Managers of Wealth - Europe http://europe.managersofwealth.com/ Sun, 14 Sep 2025 01:33:31 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125469/lazard-ceo-and-chairman-peter-orszagamprsquos-growth-strategy-and-middle-east-expansion-featured-in-bloomberg-news The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments. Wealth and Asset Management Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125480/helvetia-and-baloise-have-received-further-approvals-for-their-planned-merger-and-have-set-a-date-for-closing-the-transaction In April, Helvetia and Baloise announced their agreement to merge as equals. Wealth and Asset Management HSBC UK Private Bank grows regional presence with Wealth Centre launch News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125481/hsbc-uk-private-bank-grows-regional-presence-with-wealth-centre-launch It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively. Wealth and Asset Management UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125489/ubs-joins-forces-with-supertri-bsk-and-jet-to-drive-community-impact-in-jersey UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment. Wealth and Asset Management Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125490/multiple-shortlistings-for-jtc-at-the-202526-citywealth-ifc-awards The winners will be determined through a combination of online public voting and assessment by an independent panel of judges. Wealth and Asset Management LGT WM takes profit hit in year of heavy spend News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125494/lgt-wm-takes-profit-hit-in-year-of-heavy-spend Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher. Wealth and Asset Management SJP on the hunt for director to lead HNW push News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125444/sjp-on-the-hunt-for-director-to-lead-hnw-push Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest. Wealth and Asset Management Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125453/wealth-dynamix-technology-selected-by-groupe-premium-to-consolidate-and-accelerate-its-wealth-management-business This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market. Wealth and Asset Management Quilter welcomes new cohort of interns through Early Careers programme News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125460/quilter-welcomes-new-cohort-of-interns-through-early-careers-programme The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation. Wealth and Asset Management Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125462/family-offices-accelerate-their-professionalization-and-diversification-amid-geopolitical-and-regulatory-uncertainty Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes Wealth and Asset Management Cantonal bank hires ex-Mirabaud AM chief economist to head investment strategy News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125471/cantonal-bank-hires-ex-mirabaud-am-chief-economist-to-head-investment-strategy Banque Cantonale du Valais has recruited experienced economist Gero Jung. Executive Moves Quantoz Payments Appoints Mark de Bos as Head of Finance News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125474/quantoz-payments-appoints-mark-de-bos-as-head-of-finance Ex-ABN AMRO senior representative joins the MiCA regulated stablecoin issuer Quantoz having spent twenty-five years in finance and audit. Executive Moves Daniel Hartert appointed to the ABN AMRO Supervisory Board, Arjen Dorland stepped down News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125476/daniel-hartert-appointed-to-the-abn-amro-supervisory-board-arjen-dorland-stepped-down The Extraordinary General Meeting appointed Daniel Hartert as a member of the Supervisory Board for a period of four years until the Annual General Meeting in 2030. Executive Moves AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125479/afh-announces-two-key-appointments-to-drive-launch-of-new-partnership-proposition-as-it-enters-next-stage-of-strategic-growth ain Rayner will join AFH as Chief Commercial Officer from January 2026 and James Fogarty has joined this month, taking on a new role of Recruitment Director, with a focus on adviser recruitment. Executive Moves Metro Bank appoints new Head of Corporate Banking for Wales and South West News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125478/metro-bank-appoints-new-head-of-corporate-banking-for-wales-and-south-west She joins from Lloyds Banking Group, where she was Head of Private Capital, and brings more than 15 years of corporate banking experience to the role. Executive Moves Andbank Wealth Management incorporates Rodrigo Utrera as director of variable income News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125491/andbank-wealth-management-incorporates-rodrigo-utrera-as-director-of-variable-income With more than 20 years of experience in the financial markets, Utrera comes from Santander Asset Management Executive Moves Keith Jones steps down as a non-executive director of Evelyn Partners News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125492/keith-jones-steps-down-as-a-non-executive-director-of-evelyn-partners Keith leaves the Board with our thanks and very best wishes for the future." Executive Moves Royal London Asset Management appoints Davina Goodall-Smith as new Chief Operating Officer News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125493/royal-london-asset-management-appoints-davina-goodall-smith-as-new-chief-operating-officer Davina brings extensive experience in the asset management and financial services industry Executive Moves JM Finn hires Rathbones investment manager for Bristol push News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125443/jm-finn-hires-rathbones-investment-manager-for-bristol-push Andy Theban joins as an investment manager ahead to help broaden JM Finn's reach in the South West. Executive Moves State Street needs to fill top positions in Europe News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125445/state-street-needs-to-fill-top-positions-in-europe Andreas Przewloka , CEO of State Street International , plans to step down from his position as CEO next spring. Executive Moves Guernsey Financial Services Commission Launches Digital Finance Initiative News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125473/guernsey-financial-services-commission-launches-digital-finance-initiative This Forum will use roundtables and workshops to gather insights from practitioners to inform the development of policy improvements on which the Commission will then formally consult. Legal, Regulation & Compliance ECB Governing Council amends ECB FINREP Regulation to strengthen supervisory assessment of credit risk News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125486/ecb-governing-council-amends-ecb-finrep-regulation-to-strengthen-supervisory-assessment-of-credit-risk Nine additional data points incorporated into the FINREP data point reporting framework, with a first reporting reference date of December 2025 Legal, Regulation & Compliance Chancellor commits to explore pro-growth tax reforms to support small businesses opening new premises News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125482/chancellor-commits-to-explore-pro-growth-tax-reforms-to-support-small-businesses-opening-new-premises Small businesses could find it easier to expand and employ more people, thanks to government commitment to make business rates fairer. Legal, Regulation & Compliance EU Bank Watchdogs Must Be Bold in Simplifying Rules, Nagel Says News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125498/eu-bank-watchdogs-must-be-bold-in-simplifying-rules-nagel-says “We should boldly move forward on this path,” Bundesbank President Joachim Nagel said in a speech in Frankfurt on Friday. Legal, Regulation & Compliance Proposed contactless changes could increase convenience for consumers News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125447/proposed-contactless-changes-could-increase-convenience-for-consumers The FCA wants to give card providers the flexibility to decide the right limit for them and their customers. Legal, Regulation & Compliance Three finfluencers in court over online financial promotions News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125448/three-finfluencers-in-court-over-online-financial-promotions The Financial Conduct Authority alleges the trio encouraged followers to invest in products without the required authorisation to promote them. Legal, Regulation & Compliance Treasury Committee slams ‘confused’ Lifetime Isa News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125449/treasury-committee-slams-amplsquoconfusedamprsquo-lifetime-isa It called for reforms to align Lisa savings with pension savings under the Universal Credit means test. Legal, Regulation & Compliance Germany's state-owned KfW bank linked to rights violations News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125457/germanyamp039s-state-owned-kfw-bank-linked-to-rights-violations A new report on KfW Bank’s human rights record says these aren't just hypotheticals; they're real risks and they're not being handled well enough. Legal, Regulation & Compliance Simpler Rules for Smaller Banks In Focus Again News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125458/simpler-rules-for-smaller-banks-in-focus-again The desire to simplify regulatory requirements has reopened long-standing debates on the scope and extent of small bank regulations. Legal, Regulation & Compliance ECB and People’s Bank of China extend bilateral euro-renminbi currency swap arrangement News Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125419/ecb-and-peopleamprsquos-bank-of-china-extend-bilateral-euro-renminbi-currency-swap-arrangement The arrangement with the PBC is consistent with the large volumes of bilateral trade and investment between the euro area and China. Legal, Regulation & Compliance BTA Finance partners with Avaloq to modernise wealth management operations News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125472/bta-finance-partners-with-avaloq-to-modernise-wealth-management-operations Under the partnership, BTA Finance will implement the Avaloq platform, hosted in the cloud, to modernise its core wealth infrastructure, front-office systems and digital banking channels. FinTech Finpension Tops 4 Billion Francs in Client Assets News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125452/finpension-tops-4-billion-francs-in-client-assets This corresponds to a 41 percent increase in client assets within twelve months. FinTech SMA: Towards an integrated, flexible and sustainable model News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125454/sma-towards-an-integrated-flexible-and-sustainable-model This will facilitate the integration of advanced consulting and professional management, optimizing the portfolio and enhancing profiling during the onboarding phase, based on clear and consistent objectives. FinTech Octopus Money onboards AI agents News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125456/octopus-money-onboards-ai-agents In partnership with Ani Tech, Harry, Ron and Hermione will work in the background and take on time-consuming tasks like contacting third-party providers to retrieving documents. FinTech German investech Scalable Capital lands EU banking licence News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125459/german-investech-scalable-capital-lands-eu-banking-licence Scalable Capital plans to use the licence approval to launch lending and deposit-taking services in October. FinTech Profile Software adds AI boost to Axia wealth platform News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125461/profile-software-adds-ai-boost-to-axia-wealth-platform The latest version of Axia introduces a suite of AI-driven innovations designed to elevate decision-making and strengthen client engagement. FinTech TCI migrates 126,000 accounts from FNZ to Quai Digital News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125468/tci-migrates-126000-accounts-from-fnz-to-quai-digital The move, believed to be one of the largest migrations out of FNZ to date, was delivered in just seven months. FinTech Scalable Capital is now a bank News Aggregation Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125436/scalable-capital-is-now-a-bank Over €30 billion is held on the platform by more than one million customers. FinTech Why the direct lending boom still has room to run News Aggregation Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125442/why-the-direct-lending-boom-still-has-room-to-run On the other, competition is fierce, rates are edging down and macro conditions are less forgiving than they were a year ago. FinTech Objectway accelerates growth course News Team Tuesday, September 09, 2025 1:00 am http://europe.managersofwealth.com/article/125409/objectway-accelerates-growth-course The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing. FinTech Vanguard adds two new active global bond funds to fixed income range News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125475/vanguard-adds-two-new-active-global-bond-funds-to-fixed-income-range Active Global Core and Global Strategic Bond funds offer all-in-one exposure to global fixed income markets Alternative Investments Mobiliar continues its growth course in a first half of the year characterized by high natural damage News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125477/mobiliar-continues-its-growth-course-in-a-first-half-of-the-year-characterized-by-high-natural-damage The rockslide in Blatten (Valais) caused natural hazard damage amounting to CHF 170 million, which impacted the technical result in the non-life business. Alternative Investments Norway sovereign wealth fund excludes Eramet from portfolio on ethics grounds News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125485/norway-sovereign-wealth-fund-excludes-eramet-from-portfolio-on-ethics-grounds The fund held a 0.44% stake in Eramet worth $6.8 million as of June 30 Alternative Investments Tavistock buys into Lifetime to boost wellbeing push News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125487/tavistock-buys-into-lifetime-to-boost-wellbeing-push The acquisition, subject to FCA approval, is described as both a partial sale and a strategic partnership intended to accelerate the firm’s growth. Alternative Investments Managing portfolio boards for optimal performance News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125496/managing-portfolio-boards-for-optimal-performance Edgewater's Gregory Jones on creating synergies within investment portfolios Alternative Investments Chelsea Financial Services’ McDermott: Active ETFs ‘marketing dressed as innovation’ News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125450/chelsea-financial-servicesamprsquo-mcdermott-active-etfs-amplsquomarketing-dressed-as-innovationamprsquo The managing director is left a little perplexed by the recent wave of ‘active’ ETFs launches Alternative Investments Morgan Stanley IM launches global stars SICAV News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125451/morgan-stanley-im-launches-global-stars-sicav The fund’s investment approach focuses on business excellence, generally characterised by the creation and nurturing of intangible assets, which in turn support high return, incremental capital deployment. Alternative Investments Starling Bank plans £4bn secondary share sale; White House appeals ruling blocking Trump from ousting Fed’s Cook News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125463/starling-bank-plans-amppound4bn-secondary-share-sale-white-house-appeals-ruling-blocking-trump-from-ousting-fedamprsquos-cook Plus: Goldman chief Solomon warns of US economic slowdown, and more Alternative Investments EBRD extends new guarantee to Raiffeisen Bank Ukraine to unlock €200 million of business finance News Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125464/ebrd-extends-new-guarantee-to-raiffeisen-bank-ukraine-to-unlock-ampeuro200-million-of-business-finance The EBRD’s facility will cover up to 50 per cent of Raiffeisen’s credit risk on new finance worth €200 million for businesses operating in Ukraine. Alternative Investments M&G Investments adopts Bloomberg’s research solutions News Aggregation Team Thursday, September 11, 2025 1:00 am http://europe.managersofwealth.com/article/125465/mampampg-investments-adopts-bloombergamprsquos-research-solutions The system also integrates AI-powered tools, including document search and analysis on the Bloomberg Terminal, to streamline workflows. Alternative Investments Dutch state to cut ABN Amro stake to around 20% News Aggregation Team Tuesday, September 09, 2025 1:00 am http://europe.managersofwealth.com/article/125414/dutch-state-to-cut-abn-amro-stake-to-around-20 NLFI does retain a say on remuneration strategy and has voting rights in the appointment of both the management and supervisory boards. Investment Banking The next takeover poker is about to be decided News Aggregation Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125385/the-next-takeover-poker-is-about-to-be-decided The Spanish major bank Banco Bilbao Vizcaya Argentaria (BBVA) has officially launched a hostile takeover bid for its smaller rival Sabadell, offering €14.8 billion for the competitor. Investment Banking EBRD exits Bank of Cyprus News Team Friday, September 05, 2025 1:00 am http://europe.managersofwealth.com/article/125341/ebrd-exits-bank-of-cyprus The EBRD’s stake sale will help to increase the liquidity of Bank of Cyprus shares on ATHEX. Investment Banking 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 How FamilySight helps family offices simplify governance News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125470/how-familysight-helps-family-offices-simplify-governance Relying on manual processes to manage these streams not only slows operations but also heightens risk. Comment, Analysis & Research Banking on love: Gen Z’s financial confidence hinges on finding the ‘one’, but more than 50 per cent say cost of dating is getting in the way News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125495/banking-on-love-gen-zamprsquos-financial-confidence-hinges-on-finding-the-amplsquooneamprsquo-but-more-than-50-per-cent-say-cost-of-dating-is-getting-in-the-way The rising cost of dating, however, is an obstacle for those hoping to find the one. Comment, Analysis & Research Wealth inequality across Europe: Which countries have the most unfair distribution? News Aggregation Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125497/wealth-inequality-across-europe-which-countries-have-the-most-unfair-distribution Although it is uneven in most countries, the level of inequality matters. Comment, Analysis & Research Avolta wins Commerzbank's Treasury Award of the Year News Aggregation Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125424/avolta-wins-commerzbankamp039s-treasury-award-of-the-year This time, the prize, endowed with 5,000 Swiss francs, goes to Avolta Comment, Analysis & Research Banco Sabadell Shareholders Can Now Join BBVA to Create a European Banking Leader News Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125365/banco-sabadell-shareholders-can-now-join-bbva-to-create-a-european-banking-leader Following the merger, Banco Sabadell shareholders are set to obtain earnings per share 25¹ percent higher than they would with a standalone Banco Sabadell. Comment, Analysis & Research Former Baloise CEO Gert De Winter has passed away News Aggregation Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125371/former-baloise-ceo-gert-de-winter-has-passed-away He was CEO of the insurer for seven years. Comment, Analysis & Research Younger generations have greater appetite for investing News Aggregation Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125372/younger-generations-have-greater-appetite-for-investing The research, which surveyed 2,000 UK adults, found that almost half (47 per cent) of 18 to 34 year olds have invested in the past 12 months. Comment, Analysis & Research One in three parents delay retirement to bankroll student children as cost of higher education bites, new study shows News Team Friday, September 05, 2025 1:00 am http://europe.managersofwealth.com/article/125337/one-in-three-parents-delay-retirement-to-bankroll-student-children-as-cost-of-higher-education-bites-new-study-shows More than half (55%) of parents still supporting children financially after university, forcing them to borrow, remortgage or downsize Comment, Analysis & Research Fear of stock market keeps millions of Brits in cash News Aggregation Team Friday, September 05, 2025 1:00 am http://europe.managersofwealth.com/article/125350/fear-of-stock-market-keeps-millions-of-brits-in-cash The findings underline the scale of the challenge for policymakers seeking to boost retail investment, both to help savers build long-term wealth and to channel capital into UK growth companies. Comment, Analysis & Research Global wealth firms launch landmark AI study News Aggregation Team Thursday, September 04, 2025 1:00 am http://europe.managersofwealth.com/article/125309/global-wealth-firms-launch-landmark-ai-study It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs. Comment, Analysis & Research Additional taxation of banks would worsen Lithuania's investment climate, Nauseda warns News Aggregation Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125439/additional-taxation-of-banks-would-worsen-lithuaniaamp039s-investment-climate-nauseda-warns Nonetheless, he called the new government's plans to apply a new tax to this sector debatable. Tax Pension savers rush to take 25% tax-free cash News Aggregation Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125376/pension-savers-rush-to-take-25-tax-free-cash The data showed the total amount taken as PCLS by all savers in the six months up to and including March this year was £10.43bn. Tax Budget to be held on 26 November, Reeves confirms News Aggregation Team Wednesday, September 03, 2025 1:00 am http://europe.managersofwealth.com/article/125295/budget-to-be-held-on-26-november-reeves-confirms Labour pledged in its election manifesto to not increase taxes on "working people Tax Company loses tax case on the meaning of life News Team Wednesday, September 03, 2025 1:00 am http://europe.managersofwealth.com/article/125306/company-loses-tax-case-on-the-meaning-of-life HMRC determined that Lexgreen was liable for the tax because it established the trust and the trustees were based outside the United Kingdom. Tax 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 France’s fiscal outlook deteriorates, but a full-blown crisis remains unlikely News Team Friday, September 12, 2025 1:00 am http://europe.managersofwealth.com/article/125488/franceamprsquos-fiscal-outlook-deteriorates-but-a-full-blown-crisis-remains-unlikely To avoid a vote of no confidence, he must secure tacit support from either the left or the far-right, a scenario unlikely unless the budget proposal undergoes significant revisions. Retail Banking Sabadell CEO expects BBVA to improve its offer for the bank News Aggregation Team Wednesday, September 10, 2025 1:00 am http://europe.managersofwealth.com/article/125421/sabadell-ceo-expects-bbva-to-improve-its-offer-for-the-bank The premium BBVA offered over Sabadell's April 29, 2024, closing share price has shrunk from 30% to a negative differential of about 8%. Retail Banking Lloyds closes in on £120m takeover of fintech Curve News Aggregation Team Monday, September 08, 2025 1:00 am http://europe.managersofwealth.com/article/125367/lloyds-closes-in-on-amppound120m-takeover-of-fintech-curve Britain's biggest high street bank network could announce the acquisition of a company once-feted as one of the country's hottest fintech start-ups as soon as this week, Sky News learns. Retail Banking UniCredit’s Commerzbank takeover unlikely, says German bank CEO News Aggregation Team Friday, September 05, 2025 1:00 am http://europe.managersofwealth.com/article/125348/unicreditamprsquos-commerzbank-takeover-unlikely-says-german-bank-ceo Speaking at a banking conference, Bettina Orlopp also affirmed that the ultimate decision will be left to the shareholders. Retail Banking Lloyds Bank’s performance overhaul could see headcount slashed News Aggregation Team Friday, September 05, 2025 1:00 am http://europe.managersofwealth.com/article/125360/lloyds-bankamprsquos-performance-overhaul-could-see-headcount-slashed A Lloyds spokesperson stressed to HR magazine that the approach it is taking is “relatively common across our industry and others” and that it is about turnover. Retail Banking 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 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 Switzerland signs agreements with Denmark on carbon storage News Team Thursday, September 04, 2025 1:00 am http://europe.managersofwealth.com/article/125313/switzerland-signs-agreements-with-denmark-on-carbon-storage They also serve as a basis for further cooperation in the field of negative emission technologies. Planet SOS Power down: a wake-up call for Europe’s energy grid News Team Friday, August 22, 2025 1:00 am http://europe.managersofwealth.com/article/125102/power-down-a-wake-up-call-for-europeamprsquos-energy-grid While some questioned renewable reliability, root cause was partially due to ineffective voltage management Planet SOS UBS has withdrawn from the Net-Zero Banking Alliance News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124836/ubs-has-withdrawn-from-the-net-zero-banking-alliance UBS has withdrawn from the Net-Zero Banking Alliance following its annual assessment of sustainability- and climate-related memberships. Planet SOS Standard Chartered and Brazilian State of Acre to bring high integrity carbon credits to market to support forest conservation News Team Friday, August 08, 2025 1:00 am http://europe.managersofwealth.com/article/124845/standard-chartered-and-brazilian-state-of-acre-to-bring-high-integrity-carbon-credits-to-market-to-support-forest-conservation The credits will take the form of jurisdictional forest carbon credits. Planet SOS Columbia Threadneedle announces €50m first close of private markets impact fund News Aggregation Team Thursday, August 07, 2025 1:00 am http://europe.managersofwealth.com/article/124817/columbia-threadneedle-announces-ampeuro50m-first-close-of-private-markets-impact-fund The fund will focus on companies across sectors aligned to the UN Sustainable Development Goals Planet SOS The rise of ESG-linked incentives in European banking News Team Wednesday, July 30, 2025 1:00 am http://europe.managersofwealth.com/article/124659/the-rise-of-esg-linked-incentives-in-european-banking What Europe’s banks are getting right — and wrong — in tying executive pay to ESG: trends, tensions, and how to get it right. Planet SOS Stronger growth and new product developments at radicant News Team Friday, July 18, 2025 1:00 am http://europe.managersofwealth.com/article/124442/stronger-growth-and-new-product-developments-at-radicant The consistent focus on innovation, digital excellence, and customer benefits is thus also evident in the challenging interest rate environment. Planet SOS Mirova and Natixis Investment Managers commit to funding the Paris Climate School at Sciences Po with €500,000 over four years News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124208/mirova-and-natixis-investment-managers-commit-to-funding-the-paris-climate-school-at-sciences-po-with-ampeuro500000-over-four-years This partnership will also support scholarships. Planet SOS Quilter Cheviot renames Climate Assets Funds as it secures SDR label News Team Tuesday, July 08, 2025 1:00 am http://europe.managersofwealth.com/article/124218/quilter-cheviot-renames-climate-assets-funds-as-it-secures-sdr-label The Sustainable Opportunities Balanced and Growth Funds both meet the requirements for the ‘Sustainability Focus’ label, demonstrating the team’s robust sustainable investment process. Planet SOS 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