch across to its financial sponsors business to cover the sector Investment Banking Dutch state to cut ABN Amro stake to around 20% News Aggregation Team Tuesday, September 09, 2025 1:00 am http://europe.managersofwealth.com/article/125414/dutch-state-to-cut-abn-amro-stake-to-around-20 NLFI does retain a say on remuneration strategy and has voting rights in the appointment of both the management and supervisory boards. Investment Banking Research reveals generational divide over triple lock News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126008/research-reveals-generational-divide-over-triple-lock Over a quarter (27%) of those surveyed would support restricting the triple lock to lower-income pensioners and scaling it back for wealthier retirees. Comment, Analysis & Research World Mental Health Day: Quilter urges retirees to take control of their finances to protect mental wellbeing News Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126018/world-mental-health-day-quilter-urges-retirees-to-take-control-of-their-finances-to-protect-mental-wellbeing These findings echo broader trends. Comment, Analysis & Research Our priority: protecting our clients and protecting the Bank against fraudsters News Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126023/our-priority-protecting-our-clients-and-protecting-the-bank-against-fraudsters The money was moved too quickly and was no longer in the account, often abroad, used by the fraudsters. Comment, Analysis & Research Building Bridges: What’s next for sustainable finance? News Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125980/building-bridges-whatamprsquos-next-for-sustainable-finance With sustainability facing headwinds in today’s geopolitical context, many panellists emphasised that the transition is not a moral aspiration, but a necessity for prosperity. Comment, Analysis & Research Private client portfolios rise in Q3 as sentiment towards bonds falls News Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125924/private-client-portfolios-rise-in-q3-as-sentiment-towards-bonds-falls The figures coincide with ARC Research’s latest sentiment survey of more than 90 CIOs Comment, Analysis & Research Adapting, reinventing, embracing change – Lombard Odier’s new headquarters embody our ‘rethink everything®’ philosophy – words from a former Managing Partner News Team Monday, October 06, 2025 1:00 am http://europe.managersofwealth.com/article/125894/adapting-reinventing-embracing-change-ampndash-lombard-odieramprsquos-new-headquarters-embody-our-amplsquorethink-everythingampregamprsquo-philosophy-ampndash-words-from-a-former-managing-partner The entrepreneurialism he discovered was to have a profound impact on the young Yves and, through him, Lombard Odier and the wider Swiss finance sector. Comment, Analysis & Research More than half of new financial services board appointees have tech/AI experience News Aggregation Team Monday, October 06, 2025 1:00 am http://europe.managersofwealth.com/article/125905/more-than-half-of-new-financial-services-board-appointees-have-techai-experience Technology expertise has shifted from ‘nice to have’ to strategically critical, according to EY monitor Comment, Analysis & Research ARC Group to grow multi-family office services as S&P Dow Jones Indices deal closes News Team Friday, October 03, 2025 1:00 am http://europe.managersofwealth.com/article/125868/arc-group-to-grow-multi-family-office-services-as-sampampp-dow-jones-indices-deal-closes The completion of the sale of ARC Research and its ARC Wealth Indices – the world's largest proprietary dataset of investment outcomes for private investor portfolios – will underpin the ARC Group’s strategy to drive forward its awa Comment, Analysis & Research SJP puts £2.2bn KKR-run fund under review News Aggregation Team Tuesday, September 30, 2025 1:00 am http://europe.managersofwealth.com/article/125788/sjp-puts-amppound22bn-kkr-run-fund-under-review Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain. Comment, Analysis & Research Barclays report highlights opportunity for £60 billion boost per year to UK economy through increased investment by SMEs News Team Tuesday, September 30, 2025 1:00 am http://europe.managersofwealth.com/article/125792/barclays-report-highlights-opportunity-for-amppound60-billion-boost-per-year-to-uk-economy-through-increased-investment-by-smes In 2024, UK business investment reached a record level, and in the first half of 2025, business investment grew 3% year-on-year. Comment, Analysis & Research Rachel Reeves could impose a surprise 'one off' tax on wealth in Budget next month News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126029/rachel-reeves-could-impose-a-surprise-amp039one-offamp039-tax-on-wealth-in-budget-next-month The Treasury last night refused to rule out a one-off wealth tax when asked if the Chancellor was considering implementing the proposal at the Budget. Tax Families use children’s pensions to cut inheritance tax bills News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/125998/families-use-childrenamprsquos-pensions-to-cut-inheritance-tax-bills Gifts made this way can become exempt from IHT after seven years. Tax Over half of Brits want IHT abolished News Aggregation Team Friday, October 10, 2025 1:00 am http://europe.managersofwealth.com/article/126007/over-half-of-brits-want-iht-abolished The research also found three quarters of respondents considered or decided against taking professional advice in relation to IHT. Tax UK Conservative Party says it would scrap stamp duty News Aggregation Team Thursday, October 09, 2025 1:00 am http://europe.managersofwealth.com/article/125975/uk-conservative-party-says-it-would-scrap-stamp-duty The shock announcement has been branded a “rabbit out of the hat” Tax British eco-populist leader pushes wealth tax, warns of far-right rise News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125922/british-eco-populist-leader-pushes-wealth-tax-warns-of-far-right-rise At the party’s annual conference, new Green leader Zack Polanski took aim at the sitting Labour government and attacked right-wing Reform UK leader Nigel Farage. Tax Grant Thornton welcomes first cohort of digital trainees News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125933/grant-thornton-welcomes-first-cohort-of-digital-trainees Each year, Grant Thornton’s UK wing welcomes trainees to its offices across the country. Tax Zucman: French government should’ve listened to me on wealth tax News Aggregation Team Tuesday, October 07, 2025 1:00 am http://europe.managersofwealth.com/article/125931/zucman-french-government-shouldamprsquove-listened-to-me-on-wealth-tax The popular economist says France’s 3 previous prime ministers ignored his proposal. Tax HMRC hiring 6,000 new 'tax hunters' to track down cheats in massive crackdown News Aggregation Team Monday, October 06, 2025 1:00 am http://europe.managersofwealth.com/article/125914/hmrc-hiring-6000-new-amp039tax-huntersamp039-to-track-down-cheats-in-massive-crackdown The Treasury has confirmed that 5,500 new compliance caseworkers and 400 offshore specialists will be brought on board over the coming five years to pursue evaders – with the target of increasing revenues by £7.5 billion by the decade's e Tax As France teeters on the edge of economic collapse, a wealth tax looms News Aggregation Team Thursday, October 02, 2025 1:00 am http://europe.managersofwealth.com/article/125853/as-france-teeters-on-the-edge-of-economic-collapse-a-wealth-tax-looms The Left’s answer to tackle the country’s debt? Make the rich pay more Tax Life insurance sales soar as families scramble to protect estates from IHT News Aggregation Team Wednesday, October 01, 2025 1:00 am http://europe.managersofwealth.com/article/125824/life-insurance-sales-soar-as-families-scramble-to-protect-estates-from-iht The firm believes the rush to use life insurance for IHT planning follows the government’s announcement at the last Budget that more assets will become subject to inheritance tax. Tax Lloyds to put chief executive and all top bosses through six-month AI course News Aggregation Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126025/lloyds-to-put-chief-executive-and-all-top-bosses-through-six-month-ai-course Around 300 senior managers across the banking group are expected to take part in the bespoke programme. Retail Banking Lloyds puts chief executive and all top bosses through six-month AI bootcamp News Team Monday, October 13, 2025 1:00 am http://europe.managersofwealth.com/article/126044/lloyds-puts-chief-executive-and-all-top-bosses-through-six-month-ai-bootcamp More than 110 Lloyds bosses have already completed the 80-hour course, which launched in March and takes six months to do. Retail Banking CVC raises over $12bn for European direct lending fund News Aggregation Team Monday, October 06, 2025 1:00 am http://europe.managersofwealth.com/article/125893/cvc-raises-over-12bn-for-european-direct-lending-fund The fund is one of the largest dedicated direct lending funds to be raised in Europe. Retail Banking Deutsche Bank acquires Hamburg Commercial Bank’s aviation finance portfolio News Team Friday, October 03, 2025 1:00 am http://europe.managersofwealth.com/article/125884/deutsche-bank-acquires-hamburg-commercial-bankamprsquos-aviation-finance-portfolio The portfolio comprises exclusively performing loans totaling around 450 million US dollars. Retail Banking Lloyds Banking Group: Reasons to be cheerful for UK lenders? News Aggregation Team Thursday, October 02, 2025 1:00 am http://europe.managersofwealth.com/article/125848/lloyds-banking-group-reasons-to-be-cheerful-for-uk-lenders Despite grumbling about potential new taxes in November’s Autumn Budget, the numbers point to an economy still supporting credit growth and margins. Retail Banking Allianz appoints BNP Paribas as asset servicing partner in the UK News Team Monday, September 29, 2025 1:00 am http://europe.managersofwealth.com/article/125770/allianz-appoints-bnp-paribas-as-asset-servicing-partner-in-the-uk The mandate in the UK reflects BNP Paribas’ Securities Services business’ strong capability in the EMEA region, as the bank continues to grow as a European global custodian of choice. Retail Banking What is cognitive banking and can it make our financial lives easier? News Aggregation Team Friday, September 26, 2025 1:00 am http://europe.managersofwealth.com/article/125758/what-is-cognitive-banking-and-can-it-make-our-financial-lives-easier While customers once had to make do with paper statements sent to their door, it was also far more commonplace to visit your local bank branch for services and appointments. Retail Banking Generali, BPCE drop break-up fee in asset management deal- report News Aggregation Team Tuesday, September 23, 2025 1:00 am http://europe.managersofwealth.com/article/125661/generali-bpce-drop-break-up-fee-in-asset-management-deal-report This move comes amid uncertainty over the deal's completion, with opposition from key Generali shareholders and concerns from the Italian government. Retail Banking New Lloyds Bank rule for customers launched from September 2025 News Aggregation Team Monday, September 22, 2025 1:00 am http://europe.managersofwealth.com/article/125639/new-lloyds-bank-rule-for-customers-launched-from-september-2025 Lloyds Bank has become the first major UK bank to introduce a mobile app feature that allows cash to be deposited at over 30,000 convenient locations across the country, using a barcode Ben Retail Banking Lloyds and NatWest among 6 banks offering up to £200 free cash in switching deals News Aggregation Team Monday, September 22, 2025 1:00 am http://europe.managersofwealth.com/article/125638/lloyds-and-natwest-among-6-banks-offering-up-to-amppound200-free-cash-in-switching-deals Six major banks are dangling up to £200 to tempt switchers in the latest round of the current account cashback wars. Retail Banking 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 Northern Trust Supports AMF News Team Monday, February 21, 2022 12:00 am http://europe.managersofwealth.com/article/98943/northern-trust-supports-amf The implementation of the directive demanded important changes and enhancements to pension fund providers’ business models spanning risk management, governance and member communications. Pensions Bridges to a sustainable economy – interview with Patrick Odier and Manuel Rybach News Team Monday, September 29, 2025 1:00 am http://europe.managersofwealth.com/article/125771/bridges-to-a-sustainable-economy-ampndash-interview-with-patrick-odier-and-manuel-rybach Sustainability and the integration of ESG factors in investing have been an important topic for the Swiss financial centre for quite some time. Planet SOS Switzerland signs agreements with Denmark on carbon storage News Team Thursday, September 04, 2025 1:00 am http://europe.managersofwealth.com/article/125313/switzerland-signs-agreements-with-denmark-on-carbon-storage They also serve as a basis for further cooperation in the field of negative emission technologies. Planet SOS Power down: a wake-up call for Europe’s energy grid News Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125102/power-down-a-wake-up-call-for-europeamprsquos-energy-grid While some questioned renewable reliability, root cause was partially due to ineffective voltage management Planet SOS UBS has withdrawn from the Net-Zero Banking Alliance News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124836/ubs-has-withdrawn-from-the-net-zero-banking-alliance UBS has withdrawn from the Net-Zero Banking Alliance following its annual assessment of sustainability- and climate-related memberships. Planet SOS Standard Chartered and Brazilian State of Acre to bring high integrity carbon credits to market to support forest conservation News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124845/standard-chartered-and-brazilian-state-of-acre-to-bring-high-integrity-carbon-credits-to-market-to-support-forest-conservation The credits will take the form of jurisdictional forest carbon credits. Planet SOS Columbia Threadneedle announces €50m first close of private markets impact fund News Aggregation Team Thursday, August 07, 2025 1:00 am http://europe.managersofwealth.com/article/124817/columbia-threadneedle-announces-ampeuro50m-first-close-of-private-markets-impact-fund The fund will focus on companies across sectors aligned to the UN Sustainable Development Goals Planet SOS The rise of ESG-linked incentives in European banking News Team Wednesday, July 30, 2025 1:00 am http://europe.managersofwealth.com/article/124659/the-rise-of-esg-linked-incentives-in-european-banking What Europe’s banks are getting right — and wrong — in tying executive pay to ESG: trends, tensions, and how to get it right. Planet SOS Stronger growth and new product developments at radicant News Team Friday, July 18, 2025 1:00 am http://europe.managersofwealth.com/article/124442/stronger-growth-and-new-product-developments-at-radicant The consistent focus on innovation, digital excellence, and customer benefits is thus also evident in the challenging interest rate environment. Planet SOS Mirova and Natixis Investment Managers commit to funding the Paris Climate School at Sciences Po with €500,000 over four years News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124208/mirova-and-natixis-investment-managers-commit-to-funding-the-paris-climate-school-at-sciences-po-with-ampeuro500000-over-four-years This partnership will also support scholarships. Planet SOS Quilter Cheviot renames Climate Assets Funds as it secures SDR label News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124218/quilter-cheviot-renames-climate-assets-funds-as-it-secures-sdr-label The Sustainable Opportunities Balanced and Growth Funds both meet the requirements for the ‘Sustainability Focus’ label, demonstrating the team’s robust sustainable investment process. Planet SOS