Managers of Wealth - Europe http://europe.managersofwealth.com/ Sat, 14 Mar 2026 12:20:59 GMT part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Structures for the Great Wealth Transfer: comparing family succession vehicles News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128710/structures-for-the-great-wealth-transfer-comparing-family-succession-vehicles Both structures separate the ownership and control of those assets, but do so in different ways. Wealth and Asset Management British Asset Manager Rapidly Expands Swiss Business News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128714/british-asset-manager-rapidly-expands-swiss-business A central pillar of the strategy is the focus on institutional investors such as private banks, pension funds, insurance companies and family offices. Wealth and Asset Management Economic growth in UK becoming a 'pipe dream' after GDP stagnates in January News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128715/economic-growth-in-uk-becoming-a-amp039pipe-dreamamp039-after-gdp-stagnates-in-january Services returned to growth in those three months, but quickly stagnated again in January, a potential ongoing concern given the UK’s reliance on that sector. Wealth and Asset Management Odax Wealth Partners opens a family office in Paris News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128716/odax-wealth-partners-opens-a-family-office-in-paris The Paris location targets a predominantly French client base, but whose assets now extend well beyond national borders. Wealth and Asset Management ABN AMRO and Stedelijk Museum Amsterdam extend partnership by two years News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128721/abn-amro-and-stedelijk-museum-amsterdam-extend-partnership-by-two-years The Stedelijk Museum has consciously chosen to renew the partnership, as both organisations share the ambition to enhance access to art and design in the broadest sense, guided by the principle of equal opportunity. Wealth and Asset Management SJP chief exec FitzPatrick’s pay package dips to £2.7m in 2025 News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128722/sjp-chief-exec-fitzpatrickamprsquos-pay-package-dips-to-amppound27m-in-2025 FitzPatrick’s total pay for 2025 was £2.7m, down from £3.5m in 2024. Wealth and Asset Management Schroders: Bonds are not only about income News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128723/schroders-bonds-are-not-only-about-income Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain. Wealth and Asset Management Europe’s wealth managers must navigate migration trend News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128724/europeamprsquos-wealth-managers-must-navigate-migration-trend With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus Wealth and Asset Management How CMB Monaco turned a luxury wealth management experience digital News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128679/how-cmb-monaco-turned-a-luxury-wealth-management-experience-digital The bank operates in a highly competitive financial market and boasts a top 5 market position among Monaco’s leading wealth management institutions. Wealth and Asset Management ABN AMRO publishes Annual Report 2025 News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128680/abn-amro-publishes-annual-report-2025 The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people. Wealth and Asset Management Barclays Private Bank Monaco confirms Olivier Franceschelli as CEO News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128711/barclays-private-bank-monaco-confirms-olivier-franceschelli-as-ceo Olivier Franceschelli joined Barclays in May 2020 and has been credited with strengthening the bank’s client proposition and culture in Monaco during his time as interim CEO. Executive Moves David Conde, New Country Manager of BBVA Switzerland News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128705/david-conde-new-country-manager-of-bbva-switzerland This appointment is subject to the corresponding regulatory approvals. Executive Moves Allianz SE announces changes to its Board of Management News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128706/allianz-se-announces-changes-to-its-board-of-management The changes are brought about by the planned retirement of Board Member Klaus-Peter Röhler Executive Moves Crowe bolsters Consulting practice with new partner hire News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128707/crowe-bolsters-consulting-practice-with-new-partner-hire Among the key responsibilities in his new role, Bhavin’s focus will be on building a scalable, regulatory-ready internal audit platform that supports clients through growth, transformation and heightened supervisory expectations. Executive Moves Suntera Appoints Mark Reynolds to Expanded Role to Drive Crown Dependencies Growth News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128712/suntera-appoints-mark-reynolds-to-expanded-role-to-drive-crown-dependencies-growth The creation of the new leadership role follows the completion of the majority equity investment in Suntera by Valeas Capital Partners earlier this year, paving the way for a new era of strategic investment and growth. Executive Moves UBS hires ex-HSBC private banking exec in Geneva News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128713/ubs-hires-ex-hsbc-private-banking-exec-in-geneva The group has been sharpening its focus on emerging market wealth pools, including the Middle East and North Africa. Executive Moves FGS Global Brings in Former HSBC Banker as Senior Advisor News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128696/fgs-global-brings-in-former-hsbc-banker-as-senior-advisor Richier brings more than 35 years of senior leadership experience in global corporate and investment banking. Executive Moves Mattioli Woods appoints investment product managing director News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128697/mattioli-woods-appoints-investment-product-managing-director Taylor will lead the continued development of the firm’s investment product capabilities and platform strategy Executive Moves Marsh appoints Phil Parkinson as CEO, Mercer UK News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128701/marsh-appoints-phil-parkinson-as-ceo-mercer-uk He will also work closely with Marsh leaders to deliver the firm’s market-leading capabilities across risk, strategy, and people to UK clients. Executive Moves Shock at Zurich Switzerland – CEO Steps Down News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128664/shock-at-zurich-switzerland-ampndash-ceo-steps-down The Chief Executive Officer of Zurich Switzerland is stepping down from his position with immediate effect. Executive Moves Reforming cross-border payments – speech by Andrew Bailey News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128709/reforming-cross-border-payments-ampndash-speech-by-andrew-bailey Given at the FSB Payments Summit Legal, Regulation & Compliance ESMA sets out actions to simplify the retail investor journey and make investing more accessible News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128725/esma-sets-out-actions-to-simplify-the-retail-investor-journey-and-make-investing-more-accessible As part of this follow up work, consumer testing will be used to inform and validate improvements to disclosures and digital investor journeys, including for mobile-first users. Legal, Regulation & Compliance TPR urges vigilance after rise in impersonation fraud against pension savers News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128727/tpr-urges-vigilance-after-rise-in-impersonation-fraud-against-pension-savers The criminals get hold of savers’ personal information and use it to breach security checks and access their accounts. Legal, Regulation & Compliance Pressure grows on Reeves to water down salary sacrifice changes as Lords increase cap to £5,000 News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128681/pressure-grows-on-reeves-to-water-down-salary-sacrifice-changes-as-lords-increase-cap-to-amppound5000 In one of five defeats for the government at the House of Lords stage, the pension salary sacrifice cap has been increased to £5,000, from the original £2,000 proposed. Legal, Regulation & Compliance Man jailed for running illegal sale-and-rent-back scheme targeting struggling homeowners News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128687/man-jailed-for-running-illegal-sale-and-rent-back-scheme-targeting-struggling-homeowners Mr Gill has been sentenced to two and a half years in prison for running a sale-and-rent-back scheme without being authorised and illegally providing credit agreements and mortgages. Legal, Regulation & Compliance Eurosystem Unveils Appia Roadmap for Europe’s Tokenised Finance News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128688/eurosystem-unveils-appia-roadmap-for-europeamprsquos-tokenised-finance It will bring together the Eurosystem as well as public and private sector stakeholders, with the aim of building integrated, innovative and resilient tokenised wholesale financial markets in Europe. Legal, Regulation & Compliance German central bank abandons controversial overhaul News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128694/german-central-bank-abandons-controversial-overhaul The enormous 1970s brutalist concrete building had become synonymous with the Bundesbank and was said to reflect its culture of fostering economic stability. Legal, Regulation & Compliance White & Case advises bank syndicate on €4 billion German Federal green bond issuance News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128695/white-ampamp-case-advises-bank-syndicate-on-ampeuro4-billion-german-federal-green-bond-issuance The bond is part of the Federal Republic's "Twin Bond Concept" pursuant to which each Federal green bond has a conventional twin bond with the same commercial parameter. Legal, Regulation & Compliance Revolut secures UK banking licence after years long wait News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128684/revolut-secures-uk-banking-licence-after-years-long-wait Revolut - which already has 13 million customers in the UK - also plans to offer a wider array of banking services in the future, such as lending and other products. Legal, Regulation & Compliance Eurosystem unveils roadmap for tokenised wholesale financial markets News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128674/eurosystem-unveils-roadmap-for-tokenised-wholesale-financial-markets The central bank is inviting feedback from stakeholders and expressions of interest in contributing to the forthcoming analytical and practical work. Legal, Regulation & Compliance AI scams drove UK reports of fraud to record 444,000 last year News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128708/ai-scams-drove-uk-reports-of-fraud-to-record-444000-last-year Criminals using artificial intelligence tools to take over mobile, bank and online shopping accounts, says Cifas FinTech Temenos Earns the Solutions Partner with Certified Software Designation for Core Banking SaaS on Azure News Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128671/temenos-earns-the-solutions-partner-with-certified-software-designation-for-core-banking-saas-on-azure The certified software designation underscores Temenos’ commitment to cloud-native core banking with the highest standards of interoperability, security and performance. FinTech BBVA boosts audit productivity with AI assistant News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128676/bbva-boosts-audit-productivity-with-ai-assistant The bank's internal audit team has developed a specific GPT within ChatGPT Enterprise designed to help auditors systematise data analysis. FinTech SEB Private Equity becomes new owner partner of Multisoft Group News Team Tuesday, March 10, 2026 12:00 am http://europe.managersofwealth.com/article/128630/seb-private-equity-becomes-new-owner-partner-of-multisoft-group The result is shorter lead times, high flexibility and better conditions for an agile and business-oriented way of working. FinTech Lloyds to sell customer data, cut IT costs to become “the UK’s biggest fintech” News Aggregation Team Friday, March 06, 2026 12:00 am http://europe.managersofwealth.com/article/128592/lloyds-to-sell-customer-data-cut-it-costs-to-become-ampldquothe-ukamprsquos-biggest-fintechamprdquo Lloyds was under fire last month for using anonymised bank data of their employees to negotiate pay rises. FinTech OPBAS identifies areas where anti-money laundering supervisors can improve News Team Tuesday, March 03, 2026 12:00 am http://europe.managersofwealth.com/article/128516/opbas-identifies-areas-where-anti-money-laundering-supervisors-can-improve OPBAS is concerned that for some PBSs, their dual role as both a membership organisation and a supervisor can hinder effective action. FinTech Bison Bank adopts Elliptic’s AI-powered analytics News Aggregation Team Thursday, February 26, 2026 12:00 am http://europe.managersofwealth.com/article/128448/bison-bank-adopts-ellipticamprsquos-ai-powered-analytics Additionally, Elliptic's copilot assistant automates data collection, fund flow analysis, participant identification, and provides an AI-generated risk summary. FinTech FCA names four firms to trial stablecoin use cases News Aggregation Team Thursday, February 26, 2026 12:00 am http://europe.managersofwealth.com/article/128452/fca-names-four-firms-to-trial-stablecoin-use-cases The participants in the regulatory sandbox, set to commence in Q1 2026, include Monee Financial Technologies, ReStabilise, VVTX, and UK challenger Revolut. FinTech Wealth managers back AI, but client trust is decreasing News Aggregation Team Wednesday, February 25, 2026 12:00 am http://europe.managersofwealth.com/article/128403/wealth-managers-back-ai-but-client-trust-is-decreasing Despite this apparent decline in client trust, UK wealth managers remain confident in the potential for AI to support them in their roles. FinTech Iress targets large wealth firms after strong UK results News Aggregation Team Wednesday, February 25, 2026 12:00 am http://europe.managersofwealth.com/article/128414/iress-targets-large-wealth-firms-after-strong-uk-results Group chief executive Andrew Russell said the results reflected a year of “disciplined execution” following the simplification of the business into a more focused wealth and trading software provider. FinTech BNY Selected to Support Multi-Year Operating Model Optimization at AllianzGI News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128718/bny-selected-to-support-multi-year-operating-model-optimization-at-allianzgi This optimization will help futureproof AllianzGI’s investment operating model so that the firm continues to have the scalable, high-performing technology platforms it needs to deliver an exceptional experience to clients. Alternative Investments Thornbridge Investment Management extends appointed representative service to UK investment firms News Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128726/thornbridge-investment-management-extends-appointed-representative-service-to-uk-investment-firms This is owing to its track record, established infrastructure and resources. Alternative Investments Generali eyes MPS post-AXA and doubling down with UniCredit News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128728/generali-eyes-mps-post-axa-and-doubling-down-with-unicredit Commenting on the annual results, as reported by Reuters, Donnet stated that the insurer "would be delighted" to assist MPS in managing savings on the domestic market, emphasizing a strong patriotic stance Alternative Investments Swiss Life continues its growth, increases operating profit and raises dividend – «Swiss Life 2027» well on track News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128692/swiss-life-continues-its-growth-increases-operating-profit-and-raises-dividend-ampndash-amplaquoswiss-life-2027ampraquo-well-on-track Premium income amounted to CHF 20.9 billion, an increase of 3% in local currency, with all insurance segments contributing to the growth. Alternative Investments Top managers reveal European bargains News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128693/top-managers-reveal-european-bargains Elite Investors highlight five companies that remain attractive as the wider markets surge. Alternative Investments Expats returning to UK from Dubai may face unexpected CGT bills News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128703/expats-returning-to-uk-from-dubai-may-face-unexpected-cgt-bills The firm said that many people may inadvertently fall foul of the UK’s five‑year temporary non‑residency rule Alternative Investments Gallivan Financial buys Doyle Pension & Insurance News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128657/gallivan-financial-buys-doyle-pension-ampamp-insurance Gallivan's recent organic growth combined with this recent deal, now brings the company's total assets under management to more than €1.3 billion in total. Alternative Investments KBIGI awarded five star rating for three responsible investing modules in 2025 News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128661/kbigi-awarded-five-star-rating-for-three-responsible-investing-modules-in-2025 The modules were relevant to KBIGI’s overall approach to responsible investment and management of equities in its annual ratings for 2025 Alternative Investments 2025 Full Year Results: 9% core EPS growth; strong strategic progress; £1.2bn share buyback News Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128663/2025-full-year-results-9-core-eps-growth-strong-strategic-progress-amppound12bn-share-buyback This week we will begin a £1.2bn share buyback - the largest in our history - which, together with guided dividend per share growth of 2% this year, will bring planned returns to shareholders to £2.4bn over the next year. Alternative Investments OakNorth acquires Monite to expand business banking capabilities News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128666/oaknorth-acquires-monite-to-expand-business-banking-capabilities The deal will see OakNorth acquire Monite's core technologies and onboard its product and engineering teams. Alternative Investments Commerzbank tackles money laundering with Hawk AI tech News Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128677/commerzbank-tackles-money-laundering-with-hawk-ai-tech This partnership underscores Commerzbank's strategy of deploying AI purposefully for customer and market processes while adapting to specific regulatory requirements. Investment Banking EIB Global pledges more than €1 billion in support of Mission 300 Goals News Team Thursday, March 05, 2026 12:00 am http://europe.managersofwealth.com/article/128564/eib-global-pledges-more-than-ampeuro1-billion-in-support-of-mission-300-goals The financing will be implemented through EIB Global Investment Banking UniCredit renews the EDGE Certification across Europe, reconfirming the Global Status News Team Monday, March 02, 2026 12:00 am http://europe.managersofwealth.com/article/128495/unicredit-renews-the-edge-certification-across-europe-reconfirming-the-global-status Together, these markets represent more than 80% of our people, making UniCredit the first and only pan‑European bank to be recertified at such scale and eligible for the prestigious EDGE Global Certification. Investment Banking London’s Allica Bank targets 10% UK SMB market share by 2028 after €131 million raise News Team Thursday, February 26, 2026 12:00 am http://europe.managersofwealth.com/article/128435/londonamprsquos-allica-bank-targets-10-uk-smb-market-share-by-2028-after-ampeuro131-million-raise The round was raised with investements from Ventura Capital, GLG , Sona AM and existing investors TCV and Blue Owl. Investment Banking The massive increase in fraud targeting customers in recent years can be reversed, new figures from Danske Bank show News Team Wednesday, February 25, 2026 12:00 am http://europe.managersofwealth.com/article/128424/the-massive-increase-in-fraud-targeting-customers-in-recent-years-can-be-reversed-new-figures-from-danske-bank-show Most people will likely recognize a similar text message from 2025, when Danes were repeatedly exposed to fraudulent messages, fake websites, and manipulative phone calls. Investment Banking Global Finance Names The World’s Best Investment Banks 2026 News Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128317/global-finance-names-the-worldamprsquos-best-investment-banks-2026 This year, for the first time, Global Finance has chosen Sector Award Winners by Region where outstanding organizations deserved recognition Investment Banking Santander UK to redeem £450 million perpetual capital securities News Aggregation Team Thursday, February 19, 2026 12:00 am http://europe.managersofwealth.com/article/128319/santander-uk-to-redeem-amppound450-million-perpetual-capital-securities Any distributions previously cancelled in accordance with the securities’ terms will remain excluded from payment. Investment Banking Crédit Agricole CIB Pioneers Acceptance of Multi-currency Chinese Sovereign Bonds as Derivatives Collateral News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128177/crampeacutedit-agricole-cib-pioneers-acceptance-of-multi-currency-chinese-sovereign-bonds-as-derivatives-collateral The initiative enables Crédit Agricole CIB to accept multi-currency (CNH, USD, and EUR) Chinese sovereign bonds custodied at Clearstream and Euroclear as eligible collateral for initial margin requirements. Investment Banking The European Investment Bank (EIB) and BBVA sign two agreements to boost green finance News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128187/the-european-investment-bank-eib-and-bbva-sign-two-agreements-to-boost-green-finance The first agreement is an EIB guarantee facility of up to EUR 380 million to support sustainable projects. Investment Banking Santander, global leader in export finance for fourth year running News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128188/santander-global-leader-in-export-finance-for-fourth-year-running The Group held on to the number one spot with a total volume of USD 18.2 billion and an international market share of 14.5%. Investment Banking Over half of advised clients more worried about tax than a year ago, finds Wealthtime News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128653/over-half-of-advised-clients-more-worried-about-tax-than-a-year-ago-finds-wealthtime Almost half (47%) report that tax rules and allowances are a major source of uncertainty, while 30% admit they are confused about pension rules. Comment, Analysis & Research Building places, not just spaces News Aggregation Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128658/building-places-not-just-spaces In Estates Gazette, Mark Gauguier and Christina Tennant explore the key takeaways, examining why design, longevity and stewardship Comment, Analysis & Research Stepping back, staying safe: a joined-up approach to growth News Team Wednesday, March 11, 2026 12:00 am http://europe.managersofwealth.com/article/128660/stepping-back-staying-safe-a-joined-up-approach-to-growth And as the conduct authority, the FCA focuses on what sits on top – the delivery of the services and products consumers rely on. Comment, Analysis & Research Brown Shipley: Entrepreneurs act early as tax changes approach News Aggregation Team Tuesday, March 10, 2026 12:00 am http://europe.managersofwealth.com/article/128629/brown-shipley-entrepreneurs-act-early-as-tax-changes-approach The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points. Comment, Analysis & Research How to choose the private bank best for your needs News Team Tuesday, March 10, 2026 12:00 am http://europe.managersofwealth.com/article/128640/how-to-choose-the-private-bank-best-for-your-needs A private bank must be able to ensure the long-term growth of its clients’ wealth while planning its transfer to future generations. Comment, Analysis & Research A high-impact publicity campaign News Aggregation Team Tuesday, March 10, 2026 12:00 am http://europe.managersofwealth.com/article/128650/a-high-impact-publicity-campaign A large majority view banks as a cornerstone of the global economy. Comment, Analysis & Research Why women retire with less and the proven ways to change the outcome News Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128606/why-women-retire-with-less-and-the-proven-ways-to-change-the-outcome The most effective approach is lifelong: start early, review regularly, and adapt your plan as life evolves. Comment, Analysis & Research Self-employed women face pension planning gap News Aggregation Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128618/self-employed-women-face-pension-planning-gap The research also found maternity leave often leads to a pause in retirement saving. Comment, Analysis & Research Partners Group announces credit rating from Moody's Ratings News Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128624/partners-group-announces-credit-rating-from-moodyamp039s-ratings The investment grade ratings we have received from both agencies are a testament to the financial stability of our firm. Comment, Analysis & Research As Tax Year End Nears, Bestinvest’s Latest ‘Best Funds List’ Highlights the Top Fund Picks Favoured by its Research Specialists News Team Friday, March 06, 2026 12:00 am http://europe.managersofwealth.com/article/128580/as-tax-year-end-nears-bestinvestamprsquos-latest-amplsquobest-funds-listamprsquo-highlights-the-top-fund-picks-favoured-by-its-research-specialists Featuring 144 open-ended funds, Exchange Traded Products and investment trusts, the latest List is a valuable guide for DIY investors seeking inspiration for their tax-free allowances before the end of the financial year Comment, Analysis & Research Overseas client returning to the UK? Make the most of new tax rules News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128719/overseas-client-returning-to-the-uk-make-the-most-of-new-tax-rules When a UK expat returns to the UK in a hurry, unexpected tax exposure can arise quickly, warns Raquel Plaza of Blevins Franks Tax AIC urges government to reinstate 30% VCT tax relief News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128702/aic-urges-government-to-reinstate-30-vct-tax-relief AIC chief executive Richard Stone warned that cutting the tax incentive could undermine funding for high-growth UK companies. Tax Denmark’s wealth tax plan would be a disaster for startups News Aggregation Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128619/denmarkamprsquos-wealth-tax-plan-would-be-a-disaster-for-startups If Denmark introduces additional structural friction for founders, we would find it difficult to recommend other founders start companies there. Tax Tax fears hit HNW confidence as planning pressures mount News Aggregation Team Friday, February 27, 2026 12:00 am http://europe.managersofwealth.com/article/128459/tax-fears-hit-hnw-confidence-as-planning-pressures-mount The findings suggest tax policy is now a central driver of wealth planning decisions for affluent clients. Tax Switzerland May Require More Tax Increases To Balance Budget News Aggregation Team Friday, February 27, 2026 12:00 am http://europe.managersofwealth.com/article/128476/switzerland-may-require-more-tax-increases-to-balance-budget The Swiss Government earlier noted, "Without EP27, the federal Government would need to find ways to offset the unchecked growth in costs. Tax Tax fears hit HNW confidence as planning pressures mount News Aggregation Team Wednesday, February 25, 2026 12:00 am http://europe.managersofwealth.com/article/128425/tax-fears-hit-hnw-confidence-as-planning-pressures-mount The findings suggest tax policy is now a central driver of wealth planning decisions for affluent clients. Tax US Tax on a UK Pension Lump Sum: Rates, Reporting, and Mitigation Strategies News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128349/us-tax-on-a-uk-pension-lump-sum-rates-reporting-and-mitigation-strategies This risk is often more pronounced if no UK tax is withheld, in which case no foreign tax credit (FTC) may be available. Tax KPMG UK comments on today’s public finances data News Team Monday, February 23, 2026 12:00 am http://europe.managersofwealth.com/article/128354/kpmg-uk-comments-on-todayamprsquos-public-finances-data “Weaker growth could chip away at Chancellor’s headroom” says Dennis Tatarkov, Senior Economist at KPMG UK Tax CGT tax take soars as higher rates and lower annual exemption bite News Team Friday, February 20, 2026 12:00 am http://europe.managersofwealth.com/article/128335/cgt-tax-take-soars-as-higher-rates-and-lower-annual-exemption-bite There is usually an annual uplift in CGT take in January, but this jump may be suggestive of post budget selling after Rachel Reeves opted not to make further changes. Tax Could you turbo-charge your pension before the tax-year end? News Team Wednesday, February 18, 2026 12:00 am http://europe.managersofwealth.com/article/128287/could-you-turbo-charge-your-pension-before-the-tax-year-end Pension tax relief remains a crucial benefit for the UK’s earners and savers, and the end of the tax year on 5 April forms a deadline for those looking to top up their retirement pots. Tax Lloyds, Halifax and Bank of Scotland ‘technical glitch’ showing other users’ transactions to customers News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128704/lloyds-halifax-and-bank-of-scotland-amplsquotechnical-glitchamprsquo-showing-other-usersamprsquo-transactions-to-customers It is not thought that users were able to see information such as account numbers or names attached to payments. Retail Banking UK businesses adopting AI see strong gains in profitability and productivity News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128682/uk-businesses-adopting-ai-see-strong-gains-in-profitability-and-productivity The findings come as investment in AI accelerates, with two thirds (66%) of UK businesses confirming they have invested in AI. Retail Banking Banks are structurally disadvantaged in the lending business. How they adapt is a strategic imperative. News Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128685/banks-are-structurally-disadvantaged-in-the-lending-business-how-they-adapt-is-a-strategic-imperative It is a durable reorganization of who intermediates capital in the middle market—one that banks and their technology partners must address with urgency and clarity. Retail Banking ABN Amro extends Worldline contract as payments firm launches share capital increase News Aggregation Team Thursday, March 12, 2026 12:00 am http://europe.managersofwealth.com/article/128700/abn-amro-extends-worldline-contract-as-payments-firm-launches-share-capital-increase ABN AMRO and Worldline share a distinguished partnership built over decades. Retail Banking Raiffeisen reportedly close to taking over Garanti Bank Romania News Aggregation Team Tuesday, March 10, 2026 12:00 am http://europe.managersofwealth.com/article/128651/raiffeisen-reportedly-close-to-taking-over-garanti-bank-romania Garanti BBVA Romania was put up for sale again last year by the BBVA group after a previous attempt to sell the subsidiary in 2020 was halted during the COVID-19 pandemic. Retail Banking Irish banks launch Zippay digital payment service to compete with Revolut News Aggregation Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128603/irish-banks-launch-zippay-digital-payment-service-to-compete-with-revolut Zippay is an in-app service offered through customers’ existing mobile banking apps and will begin rolling out on a phased basis to users from Tuesday Retail Banking CIBC Caribbean to discontinue Great Britian pound cheques and bank draft services News Aggregation Team Monday, March 09, 2026 12:00 am http://europe.managersofwealth.com/article/128607/cibc-caribbean-to-discontinue-great-britian-pound-cheques-and-bank-draft-services Clients currently holding Great Britian pound cheques and bank drafts are strongly encouraged to present them at one of the bank’s branches for encashment or deposit them to an account before 31 March 2026 to ensure timely processing. Retail Banking AlbaCore and MUFJ launch infrastructure debt platform News Aggregation Team Friday, March 06, 2026 12:00 am http://europe.managersofwealth.com/article/128586/albacore-and-mufj-launch-infrastructure-debt-platform Platform will provide scalable and sustainable access to UK and European infrastructure debt through the future launch of investment grade and high yield investment strategies. Retail Banking Bank of England to Scenario Plan an AI Shock Amid Job Loss Fears News Aggregation Team Thursday, March 05, 2026 12:00 am http://europe.managersofwealth.com/article/128567/bank-of-england-to-scenario-plan-an-ai-shock-amid-job-loss-fears The UK central bank will also consider whether to incorporate the assessments into its broader banking stress tests Retail Banking Consumer investments priorities: strengthening trust, supporting investors News Team Wednesday, March 04, 2026 12:00 am http://europe.managersofwealth.com/article/128545/consumer-investments-priorities-strengthening-trust-supporting-investors Through all this, we recognise that the consumer investments landscape is changing – and we want to hear from firms. Retail Banking Pension value to be put under the spotlight News Team Friday, January 09, 2026 12:00 am http://europe.managersofwealth.com/article/127553/pension-value-to-be-put-under-the-spotlight The proposals aim to make it clearer how pensions perform, what they cost and the quality of service. So that people can get good value, and so that poor performing schemes are pushed to improve. Pensions ESG considerations driving food and drink industry acquisitions News Team Monday, April 29, 2024 1:00 am http://europe.managersofwealth.com/article/116007/esg-considerations-driving-food-and-drink-industry-acquisitions Businesses are increasingly conscious of the importance of ESG in M&A. Pensions Schroders Greencoat eyes deal for scandal-hit solar operator – reports News Aggregation Team Monday, November 13, 2023 12:00 am http://europe.managersofwealth.com/article/112765/schroders-greencoat-eyes-deal-for-scandal-hit-solar-operator-ampndash-reports The infrastructure unit is a leading contender to buy Toucan Energy, which collapsed a year ago amid a local government scandal. Pensions Pensions allowance tax charges hit record high News Aggregation Team Thursday, March 24, 2022 12:00 am http://europe.managersofwealth.com/article/99923/pensions-allowance-tax-charges-hit-record-high The total value of LTA charges reported by schemes stood at £342mn in 2019-20. This is a 21 per cent increase from £283mn in the previous period. Pensions Pensions industry fires back at Opperman criticism News Team Wednesday, March 16, 2022 12:00 am http://europe.managersofwealth.com/article/99678/pensions-industry-fires-back-at-opperman-criticism Opperman’s remarks went down badly with a number of the industry’s leading voices. Pensions XPS partners with Abrdn to launch DB pensions master trust News Aggregation Team Tuesday, March 08, 2022 12:00 am http://europe.managersofwealth.com/article/99435/xps-partners-with-abrdn-to-launch-db-pensions-master-trust “This new solution should really help bring governance and efficiency improvements to the benefit of thousands of pension scheme members." Pensions Pension providers call for personalised advice rules News Aggregation Team Monday, March 07, 2022 12:00 am http://europe.managersofwealth.com/article/99382/pension-providers-call-for-personalised-advice-rules “UK’s advice rules (from MiFID) prevent firms providing personalised support to customers given the liability risk," it said in its submission. Pensions Government authorises use of dormant pension assets to "change people's lives for the better" News Team Thursday, March 03, 2022 12:00 am http://europe.managersofwealth.com/article/99279/government-authorises-use-of-dormant-pension-assets-to-ampquotchange-peopleamp039s-lives-for-the-betterampquot The UK Government has now announced an expansion of the scheme, which will be expanded to cover pensions, insurance, investment and wealth management accounts. Pensions €43bn pension fund cuts external fund exposure by half in two years News Aggregation Team Friday, February 25, 2022 12:00 am http://europe.managersofwealth.com/article/99130/ampeuro43bn-pension-fund-cuts-external-fund-exposure-by-half-in-two-years Assets under external management hit lowest levels for nearly a decade, as Swedish group focuses on interal efforts. Pensions Pensions platform Guiide considers institutional funding News Aggregation Team Thursday, February 24, 2022 12:00 am http://europe.managersofwealth.com/article/99063/pensions-platform-guiide-considers-institutional-funding Primarily the new funding will be used to develop Guiide+, an extension to its free online pension modelling tools. Pensions LSEG launches ESG scores and sustainability analytics suite News Aggregation Team Friday, March 13, 2026 12:00 am http://europe.managersofwealth.com/article/128717/lseg-launches-esg-scores-and-sustainability-analytics-suite The model uses 220 standardised indicators and a sustainability-focused materiality framework that combines a revised industry classification with a double materiality approach at the business segment level. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am http://europe.managersofwealth.com/article/128181/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am http://europe.managersofwealth.com/article/127982/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am http://europe.managersofwealth.com/article/127809/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Gore Street Capital announces first close for energy storage fund News Aggregation Team Thursday, January 22, 2026 12:00 am http://europe.managersofwealth.com/article/127801/gore-street-capital-announces-first-close-for-energy-storage-fund The article 9 fund will focus on acquiring and managing battery storage projects with 80% minimum target exposure to EU member states. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127319/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News Team Friday, December 05, 2025 12:00 am http://europe.managersofwealth.com/article/127091/bridging-the-gap-aligning-insurance-portfolios-with-sustainable-outcomes Recognising the importance of this challenge, Mercer are pleased to support Insurers For Purpose in producing a report on sustainability integration within the insurance sector. Planet SOS European Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fund News Team Wednesday, November 26, 2025 12:00 am http://europe.managersofwealth.com/article/126901/european-investment-fund-pledges-ampeuro70-million-to-klima2-alantraamprsquos-next-energy-transition-growth-fund The fund will leverage the Klima team’s extensive pan-European experience in energy investments and its network of sector and operational partners across the energy transition ecosystem. Planet SOS Europe leads pledging effort in campaign mobilising €15.5 billion for clean energy in Africa News Team Tuesday, November 25, 2025 12:00 am http://europe.managersofwealth.com/article/126875/europe-leads-pledging-effort-in-campaign-mobilising-ampeuro155-billion-for-clean-energy-in-africa The European Union led the pledging effort, with more than €15.1 billion. Planet SOS Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF News Team Thursday, November 20, 2025 12:00 am http://europe.managersofwealth.com/article/126792/investec-sole-mla-ampamp-bookrunner-on-amppound360m-amp-clean-energy-debt-for-asterion-ampamp-nwf AMP is a diversified distributed energy company with ~300MW of installed capacity in the UK across heat production, electricity production, and electricity storage. Planet SOS