Managers of Wealth - Europe http://europe.managersofwealth.com/ Mon, 23 Feb 2026 22:34:56 GMT part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Stone Point Capital invests in UK wealth manager Amber River News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128348/stone-point-capital-invests-in-uk-wealth-manager-amber-river Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager. Wealth and Asset Management Consumer Duty 2.0: what wealth managers and PE need to know News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128350/consumer-duty-20-what-wealth-managers-and-pe-need-to-know For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk. Wealth and Asset Management UBS’ DPM Platform Crosses Key Milestone News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128351/ubsamprsquo-dpm-platform-crosses-key-milestone In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile. Wealth and Asset Management SIX and Piraeus Bank unveil direct post-trade access model News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128352/six-and-piraeus-bank-unveil-direct-post-trade-access-model Under this model, SIX assumes the role of a direct participant at Hellenic Central Securities Depository (ATHEXCSD), enabling the safekeeping of Greek equity instruments directly at the central securities depository. Wealth and Asset Management Allfunds Strengthens its Data Framework Through Strategic Collaboration with MSCI News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128357/allfunds-strengthens-its-data-framework-through-strategic-collaboration-with-msci The collaboration will allow Allfunds clients to leverage MSCI’s market-leading data and analytical insights. Wealth and Asset Management Schroders chief executive vows to keep Cazenove Capital News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128358/schroders-chief-executive-vows-to-keep-cazenove-capital But Oldfield, who secured the top job in October 2024, said there was “absolutely no reason to think” Cazenove would be sold. Wealth and Asset Management The future of private banking News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128359/the-future-of-private-banking For decades, the value proposition of private banking was clear: access to exclusive investment opportunities and superior portfolio management. Wealth and Asset Management Fragmentation and the new World Order: investing in an era of power politics News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128369/fragmentation-and-the-new-world-order-investing-in-an-era-of-power-politics In a world characterised by “profound transitions,” he underscored the importance of long-term thinking and reaffirmed Lombard Odier’s promise of continuity and stability. Wealth and Asset Management “Wealth management in 2030: less friction, more human interaction” News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128370/ampldquowealth-management-in-2030-less-friction-more-human-interactionamprdquo Ananda Kautz, member of the management board at the Luxembourg Bankers’ Association (ABBL), will share her vision of wealth management in 2030. Wealth and Asset Management Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128322/cross-border-wealth-management-and-tax-planning-for-us-and-uk-expats-in-poland Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively. Wealth and Asset Management Nicoletta Basso appointed Branch Manager of Utmost Luxembourg’s Italian branch News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128353/nicoletta-basso-appointed-branch-manager-of-utmost-luxembourgamprsquos-italian-branch Nicoletta brings over six years of experience at Utmost as Tax and Legal Counsel – Italy, working alongside the Sales team to advise HNW and UHNW clients as well as business partners. Executive Moves Evelyn Partners strengthens teams with senior planning hires News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128356/evelyn-partners-strengthens-teams-with-senior-planning-hires The appointments are intended to enhance the firm’s ‘total wealth management’ advice model, under which clients are supported jointly by a financial planner and an investment manager. Executive Moves NatWest finalises its leadership team with latest senior hire ahead of Venture Banking launch News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128360/natwest-finalises-its-leadership-team-with-latest-senior-hire-ahead-of-venture-banking-launch The appointment marks the latest addition to the team led by Jenny Edwards, ahead of the launch of NatWest Venture Banking this April Executive Moves Rothschild & Co hires Joelle Tarrant and Luke Hedley News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128367/rothschild-ampamp-co-hires-joelle-tarrant-and-luke-hedley They will be based in London. Executive Moves Kate Magee strengthens A&M Irish restructuring practice News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128368/kate-magee-strengthens-aampampm-irish-restructuring-practice Magee brings over 15 years of experience in corporate recovery Executive Moves Rabobank names Caroline Oosterbaan as new CEO News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128373/rabobank-names-caroline-oosterbaan-as-new-ceo Mark Weissing is stepping down after more than 20 years with Rabobank. Executive Moves The Board of Directors of CaixaBank proposes to the Annual General Shareholders’ Meeting the re-election of Tomás Muniesa as a director News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128325/the-board-of-directors-of-caixabank-proposes-to-the-annual-general-shareholdersamprsquo-meeting-the-re-election-of-tomampaacutes-muniesa-as-a-director The proposed composition of the Company’s Board of Directors maintains the same structure, with 15 members, of whom 10 — representing 67% of the total — are independent directors Executive Moves Boston Multi Family Office Announces the Appointment of Head of Compliance News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128326/boston-multi-family-office-announces-the-appointment-of-head-of-compliance He is a Certified Money Laundering Reporting Officer and holds a Diploma in Anti-Money Laundering from the International Compliance Association. Executive Moves LGT appoints Europe CIO News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128330/lgt-appoints-europe-cio Philipp Lisibach takes on the role in addition to leading an investment strategy and themes team. Executive Moves Private bank hands senior role to rated fund manager News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128331/private-bank-hands-senior-role-to-rated-fund-manager Piguet Galland promotes Daniel Steck to head of equity research. Executive Moves Influencers fined for issuing unauthorised financial promotions News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128364/influencers-fined-for-issuing-unauthorised-financial-promotions These influencers betrayed the trust of those who followed them. Legal, Regulation & Compliance Statement on notifications relating to admissions to trading and recent changes to the UK Listing Rules News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128329/statement-on-notifications-relating-to-admissions-to-trading-and-recent-changes-to-the-uk-listing-rules The policy intention was to support transparency in a proportionate manner by enabling issuers to group admissions occurring within a 60-day period into a single notification. Legal, Regulation & Compliance EU and UK Strike Deal to Strengthen Banks’ Digital Resilience News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128299/eu-and-uk-strike-deal-to-strengthen-banksamprsquo-digital-resilience The agreement sets rules for banks to manage digital risks and third-party providers Legal, Regulation & Compliance Tribunal upholds bans and fines for reckless adviser and fund manager News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128300/tribunal-upholds-bans-and-fines-for-reckless-adviser-and-fund-manager The FCA intervened in 2016 to protect consumers, stopping the pensions business of Synergy and Westbury. Both firms subsequently went into liquidation and were dissolved. Legal, Regulation & Compliance PRA rule changes to accommodate HM Treasury’s Overseas Prudential Requirements Regime News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128308/pra-rule-changes-to-accommodate-hm-treasuryamprsquos-overseas-prudential-requirements-regime The consultation paper will explain if responses will be shared with other organisations (for example, the Financial Conduct Authority). Legal, Regulation & Compliance CP3/26 – PRA rule changes to accommodate HM Treasury’s Overseas Prudential Requirements Regime News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128310/cp326-ampndash-pra-rule-changes-to-accommodate-hm-treasuryamprsquos-overseas-prudential-requirements-regime The consultation paper will explain if responses will be shared with other organisations Legal, Regulation & Compliance ECB welcomes extension of Frank Elderson’s term as Vice-Chair of the Supervisory Board News Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128283/ecb-welcomes-extension-of-frank-eldersonamprsquos-term-as-vice-chair-of-the-supervisory-board Frank Elderson’s term of office as Vice-Chair of ECB’s Supervisory Board extended until end of his term as ECB Executive Board member Legal, Regulation & Compliance ECB fines Crédit Agricole for failing to address climate risk News Aggregation Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128284/ecb-fines-crampeacutedit-agricole-for-failing-to-address-climate-risk The central bank issued its first climate fine against Spanish bank Abanca in November for also failing to meet a material assessment deadline. Legal, Regulation & Compliance Emerald Advisory files legal action against Emerald Fund News Aggregation Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128293/emerald-advisory-files-legal-action-against-emerald-fund The legal action relates to outstanding claims arising from the cooperation between the parties. Legal, Regulation & Compliance FCA fines former chief executive of Carillion plc (in liquidation) News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128265/fca-fines-former-chief-executive-of-carillion-plc-in-liquidation The fine was imposed after Mr Howson withdrew his challenge to the FCA’s decision. Legal, Regulation & Compliance Starling Bank’s SaaS business expands to fourth country News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128362/starling-bankamprsquos-saas-business-expands-to-fourth-country Engine by Starling is one of the company's fastest-growing revenue drivers FinTech How can wealth managers balance AI innovation with cybersecurity? News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128323/how-can-wealth-managers-balance-ai-innovation-with-cybersecurity Nevertheless, AI remains the largest area of investment. FinTech Hoxton Wealth app hits $10bn in assets News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128301/hoxton-wealth-app-hits-10bn-in-assets The app now has 13,500 regular users worldwide, the majority of who are based in Europe, the Middle East and North America FinTech UBP to build digital asset team News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128312/ubp-to-build-digital-asset-team The Geneva-headquartered private banking group could launch crypto investment solutions later this year. FinTech Pimfa WealthTech and Morningstar launch AI tech sprint News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128247/pimfa-wealthtech-and-morningstar-launch-ai-tech-sprint Participants will demonstrate how their tech solution leverages AI to create measurable business impact and improve problem solving. FinTech If you’re not exploring digital identity, you’re already behind. News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128248/if-youamprsquore-not-exploring-digital-identity-youamprsquore-already-behind The regulation sets the standards and obligations, while the wallet is the practical app citizens and businesses will use every day. FinTech Bank of Beirut UK Goes Live with Temenos Core and Payments to Accelerate Corporate Banking Growth News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128257/bank-of-beirut-uk-goes-live-with-temenos-core-and-payments-to-accelerate-corporate-banking-growth Temenos’ unified banking platform enables the Bank of Beirut to scale trade finance and deliver faster, more efficient banking services FinTech Building a Composable Data & AI Ecosystem: Objectway and BEI on Driving Value Creation News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128259/building-a-composable-data-ampamp-ai-ecosystem-objectway-and-bei-on-driving-value-creation The workshop was based on BEI’s applied research within the Competence Center for Future Financial Services. FinTech Can AI Be Used To Give Financial Advice? News Team Tuesday, February 17, 2026 12:00 am http://europe.managersofwealth.com/article/128263/can-ai-be-used-to-give-financial-advice This comes despite warnings from some experts that seeking financial advice from AI can pose serious risks, with chatbots potentially delivering inaccurate and misleading advice. FinTech HSBC Orion awarded DIGIT platform mandate News Team Friday, February 13, 2026 12:00 am http://europe.managersofwealth.com/article/128196/hsbc-orion-awarded-digit-platform-mandate The UK is a home market for us and the sixth largest economy in the world. FinTech Use your full pension allowance, make the most of tax relief, and consider bonus sacrifice - Standard Life shares top tips to make pensions work harder this tax year end News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128361/use-your-full-pension-allowance-make-the-most-of-tax-relief-and-consider-bonus-sacrifice-standard-life-shares-top-tips-to-make-pensions-work-harder-this-tax-year-end They reset annually, so it’s important not to leave money on the table. Alternative Investments Carmignac expands private markets offering with Eltif News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128371/carmignac-expands-private-markets-offering-with-eltif The strategy builds on Carmignac Private Evergreen, launched in May 2024 for professional investors. Alternative Investments Global macro drives hedge fund performance surge: Citco News Aggregation Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128372/global-macro-drives-hedge-fund-performance-surge-citco The industry recorded its tenth consecutive positive month, with a weighted average return of 0.9%. Alternative Investments Getting fit for the future The potential and pitfalls of LGPS reform News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128327/getting-fit-for-the-future-the-potential-and-pitfalls-of-lgps-reform The recent Fit for the Future consultation sought to address these issues. Alternative Investments Diverging 2026 rates to create selective European duration opportunities: BNY News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128328/diverging-2026-rates-to-create-selective-european-duration-opportunities-bny Euro-area growth will be supported by higher fiscal spending, driven in part by Germany’s push into defence and infrastructure. Alternative Investments ING Strengthens Its Position in The Swiss Market News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128334/ing-strengthens-its-position-in-the-swiss-market As geopolitical uncertainty and trade policy disruptions become the new normal, ING continues to deliver on its growth ambition in Switzerland. Alternative Investments Passive investing boom pressures active managers: Morningstar News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128336/passive-investing-boom-pressures-active-managers-morningstar The report, which compared active funds with passive counterparts across European, Asian and African Morningstar categories, found European investors rotated away from US equities toward European and emerging markets during the year while increasing alloc Alternative Investments Amber River acquired by PE firm Stone Point Capital News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128338/amber-river-acquired-by-pe-firm-stone-point-capital The transaction is expected to close this summer, and Penta Capital will retain a stake in the business Alternative Investments British Business Bank commits £60m to NorthEdge investment fund News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128342/british-business-bank-commits-amppound60m-to-northedge-investment-fund Fund will focus on SMEs in nations and regions of the UK Alternative Investments LSEG and Standard Chartered announce multi-year collaboration News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128318/lseg-and-standard-chartered-announce-multi-year-collaboration LSEG today announced a multi-year collaboration with Standard Chartered that will enable the Bank to adopt LSEG’s multi-asset class data, news and analytics at enterprise scale, with consistent rights management and delivery. The multi-year agreeme Alternative Investments Global Finance Names The World’s Best Investment Banks 2026 News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128317/global-finance-names-the-worldamprsquos-best-investment-banks-2026 This year, for the first time, Global Finance has chosen Sector Award Winners by Region where outstanding organizations deserved recognition Investment Banking Santander UK to redeem £450 million perpetual capital securities News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128319/santander-uk-to-redeem-amppound450-million-perpetual-capital-securities Any distributions previously cancelled in accordance with the securities’ terms will remain excluded from payment. Investment Banking Crédit Agricole CIB Pioneers Acceptance of Multi-currency Chinese Sovereign Bonds as Derivatives Collateral News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128177/crampeacutedit-agricole-cib-pioneers-acceptance-of-multi-currency-chinese-sovereign-bonds-as-derivatives-collateral The initiative enables Crédit Agricole CIB to accept multi-currency (CNH, USD, and EUR) Chinese sovereign bonds custodied at Clearstream and Euroclear as eligible collateral for initial margin requirements. Investment Banking The European Investment Bank (EIB) and BBVA sign two agreements to boost green finance News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128187/the-european-investment-bank-eib-and-bbva-sign-two-agreements-to-boost-green-finance The first agreement is an EIB guarantee facility of up to EUR 380 million to support sustainable projects. Investment Banking Santander, global leader in export finance for fourth year running News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128188/santander-global-leader-in-export-finance-for-fourth-year-running The Group held on to the number one spot with a total volume of USD 18.2 billion and an international market share of 14.5%. Investment Banking French central bank sees first quarter growth of 0.2-0.3% News Aggregation Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128195/french-central-bank-sees-first-quarter-growth-of-02-03 The Bank of France said industrial output strengthened again in January Investment Banking BBVA CIB Posts A Record 2025: €6,558 Million In Revenues News Team Thursday, February 05, 2026 12:00 am http://europe.managersofwealth.com/article/128055/bbva-cib-posts-a-record-2025-ampeuro6558-million-in-revenues Between January and December 2025, BBVA CIB channeled close to €68,000 million in sustainable business Investment Banking Société Générale to lay off 1,800 employees in France News Aggregation Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127829/sociampeacutetampeacute-gampeacutenampeacuterale-to-lay-off-1800-employees-in-france The bank is looking to avoid large job cut programmes that have high redundancy payouts and leave gaps in staff and instead will pursue the job cuts through voluntary leave or retirement. Investment Banking Deutsche Börse Group and Allfunds Group Sign Agreement on Recommended Acquisition of Allfunds Group News Team Thursday, January 22, 2026 12:00 am http://europe.managersofwealth.com/article/127781/deutsche-bampoumlrse-group-and-allfunds-group-sign-agreement-on-recommended-acquisition-of-allfunds-group Allfunds and Deutsche Börse Group’s Fund Services segment show strong complementarity across product suites, client bases, partners, and core markets, supporting an expanded and integrated fund services offering Investment Banking World-Leading CEOs will gather in Oslo for NBIM Investment Conference in April News Team Friday, January 16, 2026 12:00 am http://europe.managersofwealth.com/article/127689/world-leading-ceos-will-gather-in-oslo-for-nbim-investment-conference-in-april Jamie Dimon, Kenneth Griffin and Ajay Banga are among top executives exploring "What's a winning culture?" at NBIM’s annual Investment Conference in April. Investment Banking Why we’re optimistic about emerging markets News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128347/why-weamprsquore-optimistic-about-emerging-markets Emerging market equities could deliver faster earnings growth and exposure to the artificial intelligence theme. Comment, Analysis & Research The journey to the bank branch: How far is too far? News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128365/the-journey-to-the-bank-branch-how-far-is-too-far Despite the ongoing decline in the number of bank branches, the still high branch density means there is still room for further closures. Comment, Analysis & Research Fall in healthy life expectancy raises concerns about rising state pension ages News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128337/fall-in-healthy-life-expectancy-raises-concerns-about-rising-state-pension-ages The news has raised concerns about the possible impact of rising state pension ages. Comment, Analysis & Research Healthy life expectancy fall prompts later life income concerns News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128344/healthy-life-expectancy-fall-prompts-later-life-income-concerns While life expectancy saw a small increase, healthy life expectancy at birth for men and women fell to its lowest level since the ONS started collecting data on healthy life expectancy in 2011-13. Comment, Analysis & Research European Fund Distribution in 2026: A Quiet Revolution News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128295/european-fund-distribution-in-2026-a-quiet-revolution While the waters surrounding European fund distribution may appear calm, they are far from empty. Here, we explore what lies beneath and how this may drive potential changes ahead. Comment, Analysis & Research Christine Lagarde will advance her departure from the ECB. First reactions from the management companies News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128311/christine-lagarde-will-advance-her-departure-from-the-ecb-first-reactions-from-the-management-companies Lagarde may leave before 2027, opening the race to lead the ECB. Comment, Analysis & Research UK businesses see home market as best place to start, scale and grow News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128314/uk-businesses-see-home-market-as-best-place-to-start-scale-and-grow While economic uncertainty remains the greatest challenge businesses are facing, confidence in the UK is resilient. Comment, Analysis & Research Coutts’ Prime Property Index Highlights Exceptional Value in Central London News Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128271/couttsamprsquo-prime-property-index-highlights-exceptional-value-in-central-london Prime London buyers gain rare value opportunities, with prices 10.3% below peak and widespread discounts driving a highly negotiable market. Comment, Analysis & Research AJ Bell Custody Solutions automates intelliflo valuations via FINIO News Aggregation Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128277/aj-bell-custody-solutions-automates-intelliflo-valuations-via-finio This integration gives firms the consistency they expect and removes another part of the manual workload that can slow down client data administration. Comment, Analysis & Research A new chapter opens with the Maxi Edmond de Rothschild News Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128288/a-new-chapter-opens-with-the-maxi-edmond-de-rothschild The stars aligned today and everything ran like clockwork! Comment, Analysis & Research US Tax on a UK Pension Lump Sum: Rates, Reporting, and Mitigation Strategies News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128349/us-tax-on-a-uk-pension-lump-sum-rates-reporting-and-mitigation-strategies This risk is often more pronounced if no UK tax is withheld, in which case no foreign tax credit (FTC) may be available. Tax KPMG UK comments on today’s public finances data News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128354/kpmg-uk-comments-on-todayamprsquos-public-finances-data “Weaker growth could chip away at Chancellor’s headroom” says Dennis Tatarkov, Senior Economist at KPMG UK Tax CGT tax take soars as higher rates and lower annual exemption bite News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128335/cgt-tax-take-soars-as-higher-rates-and-lower-annual-exemption-bite There is usually an annual uplift in CGT take in January, but this jump may be suggestive of post budget selling after Rachel Reeves opted not to make further changes. Tax Could you turbo-charge your pension before the tax-year end? News Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128287/could-you-turbo-charge-your-pension-before-the-tax-year-end Pension tax relief remains a crucial benefit for the UK’s earners and savers, and the end of the tax year on 5 April forms a deadline for those looking to top up their retirement pots. Tax Thousands face inheritance tax crackdown as HMRC collects £246million in underpayments News Aggregation Team Monday, February 16, 2026 12:00 am http://europe.managersofwealth.com/article/128233/thousands-face-inheritance-tax-crackdown-as-hmrc-collects-amppound246million-in-underpayments This multi-agency approach allows officials to verify property details and asset declarations against independent data sources. Tax Guide: How will HMRC tax digitisation impact freelancers? News Aggregation Team Friday, February 13, 2026 12:00 am http://europe.managersofwealth.com/article/128206/guide-how-will-hmrc-tax-digitisation-impact-freelancers In April this year, the long-awaited Making Tax Digital for Income Tax scheme becomes a reality. In this guide, Arts Professional takes a look at what self-employed creative industry workers need to know. Tax AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128174/aj-bell-investcentre-onshore-bond-link-will-provide-advisers-with-more-comprehensive-tax-and-estate-planning-capabilities As advisers continue to navigate a constantly evolving tax environment to protect client wealth Tax Number of teachers paying higher-rate tax up 147% in five years News Team Wednesday, February 11, 2026 12:00 am http://europe.managersofwealth.com/article/128171/number-of-teachers-paying-higher-rate-tax-up-147-in-five-years The figures compare academic years 2019/20 and 2024/25, a five-year period that closely tracks the introduction and extension of income tax threshold freezes. Tax IHT investigations grow, recovering an extra £246m News Aggregation Team Monday, February 09, 2026 12:00 am http://europe.managersofwealth.com/article/128108/iht-investigations-grow-recovering-an-extra-amppound246m HMRC’s investigations are becoming increasingly complex, particularly when it comes to residential property. Tax Offshore bonds see resurgence in interest from advisers ahead of tax changes News Aggregation Team Friday, February 06, 2026 12:00 am http://europe.managersofwealth.com/article/128071/offshore-bonds-see-resurgence-in-interest-from-advisers-ahead-of-tax-changes Standard Life said in December it expected trusts and onshore and offshore bonds to increase in popularity with advisers Tax Bank of Ireland UK fined £3.7 million for implementing anti-fraud tool 14 months too late News Aggregation Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128346/bank-of-ireland-uk-fined-amppound37-million-for-implementing-anti-fraud-tool-14-months-too-late Payment service providers were given one years notice by the PSR to put the measure in place. Bank of Ireland UK were the last Group 1 payment service provider to achieve compliance. Retail Banking Bank of Lithuania expands TransferGo’s EMI license News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128309/bank-of-lithuania-expands-transfergoamprsquos-emi-license Over the past decade, our clients’ needs and how they use financial services have fundamentally changed. Retail Banking Growth target for 2025 exceeded News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128191/growth-target-for-2025-exceeded Commerzbank achieves record operating result Retail Banking New Pay by Bank offering powers Amazon purchases directly from shoppers' UK bank accounts News Team Wednesday, February 11, 2026 12:00 am http://europe.managersofwealth.com/article/128153/new-pay-by-bank-offering-powers-amazon-purchases-directly-from-shoppersamp039-uk-bank-accounts The service also offers refund processing, promising the return of funds to customers' bank accounts within minutes after Amazon confirms receipt of returned items. Retail Banking Santander to cut costs further as profits rise despite another motor finance hit News Aggregation Team Thursday, February 05, 2026 12:00 am http://europe.managersofwealth.com/article/128064/santander-to-cut-costs-further-as-profits-rise-despite-another-motor-finance-hit The Spanish-owned lending giant reported a 14% rise in pre-tax profits to £1.51 billion for 2025. Retail Banking Thisbank, the UK's new branchless bank, promises human touch and competitive savings News Aggregation Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127811/thisbank-the-ukamp039s-new-branchless-bank-promises-human-touch-and-competitive-savings Thisbank was created by revitalising the UK arm of loss-making JN Bank under new leadership and ownership and backed by UK and US investment. Retail Banking Santander listed as the highest ranked European bank among Fortune’s 2026 World’s Most Admired Companies News Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127822/santander-listed-as-the-highest-ranked-european-bank-among-fortuneamprsquos-2026-worldamprsquos-most-admired-companies The list pays tribute to those best regarded among the world’s major corporate enterprises, based on a survey of 3,000 executives, directors and analysts. Retail Banking Fitch Affirms German Cooperative Banks and DZ BANK at 'AA-'; Outlook Stable News Aggregation Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127828/fitch-affirms-german-cooperative-banks-and-dz-bank-at-amp039aa-amp039-outlook-stable Fitch has withdrawn the ratings of 27 local cooperative banks following their merger with other members of the group. Retail Banking TrueLayer and Stripe bring Pay by Bank payments to Finland News Aggregation Team Wednesday, January 21, 2026 12:00 am http://europe.managersofwealth.com/article/127778/truelayer-and-stripe-bring-pay-by-bank-payments-to-finland The rollout begins this month and will soon be available to all Kustom merchants. Retail Banking Global Payments Giant Swift Completes ‘Landmark’ Tokenized Asset Trial News Aggregation Team Monday, January 19, 2026 12:00 am http://europe.managersofwealth.com/article/127714/global-payments-giant-swift-completes-amplsquolandmarkamprsquo-tokenized-asset-trial This marks the first time Swift orchestrated tokenized asset transactions as a single process across networks, integrating ISO 20022 messaging standards with blockchain platforms for secure workflows. 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 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 Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF News Team Thursday, November 20, 2025 12:00 am http://europe.managersofwealth.com/article/126792/investec-sole-mla-ampamp-bookrunner-on-amppound360m-amp-clean-energy-debt-for-asterion-ampamp-nwf AMP is a diversified distributed energy company with ~300MW of installed capacity in the UK across heat production, electricity production, and electricity storage. Planet SOS ESG Economist - Natural gas remains an industrial lifeline News Team Wednesday, November 19, 2025 12:00 am http://europe.managersofwealth.com/article/126768/esg-economist-natural-gas-remains-an-industrial-lifeline In this analysis, we examine the largest sources of CO2 emissions in manufacturing, particularly from companies in energy-intensive industrial subsectors in the EU. Planet SOS