Managers of Wealth - Europe http://europe.managersofwealth.com/ Thu, 28 Aug 2025 22:22:58 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Saxo Bank results: Steady growth in net profits and record client numbers News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125181/saxo-bank-results-steady-growth-in-net-profits-and-record-client-numbers In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million. Wealth and Asset Management Asset Management: French Boutique Sets Sights on Zurich Growth News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125182/asset-management-french-boutique-sets-sights-on-zurich-growth The company has long maintained relationships in Switzerland, especially in the French-speaking part. Wealth and Asset Management Leonteq expands market presence with leverage products on BX Swiss News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125183/leonteq-expands-market-presence-with-leverage-products-on-bx-swiss As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss. Wealth and Asset Management Wealth firm that launched in Covid shuts down News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125190/wealth-firm-that-launched-in-covid-shuts-down O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe. Wealth and Asset Management iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125189/icapitalampreg-and-pantheon-expand-global-partnership-to-broaden-investor-access-to-evergreen-funds iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America. Wealth and Asset Management Joint wins wealth manager Quilter News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125192/joint-wins-wealth-manager-quilter Now it’s been appointed as lead creative agency for wealth management company Quilter. Wealth and Asset Management Marlborough to take over management of £125m Whitechurch assets News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125145/marlborough-to-take-over-management-of-amppound125m-whitechurch-assets Following Ascot Lloyd’s acquisition of Whitechurch Securities last year Wealth and Asset Management Belgian asset manager shakes up the Swiss market News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125144/belgian-asset-manager-shakes-up-the-swiss-market Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe. Wealth and Asset Management Wealth manager launches division for creators and sports people News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125154/wealth-manager-launches-division-for-creators-and-sports-people The Athletes & Creators division addresses the financial challenges faced by these professionals. Wealth and Asset Management UK seeing far greater exodus of wealth than it is attracting under the FIG regime News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125161/uk-seeing-far-greater-exodus-of-wealth-than-it-is-attracting-under-the-fig-regime For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years. Wealth and Asset Management Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125174/appointment-of-david-claus-as-group-head-of-asset-servicing-and-termination-of-the-asset-servicing-transaction-with-apex-group With 30 years of experience in financial services and a recognized expertise in asset servicing, David will play a pivotal role in leading the development of the Edmond de Rothschild Asset Servicing business line. Executive Moves Robert Campbell appointed as sales director for DNS Group News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125180/robert-campbell-appointed-as-sales-director-for-dns-group His new elevation means Campbell is responsible for sales strategy across the entire DNS Group, Campbell will oversee client engagement and revenue growth, supporting the firm’s ambition to expand its market presence. Executive Moves DWS Appoints New Head of Institutional Sales for Switzerland News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125184/dws-appoints-new-head-of-institutional-sales-for-switzerland Based in Zurich, he will report to Sven Württemberger, CEO of DWS Switzerland. Executive Moves M&G Investments appoints European Head of Insurance Solutions News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125187/mampampg-investments-appoints-european-head-of-insurance-solutions Moussier will be responsible for delivering investment solutions to European insurers, through funds, mandates or co-investments, and for building strategic partnerships to co-develop life and retirement insurance solutions. Executive Moves Titan swaps advice CEOs as it restructures operations News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125191/titan-swaps-advice-ceos-as-it-restructures-operations Derek Miles is being replaced as CEO of Titan Wealth Planning by current Titan COO Damian Sharp. Executive Moves Thomas Bauer takes over interim presidency of BLKB News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125152/thomas-bauer-takes-over-interim-presidency-of-blkb Thomas Bauer is an independent expert with extensive banking expertise; his publications have received national attention. Executive Moves HSBC Global AM sustainable multi-asset head retires News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125153/hsbc-global-am-sustainable-multi-asset-head-retires Justin Turner has spent over three decades with the asset manager. Executive Moves LGT Hires Former Julius Baer Banker in Dubai News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125163/lgt-hires-former-julius-baer-banker-in-dubai In her new role, she will serve as a Senior Banker, advising ultra-high-net-worth clients in the EMEA region (Europe, Middle East and Africa) as well as in Asia. Executive Moves Baillie Gifford joins the Independent Investment Management Initiative News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125164/baillie-gifford-joins-the-independent-investment-management-initiative Prompting new inclusion framework for members of the boutique think tan Executive Moves Zug investment firm announces new board member News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125171/zug-investment-firm-announces-new-board-member QCAM has announced Stefan Hiestand as its new board member. Executive Moves British Steel member scammed out of pension is denied compensation News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125178/british-steel-member-scammed-out-of-pension-is-denied-compensation The complainant, identified as Mr D, alleged that Open Trustees Limited failed to carry out sufficient due diligence when it transferred his pension fund to a small self-administered scheme with Bespoke Pension Services. Legal, Regulation & Compliance The EBA updates data used for the identification of global systemically important institutions (G-SIIs) News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125186/the-eba-updates-data-used-for-the-identification-of-global-systemically-important-institutions-g-siis By serving as a centralised data hub in the disclosure process, the EBA ensures annual updates and provides user-friendly tools, making it easier for stakeholders across the EU to access and analyse this vital information. Legal, Regulation & Compliance Five ‘C’s for Central Bank Research − speech by Catherine L. Mann News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125150/five-amplsquocamprsquos-for-central-bank-research-ampminus-speech-by-catherine-l-mann Given at The Future of Central Banking conference on the occasion of the 100th Anniversary, Banco de México Legal, Regulation & Compliance FCA seeks boost to workplace savings to help people navigate their financial lives News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125157/fca-seeks-boost-to-workplace-savings-to-help-people-navigate-their-financial-lives Savings are essential to help consumers manage their financial lives. Legal, Regulation & Compliance Almost 5,000 fake FCA scams reported in first 6 months of 2025 News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125166/almost-5000-fake-fca-scams-reported-in-first-6-months-of-2025 The majority, almost two-thirds, of reports came from people 56 years old or above. Legal, Regulation & Compliance Government export credit backing helps Somerset civil defence tech firm secure major marine surveillance contracts in Indonesia and Kuwait News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125172/government-export-credit-backing-helps-somerset-civil-defence-tech-firm-secure-major-marine-surveillance-contracts-in-indonesia-and-kuwait UK Export Finance has provided support to SRT Marine Systems enabling it to secure two major international contracts worth approximately €350 million. Legal, Regulation & Compliance EU finance cop ‘frustrated’ at lack of European mega-bank mergers News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125131/eu-finance-cop-amplsquofrustratedamprsquo-at-lack-of-european-mega-bank-mergers The EU’s goal of a united financial system depends on bigger pan-European banks, but member countries have been undermining cross-border mergers. Legal, Regulation & Compliance OSA director: ‘We must remain capable of taking action’ News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125132/osa-director-amplsquowe-must-remain-capable-of-taking-actionamprsquo Lukas Weber, director of the Organisation of the Swiss Abroad (OSA) draws a positive balance but sees room for improvement in structure and processes. Legal, Regulation & Compliance First PISCES operator gets greenlight in drive for growth News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125143/first-pisces-operator-gets-greenlight-in-drive-for-growth On 26 August, the FCA approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market. Legal, Regulation & Compliance Germany pushes radical loosening of crisis-era rules for smaller banks News Aggregation Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125105/germany-pushes-radical-loosening-of-crisis-era-rules-for-smaller-banks A draft proposal would wind back post-2008 financial crisis reforms, bringing EU law into line with rules in the U.S., the U.K. and Switzerland. Legal, Regulation & Compliance FundBank Goes Live with Temenos to Power its Global Expansion into the U.S. News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125185/fundbank-goes-live-with-temenos-to-power-its-global-expansion-into-the-us This deployment enables FundBank – a specialist in banking services to the asset management industry – to launch new products faster, elevate the digital experience, and scale efficiently. FinTech Aviva survey shows a quarter of people would consider using cryptocurrency as part of retirement plans News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125175/aviva-survey-shows-a-quarter-of-people-would-consider-using-cryptocurrency-as-part-of-retirement-plans Despite the growing popularity of crypto over recent years, pensions remain a cornerstone of future financial security. FinTech Evolving Transfer agency for digital age News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125176/evolving-transfer-agency-for-digital-age For many years, transfer agents have provided reliable infrastructure for managing investor data, processing transactions and supporting cross-border fund flows. FinTech European banks hit by rogue PayPal payments worth 'billions' News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125188/european-banks-hit-by-rogue-paypal-payments-worth-amp039billionsamp039 The DSGV confirmed to the BBC there had been "incidents involving unauthorized direct debits initiated by PayPal against various credit institutions". FinTech Capgemini selected to deliver end-to-end IT services for Aptiv News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125197/capgemini-selected-to-deliver-end-to-end-it-services-for-aptiv We are excited to collaborate with Aptiv as they take this next step in their business transformation journey. FinTech Gemini launches staking in the UK News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125147/gemini-launches-staking-in-the-uk This reaffirms our commitment to growing Gemini’s presence in the UK, and follows the recent opening of our first permanent UK office in London. FinTech Temenos Earns 2025 Great Place To Work Certification Across 10 Countries News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125126/temenos-earns-2025-great-place-to-work-certification-across-10-countries Recognition based on employee feedback, with 84% affirming that Temenos is a great place to work. FinTech Fisch launches equity fund as a reinterpretation of proven expertise News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125136/fisch-launches-equity-fund-as-a-reinterpretation-of-proven-expertise The fund aims to generate positive returns, while systematically limiting risk during periods market weakness. FinTech İşbank unit taps Algbra for UK digital banking launch News Aggregation Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125101/i%C5%9Fbank-unit-taps-algbra-for-uk-digital-banking-launch İşbank's Moka United unit is planning to launch tthe bank, dubbed Ruut, using a full-stack Fintech-as-a-Service platform from Algbra Labs FinTech The Bank's artificial intelligence (AI) strategy News Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125117/the-bankamp039s-artificial-intelligence-ai-strategy This strategy sets out the future direction of the application of AI internally at the Bank FinTech Lift-outs gain traction as managers refocus on core activities News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125177/lift-outs-gain-traction-as-managers-refocus-on-core-activities This model is becoming increasingly attractive as managers navigate complex operations, rising regulatory expectations, and stretched internal resources. Alternative Investments Three more UK advice firms achieve AFPF status from CISI News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125179/three-more-uk-advice-firms-achieve-afpf-status-from-cisi This brings the total number of CISI, UK-wide Accredited Financial Planning Firms to 55. Alternative Investments Eurozone economic mood slips: French political crisis adds to worries News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125194/eurozone-economic-mood-slips-french-political-crisis-adds-to-worries Both readings remain well below the long-term average of 100, indicating that confidence across households and businesses remains subdued. Alternative Investments AIM Companies Deliver Exceptional Growth: Octopus Investments’ Growth Barometer News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125195/aim-companies-deliver-exceptional-growth-octopus-investmentsamprsquo-growth-barometer The Barometer shows that AIM companies continue to deliver exceptional growth, despite recent share price weakness across much of the index. Alternative Investments Yorkshire-based haulage and logistics specialists receive £3.75million NatWest funding to drive growth News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125196/yorkshire-based-haulage-and-logistics-specialists-receive-amppound375million-natwest-funding-to-drive-growth TSL Vanguard Ltd and Specialist Trailer Hire Ltd have secured funding package to bolster capacity and meet growing demand. Alternative Investments Lazard’s Bertrand Cliquet: An uncompromising discipline News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125146/lazardamprsquos-bertrand-cliquet-an-uncompromising-discipline Manager of infrastructure and equity franchise funds Alternative Investments OP-ED: David vs Goliath in asset management News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125148/op-ed-david-vs-goliath-in-asset-management James Corrigan, CEO of fintech GoldenSource, looks at how Europe's smaller investment managers can compete with industry giants Alternative Investments Northern Trust wins Scottish Widows mandate News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125149/northern-trust-wins-scottish-widows-mandate Northern Trust will be working with Carne Group as the funds’ Alternative Investment Fund Manager. Alternative Investments Second quarter sees continued strong gross advised sales and outflows fall again. Advisers predict strong third quarter News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125155/second-quarter-sees-continued-strong-gross-advised-sales-and-outflows-fall-again-advisers-predict-strong-third-quarter Outflows also fell again this quarter for the second in a row Alternative Investments Aegon AM launches climate transition fund News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125168/aegon-am-launches-climate-transition-fund This is complemented by a broader ESG assessment to help mitigate potential risks. Alternative Investments Crédit Agricole CIB closes landmark advisory and financing for the Haweswater Aqueduct Resilience Programme (HARP) News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125160/crampeacutedit-agricole-cib-closes-landmark-advisory-and-financing-for-the-haweswater-aqueduct-resilience-programme-harp It is the largest water infrastructure scheme to be delivered in the North West with an estimated construction cost of circa £3bn. Investment Banking UniCredit further converts into shares part of its synthetic position in Commerzbank also increasing its voting rights to around 26% News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125125/unicredit-further-converts-into-shares-part-of-its-synthetic-position-in-commerzbank-also-increasing-its-voting-rights-to-around-26 UniCredit reinforces its position as Commerzbank's single largest shareholder. Investment Banking Scottish National Investment Bank publishes annual report News Aggregation Team Thursday, August 21, 2025 1:00 am http://europe.managersofwealth.com/article/125080/scottish-national-investment-bank-publishes-annual-report The Bank was established to invest patient capital in companies and projects with potential to deliver both financial returns and societal benefits. Investment Banking UBS snaps up ‘oversold’ residential property and supermarkets News Aggregation Team Wednesday, August 20, 2025 1:00 am http://europe.managersofwealth.com/article/125068/ubs-snaps-up-amplsquooversoldamprsquo-residential-property-and-supermarkets The bank’s alternatives unit is buying residential streets in the North of the UK and supermarkets in Germany and the Nordics. Investment Banking UniCredit Bank Romania merger with Alpha Bank Romania successfully completed News Team Tuesday, August 19, 2025 1:00 am http://europe.managersofwealth.com/article/125021/unicredit-bank-romania-merger-with-alpha-bank-romania-successfully-completed The combined UniCredit Bank strengthens the market position of the UniCredit Group in the country in both corporate and retail segments. Investment Banking Mediobanca says next week's vote needed for investors to have a choice News Aggregation Team Thursday, August 14, 2025 1:00 am http://europe.managersofwealth.com/article/124953/mediobanca-says-next-weekamp039s-vote-needed-for-investors-to-have-a-choice Mediobanca announced its plan to buy Banca Generali in April Investment Banking Breakthrough in Banking: Banco BPM Opens Door to Merger with Crédit Agricole News Aggregation Team Monday, August 11, 2025 1:00 am http://europe.managersofwealth.com/article/124882/breakthrough-in-banking-banco-bpm-opens-door-to-merger-with-crampeacutedit-agricole After acquiring a 9.2% stake in BPM in 2022--now increased to 19.8%--the French institution has developed industrial partnerships and secured high returns. Investment Banking BNP Paribas Falls Further Behind On Valuation As BBVA Tops It News Aggregation Team Monday, August 11, 2025 1:00 am http://europe.managersofwealth.com/article/124884/bnp-paribas-falls-further-behind-on-valuation-as-bbva-tops-it European bank stocks have been on a tear since the beginning of the year, with many hitting the highest level in more than a decade. Investment Banking Mediobanca Financial statements as at 30.06.2025 approved News Team Friday, August 01, 2025 1:00 am http://europe.managersofwealth.com/article/124706/mediobanca-financial-statements-as-at-30062025-approved Distribution among the highest in the industry Investment Banking Awards for Excellence country/territory winners 2025: Czech Republic’s best bank for large corporates – Raiffeisenbank News Aggregation Team Thursday, July 31, 2025 1:00 am http://europe.managersofwealth.com/article/124683/awards-for-excellence-countryterritory-winners-2025-czech-republicamprsquos-best-bank-for-large-corporates-ampndash-raiffeisenbank In the realm of digital innovation, Raiffeisenbank has strategically enhanced client interactions and processing efficiency through its digital app, FinOn Investment Banking Altiant global luxury and asset management (glam) monitor News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125095/altiant-global-luxury-and-asset-management-glam-monitor The glam luxury consumer - luxury and sustainability- focus on finance- focus on travel and leisure time Comment, Analysis & Research Half of millionaires leaving charitable gifts in will News Aggregation Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125173/half-of-millionaires-leaving-charitable-gifts-in-will Charitable will trusts and donor advised funds are also being used by one in three millionaires Comment, Analysis & Research Five key challenges facing CLO managers News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125158/five-key-challenges-facing-clo-managers CLO managers face a unique set of challenges in an increasingly competitive and regulated environment. Comment, Analysis & Research Mortgage Guarantee Scheme uptake still lacklustre, as rumoured budget changes risk gluing up the market News Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125165/mortgage-guarantee-scheme-uptake-still-lacklustre-as-rumoured-budget-changes-risk-gluing-up-the-market “While the government’s decision to make the Mortgage Guarantee Scheme permanent may help at the margin, it does not create homes or meaningfully lower borrowing costs. Comment, Analysis & Research Schroders Study Finds Nearly Half of Retirement Plan Participants Would Invest in Private Markets News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125118/schroders-study-finds-nearly-half-of-retirement-plan-participants-would-invest-in-private-markets Further, among plan participants who would invest in private assets, if offered, more than three-in-four (77%) would increase their contribution to their retirement savings plan. Comment, Analysis & Research Africa Wealth Report 2025: Continent Outpaces Global Growth as New Wealth Hubs Surge News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125120/africa-wealth-report-2025-continent-outpaces-global-growth-as-new-wealth-hubs-surge The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires Comment, Analysis & Research University spinouts drive regional growth as UK businesses display resilient Q2 News Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125135/university-spinouts-drive-regional-growth-as-uk-businesses-display-resilient-q2 The UK average equity investment rose by 28.1 per in Q2, with the East Midlands and South West seeing three-fold increases Comment, Analysis & Research Europe summer 2025: Headlines galore News Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125094/europe-summer-2025-headlines-galore In our view, banks should benefit from the region’s improved medium-term growth outlook, while continuing to offer attractive dividends and share buybacks opportunities. Comment, Analysis & Research Mediobanca shareholders reject $7bn bid for Banca Generali News Aggregation Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125113/mediobanca-shareholders-reject-7bn-bid-for-banca-generali The acquisition was intended as a move to counter an unsolicited €13.3bn bid from Monte dei Paschi di Siena (MPS) to purchase Mediobanca. Comment, Analysis & Research Coutts CIO says UK can still compete with US for listings News Aggregation Team Thursday, August 21, 2025 1:00 am http://europe.managersofwealth.com/article/125071/coutts-cio-says-uk-can-still-compete-with-us-for-listings The NatWest-owned private bank is ‘neutral’ on the UK after shifting £2bn of client funds from British blue chips last year Comment, Analysis & Research Overpaid pension tax claims jump 20% and ‘could get worse’ News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125130/overpaid-pension-tax-claims-jump-20-and-amplsquocould-get-worseamprsquo Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000 Tax Thousands of pensioners claim back more than 10k after being overcharged News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125141/thousands-of-pensioners-claim-back-more-than-10k-after-being-overcharged A small number of individuals in the UK received refunds exceeding £100,000. Tax Experts warn Rachel Reeves’ rumoured property tax proposals could push more HNWs to leave UK News Aggregation Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125111/experts-warn-rachel-reevesamprsquo-rumoured-property-tax-proposals-could-push-more-hnws-to-leave-uk Main residences are currently exempt from capital gains tax, a charge on the increase in the value of an asset when it is sold. Tax Frozen thresholds keep boosting tax receipts but Autumn Budget may demand more News Team Thursday, August 21, 2025 1:00 am http://europe.managersofwealth.com/article/125090/frozen-thresholds-keep-boosting-tax-receipts-but-autumn-budget-may-demand-more Any reform must balance revenue goals with the vital role intergenerational support plays in the UK economy. Tax Ningi launches IHT tool amid incoming changes News Aggregation Team Thursday, August 21, 2025 1:00 am http://europe.managersofwealth.com/article/125092/ningi-launches-iht-tool-amid-incoming-changes This tool went from concept to comprehensive solution in under a week Tax Accountancy firm adds third office in High Wycombe through acquisition News Aggregation Team Wednesday, August 20, 2025 1:00 am http://europe.managersofwealth.com/article/125049/accountancy-firm-adds-third-office-in-high-wycombe-through-acquisition Chimes Accountancy Services now joins the team at Dux Advisory, which also has an office in Berkhamsted, Hertfordshire. Tax Accountants and financial advisers’ clients struggle with tax bills News Aggregation Team Tuesday, August 19, 2025 1:00 am http://europe.managersofwealth.com/article/125032/accountants-and-financial-advisersamprsquo-clients-struggle-with-tax-bills Trouble paying income tax bills saw the biggest increase, identified by 70% of those questioned. Tax How to reduce your Inheritance Tax bill News Team Friday, August 15, 2025 1:00 am http://europe.managersofwealth.com/article/124970/how-to-reduce-your-inheritance-tax-bill Nobody wants HMRC to be their biggest beneficiary. Find out how you can reduce your IHT bill – and leave more to your family. Tax UK tax data reportedly suggests claims of non-dom exodus overblown News Aggregation Team Thursday, August 14, 2025 1:00 am http://europe.managersofwealth.com/article/124965/uk-tax-data-reportedly-suggests-claims-of-non-dom-exodus-overblown HMRC figures appear to indicate departure of high net worth people is in line with OBR predictions, report says Tax Rumoured lifetime gifting cap risks stifling intergenerational support and adding complexity to tax system News Team Wednesday, August 13, 2025 1:00 am http://europe.managersofwealth.com/article/124941/rumoured-lifetime-gifting-cap-risks-stifling-intergenerational-support-and-adding-complexity-to-tax-system Such a cap would bring more gifts into scope for IHT and could capture not just large transfers designed to reduce tax bills but also modest, routine support between family members. Tax Strategic considerations for non-Banks in the Swiss mortgage lending market in the next low interest rate cycle News Team Thursday, August 28, 2025 1:00 am http://europe.managersofwealth.com/article/125193/strategic-considerations-for-non-banks-in-the-swiss-mortgage-lending-market-in-the-next-low-interest-rate-cycle This blog examines the market shifts, regulatory enablers and operating models shaping this transformation, and outlines how institutional investors can participate effectively. Retail Banking Commerzbank to issue €500 million in callable non-preferred debt News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125151/commerzbank-to-issue-ampeuro500-million-in-callable-non-preferred-debt Commerzbank will act as the stabilization coordinator for the offering, with Canadian Imperial Bank of Commerce, Natixis, and Erste Group Bank AG serving as stabilizing managers. Retail Banking Banks have closed more than one in three branches in the past five years News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125156/banks-have-closed-more-than-one-in-three-branches-in-the-past-five-years Following the closures last year, banks agreed to set up 350 hubs on UK high streets by 2029, to be operated by the Post Office. Retail Banking Santander lifts rates and cuts others, Molo trims BTL prices News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125159/santander-lifts-rates-and-cuts-others-molo-trims-btl-prices These prices are open to individual and limited company borrowers. Retail Banking Halifax named Defaqto Home Insurer of the Year News Aggregation Team Wednesday, August 27, 2025 1:00 am http://europe.managersofwealth.com/article/125167/halifax-named-defaqto-home-insurer-of-the-year Halifax achieved the highest overall score across practices Retail Banking Coop Norway announces new core banking platform News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125127/coop-norway-announces-new-core-banking-platform The Oslo-based co-op is working on the project with Mambu, which specialises in digital banking tech, and IT consultancy Knowit Retail Banking New Look could be put up for sale as Rothschild appointed to conduct review News Aggregation Team Tuesday, August 26, 2025 1:00 am http://europe.managersofwealth.com/article/125140/new-look-could-be-put-up-for-sale-as-rothschild-appointed-to-conduct-review The company has experienced numerous restructurings in recent years, including a £100m refinancing in 2023 and a £30m equity boost earlier this year to expedite its digital transformation Retail Banking Starling Bank snaps up UK fintech firm in small business push News Aggregation Team Wednesday, August 20, 2025 1:00 am http://europe.managersofwealth.com/article/125050/starling-bank-snaps-up-uk-fintech-firm-in-small-business-push The London-based firm said as part of the takeover, Ember’s tax and bookkeeping software will be built into Starling’s app and online bank. Retail Banking Bank set to leave city centre site after 146 years News Aggregation Team Tuesday, August 19, 2025 1:00 am http://europe.managersofwealth.com/article/125020/bank-set-to-leave-city-centre-site-after-146-years The bank is leaving their 146-year-old building in Queen Square to relocate to the Mander Centre, also in the city. Retail Banking Lloyds set to introduce new £300 rule this month in UK bank first News Aggregation Team Friday, August 15, 2025 1:00 am http://europe.managersofwealth.com/article/124975/lloyds-set-to-introduce-new-amppound300-rule-this-month-in-uk-bank-first This is a banking first, that could soon pick up in populariry with other banks. Retail Banking ESG considerations driving food and drink industry acquisitions News Team Monday, April 29, 2024 1:00 am http://europe.managersofwealth.com/article/116007/esg-considerations-driving-food-and-drink-industry-acquisitions Businesses are increasingly conscious of the importance of ESG in M&A. Pensions Schroders Greencoat eyes deal for scandal-hit solar operator – reports News Aggregation Team Monday, November 13, 2023 12:00 am http://europe.managersofwealth.com/article/112765/schroders-greencoat-eyes-deal-for-scandal-hit-solar-operator-ampndash-reports The infrastructure unit is a leading contender to buy Toucan Energy, which collapsed a year ago amid a local government scandal. Pensions Pensions allowance tax charges hit record high News Aggregation Team Thursday, March 24, 2022 12:00 am http://europe.managersofwealth.com/article/99923/pensions-allowance-tax-charges-hit-record-high The total value of LTA charges reported by schemes stood at £342mn in 2019-20. This is a 21 per cent increase from £283mn in the previous period. Pensions Pensions industry fires back at Opperman criticism News Team Wednesday, March 16, 2022 12:00 am http://europe.managersofwealth.com/article/99678/pensions-industry-fires-back-at-opperman-criticism Opperman’s remarks went down badly with a number of the industry’s leading voices. Pensions XPS partners with Abrdn to launch DB pensions master trust News Aggregation Team Tuesday, March 08, 2022 12:00 am http://europe.managersofwealth.com/article/99435/xps-partners-with-abrdn-to-launch-db-pensions-master-trust “This new solution should really help bring governance and efficiency improvements to the benefit of thousands of pension scheme members." Pensions Pension providers call for personalised advice rules News Aggregation Team Monday, March 07, 2022 12:00 am http://europe.managersofwealth.com/article/99382/pension-providers-call-for-personalised-advice-rules “UK’s advice rules (from MiFID) prevent firms providing personalised support to customers given the liability risk," it said in its submission. Pensions Government authorises use of dormant pension assets to "change people's lives for the better" News Team Thursday, March 03, 2022 12:00 am http://europe.managersofwealth.com/article/99279/government-authorises-use-of-dormant-pension-assets-to-ampquotchange-peopleamp039s-lives-for-the-betterampquot The UK Government has now announced an expansion of the scheme, which will be expanded to cover pensions, insurance, investment and wealth management accounts. Pensions €43bn pension fund cuts external fund exposure by half in two years News Aggregation Team Friday, February 25, 2022 12:00 am http://europe.managersofwealth.com/article/99130/ampeuro43bn-pension-fund-cuts-external-fund-exposure-by-half-in-two-years Assets under external management hit lowest levels for nearly a decade, as Swedish group focuses on interal efforts. Pensions Pensions platform Guiide considers institutional funding News Aggregation Team Thursday, February 24, 2022 12:00 am http://europe.managersofwealth.com/article/99063/pensions-platform-guiide-considers-institutional-funding Primarily the new funding will be used to develop Guiide+, an extension to its free online pension modelling tools. Pensions Northern Trust Supports AMF News Team Monday, February 21, 2022 12:00 am http://europe.managersofwealth.com/article/98943/northern-trust-supports-amf The implementation of the directive demanded important changes and enhancements to pension fund providers’ business models spanning risk management, governance and member communications. Pensions Power down: a wake-up call for Europe’s energy grid News Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125102/power-down-a-wake-up-call-for-europeamprsquos-energy-grid While some questioned renewable reliability, root cause was partially due to ineffective voltage management Planet SOS UBS has withdrawn from the Net-Zero Banking Alliance News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124836/ubs-has-withdrawn-from-the-net-zero-banking-alliance UBS has withdrawn from the Net-Zero Banking Alliance following its annual assessment of sustainability- and climate-related memberships. Planet SOS Standard Chartered and Brazilian State of Acre to bring high integrity carbon credits to market to support forest conservation News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124845/standard-chartered-and-brazilian-state-of-acre-to-bring-high-integrity-carbon-credits-to-market-to-support-forest-conservation The credits will take the form of jurisdictional forest carbon credits. Planet SOS Columbia Threadneedle announces €50m first close of private markets impact fund News Aggregation Team Thursday, August 07, 2025 1:00 am http://europe.managersofwealth.com/article/124817/columbia-threadneedle-announces-ampeuro50m-first-close-of-private-markets-impact-fund The fund will focus on companies across sectors aligned to the UN Sustainable Development Goals Planet SOS The rise of ESG-linked incentives in European banking News Team Wednesday, July 30, 2025 1:00 am http://europe.managersofwealth.com/article/124659/the-rise-of-esg-linked-incentives-in-european-banking What Europe’s banks are getting right — and wrong — in tying executive pay to ESG: trends, tensions, and how to get it right. Planet SOS Stronger growth and new product developments at radicant News Team Friday, July 18, 2025 1:00 am http://europe.managersofwealth.com/article/124442/stronger-growth-and-new-product-developments-at-radicant The consistent focus on innovation, digital excellence, and customer benefits is thus also evident in the challenging interest rate environment. Planet SOS Mirova and Natixis Investment Managers commit to funding the Paris Climate School at Sciences Po with €500,000 over four years News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124208/mirova-and-natixis-investment-managers-commit-to-funding-the-paris-climate-school-at-sciences-po-with-ampeuro500000-over-four-years This partnership will also support scholarships. Planet SOS Quilter Cheviot renames Climate Assets Funds as it secures SDR label News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124218/quilter-cheviot-renames-climate-assets-funds-as-it-secures-sdr-label The Sustainable Opportunities Balanced and Growth Funds both meet the requirements for the ‘Sustainability Focus’ label, demonstrating the team’s robust sustainable investment process. Planet SOS Sustainability adapts to policy pressures and opportunity News Team Thursday, July 03, 2025 1:00 am http://europe.managersofwealth.com/article/124128/sustainability-adapts-to-policy-pressures-and-opportunity While the US’s rhetoric and agenda initially rattled markets and investors, a more nuanced picture is emerging, in which some areas of sustainable investment are thriving. Planet SOS Banks’ role in the sustainability transition News Team Thursday, July 03, 2025 1:00 am http://europe.managersofwealth.com/article/124131/banksamprsquo-role-in-the-sustainability-transition The financing of the sustainability transition is therefore crucial for the pace at which we move forward. Planet SOS