Managers of Wealth - Europe http://europe.managersofwealth.com/ Sat, 21 Dec 2024 12:16:57 GMT part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP HSBC Chairman Seeks to Improve UK-China Ties News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120637/hsbc-chairman-seeks-to-improve-uk-china-ties HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025 Wealth and Asset Management Building Bridges 2024: integrating nature into financial decision-making News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120638/building-bridges-2024-integrating-nature-into-financial-decision-making 2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.” Wealth and Asset Management Zurich-Based Financial Boutique Records Significant Growth in RFPs News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120647/zurich-based-financial-boutique-records-significant-growth-in-rfps Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal (RFP) business. Wealth and Asset Management Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120649/close-brothers-group-investors-are-sitting-on-a-loss-of-82-if-they-invested-five-years-ago The recent bounce might mean the long decline is over, but we are not confident. Wealth and Asset Management Intesa Sanpaolo aids Italian Exhibition Group development News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120656/intesa-sanpaolo-aids-italian-exhibition-group-development Italian Exhibition Group is an Italian company in the organisation of international trade fair events. Wealth and Asset Management SJP’s rollercoaster year, Evelyn’s takeover: FN’s top wealth management stories of 2024 News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120610/sjpamprsquos-rollercoaster-year-evelynamprsquos-takeover-fnamprsquos-top-wealth-management-stories-of-2024 From SJP’s tumultuous year to the sector’s biggest M&A deals and sit-downs with private banking bosses, FN looks back at our biggest stories this year Wealth and Asset Management St James’s Place International joins AILO News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120611/st-jamesamprsquos-place-international-joins-ailo St James’s Place re-joined the FTSE 100 earlier this month Wealth and Asset Management Is Radicant Bank Changing Hands? News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120620/is-radicant-bank-changing-hands The market entry of Radicant Bank was anything but smooth. From the beginning, the project faced political criticism. Wealth and Asset Management UBS gives up CS's prestigious headquarters News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120621/ubs-gives-up-csamp039s-prestigious-headquarters Schwanenplatz in Lucerne's old town is one of the most exclusive and expensive locations not only in the region, but also nationally. Wealth and Asset Management Societe Generale Private Banking - Private Banking and Wealth Management Operations Competitor Profile 2024 News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120623/societe-generale-private-banking-private-banking-and-wealth-management-operations-competitor-profile-2024 Examine Societe Generale's financial performance, key ratios, and assets under management growth. Wealth and Asset Management Citigroup’s co-head of Iberia Revuelta to depart the US bank News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120639/citigroupamprsquos-co-head-of-iberia-revuelta-to-depart-the-us-bank The Wall Street bank has continued to shake up its senior dealmaking ranks Executive Moves ING appoints Debbie Janeczek as chief information security officer (CISO) News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120645/ing-appoints-debbie-janeczek-as-chief-information-security-officer-ciso Debbie is joining from Swift, the messaging network used for international transactions between banks, where she was the chief security officer. Executive Moves Brown Shipley strengthens Leeds office with appointment of new Wealth Planner News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120648/brown-shipley-strengthens-leeds-office-with-appointment-of-new-wealth-planner She specifically supported on estate and succession planning as well as pension and retirement planning. Executive Moves Federal Council appoints new member of FINMA Board of Directors News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120650/federal-council-appoints-new-member-of-finma-board-of-directors The Board of Directors is responsible for FINMA's strategic leadership and for business management tasks. Executive Moves Two wealth managers exit James Hambro & Partners’ Leeds office News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120651/two-wealth-managers-exit-james-hambro-ampamp-partnersamprsquo-leeds-office Ed Binks and Ed Marsden, key figures in establishing the Leeds office, are to leave the firm in the New Year. Executive Moves Brooks appoints business head in double Rathbones hire News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120652/brooks-appoints-business-head-in-double-rathbones-hire Ben Johnson and James Goward take up newly created business posts at Brooks Macdonald after each spending a decade at Rathbones. Executive Moves Novum Capital Partners Welcomes Karim Khalil and Julien Etaix as New Equity Partners, Highlighting Strategic Growth Through LTIP News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120653/novum-capital-partners-welcomes-karim-khalil-and-julien-etaix-as-new-equity-partners-highlighting-strategic-growth-through-ltip The LTIP, approved by the board two years ago, was designed to open Novum’s capital to both existing and new partners. Executive Moves Abrdn names tech chief for investments unit in latest appointment under Jason Windsor News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120655/abrdn-names-tech-chief-for-investments-unit-in-latest-appointment-under-jason-windsor Alain Courbebaisse will take on role in the new year Executive Moves CCounselors expands its circle of partners to include Katrin Nesemann and Patrizia Ribaudo News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120659/ccounselors-expands-its-circle-of-partners-to-include-katrin-nesemann-and-patrizia-ribaudo Katrin Nesemann is an experienced communications consultant with expertise in transformation, corporate culture and public affairs. Executive Moves Daniel Zapf named CEO of Deutsche Bank Luxembourg News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120660/daniel-zapf-named-ceo-of-deutsche-bank-luxembourg Zapf’s appointment is a sign of continuity and underlines the central importance of Luxembourg for our clients and our group Executive Moves The Bank of England welcomes API Panel of Expert recommendations to enhance cross-border payments News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120642/the-bank-of-england-welcomes-api-panel-of-expert-recommendations-to-enhance-cross-border-payments The recommendations in the report and their associated action items are a timely and practical push for increased harmonisation of APIs in cross-border payments. Legal, Regulation & Compliance FCA apologises to Collateral investors News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120643/fca-apologises-to-collateral-investors Collateral offered peer-to-peer style investments. Its directors were able to fraudulently change details about the firms’ public entry on the FCA’s interim permission register. Legal, Regulation & Compliance EU/EEA banks’ profitability is holding up well despite declining net interest margin News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120646/eueea-banksamprsquo-profitability-is-holding-up-well-despite-declining-net-interest-margin Net interest income and net trading income negatively contributed to the change in ROE. Legal, Regulation & Compliance Federal Council issues opinion on report of Parliamentary Investigation Committee concerning Credit Suisse News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120654/federal-council-issues-opinion-on-report-of-parliamentary-investigation-committee-concerning-credit-suisse In its report for the attention of the Federal Assembly, the Federal Council sets out its position on the PInC's recommendations, motions and postulates. Legal, Regulation & Compliance Restatement of Solvency II assimilated law: correction to standard formula mass lapse life underwriting risk rule in PS15/24 News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120658/restatement-of-solvency-ii-assimilated-law-correction-to-standard-formula-mass-lapse-life-underwriting-risk-rule-in-ps1524 Statement by the Prudential Regulation Authority Legal, Regulation & Compliance Clear of Charges: Dutch Banks' Executive Verdicts News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120615/clear-of-charges-dutch-banksamp039-executive-verdicts Dutch prosecutors have announced that they will not be pursuing criminal charges against former executives of ING and ABN Amro. Legal, Regulation & Compliance Wrap up of key legal insights within the Real Estate sector in Belgium News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120617/wrap-up-of-key-legal-insights-within-the-real-estate-sector-in-belgium Review the summaries of last year’s publications below, and be prepared to stay informed and to navigate a promising new year in real estate with us. Legal, Regulation & Compliance ESMA Publishes Consultation Paper on Regulatory Technical Standards (RTS) for Open-ended Loan-originating Funds News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120618/esma-publishes-consultation-paper-on-regulatory-technical-standards-rts-for-open-ended-loan-originating-funds The RTS set out the requirements with which Loan-Originating AIFs are to comply in order to maintain an open-ended structure. Legal, Regulation & Compliance FCA charges John Dance with offences related to WealthTek News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120632/fca-charges-john-dance-with-offences-related-to-wealthtek The FCA alleges Mr Dance laundered the proceeds of his criminality through his personal and business bank accounts Legal, Regulation & Compliance Swedish SEB will consolidate its Baltic banks into one News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120633/swedish-seb-will-consolidate-its-baltic-banks-into-one The new legal structure is also expected to benefit SEB’s retail customers in the Baltic region. Legal, Regulation & Compliance Netherlands plans to include AI, biotech to investment screening law News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120644/netherlands-plans-to-include-ai-biotech-to-investment-screening-law Adding these technologies protects Dutch entrepreneurs, their innovations and the future of the Dutch economy.” FinTech The AI revolution: Transforming the asset management industry in Europe and beyond News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120609/the-ai-revolution-transforming-the-asset-management-industry-in-europe-and-beyond And they need to know the necessary steps asset and fund managers should take to navigate this new EU regulatory landscape. FinTech Why firms are opting for a hybrid strategy when integrating AI News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120624/why-firms-are-opting-for-a-hybrid-strategy-when-integrating-ai Wealth managers seem to be embracing the hybrid structure for now which is leaving more time for firms to focus on the client relationship. FinTech How tax processing is slowing down German banks News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120625/how-tax-processing-is-slowing-down-german-banks Tax processing in particular is a challenge for financial companies, as the legal framework varies greatly from country to country. FinTech Societe Generale successfully completed a first repo transaction on public blockchain with the Banque de France News Team Monday, December 16, 2024 12:00 am http://europe.managersofwealth.com/article/120537/societe-generale-successfully-completed-a-first-repo-transaction-on-public-blockchain-with-the-banque-de-france This transaction demonstrates the technical feasibility of interbank refinancing operations directly on blockchain. FinTech Caceis expands digital asset services in Luxembourg News Aggregation Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120521/caceis-expands-digital-asset-services-in-luxembourg Caceis is a key sponsor of this year’s Luxembourg Blockchain Week, taking place from December 9 to 13. FinTech Digital identity in retail banking News Aggregation Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120528/digital-identity-in-retail-banking Digital identity involves data that uniquely identifies an individual person who is online. FinTech ABN Amro pilots 'Pay Later' feature for B2B transactions News Aggregation Team Thursday, December 12, 2024 12:00 am http://europe.managersofwealth.com/article/120480/abn-amro-pilots-amp039pay-lateramp039-feature-for-b2b-transactions ABN Amro is launching a 'Pay Later' debtor management pilot for business clients with the aim of securing trust in online B2B transactions. FinTech La Banque Postale enters exclusive negotiations with BNP Paribas to develop innovative mobility solutions News Team Thursday, December 12, 2024 12:00 am http://europe.managersofwealth.com/article/120492/la-banque-postale-enters-exclusive-negotiations-with-bnp-paribas-to-develop-innovative-mobility-solutions The two banking groups ambition to make this platform accessible to all retail customers of La Banque Postale by early 2026. FinTech How impactful has open banking been to WealthTech? News Aggregation Team Wednesday, December 11, 2024 12:00 am http://europe.managersofwealth.com/article/120451/how-impactful-has-open-banking-been-to-wealthtech The aim was to create greater competition in the market and help new payment services enter the market. FinTech TILLIT removes Ninety One and Janus Henderson funds from platform News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120657/tillit-removes-ninety-one-and-janus-henderson-funds-from-platform While mergers do not automatically lead to removal, the significant shift in investment strategy and geographic focus triggered a review by our Fund Selection Team. Alternative Investments Natixis reshuffles investment management business News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120661/natixis-reshuffles-investment-management-business Natixis Investment Management will take a 51% share in Vega IS capital, currently entirely held by Natixis Wealth Management. Alternative Investments Parmenion breaks into open banking services via Natwest tie-up News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120626/parmenion-breaks-into-open-banking-services-via-natwest-tie-up With the help of their adviser, clients will be able to make top-up payments directly from their bank accounts. Alternative Investments Fast-tracked business exits, skills shortages and increased complexity trigger business outsourcing boom News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120631/fast-tracked-business-exits-skills-shortages-and-increased-complexity-trigger-business-outsourcing-boom Business owners plan to increase their use of outsourcing services over the next year, according to research* carried out by Evelyn Partners. Alternative Investments The dramatically changing face of the portfolio construction News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120635/the-dramatically-changing-face-of-the-portfolio-construction Financial advisers building client portfolios, or acting as de facto PMs Alternative Investments Spain Hires Bank of America for CaixaBank Trading Plan News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120589/spain-hires-bank-of-america-for-caixabank-trading-plan Spain has trailed other European countries over the past two years in selling down stakes in the banking sector held since the financial crisis. Alternative Investments T. Rowe Price to adopt ‘sustainability impact’ label for two funds News Aggregation Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120592/t-rowe-price-to-adopt-amplsquosustainability-impactamprsquo-label-for-two-funds The two funds are the T. Rowe Price OEIC Global Impact Credit and T. Rowe Price OEIC Global Impact Equity funds. Alternative Investments Preply's European headquarters moves to "B97" in Barcelona News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120593/preplyamp039s-european-headquarters-moves-to-ampquotb97ampquot-in-barcelona This was announced by Commerz Real, whose real estate fund hausInvest owns the office complex at Calle Badajoz 97. Alternative Investments Fifth of advisers use AI transcription services for client meetings News Aggregation Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120598/fifth-of-advisers-use-ai-transcription-services-for-client-meetings The practice of using AI at meetings saves businesses time and may improve both accuracy and readability for clients. Alternative Investments Cromwell EREIT enters into new loan to refinance debt News Aggregation Team Tuesday, December 17, 2024 12:00 am http://europe.managersofwealth.com/article/120560/cromwell-ereit-enters-into-new-loan-to-refinance-debt The REIT will repay a loan for three office assets in the Netherlands. Alternative Investments ABN AMRO notes dismissal decision by Public Prosecution after probe into former directors News Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120616/abn-amro-notes-dismissal-decision-by-public-prosecution-after-probe-into-former-directors This decision brings to an end a long period of uncertainty for those involved, and we sympathize with the relief they and their families are now experiencing. Investment Banking L&G sets Lifetime Advantage Funds as new default strategy for contract-based DC clients News Team Tuesday, December 17, 2024 12:00 am http://europe.managersofwealth.com/article/120580/lampampg-sets-lifetime-advantage-funds-as-new-default-strategy-for-contract-based-dc-clients Innovative default design delivers higher private markets exposure, with the aim of boosting member outcomes in retirement. Investment Banking Project finance in Spain: focus on energy and infrastructure News Team Monday, December 16, 2024 12:00 am http://europe.managersofwealth.com/article/120536/project-finance-in-spain-focus-on-energy-and-infrastructure Intesa Sanpaolo is among the top 10 banks in EMEA Europe Investment Banking Crédit Agricole Strengthens Stake in Banco BPM Amid Italian Banking Reshuffle News Aggregation Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120525/crampeacutedit-agricole-strengthens-stake-in-banco-bpm-amid-italian-banking-reshuffle Crédit Agricole, which is already Banco BPM’s largest shareholder, framed the stake increase as part of its long-term investment and partnership strategy. Investment Banking Santander and Pemberton agree strategic partnership to launch Invensa, a global inventory management and solutions platform News Team Thursday, December 05, 2024 12:00 am http://europe.managersofwealth.com/article/120339/santander-and-pemberton-agree-strategic-partnership-to-launch-invensa-a-global-inventory-management-and-solutions-platform Santander CIB and Pemberton launch Invensa to bring innovative inventory solutions to a $1trn and growing market Investment Banking Deutsche Bank CEO says German economy needs 'urgent' action News Aggregation Team Thursday, December 05, 2024 12:00 am http://europe.managersofwealth.com/article/120352/deutsche-bank-ceo-says-german-economy-needs-amp039urgentamp039-action The German economy has been dogged by intensifying competition from abroad, weak demand and an industrial slowdown. Investment Banking Commerzbank CEO says Europe needs bigger banks, but conditions not right News Aggregation Team Thursday, December 05, 2024 12:00 am http://europe.managersofwealth.com/article/120354/commerzbank-ceo-says-europe-needs-bigger-banks-but-conditions-not-right Orlopp said Commerzbank would explore options with any shareholder, including UniCredit, but was yet to receive a proposal. Investment Banking Investment bank Cavendish to open Manchester office after signing Gary Neville deal News Aggregation Team Friday, November 22, 2024 12:00 am http://europe.managersofwealth.com/article/120079/investment-bank-cavendish-to-open-manchester-office-after-signing-gary-neville-deal The news comes after the investment bank reported a jump in dealmaking fees and said more IPOs could be on the way as it returned to profitability. Investment Banking The curse of becoming the global head of fixed income trading at UBS News Aggregation Team Friday, November 22, 2024 12:00 am http://europe.managersofwealth.com/article/120101/the-curse-of-becoming-the-global-head-of-fixed-income-trading-at-ubs Newman is seemingly not doing so of his own volition, but UBS isn't commenting on his exit, and nor is Newman himself, making it possible that he simply has a better job at a hedge fund. Investment Banking Intesa Sanpaolo is the eurozone’s leading bank for shareholder value creation News Team Thursday, November 21, 2024 12:00 am http://europe.managersofwealth.com/article/120065/intesa-sanpaolo-is-the-eurozoneamprsquos-leading-bank-for-shareholder-value-creation This reflects the combined growth in share value and dividend distributions since 1 January 2014. Investment Banking What are some of the current challenges for mental health in the workplace? News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120499/what-are-some-of-the-current-challenges-for-mental-health-in-the-workplace In today’s corporate environment, the term "mental health" is increasingly being discussed Comment, Analysis & Research Tech drives young people to better savings habits News Aggregation Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120641/tech-drives-young-people-to-better-savings-habits But younger savers do need more support Comment, Analysis & Research Wealth manager Q&A with PortfolioMetrix’s Alex Funk: Model project News Aggregation Team Thursday, December 19, 2024 12:00 am http://europe.managersofwealth.com/article/120613/wealth-manager-qampampa-with-portfoliometrixamprsquos-alex-funk-model-project The CIO has witnessed the adoption of model portfolios reshape the investment landscape but believes there is still work to be done Comment, Analysis & Research Preparing portfolios for the coming decade News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120586/preparing-portfolios-for-the-coming-decade Equities should continue to deliver solid returns, although they may struggle to match the exceptional run they have enjoyed for the past decade. Comment, Analysis & Research 12 financial planning tips for 2025 News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120588/12-financial-planning-tips-for-2025 There is an opportunity to stake stock and address some of those financial ideas and concerns that might have niggling at you through the year. Comment, Analysis & Research UK labour market holds steady despite difficult economic headwinds News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120590/uk-labour-market-holds-steady-despite-difficult-economic-headwinds Recent data from recruitment firms, such as Reed, still points to weakening demand for labour, with job vacancies continuing their downward trend. Comment, Analysis & Research Inflation increases but likely a reflection of base effects from last year News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120597/inflation-increases-but-likely-a-reflection-of-base-effects-from-last-year This suggests the year-on-year rise is less about a resurgence in inflationary pressures and more a reflection of base effects from the previous year. Comment, Analysis & Research FCA finds two-thirds of young investors take less than 24 hours to make investment decisions News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120605/fca-finds-two-thirds-of-young-investors-take-less-than-24-hours-to-make-investment-decisions The survey, which polled 2,000 UK investors aged 18 to 40, found that two-thirds (66%) make investment decisions in less than a day Comment, Analysis & Research Saltus Research: 40% of UK High Net Worth Individuals Currently Hold Cryptocurrency Assets News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120606/saltus-research-40-of-uk-high-net-worth-individuals-currently-hold-cryptocurrency-assets The Saltus research found that HNWIs who have not taken financial advice are far less likely to consider crypto. Comment, Analysis & Research Follow the money News Team Tuesday, December 17, 2024 12:00 am http://europe.managersofwealth.com/article/120563/follow-the-money With the economy slowing and the outlook gloomy, how can we explain the boom in the European credit bond market? Comment, Analysis & Research Five top tax-saving tips for 2025 News Team Friday, December 20, 2024 12:00 am http://europe.managersofwealth.com/article/120640/five-top-tax-saving-tips-for-2025 These are our five top tax-saving tips for 2025 to help you make the most of your money. Tax Taxing times ahead for the UK News Team Wednesday, December 18, 2024 12:00 am http://europe.managersofwealth.com/article/120591/taxing-times-ahead-for-the-uk Regulations in the early 2000s placing a legal obligation on some pension schemes to match liabilities accelerated the flight away from UK equities. Tax Taxation of Ultra-high-net-worth individuals News Aggregation Team Monday, December 16, 2024 12:00 am http://europe.managersofwealth.com/article/120534/taxation-of-ultra-high-net-worth-individuals The hearing will address public concerns about fairness and the need for tax policies that promote equitable economic growth. Tax 5 tax hacks: how to make financial gifts without a big tax bill News Aggregation Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120514/5-tax-hacks-how-to-make-financial-gifts-without-a-big-tax-bill Giving lifetime gifts can be a smart way to reduce your Inheritance Tax (IHT) bill, but gift-givers need to take care. Tax Tax rises for Charities in the UK following the October Budget Announcement News Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120515/tax-rises-for-charities-in-the-uk-following-the-october-budget-announcement The uplift comes amidst other pressures facing the charities sector, including a 6.7% rise in the national living wage effective from 1 April 2025. Tax Autumn Budget 2024: what trustees need to know News Team Thursday, December 12, 2024 12:00 am http://europe.managersofwealth.com/article/120487/autumn-budget-2024-what-trustees-need-to-know The new regime will therefore bring a number of existing “excluded property” trusts within the scope of UK IHT for the first time. Tax Clear tax roadmap essential for effective FCA targeted support for pension savers News Team Thursday, December 12, 2024 12:00 am http://europe.managersofwealth.com/article/120497/clear-tax-roadmap-essential-for-effective-fca-targeted-support-for-pension-savers Targeted support, as suggested by the FCA, has the potential to act as a stepping stone towards full advice while providing information that feels more relevant to people than generic guidance. Tax Income tax will be frozen until 2026, Finance Secretary promises News Aggregation Team Thursday, December 05, 2024 12:00 am http://europe.managersofwealth.com/article/120358/income-tax-will-be-frozen-until-2026-finance-secretary-promises Shona Robison said more people will also be pulled into paying lower rates of tax as thresholds increase by around double the rate of inflation. Tax Record Post-Budget inflows to equity funds as Investors avoid the tax hikes News Team Wednesday, December 04, 2024 12:00 am http://europe.managersofwealth.com/article/120332/record-post-budget-inflows-to-equity-funds-as-investors-avoid-the-tax-hikes After October’s record outflows, prompted by fears, subsequently justified, that the Chancellor would hike capital gains tax, Tax Wealthy families shuffle towards UK exit door News Aggregation Team Thursday, November 28, 2024 12:00 am http://europe.managersofwealth.com/article/120197/wealthy-families-shuffle-towards-uk-exit-door New rules on resident non-doms (RND) announced in the UK Budget have created material uncertainty and could end up having counter-intuitive implications for the government. Tax Bank of America Taps Adviser for Potential London Office Move News Aggregation Team Thursday, December 12, 2024 12:00 am http://europe.managersofwealth.com/article/120477/bank-of-america-taps-adviser-for-potential-london-office-move The hiring of the adviser is the first step in what would be a multiyear process should BofA decide to relocate. Retail Banking Atom bank saves high street borrower with five-day mortgage turnaround News Aggregation Team Wednesday, December 11, 2024 12:00 am http://europe.managersofwealth.com/article/120449/atom-bank-saves-high-street-borrower-with-five-day-mortgage-turnaround The case was brought to Atom bank after a high street lender had failed the broker and client involved over a three month period. Retail Banking Nykredit Realkredit to acquire Spar Nord Bank for $3.5bn News Aggregation Team Wednesday, December 11, 2024 12:00 am http://europe.managersofwealth.com/article/120471/nykredit-realkredit-to-acquire-spar-nord-bank-for-35bn The mortgage lender has decided to buy shares of Spar Nord Bank for $29.5 each. Retail Banking Unwelcome in Germany, UniCredit CEO zeroes in on Italy News Aggregation Team Monday, December 02, 2024 12:00 am http://europe.managersofwealth.com/article/120254/unwelcome-in-germany-unicredit-ceo-zeroes-in-on-italy Its announcement in September prompted backlash from politicians, industry and unions. Retail Banking Santander urges caution as scammers cheat sports fans out of £240,000 in ticket fraud News Aggregation Team Friday, November 29, 2024 12:00 am http://europe.managersofwealth.com/article/120240/santander-urges-caution-as-scammers-cheat-sports-fans-out-of-amppound240000-in-ticket-fraud Ticket scams happen when a scammer sells a fake ticket for an event to an unsuspecting customer, or a ticket that never existed in the first place. Retail Banking Capco partners with Natwest for connectivity changes News Aggregation Team Monday, November 25, 2024 12:00 am http://europe.managersofwealth.com/article/120103/capco-partners-with-natwest-for-connectivity-changes NatWest’s partnership with Capco has already helped the bank improve customer experiences, and comply with UK and European regulatory payment standards Retail Banking German minister sees UniCredit ditching Commerzbank tie-up plans News Aggregation Team Monday, November 25, 2024 12:00 am http://europe.managersofwealth.com/article/120110/german-minister-sees-unicredit-ditching-commerzbank-tie-up-plans Commerzbank’s management, employees and German Chancellor Olaf Scholz have voiced opposition to a takeover, but at least one big investor and some business leaders favour talks. Retail Banking Bank lending to return to growth in 2024 despite inflationary pressures News Aggregation Team Friday, November 22, 2024 12:00 am http://europe.managersofwealth.com/article/120098/bank-lending-to-return-to-growth-in-2024-despite-inflationary-pressures Total bank lending to UK businesses and households is forecast to return to growth this year Retail Banking Nationwide, NatWest, Lloyds and Santander customers alerted to £258 payment News Aggregation Team Monday, November 18, 2024 12:00 am http://europe.managersofwealth.com/article/119974/nationwide-natwest-lloyds-and-santander-customers-alerted-to-amppound258-payment Customers with some of the more established high street banks may find they can get a better deal with one of these banks. Retail Banking Access Bank UK expands footprint with Hong Kong branch News Aggregation Team Friday, November 15, 2024 12:00 am http://europe.managersofwealth.com/article/119934/access-bank-uk-expands-footprint-with-hong-kong-branch The launch of the Hong Kong branch establishes Access Bank UK 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 ABN AMRO’s Dow Jones Sustainability Index score improved News Team Tuesday, December 17, 2024 12:00 am http://europe.managersofwealth.com/article/120561/abn-amroamprsquos-dow-jones-sustainability-index-score-improved The gain is largely driven by formalising our approach work to promote financial inclusion. Planet SOS 2024 Impact Report: Environment and net-zero strategy News Team Monday, December 16, 2024 12:00 am http://europe.managersofwealth.com/article/120539/2024-impact-report-environment-and-net-zero-strategy At LGT, the Princely Family have made an ambitious commitment to reach net-zero by 2030, both across LGT’s operations and own investments. Planet SOS Reflections on COP29 and attitudes to natural capital News Aggregation Team Friday, December 13, 2024 12:00 am http://europe.managersofwealth.com/article/120507/reflections-on-cop29-and-attitudes-to-natural-capital Not only is this essential for the prosperity of our planet, but it also presents economic opportunities in driving growth, creating jobs and ensuring energy security Planet SOS Schroders adds to list of UK funds adopting sustainability labels News Aggregation Team Tuesday, December 10, 2024 12:00 am http://europe.managersofwealth.com/article/120417/schroders-adds-to-list-of-uk-funds-adopting-sustainability-labels The asset manager is the latest company to firm up its plans to label funds under the UK’s financial regulator’s new regime, which is starting to gain traction. Planet SOS Luxembourg’s ESG funds rebound, led by retail investors News Aggregation Team Tuesday, December 10, 2024 12:00 am http://europe.managersofwealth.com/article/120420/luxembourgamprsquos-esg-funds-rebound-led-by-retail-investors Retail investors played a key role in driving ESG fund inflows, contributing €12.6 billion in net flows to ESG Ucits funds during H1 2024. Planet SOS Plastic Packaging Tax (PPT) update – response to consultation on chemically recycled content News Team Tuesday, December 10, 2024 12:00 am http://europe.managersofwealth.com/article/120445/plastic-packaging-tax-ppt-update-ampndash-response-to-consultation-on-chemically-recycled-content HMRC confirms a mass balance approach for measuring chemically recycled content eligible for relief from PPT. Planet SOS Elyse Energy secures c. EUR120 million from Hy24, PGGM, Bpifrance and Mirova News Team Thursday, December 05, 2024 12:00 am http://europe.managersofwealth.com/article/120344/elyse-energy-secures-c-eur120-million-from-hy24-pggm-bpifrance-and-mirova Elyse Energy has a diversified portfolio of projects producing sustainable aviation fuels and e-methanol in France and the Iberian Peninsula. Planet SOS Qatar to invest $1.3bln in climate technology in Britain News Aggregation Team Wednesday, December 04, 2024 12:00 am http://europe.managersofwealth.com/article/120308/qatar-to-invest-13bln-in-climate-technology-in-britain The investment is expected to create thousands of jobs and launch climate technology hubs in both countries to accelerate development of climate-friendly technologies Planet SOS Electric cars and strategic competition; stay selective News Team Wednesday, December 04, 2024 12:00 am http://europe.managersofwealth.com/article/120325/electric-cars-and-strategic-competition-stay-selective The shift to electric vehicles (EVs) was supposed to be swift, but is proving complex. Planet SOS klimaVest acquires its first wind farm in Ireland News Team Tuesday, December 03, 2024 12:00 am http://europe.managersofwealth.com/article/120290/klimavest-acquires-its-first-wind-farm-in-ireland The farm has been in operation since the end of September 2024 and is located about 90 minutes by car west of Dublin. Planet SOS