Managers of Wealth - Europe http://europe.managersofwealth.com/ Sat, 17 Apr 2021 02:20:19 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Guide to Talking Wealth with your Family by Coutts News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90270/guide-to-talking-wealth-with-your-family-by-coutts Five steps to having conversations with your loved ones that’ll give your money meaning. Wealth and Asset Management CPR AM Expands its Climate Offering with Two New Open-Ended Funds News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90299/cpr-am-expands-its-climate-offering-with-two-new-open-ended-funds These funds use CDP scoring methodology to select companies committed to limiting their impact on climate change across a variety of sectors. Wealth and Asset Management Setting up a business in the UK from abroad News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90300/setting-up-a-business-in-the-uk-from-abroad No two global expansions are the same. Every company will have its unique requirements and we aim to ensure our services at each milestone reflect this. Wealth and Asset Management Allfunds indicative IPO price range implies market value of between €6.6 billion to €7.6 billion News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90309/allfunds-indicative-ipo-price-range-implies-market-value-of-between-ampeuro66-billion-to-ampeuro76-billion We’re hugely encouraged by the strong initial reaction to our IPO and welcome BlackRock, Jupiter, Mawer, Lazard and Janus Henderson Investors to our shareholder register as cornerstone investors. Wealth and Asset Management Schroders takes leading role at inaugural Sustainable Investment Festival News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90310/schroders-takes-leading-role-at-inaugural-sustainable-investment-festival Schroders is closely collaborating with the organisers of Sustainable Investment Festival to tailor the programme to meet the sustainable investment needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers. Wealth and Asset Management Quilter calls on the Prime Minister to tackle investment scams News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90228/quilter-calls-on-the-prime-minister-to-tackle-investment-scams This will ensure that search engines and social media platforms have legal responsibility for the content that appears on their sites, and that they will have a duty of care to ensure that users are not exposed to financial harm. Wealth and Asset Management Brooks Macdonald reports Positive net flows in UK Investment Management News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90242/brooks-macdonald-reports-positive-net-flows-in-uk-investment-management Positive net flows in UK Investment Management underline continued strategic momentum Wealth and Asset Management Charles Stanley says 'worst is behind us' as assets up 2% in Q4 News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90244/charles-stanley-says-amp039worst-is-behind-usamp039-as-assets-up-2-in-q4 Revenues have held up well across all divisions, supported by our focus on excellent client service, and costs have been well controlled. Wealth and Asset Management Quilter Cheviot launches Women & Investing hub for advisers, intermediaries, and clients News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90245/quilter-cheviot-launches-women-ampamp-investing-hub-for-advisers-intermediaries-and-clients The events will look at the trends seen for how women invest and how working with female clients can provide better outcomes for them and their wider families. Wealth and Asset Management How to thrive and drive future growth News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90247/how-to-thrive-and-drive-future-growth Adrian Johnstone, Co-Founder and CCO at Practifi looks at how attitudes to technological change and adoption can drive success Wealth and Asset Management Andreas Tautscher joins Carey as NED News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90284/andreas-tautscher-joins-carey-as-ned Andreas has also served on Local Government advisory committees and was for six years a non-executive director on the Virgin Group Board. Executive Moves ING to separate Board roles for operations and technology News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90285/ing-to-separate-board-roles-for-operations-and-technology He will also remain responsible for data management and will assume responsibility for information security. Executive Moves New chief executive officer at Commerz Real announced News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90286/new-chief-executive-officer-at-commerz-real-announced Together with his team Henning Koch will press ahead with the excellent development of Commerz Real. Executive Moves Deutsche Bank Nabs Jefferies Swiss Broker News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90289/deutsche-bank-nabs-jefferies-swiss-broker He will report to Leonardo Doser, who joined Deutsche Bank in January from UBS as head of markets distribution in Switzerland. Executive Moves CaixaBank’s Executive Committee appoints non-executive chairman of VidaCaixa News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90294/caixabankamprsquos-executive-committee-appoints-non-executive-chairman-of-vidacaixa CaixaBank’s CEO and current chairman of VidaCaixa, Gonzalo Gortázar, will focus his efforts on CaixaBank and on leading the process of integration following the merger with Bankia. Executive Moves Royal London Asset Management hires head of ESG research News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90298/royal-london-asset-management-hires-head-of-esg-research Eli Haroush has been appointed to the newly created role of head of ESG research to help embed ESG analysis into RLAM’s investment decision-making process. Executive Moves UBS Hires $3-Million J.P. Morgan Advisors Duo in NYC News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90301/ubs-hires-3-million-jp-morgan-advisors-duo-in-nyc UBS’s Americas headcount, including a small contingent in Canada and Latin America, fell to 6,305, down a net 48 over the last three months of 2020 and down 244, or 3.7%, from 6,549 in the fourth quarter of 2019. Executive Moves Sergio Ermotti Shifts from Banker to Statesman News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90303/sergio-ermotti-shifts-from-banker-to-statesman Switzerland is the world's third-largest location for reinsurance, Ermotti said – and he plans to use his new job to help make sure it stays that way. Executive Moves Citigroup Names Ida Liu to Head Global Wealth Management News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90235/citigroup-names-ida-liu-to-head-global-wealth-management The promotion comes as the bank also named new regional wealth-management heads. Executive Moves Aviva appoints Cheryl Toner as Chief Customer and Marketing Officer News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90237/aviva-appoints-cheryl-toner-as-chief-customer-and-marketing-officer Cheryl will start at Aviva in May 2021 and her appointment is subject to regulatory approval. Executive Moves Improving European outlook casts shadow over region’s bond market News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90272/improving-european-outlook-casts-shadow-over-regionamprsquos-bond-market ‘Peak pessimism’ has passed as countries accelerate vaccine programmes, investors say Legal, Regulation & Compliance Banking regulators start climate stress tests News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90273/banking-regulators-start-climate-stress-tests Lenders are being assessed on risks arising from extreme weather and the energy transition Legal, Regulation & Compliance Access Partnership partners with public innovation boutique StateUp News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90278/access-partnership-partners-with-public-innovation-boutique-stateup A specialist, multi- disciplinary advisory firm focused on digital innovation with public purpose, StateUp works at the intersection of policy and digital technologies, providing policy advice and programme design, insights, training and evaluations to he Legal, Regulation & Compliance Post _ Brexit Disputes With UK Parties - Continued Uncertainty As Decision On Lugano Awaited News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90287/post-brexit-disputes-with-uk-parties-continued-uncertainty-as-decision-on-lugano-awaited For Irish entities dealing with UK counterparties, issues of dispute resolution may be more complex as a result. Legal, Regulation & Compliance Brexit & The City: The Impact So Far News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90290/brexit-ampamp-the-city-the-impact-so-far This report provides the most comprehensive picture yet of the impact of Brexit on the banking and finance industry in the UK and the emerging post-Brexit landscape of financial centres across the EU. Legal, Regulation & Compliance Brexit: the impact of new immigration rules on English football News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90291/brexit-the-impact-of-new-immigration-rules-on-english-football Points are based on a variety of factors including: number of international appearances, the rank of the selling club, and the quality of the league from which the player will be transferred. Legal, Regulation & Compliance STM Group delays results after Court of Appeal case News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90292/stm-group-delays-results-after-court-of-appeal-case The delay is due to the ruling in relation to the Adams v Carey case as announced by the Company on 1 April 2021. Legal, Regulation & Compliance Netherlands: Consultation published on changes to tax classification rules for certain entities News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90295/netherlands-consultation-published-on-changes-to-tax-classification-rules-for-certain-entities Under the proposal, a CV would be classified as transparent for Dutch tax purposes irrespective of whether the admission and substitution of limited partners is subject to the unanimous consent of all partners. Legal, Regulation & Compliance Germany: MOF publishes final decree on application of DAC 6 rules News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90296/germany-mof-publishes-final-decree-on-application-of-dac-6-rules EU tax authorities are working closely together not only to exchange information, but also to further develop the rules and to provide a coordinated approach to their application. Legal, Regulation & Compliance Business Loan Network Limited enters administration News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90312/business-loan-network-limited-enters-administration Business Loan Network’s retail Peer to Peer activities have been in wind down since 9 December 2019. Legal, Regulation & Compliance FNZ loses appeal over CMA decision to block merger with GBST News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90282/fnz-loses-appeal-over-cma-decision-to-block-merger-with-gbst FNZ has failed to convince the Competition and Markets Authority to reverse its order that it must sell off rival investment platform GBST following an appeals tribunal hearing. FinTech City of London calls for 'paradigm shift' in tech at banks News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90293/city-of-london-calls-for-amp039paradigm-shiftamp039-in-tech-at-banks RegTech refers to the emerging use of technology to streamline and cut compliance costs at financial firms, such as for reporting data on market transactions to regulators and spotting crime. FinTech Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90302/contemi-solutions-joins-managing-general-agentsamprsquo-association-to-empower-mgas-with-its-digital-capabilities As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs. FinTech City of London calls for ‘paradigm shift’ in tech at banks News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90306/city-of-london-calls-for-amplsquoparadigm-shiftamprsquo-in-tech-at-banks “We are calling for more to be done to support the sector to grow and thrive, strengthening London’s global competitive offer and benefiting the wider UK economy,” FinTech AutoRek to take a bite out of the Big Apple with virtual trade mission News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90311/autorek-to-take-a-bite-out-of-the-big-apple-with-virtual-trade-mission The aim of the trade mission is to establish international partnerships with the opportunity to explore joint ventures, distribution deals and other mutually beneficial practices. FinTech Introducing The Irish AML Regime For Crypto Providers News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90236/introducing-the-irish-aml-regime-for-crypto-providers This update highlights the key requirements which will apply to VASPs and the new registration requirement. FinTech TSB launches bill management and utility switching service News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90238/tsb-launches-bill-management-and-utility-switching-service With the pilot demonstrating that customers can save significant sums, TSB is now rolling out the feature to customers. FinTech SocGen issues structured product as security token on public blockchain News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90279/socgen-issues-structured-product-as-security-token-on-public-blockchain Societe Generale has issued the first structured product as a security token directly registered on the Tezos public blockchain. FinTech Capgemini and Efma launch global Financial NewTech Challenge 2021 News Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90204/capgemini-and-efma-launch-global-financial-newtech-challenge-2021 Global competition seeks to identify the most innovative solutions and collaborations in the banking and insurance industries FinTech Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report News Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90207/objectway-listed-in-march-2021-gartner-intergrate-advisor-supporting-wealth-management-technologies-into-digital-platforms-to-accelerate-adoption-report WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem FinTech Equity Trustees adds new client News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90226/equity-trustees-adds-new-client Gate is regulated by the Financial Conduct Authority and invests in equities, bonds, futures, options and alternative assets. Alternative Investments UK insolvencies to nearly double global average News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90233/uk-insolvencies-to-nearly-double-global-average The near across-the-board growth in insolvencies follows a year of anomaly where governments introduced fiscal measures and bankruptcies regime changes to protect businesses from failure. Alternative Investments Apollo in talks to sell Slovenian bank Nova to Hungary's OTP News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90240/apollo-in-talks-to-sell-slovenian-bank-nova-to-hungaryamp039s-otp The European Bank for Reconstruction and Development, which owns 20%, declined to comment. OTP declined to comment on Nova KBM. Alternative Investments Spain’s Ibercaja Bank reveals future plans to keeping going alone News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90266/spainamprsquos-ibercaja-bank-reveals-future-plans-to-keeping-going-alone A statement from the President makes it clear that he and his board have every confidence in the future of the Spanish economy for the future. Alternative Investments Terry Smith pockets £30m as Fundsmith sends £156m to Mauritius News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90215/terry-smith-pockets-amppound30m-as-fundsmith-sends-amppound156m-to-mauritius The Fundsmith founder’s remuneration nearly doubled as the company's profits surged to a record £48.5m in another strong year for the company. Alternative Investments Intertrust Group appointed fund administrator and depositary by European private equity firm KLAR Partners News Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90224/intertrust-group-appointed-fund-administrator-and-depositary-by-european-private-equity-firm-klar-partners Following a competitive tender, Intertrust Group was appointed based on the firm’s bespoke offering, operational strength to service the entire vertical fund structure and strong European foothold. Alternative Investments Fidelius Group acquires Robson Taylor IFA News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90154/fidelius-group-acquires-robson-taylor-ifa There will be no changes to the costs to clients of Robson Taylor IFA, while the business will benefit from the economies of scale, technology and administration of the larger firm. Alternative Investments AXA IM rebrands fund to broaden social progress mandate News Aggregation Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90159/axa-im-rebrands-fund-to-broaden-social-progress-mandate New social progress vehicle to cover wider remit Alternative Investments Delta Capita acquires International Compliance Partners (ICP) News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90161/delta-capita-acquires-international-compliance-partners-icp The acquisition of ICP enables Delta Capita to further its continued expansion in Benelux financial services and enhance its growth through several additional teams of experienced analysts in the financial sector. Alternative Investments Capital Group plans new OEIC range as part of UK intermediary market push News Aggregation Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90162/capital-group-plans-new-oeic-range-as-part-of-uk-intermediary-market-push First sustained brand campaign also launched Alternative Investments New UniCredit chief sees technology at core of every decision News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90304/new-unicredit-chief-sees-technology-at-core-of-every-decision “We need to increase our pace of digitalisation and adoption of new technologies. Technology will no longer be an afterthought" Investment Banking Buoyant IPO markets propel investment bank Peel Hunt towards £350m float News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90308/buoyant-ipo-markets-propel-investment-bank-peel-hunt-towards-amppound350m-float The investment bank is working with Evercore on plans to return to the London stock market, Sky News learns. Investment Banking Credit Agricole Raises Bid for Creval to Win Investor Approval News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90248/credit-agricole-raises-bid-for-creval-to-win-investor-approval In November, the Paris-based bank offered to buy Creval to build on its already extensive business in Italy and strengthen its position in the wealthy north of the country. Investment Banking UniCredit New CEO’s $9 Million Pay Doubles That of His Predecessor News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90214/unicredit-new-ceoamprsquos-9-million-pay-doubles-that-of-his-predecessor As the region’s economy continues to suffer the effects of the coronavirus pandemic, regulators have pushed back against excessive banker rewards, and even rebuffed Deutsche Bank AG’s proposed bonus payout. Investment Banking Santander's asset management arm to launch trade finance fund News Aggregation Team Friday, April 09, 2021 1:00 am http://europe.managersofwealth.com/article/90103/santanderamp039s-asset-management-arm-to-launch-trade-finance-fund Investment funds have also been increasingly providing capital to finance these transactions, as they hunt for yield in a record low interest rate environment. Investment Banking Deutsche Bank bolsters European Spac expertise ahead of expected boom News Aggregation Team Friday, April 09, 2021 1:00 am http://europe.managersofwealth.com/article/90105/deutsche-bank-bolsters-european-spac-expertise-ahead-of-expected-boom The bank has been hiring for junior and mid-ranking talent to support Michele Cohen, its head of special purpose acquisition company origination in Emea Investment Banking BOV’s financials dented by COVID News Aggregation Team Thursday, April 08, 2021 1:00 am http://europe.managersofwealth.com/article/90070/bovamprsquos-financials-dented-by-covid BOV’s CEO Rick Hunkin described the underlying performance as “strong despite an interest rate environment which is creating persistent headwinds”. Investment Banking JP Morgan CEO Jamie Dimon: London must reinvent itself as EU rivals fight to take its crown News Aggregation Team Wednesday, April 07, 2021 1:00 am http://europe.managersofwealth.com/article/90034/jp-morgan-ceo-jamie-dimon-london-must-reinvent-itself-as-eu-rivals-fight-to-take-its-crown A deal between the UK and the European Union is still yet to be finalised. Investment Banking World’s Best Investment Banks 2021: M&A News Aggregation Team Tuesday, April 06, 2021 1:00 am http://europe.managersofwealth.com/article/89972/worldamprsquos-best-investment-banks-2021-mampampa Last spring’s seize-up in the global M&A market eased as companies rethought their business plans and sought a leaner profile. Investment Banking World’s Best Investment Banks 2021: Global Winners News Aggregation Team Tuesday, April 06, 2021 1:00 am http://europe.managersofwealth.com/article/89986/worldamprsquos-best-investment-banks-2021-global-winners Despite Covid-19, 2020 was a banner year for investment banking, with IPOs and bond issues standing out. Investment Banking Corporate Europe’s under-appreciated comeback News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90274/corporate-europeamprsquos-under-appreciated-comeback From the land of autos, fossil fuels and tobacco has emerged a new series of high-growth companies Comment, Analysis & Research Top UK Banks Stage Significant Recovery as Markets Eye Sharp Upturn News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90305/top-uk-banks-stage-significant-recovery-as-markets-eye-sharp-upturn The unforeseen disruption in the periodic earnings of individuals as well as many of the commercial settings, collectively dismayed the banking and financial services sector. Comment, Analysis & Research Europe's wealthy are falling behind — London just dropped out of the top 10 cities for very high net worth individuals News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90307/europeamp039s-wealthy-are-falling-behind-ampmdash-london-just-dropped-out-of-the-top-10-cities-for-very-high-net-worth-individuals London's drop on the VHNW list is another potential signal of its uncertain future as a financial hub Comment, Analysis & Research UK family businesses risk falling behind on ESG, according to PwC survey News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90268/uk-family-businesses-risk-falling-behind-on-esg-according-to-pwc-survey he survey reveals 79% of respondents in mainland China, 78% in Japan and 49% globally report ‘putting sustainability at the heart of everything we do’ compared to 39% in the UK. Comment, Analysis & Research 7% growth in global reinsurance capital, with signs of underlying combined ratio improvement: Willis Re News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90152/7-growth-in-global-reinsurance-capital-with-signs-of-underlying-combined-ratio-improvement-willis-re Willis Re’s Reinsurance Market Report tracks the capital and profitability of the global reinsurance industry. Comment, Analysis & Research Professional services firms need to work smarter in ‘new normal’ News Aggregation Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90155/professional-services-firms-need-to-work-smarter-in-amplsquonew-normalamprsquo The net result is that professional services organisations will need to work smarter to survive and thrive and this will require both defensive and attacking measures: that is, both efficiencies and new, often technology-enabled offerings. Comment, Analysis & Research Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90169/donamprsquot-call-it-a-fad-behavioral-finance-is-the-future-of-fintech Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey Comment, Analysis & Research UK shows signs of an economic recovery News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90171/uk-shows-signs-of-an-economic-recovery Economic success going forward hinges on not falling back into another wave and further restrictions, while encouraging consumers who may be flush with cash to go out and spend to ensure the recovery is self-fulfilling and does not hit a brick wall. Comment, Analysis & Research Pandemic sees clients delay decision making News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90173/pandemic-sees-clients-delay-decision-making The research, commissioned by Octopus Investments and conducted by VouchedFor1, revealed that six in ten (61%) advisers had clients who delayed financial decisions due to the pandemic. Comment, Analysis & Research It’s a volatile time in wealth management right now, but I’ve never felt more secure at Fidelity. Here is why. News Aggregation Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90183/itamprsquos-a-volatile-time-in-wealth-management-right-now-but-iamprsquove-never-felt-more-secure-at-fidelity-here-is-why One such positive advocate for the sense of belonging and long-term commitment at Fidelity is Larysa, VP, Financial Consultant at a Fidelity Financial Planning office in Northern California. Comment, Analysis & Research Luxembourg: Tax assessments: Pre-litigation and litigation procedures for corporate taxpayers News Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90297/luxembourg-tax-assessments-pre-litigation-and-litigation-procedures-for-corporate-taxpayers This article provides a brief overview of the key elements of the procedural framework for contesting decisions issued by the LTA, as applicable to corporate income tax, municipal business tax, and net wealth tax. Tax Does the tax advice sector need mandatory PI insurance? News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90197/does-the-tax-advice-sector-need-mandatory-pi-insurance Standards are ‘typically high’ but ‘issues can arise within a minority of mainly smaller firms’ Tax RSM Weekly Tax Brief News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90202/rsm-weekly-tax-brief The UK Supreme Court has recently released a favourable judgment regarding one potential trigger of this self-supply charge. Tax Tax sting for those returning to Blighty News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90221/tax-sting-for-those-returning-to-blighty This was when long-standing expats had no voting rights in what would go on to become one of the most impactful political shifts of a generation, and an election that would no doubt bear repercussions on their future living overseas. Tax UK Employer Reporting Obligations – Taxable Benefits News Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90184/uk-employer-reporting-obligations-ampndash-taxable-benefits As an employer, it is important you are aware whether these new arrangements require you to return certain information to HMRC Tax Joe Biden: Could his tax plan affect US investment in Ireland? News Aggregation Team Monday, April 12, 2021 1:00 am http://europe.managersofwealth.com/article/90111/joe-biden-could-his-tax-plan-affect-us-investment-in-ireland But there's now a risk that the pipeline of investment from the US could dry up if President Joe Biden can lead a major change to global tax rules. Tax Sting in tax tail for British expat voters News Aggregation Team Monday, April 12, 2021 1:00 am http://europe.managersofwealth.com/article/90125/sting-in-tax-tail-for-british-expat-voters Salter added: "It can be very difficult to break one's domicile of origin for example if one is born in the UK of UK parents. Tax Pandemic has delayed important tax planning decisions according to advisers News Aggregation Team Monday, April 12, 2021 1:00 am http://europe.managersofwealth.com/article/90129/pandemic-has-delayed-important-tax-planning-decisions-according-to-advisers More than half of advisers (53%) polled also said they had clients who could benefit from tax efficient investments but had not yet engaged with them on the topic. Tax Weekly Tax Brief - 7 April 2021 News Team Thursday, April 08, 2021 1:00 am http://europe.managersofwealth.com/article/90046/weekly-tax-brief-7-april-2021 So for businesses that have experienced a loss in the last year, getting your accounts and tax returns prepared early and filing these with HMRC could unlock a repayment of tax paid in previous years and bring some much-needed positive cash flow. Tax World Bank warns against 'high' global tax minimum News Aggregation Team Thursday, April 08, 2021 1:00 am http://europe.managersofwealth.com/article/90051/world-bank-warns-against-amp039highamp039-global-tax-minimum To US lawmakers, Ms Yellen has made the case that establishing a global minimum tax would allow the US to remain competitive, despite that increase. Tax Bank of Ireland embraces hybrid working model News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90275/bank-of-ireland-embraces-hybrid-working-model Bank of Ireland is far from alone in making changes to where people work. Retail Banking Barclays to shut down Pingit on 30 June News Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90206/barclays-to-shut-down-pingit-on-30-june Barclays has writen to customers confirming the closure of Pingit from 30 June, when users will no longer be able to use the app to send, receive or make payments. Retail Banking HSBC to move 1200 UK call centre staff to permanent home working News Aggregation Team Thursday, April 08, 2021 1:00 am http://europe.managersofwealth.com/article/90044/hsbc-to-move-1200-uk-call-centre-staff-to-permanent-home-working Its main two remaining call centres are in Leeds in northern England and Hamilton, Scotland. Retail Banking HSBC’s painful retreat from France News Aggregation Team Wednesday, April 07, 2021 1:00 am http://europe.managersofwealth.com/article/90041/hsbcamprsquos-painful-retreat-from-france Private equity firm Cerberus set to swoop on lender’s ‘fallen angel’ retail network Retail Banking CaixaBank begins brand unification in its retail branch network following Bankia merger News Team Tuesday, April 06, 2021 1:00 am http://europe.managersofwealth.com/article/89968/caixabank-begins-brand-unification-in-its-retail-branch-network-following-bankia-merger The extent of the network's penetration together with its digital capabilities - with 10 million digital customers in Spain - will allow it to continue to improve customer experience. Retail Banking Portugal's Novo Banco agrees to sell Spanish retail network to Abanca News Aggregation Team Tuesday, April 06, 2021 1:00 am http://europe.managersofwealth.com/article/89983/portugalamp039s-novo-banco-agrees-to-sell-spanish-retail-network-to-abanca The Lisbon-based bank - which emerged from the ruins of Banco Espirito Santo as part of a state rescue in 2014 - has sold its international assets in France, Asia and Cape Verde. Retail Banking Dublin-based Depha bank posted €79.4m loss before sale deal News Aggregation Team Monday, April 05, 2021 1:00 am http://europe.managersofwealth.com/article/89960/dublin-based-depha-bank-posted-ampeuro794m-loss-before-sale-deal German state bad bank sold business to Bawag, which will continue the orderly winding down of the business Retail Banking ‘Nowhere to hide’ for Spain’s new megabank as it hunts for profits at home News Aggregation Team Monday, March 29, 2021 1:00 am http://europe.managersofwealth.com/article/89823/amplsquonowhere-to-hideamprsquo-for-spainamprsquos-new-megabank-as-it-hunts-for-profits-at-home Head of combined CaixaBank and Bankia says negative rates will be challenge even after Covid is over Retail Banking Santander to close 111 branches across the UK this summer - see if yours is affected News Aggregation Team Thursday, March 25, 2021 12:00 am http://europe.managersofwealth.com/article/89748/santander-to-close-111-branches-across-the-uk-this-summer-see-if-yours-is-affected The lender confirmed all outlets will close by the end of August - but said the majority of those affected are less than three miles from another Santander branch Retail Banking OakNorth Bank reports £78 million pre-tax profit News Team Monday, March 22, 2021 12:00 am http://europe.managersofwealth.com/article/89620/oaknorth-bank-reports-amppound78-million-pre-tax-profit In addition to this, the Bank has only had a cumulative ten defaults since inception, six of which have been resolved with 100% recovery and it has therefore, had no loan write-offs to date. Retail Banking Irresistible? Pension funds plot move on China's $16trln bond market News Aggregation Team Wednesday, January 20, 2021 12:00 am http://europe.managersofwealth.com/article/87756/irresistible-pension-funds-plot-move-on-chinaamp039s-16trln-bond-market China's sovereign debt market is the world's second-largest after the United States Pensions Pension savers could save over £140,000 by consolidating pension pots News Team Monday, January 18, 2021 12:00 am http://europe.managersofwealth.com/article/87668/pension-savers-could-save-over-amppound140000-by-consolidating-pension-pots The upcoming pensions dashboard may help users find and consolidate their pots. Pensions Quarter of women waive pension rights in divorce News Team Monday, January 04, 2021 12:00 am http://europe.managersofwealth.com/article/87241/quarter-of-women-waive-pension-rights-in-divorce Women are more likely to face financial struggles following a divorce from their partner (31% women vs. 21%) and this is particularly true for older women who divorce. Pensions Ideas for reducing pension costs in the UK News Team Monday, December 21, 2020 12:00 am http://europe.managersofwealth.com/article/86992/ideas-for-reducing-pension-costs-in-the-uk The benefit of doing this is that there is a National Insurance contribution saving for the employer and employee. Pensions Good things do not always come in small packages, particularly pensions News Team Friday, December 18, 2020 12:00 am http://europe.managersofwealth.com/article/86952/good-things-do-not-always-come-in-small-packages-particularly-pensions That’s five different pension pots, and when those pots are small they may not be the best place for your money as costs and charges could significantly erode the value of the pot. Pensions UK publishes data standards for pensions dashboard News Aggregation Team Wednesday, December 16, 2020 12:00 am http://europe.managersofwealth.com/article/86911/uk-publishes-data-standards-for-pensions-dashboard It will ‘revolutionise how people keep track of retirement savings’ Pensions GMP Equalisation: Duty Does Extend to BPast Transfers News Aggregation Team Friday, November 27, 2020 12:00 am http://europe.managersofwealth.com/article/86331/gmp-equalisation-duty-does-extend-to-bpast-transfers Our 'Guide to GMP equalisation and how to deal with it' provides useful and relevant background information to the broader issues at stake in the Lloyds litigation. Pensions Big jump in pension savers accessing pots after pressing pause in the first lockdown News Team Wednesday, November 18, 2020 12:00 am http://europe.managersofwealth.com/article/86076/big-jump-in-pension-savers-accessing-pots-after-pressing-pause-in-the-first-lockdown An increasing number of pensions savers have started to withdraw funds after many pressed pause at the start of the pandemic. Pensions Bartholomew Hawkins enters liquidation News Aggregation Team Friday, October 30, 2020 12:00 am http://europe.managersofwealth.com/article/85512/bartholomew-hawkins-enters-liquidation It comes three years after the firm agreed with the FCA to cease pension transfers. The business had given advice to members of the British Steel Pension Scheme. Pensions Expats to be hit with additional pension access charges post-Brexit News Aggregation Team Tuesday, October 20, 2020 1:00 am http://europe.managersofwealth.com/article/85155/expats-to-be-hit-with-additional-pension-access-charges-post-brexit The organisation also noted that providers are on high alert regarding overseas pension scams and may refuse to transfer a pension abroad or take up to six months to complete the necessary due diligence to release the funds. Pensions Irish assets worth €100bn leave London due to Brexit News Aggregation Team Thursday, March 18, 2021 12:00 am http://europe.managersofwealth.com/article/89542/irish-assets-worth-ampeuro100bn-leave-london-due-to-brexit The EU had given Crest temporary permission to continue settling Irish securities in London until the migration was completed. Brexit Impact of Brexit on infrastructure, mining and commodities News Team Sunday, March 07, 2021 12:00 am http://europe.managersofwealth.com/article/89155/impact-of-brexit-on-infrastructure-mining-and-commodities The free movement of people between the EU and the UK came to an end at the end of last year. Brexit More 'Brexit' companies shift to the Netherlands as uncertainty persists News Aggregation Team Thursday, February 18, 2021 12:00 am http://europe.managersofwealth.com/article/88658/more-amp039brexitamp039-companies-shift-to-the-netherlands-as-uncertainty-persists Amsterdam is already poised to be Europe’s number one corporate listing venue this year and in January data showed it displacing London as Europe’s biggest share trading centre. Brexit Britons trying to make overseas payments find them blocked after Brexit as some European firms refuse to accept transfers from UK accounts News Aggregation Team Sunday, February 07, 2021 12:00 am http://europe.managersofwealth.com/article/88293/britons-trying-to-make-overseas-payments-find-them-blocked-after-brexit-as-some-european-firms-refuse-to-accept-transfers-from-uk-accounts Companies claim they cannot accept payments from UK accounts af Brexit Brexit and Financial Services: 2021 Update News Team Friday, February 05, 2021 12:00 am http://europe.managersofwealth.com/article/88252/brexit-and-financial-services-2021-update There is no requirement for either party to disclose information relating to the affairs and accounts of individual consumers or any confidential or proprietary information in the possession of public entities. Brexit UK government plans post-Brexit reform of investment industry News Aggregation Team Wednesday, January 27, 2021 12:00 am http://europe.managersofwealth.com/article/87962/uk-government-plans-post-brexit-reform-of-investment-industry Tax changes and new alternative investment funds will help keep Britain’s £9.9tn asset management sector competitive Brexit Brexit: Government considers scrapping some EU labour laws News Aggregation Team Wednesday, January 20, 2021 12:00 am http://europe.managersofwealth.com/article/87741/brexit-government-considers-scrapping-some-eu-labour-laws The minister later told business leaders the UK had an opportunity to reform regulation derived from EU law, but would not deliberately antagonise the EU - its biggest trading partner - immediately after the Brexit deal. Brexit City of London High-Flyers Get Ready to Migrate News Aggregation Team Saturday, January 16, 2021 12:00 am http://europe.managersofwealth.com/article/87641/city-of-london-high-flyers-get-ready-to-migrate The problem, as Eyk Henning and Jan-Henrik Förster report, is that U.K. bankers can no longer directly pitch transactions to EU corporate clients. Brexit UK Import Taxes on Art – post-Brexit News Aggregation Team Friday, January 15, 2021 12:00 am http://europe.managersofwealth.com/article/87598/uk-import-taxes-on-art-ampndash-post-brexit Returned goods relief can be claimed on goods, including works of art, that are re-imported into the UK after having previously been exported, subject to certain conditions. Brexit London Fund Managers See Post-EU Threat to $2 Trillion Business News Aggregation Team Friday, January 15, 2021 12:00 am http://europe.managersofwealth.com/article/87617/london-fund-managers-see-post-eu-threat-to-2-trillion-business Fund managers in London have already seen stock-trading upended by Brexit. Now, they worry they could be next. Brexit Impact Consulting: Pro-bono consultancy dedicated to social impact News Aggregation Team Friday, April 16, 2021 1:00 am http://europe.managersofwealth.com/article/90281/impact-consulting-pro-bono-consultancy-dedicated-to-social-impact The demand for both these services was so intense that the organisation had to quickly move to find new ways to accommodate the needs of both consultants and clients. Planet SOS Deutsche Boerse unit Qontigo to launch ESG analytics tool by year-end News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90225/deutsche-boerse-unit-qontigo-to-launch-esg-analytics-tool-by-year-end The ESG analytics solution we are developing will be more forward looking, and able to provide investors a more accurate picture in real time. Planet SOS Basel Committee publishes analytical report on climate-related financial risk News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90231/basel-committee-publishes-analytical-report-on-climate-related-financial-risk These reports contribute to the Committee's sequential approach to working on climate-related financial risks Planet SOS Basel Committee publishes analytical reports on climate-related financial risks News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90234/basel-committee-publishes-analytical-reports-on-climate-related-financial-risks Climate-related financial risks – measurement methodologies provides an overview of conceptual issues related to climate-related financial risk measurement, and describes banks' and supervisors' current and emerging practices in this area. Planet SOS Willis Towers Watson commits its delegated investment portfolios to net zero News Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90243/willis-towers-watson-commits-its-delegated-investment-portfolios-to-net-zero Measurement of our progress and that of the whole investment industry towards stewarding the transition to a net zero and climate-resilient economy is an important issue. Planet SOS Advisers demand more ESG products News Aggregation Team Thursday, April 15, 2021 1:00 am http://europe.managersofwealth.com/article/90263/advisers-demand-more-esg-products Yet only 15% of consumers actively invest in sustainable funds Planet SOS Growing desire for independent ESG rating agency says survey News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90220/growing-desire-for-independent-esg-rating-agency-says-survey There was also a desire to make a positive impact (or reduce a negative one) is the key reason for selecting ESG investments. Planet SOS ESG Watch: ESG investor sentiment; climate credit strategy and green bond launches; pension saver investment patterns News Aggregation Team Wednesday, April 14, 2021 1:00 am http://europe.managersofwealth.com/article/90216/esg-watch-esg-investor-sentiment-climate-credit-strategy-and-green-bond-launches-pension-saver-investment-patterns Pension savers recognise both the huge negative impact to society that poverty pay brings and also the risk to the long-term sustainability and profitability of these companies. Planet SOS Schroders joins GIIN, the Global Impact Investing Network News Aggregation Team Tuesday, April 13, 2021 1:00 am http://europe.managersofwealth.com/article/90146/schroders-joins-giin-the-global-impact-investing-network GIIN focuses on reducing barriers to impact investment to enable more capital to be directed to fund solutions in this space. Planet SOS Norway's $1.3 trillion sovereign wealth fund says climate to dominate next decades News Aggregation Team Monday, April 12, 2021 1:00 am http://europe.managersofwealth.com/article/90115/norwayamp039s-13-trillion-sovereign-wealth-fund-says-climate-to-dominate-next-decades A new set of guidelines could force the fund to cut 2,200 companies from its portfolio Planet SOS Getting over Covid Speech given by Andrew Bailey News Team Monday, March 08, 2021 12:00 am http://europe.managersofwealth.com/article/89177/getting-over-covid-speech-given-by-andrew-bailey The impact has been synchronised across economies Covid-19 Bankers mull quitting as Brexit and Covid stress means ‘much longer hours’ News Aggregation Team Monday, February 15, 2021 12:00 am http://europe.managersofwealth.com/article/88540/bankers-mull-quitting-as-brexit-and-covid-stress-means-amplsquomuch-longer-hoursamprsquo More than 40% of senior City executives are considering quitting finance, according to an FN survey Covid-19 Workplace Stress During COVID-19: 5 Ways to Support Your Employees’ Mental Well-being News Team Tuesday, January 26, 2021 12:00 am http://europe.managersofwealth.com/article/87937/workplace-stress-during-covid-19-5-ways-to-support-your-employeesamprsquo-mental-well-being Taking care of your mental well-being is essential to staying healthy, staying resilient and moving your business forward. Covid-19 UK targets dormant wealth and pensions to aid virus recovery News Aggregation Team Saturday, January 16, 2021 12:00 am http://europe.managersofwealth.com/article/87639/uk-targets-dormant-wealth-and-pensions-to-aid-virus-recovery 18 January 2021: The UK government is to expand its ability to free up forgotten or dormant funds to help the country recover from the coronavirus pandemic. Covid-19 Banks brace themselves for impact of Covid pandemic News Aggregation Team Sunday, January 03, 2021 12:00 am http://europe.managersofwealth.com/article/87217/banks-brace-themselves-for-impact-of-covid-pandemic In store for 2021: Bad loans, major job cuts and the never-ending tracker saga Covid-19 Britain Hit By Virus Travel Bans As US Reaches Stimulus Deal News Aggregation Team Monday, December 21, 2020 12:00 am http://europe.managersofwealth.com/article/86989/britain-hit-by-virus-travel-bans-as-us-reaches-stimulus-deal The ban on all but unaccompanied freight crossing to France comes as companies scramble to shift merchandise with days to go until Britain finally quits European Union trade structures in the wake of Brexit. Covid-19 Deutsche Bank raises prospect of moving half its New York staff News Aggregation Team Sunday, December 13, 2020 12:00 am http://europe.managersofwealth.com/article/86806/deutsche-bank-raises-prospect-of-moving-half-its-new-york-staff US chief says employees could be shifted to lower-cost areas of country in next five years Covid-19 Good governance and the pandemic - Andrew Naudi News Aggregation Team Thursday, December 10, 2020 12:00 am http://europe.managersofwealth.com/article/86726/good-governance-and-the-pandemic-andrew-naudi It will take huge political will to stop tax evasion abuse Covid-19 UK adviser dies after becoming ‘hidden victim’ of covid News Aggregation Team Friday, December 04, 2020 12:00 am http://europe.managersofwealth.com/article/86552/uk-adviser-dies-after-becoming-amplsquohidden-victimamprsquo-of-covid He was getting ready to sell his business after 30 years in the industry Covid-19 Test to Release: England introduces testing strategy for international arrivals News Team Tuesday, November 24, 2020 12:00 am http://europe.managersofwealth.com/article/86222/test-to-release-england-introduces-testing-strategy-for-international-arrivals Tests will be at the cost of the traveller to protect the capacity of NHS Test and Trace. Covid-19