Managers of Wealth - Europe
http://europe.managersofwealth.com/
Mon, 13 Apr 2026 23:55:03 BSTpart of MediaG8way Group
http://europe.managersofwealth.com/
http://europe.managersofwealth.com/assets/images/logo.pngManagers of Wealth - EuropeKohanaPHPWhat’s the best way to transfer wealth to the next generation?News TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129190/whatamprsquos-the-best-way-to-transfer-wealth-to-the-next-generation
Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.Wealth and Asset ManagementInside WTW’s ambitions for its £20bn wealth management businessNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129205/inside-wtwamprsquos-ambitions-for-its-amppound20bn-wealth-management-business
This became Alliance Witan in 2024 and is now part of the FTSE 100Wealth and Asset ManagementMattioli Woods strikes multi-asset fund deal with BlackRockNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129206/mattioli-woods-strikes-multi-asset-fund-deal-with-blackrock
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe PriceWealth and Asset ManagementSwiss court drops UBS from Mozambique tuna-bond money-laundering caseNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129207/swiss-court-drops-ubs-from-mozambique-tuna-bond-money-laundering-case
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.Wealth and Asset ManagementThe great sector shake-upNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129208/the-great-sector-shake-up
Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.Wealth and Asset ManagementPrivate banking for a new generation: How millennials approach wealth in the UKNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129163/private-banking-for-a-new-generation-how-millennials-approach-wealth-in-the-uk
From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.Wealth and Asset ManagementAnnual General Meeting of Julius Baer Group Ltd.News TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129180/annual-general-meeting-of-julius-baer-group-ltd
The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.Wealth and Asset ManagementYork City FC and Titan Wealth extend multi-year partnership, with expanded support across the clubNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129181/york-city-fc-and-titan-wealth-extend-multi-year-partnership-with-expanded-support-across-the-club
The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club. Wealth and Asset ManagementSöderberg-backed Vintage completes £400m advice firm dealNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129133/sampoumlderberg-backed-vintage-completes-amppound400m-advice-firm-deal
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.Wealth and Asset ManagementDon't just do something, stand there!News TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129134/donamp039t-just-do-something-stand-there
When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?Wealth and Asset ManagementPensExpert hires ex-Vontobel wealth planning chiefNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129198/pensexpert-hires-ex-vontobel-wealth-planning-chief
Markus Kumschick joins the pension and financial advisory group as head of the Zurich and Northwestern Switzerland region.Executive MovesRothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin MaurelNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129199/rothschild-ampamp-co-appoints-grampeacutegoire-salignon-as-head-of-rothschild-martin-maurel
With effect from 12 April, he is responsible for all of our wealth management activities in France, Belgium, Luxembourg and Italy, as well as in Monaco.Executive MovesSchroders enhances client focus with Head of Cross Border Financial InstitutionsNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129200/schroders-enhances-client-focus-with-head-of-cross-border-financial-institutions
In this newly-created role, Guillaume will focus on strengthening strategic relationships, ensuring consistent engagement with the key decision-makers across relevant jurisdictions.Executive MovesStefan Seiler is the new president of the employers' association for banks.News TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129201/stefan-seiler-is-the-new-president-of-the-employersamp039-association-for-banks
He is stepping down in connection with his decision to end his long and successful career in the financial industry in spring 2026. Executive MovesSantander boosts asset-based finance platformNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129202/santander-boosts-asset-based-finance-platform
Granger joins from Flexam – Kartesia Asset Finance, where he was partner and head of investments. Executive MovesKamila Horackova will become a new member of the PostFinance Board of DirectorsNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129204/kamila-horackova-will-become-a-new-member-of-the-postfinance-board-of-directors
The new board member assumes her position with immediate effect and will chair the Risk Committee and serve on the Audit & Compliance Committee.Executive MovesGAM proposes new chair in board shake-upNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129197/gam-proposes-new-chair-in-board-shake-up
The asset management group is set to replace three members of the board of directors at the annual general meeting next month.Executive MovesJulius Baer announces leadership updateNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129191/julius-baer-announces-leadership-update
Succession planning is underway, and her successor will be announced in due course. Executive MovesJ Safra Sarasin taps Mirabaud for new portfolio managerNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129172/j-safra-sarasin-taps-mirabaud-for-new-portfolio-manager
Lacarré Hadrien has joined the institutional hedge fund solutions team.Executive MovesOakglen Wealth Planning announces new Financial AdviserNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129173/oakglen-wealth-planning-announces-new-financial-adviser
His appointment reflects Oakglen Wealth Planning’s continued investment in experienced advisers Executive MovesUK government waters down pensions mandation powersNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129193/uk-government-waters-down-pensions-mandation-powers
The amendment clarified that the power to mandate where pension schemes invest will be tied to the targets in the existing Mansion House AccordLegal, Regulation & ComplianceOur place to give: a plan for growing place-based philanthropyNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129213/our-place-to-give-a-plan-for-growing-place-based-philanthropy
How the government will work in partnership with philanthropists, local government, and civil society to address barriers and strengthen place-based philanthropy.Legal, Regulation & ComplianceThe EBA consults on major simplification of supervisory reporting to deliver a simpler, smarter and more proportionate frameworkNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129175/the-eba-consults-on-major-simplification-of-supervisory-reporting-to-deliver-a-simpler-smarter-and-more-proportionate-framework
The proposals aim to reduce the reporting burden for EU banks while ensuring that supervisory authorities continue to receive the information they need to fulfil their supervisory responsibilities.Legal, Regulation & ComplianceFCA imposes restrictions on Bazar Money Transfer LimitedNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129139/fca-imposes-restrictions-on-bazar-money-transfer-limited
Anyone who needs to send or receive money should use an alternative authorised or registered payment services firm. Legal, Regulation & ComplianceOver 12 million pensioners to receive £575 State Pension boostNews TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129088/over-12-million-pensioners-to-receive-amppound575-state-pension-boost
Over 12 million pensioners will see their State Pension rise by up to £575 from Monday (6 April), as both the basic and new State Pensions increase by 4.8% under the Triple Lock guarantee.Legal, Regulation & ComplianceAnother freeze to the thresholds: auto-enrolment & pension impactNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129098/another-freeze-to-the-thresholds-auto-enrolment-ampamp-pension-impact
The narrative highlighting government success stories seems thin on the ground these days. Legal, Regulation & ComplianceFCA and Bank seek members for their Transaction and Post-trade Reporting TaskforceNews TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129106/fca-and-bank-seek-members-for-their-transaction-and-post-trade-reporting-taskforce
The purpose of this taskforce is to inform the design of our long-term approach to harmonising transaction and post-trade reporting requirements. Legal, Regulation & ComplianceThe digital euro in a fragmenting world: ensuring Europe’s resilience and autonomy in paymentsNews Aggregation TeamThursday, April 02, 2026 1:00 am
http://europe.managersofwealth.com/article/129080/the-digital-euro-in-a-fragmenting-world-ensuring-europeamprsquos-resilience-and-autonomy-in-payments
Public lecture by Piero Cipollone, Member of the Executive Board of the ECB, at an event hosted by the Stockholm School of Economics in Riga and Latvijas BankaLegal, Regulation & ComplianceMacfarlanes advises Venn Partners on a strategic partnership with USSNews TeamWednesday, April 01, 2026 1:00 am
http://europe.managersofwealth.com/article/129041/macfarlanes-advises-venn-partners-on-a-strategic-partnership-with-uss
Subject to regulatory approvals, the transaction is expected to complete in the second quarter of 2026. Legal, Regulation & ComplianceEurosystem sets out comprehensive strategy for future of European paymentsNews TeamWednesday, April 01, 2026 1:00 am
http://europe.managersofwealth.com/article/129049/eurosystem-sets-out-comprehensive-strategy-for-future-of-european-payments
It complements the Eurosystem’s cash strategy and extends the Eurosystem’s retail payments strategy by covering wholesale, business-to-business and cross-border payments. Legal, Regulation & ComplianceCrypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account TransfersNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129164/crypto-finance-amina-and-incore-bank-complete-second-phase-payment-infrastructure-pilot-on-google-cloud-universal-ledger-for-instant-account-to-account-transfers
During this step of the pilot, Crypto Finance acted as Currency Operator, defining governance standards, onboarding criteria, and transaction rules, while Incore Bank and AMINA integrated the new capabilities directly into their regulated banking environmFinTechBeyond Basic ITAM: Navigating the Digital Economy with Intelligent SolutionsNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129165/beyond-basic-itam-navigating-the-digital-economy-with-intelligent-solutions
Intelligent automation expands on simpler forms of automation by integrating technologies such as artificial intelligence, machine learning, and robotic process automation to handle more complex tasks.FinTechCelsion Bank AG launches as a fully licensed bank built for digital assetsNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129171/celsion-bank-ag-launches-as-a-fully-licensed-bank-built-for-digital-assets
The bank focuses on clients active in digital assets, including companies, asset managers, foundations, and other corporates with digital asset exposure.FinTechAI in the workplace 2026 UK: what employers need to know about the Business and Trade Committee inquiryNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129157/ai-in-the-workplace-2026-uk-what-employers-need-to-know-about-the-business-and-trade-committee-inquiry
Its purpose is to understand the opportunities and costs of AI adoption and to assess whether current workplace protections are sufficient in a world where AI is becoming essential infrastructure.FinTechW1M enables secure, compliant collaboration across Microsoft 365 tenantsNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129155/w1m-enables-secure-compliant-collaboration-across-microsoft-365-tenants
The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption.FinTechTrustly tops 120m users globally as Pay by Bank adoption increasesNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129158/trustly-tops-120m-users-globally-as-pay-by-bank-adoption-increases
Meanwhile, in the United States, at least 100 million consumers have authorised a third party like Trustly to access their bank account data.FinTechFundsTech 2026: Cybersecurity, quantum computing and the future of asset managementNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://europe.managersofwealth.com/article/129114/fundstech-2026-cybersecurity-quantum-computing-and-the-future-of-asset-management
Security and efficiency considerations ahead of the next great wave of innovationFinTechUK government mulls proposal for standardised testing of AI in bankingNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://europe.managersofwealth.com/article/129131/uk-government-mulls-proposal-for-standardised-testing-of-ai-in-banking
UK government mulls proposal for standardised testing of AI in bankingFinTechLloyds Banking Group and University of Glasgow Launch Four-Year Agentic AI Research ProgrammeNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129083/lloyds-banking-group-and-university-of-glasgow-launch-four-year-agentic-ai-research-programme
To gather rigorous empirical data, the partnership will implement a structured testing methodology.FinTechEY named a Leader in the IDC Worldwide Cloud-Native Core Banking Implementation Services MarketScapeNews TeamThursday, April 02, 2026 1:00 am
http://europe.managersofwealth.com/article/129068/ey-named-a-leader-in-the-idc-worldwide-cloud-native-core-banking-implementation-services-marketscape
EY is honored to be recognized as a Leader in the IDC MarketScape. FinTechWhy CCI will push more funds into higher risk categoriesNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129203/why-cci-will-push-more-funds-into-higher-risk-categories
The risk score will be familiar to asset managers and investors as the key summary risk measure for financial products, such as the SRRI for UCITS KIIDs and the SRI for PRIIPs KIDs. Alternative InvestmentsHow Asset Managers Benefit From Fund Servicing Becoming a Connected EcosystemNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129192/how-asset-managers-benefit-from-fund-servicing-becoming-a-connected-ecosystem
These managers also expect their service providers to match that level of focus on both innovation and simplification.Alternative InvestmentsRoyal London broadens income protection reachNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129194/royal-london-broadens-income-protection-reach
Following a review of its proposition, Royal London has improved terms for more than 700 occupations.Alternative InvestmentsNinety One wins £1.1 billion Countrywide Assured mandateNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129209/ninety-one-wins-amppound11-billion-countrywide-assured-mandate
The mandate puts Ninety One's multi-asset team in the spotlight as Chesnara absorbs new dealsAlternative InvestmentsUK state-backed fund Nest invests £450mn in US private creditNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129210/uk-state-backed-fund-nest-invests-amppound450mn-in-us-private-credit
Workplace pension scheme targets 30% allocation to private markets by 2030 despite growing strains on asset classAlternative InvestmentsWellington Management expands liquid alternatives range with new Absolute Return Global Equity UCITS fundNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129211/wellington-management-expands-liquid-alternatives-range-with-new-absolute-return-global-equity-ucits-fund
Daily dealing UCITS fund aims to deliver cash plus returns with low sensitivity to equity and bond markets while mitigating factor and market exposures.Alternative InvestmentsWhat to expect from the European Central Bank amid oil crisis?News Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129212/what-to-expect-from-the-european-central-bank-amid-oil-crisis
The primary driver behind the shift is the persistence of high energy prices resulting from the regional war, which is beginning to seep into broader consumer costs.Alternative InvestmentsT+1 is coming: why the funds industry must confront its biggest settlement challenge yetNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129167/t1-is-coming-why-the-funds-industry-must-confront-its-biggest-settlement-challenge-yet
Preparation must come with a refreshed mindset when approaching the full settlement cycleAlternative InvestmentsSpring fever in the real estate market: Prices are rising again, especially for single-family homes.News TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129184/spring-fever-in-the-real-estate-market-prices-are-rising-again-especially-for-single-family-homes
This is shown by the latest figures from the ImmoScout24 Purchase Index.Alternative InvestmentsEquity funds see £1.44b outflowsNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129186/equity-funds-see-amppound144b-outflows
UK-focused equity funds registered the largest outflows in cash terms at £592m, up from £555m in February. Alternative InvestmentsABN AMRO launches Doorpakken: a growth platform for SMEs ready to scaleNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129166/abn-amro-launches-doorpakken-a-growth-platform-for-smes-ready-to-scale
In this early stage, the entrepreneur is closely involved in almost every aspect of the business. Investment BankingAktia Bank Plc expands its distribution network in Europe through three new sales partnershipsNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129168/aktia-bank-plc-expands-its-distribution-network-in-europe-through-three-new-sales-partnerships
The new partners have a strong local presence and extensive experience in institutional sales. Investment BankingThe Bank of France received nearly €13 billion following the repatriation of gold from the United StatesNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129086/the-bank-of-france-received-nearly-ampeuro13-billion-following-the-repatriation-of-gold-from-the-united-states
While the bank ended 2024 with a loss of 7.7 billion euros, thanks to “gold” profits, 2025 closed with a surplus of 8.1 billion euros.Investment BankingRebuilding Europe’s Financial Competitiveness in the Age of AINews TeamThursday, April 02, 2026 1:00 am
http://europe.managersofwealth.com/article/129071/rebuilding-europeamprsquos-financial-competitiveness-in-the-age-of-ai
At Morgan Stanley’s European Financials Conference, executives discussed private credit scrutiny, AI adoption and how regulatory momentum and capital mobilization may reshape competitiveness.Investment BankingMorgan Stanley turns defensive on European banks, keeps faith with Barclays and LloydsNews Aggregation TeamTuesday, March 24, 2026 12:00 am
http://europe.managersofwealth.com/article/128900/morgan-stanley-turns-defensive-on-european-banks-keeps-faith-with-barclays-and-lloyds
Spain and Ireland were highlighted as the biggest beneficiaries of the rate environment, given their sensitivity and economic resilience.Investment BankingJefferies cut its London pay after profits rose 40%News Aggregation TeamTuesday, March 17, 2026 12:00 am
http://europe.managersofwealth.com/article/128773/jefferies-cut-its-london-pay-after-profits-rose-40
More impressively, its bottom-line income for the year reached £92m ($122m), a staggering 40% increase on the year before.Investment BankingWorld Corporate and Investment Banking ReportNews TeamMonday, March 16, 2026 12:00 am
http://europe.managersofwealth.com/article/128735/world-corporate-and-investment-banking-report
Navigate the great inflection point Investment BankingCrédit Agricole Ukraine announces the signing of an agreement to acquire Bank LvivNews TeamMonday, March 16, 2026 12:00 am
http://europe.managersofwealth.com/article/128736/crampeacutedit-agricole-ukraine-announces-the-signing-of-an-agreement-to-acquire-bank-lviv
This acquisition allows Crédit Agricole Ukraine to expand its presence in western UkraineInvestment BankingUniCredit to Launch Offer to Raise Commerzbank Stake Above 30%News Aggregation TeamMonday, March 16, 2026 12:00 am
http://europe.managersofwealth.com/article/128750/unicredit-to-launch-offer-to-raise-commerzbank-stake-above-30
The Italian bank currently holds a stake of roughly 30% of Commerzbank, with around 26% through a direct stake and 4% held via financial contracts.Investment BankingCommerzbank tackles money laundering with Hawk AI techNews TeamWednesday, 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 BankingHow leaders can aim for success as private markets change the rulesNews TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129189/how-leaders-can-aim-for-success-as-private-markets-change-the-rules
As private capital moves into retail channels, liquidity design and operating resilience will determine scale and survival.Comment, Analysis & ResearchBank of England Examines How Global Financial and Lending Strategies Impact UK EconomyNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129195/bank-of-england-examines-how-global-financial-and-lending-strategies-impact-uk-economy
The insights shared by the Bank of England explain that advances in big data, artificial intelligence and online platforms have sharply reduced the cost of changing prices.Comment, Analysis & ResearchBlevins Franks: Net closing in on undeclared assetsNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129169/blevins-franks-net-closing-in-on-undeclared-assets
Clients and their advisers are facing the strictest financial scrutiny seen in Blevins Franks’ 50-year history, writes head of wealth structuring David MorleyComment, Analysis & ResearchItaly Tightens Pension Controls Abroad While Dangling a 4% Tax for Returning RetireesNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129170/italy-tightens-pension-controls-abroad-while-dangling-a-4-tax-for-returning-retirees
The 2025–2026 verification cycle signals tighter administrative scrutiny of Italy's €1.75 billion cross-border pension footprint.Comment, Analysis & ResearchPension providers ‘need new ways to connect’ with younger saversNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129177/pension-providers-amplsquoneed-new-ways-to-connectamprsquo-with-younger-savers
This, People’s Pension suggests, means traditional approaches are failing to resonate with those at the start of their savings journey.Comment, Analysis & ResearchUnite posts tougher quarter and disposals gather paceNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129178/unite-posts-tougher-quarter-and-disposals-gather-pace
Operational challenges are also set to continue at Unite. Comment, Analysis & ResearchMajority of UK homeowners don’t understand what IP coversNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129187/majority-of-uk-homeowners-donamprsquot-understand-what-ip-covers
With more than 4.3 million people now self-employed in the UK, this confusion risks excluding a substantial, and often more financially exposed, group from considering protection at all.Comment, Analysis & ResearchBNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financingNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129138/bnp-paribas-has-been-accelerating-its-support-to-the-defence-sector-in-2025-with-an-additional-ampeuro65-billion-in-investments-and-ampeuro2-billion-in-financing
BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.Comment, Analysis & ResearchRisk Warnings Review should allow industry to be more creative and engaging in disclosuresNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129142/risk-warnings-review-should-allow-industry-to-be-more-creative-and-engaging-in-disclosures
This is why the work of the Risk Warnings Review from the IA is so important. Comment, Analysis & ResearchUK weighs reviewing banks’ AI models – reportNews Aggregation TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129149/uk-weighs-reviewing-banksamprsquo-ai-models-ampndash-report
The proposal aims to make sure algorithms developed in the US meet the necessary benchmark.Comment, Analysis & ResearchHS278 Temporary non-residents and Capital Gains Tax (2026)News TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129136/hs278-temporary-non-residents-and-capital-gains-tax-2026
There can also be tax payable on certain income accruing during a period of temporary non-residence.TaxTax rules for employment intermediariesNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129137/tax-rules-for-employment-intermediaries
This Inbrief focuses on the employment intermediary or agency rules. TaxThree ways to boost your retirement income as the new tax year beginsNews Aggregation TeamWednesday, April 08, 2026 1:00 am
http://europe.managersofwealth.com/article/129123/three-ways-to-boost-your-retirement-income-as-the-new-tax-year-begins
The annual allowance is the maximum you can contribute to your pension and still receive tax relief. TaxHMRC allowance to be slashed with six million UK households warnedNews Aggregation TeamThursday, April 02, 2026 1:00 am
http://europe.managersofwealth.com/article/129069/hmrc-allowance-to-be-slashed-with-six-million-uk-households-warned
Lubbock Fine Wealth Management data shows only 740,000 people out of 7.1 million savers who hold a cash ISA also have a stocks and shares ISA.TaxAndrew Tully: Pensions face a new tax realityNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://europe.managersofwealth.com/article/129023/andrew-tully-pensions-face-a-new-tax-reality
Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value. TaxGrant Thornton plans 30% graduate hiring boostNews Aggregation TeamMonday, March 30, 2026 1:00 am
http://europe.managersofwealth.com/article/129013/grant-thornton-plans-30-graduate-hiring-boost
The private equity-backed accountancy firm bucks the trend with higher entry-level hiringTaxInheritance tax climbs past the 2023/24 total and CGT soarsNews Aggregation TeamFriday, March 20, 2026 12:00 am
http://europe.managersofwealth.com/article/128854/inheritance-tax-climbs-past-the-202324-total-and-cgt-soars
The impact of higher borrowing costs and renewed volatility in energy markets will appear in future releases, not today’s data.TaxPension IHT overhaul locked in as Finance Bill set to receive Royal AssentNews TeamThursday, March 19, 2026 12:00 am
http://europe.managersofwealth.com/article/128812/pension-iht-overhaul-locked-in-as-finance-bill-set-to-receive-royal-assent
These proposals mean the process at death is likely to become more complex, with delays also anticipated in payments to non-exempt beneficiaries. TaxInheritance tax on pensions gets the final green light despite industry pushbackNews Aggregation TeamThursday, March 19, 2026 12:00 am
http://europe.managersofwealth.com/article/128814/inheritance-tax-on-pensions-gets-the-final-green-light-despite-industry-pushback
From April 2027, pensions will form part of someone’s estate for IHT purposes when they dieTaxCum-Ex: Deutsche Bank pays millions for two external fundsNews Aggregation TeamWednesday, March 18, 2026 12:00 am
http://europe.managersofwealth.com/article/128803/cum-ex-deutsche-bank-pays-millions-for-two-external-funds
Deutsche Bank acted as a service provider for these funds and provided financing.TaxWhy AI Agents Are the New Era of UK Retail BankingNews Aggregation TeamMonday, April 13, 2026 1:00 am
http://europe.managersofwealth.com/article/129196/why-ai-agents-are-the-new-era-of-uk-retail-banking
With customers reaching for their mobile device long before visiting a branch, digital banking is no longer a differentiator – it is a baseline expectation. Retail BankingTotal Payments opens Norwich officeNews TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129182/total-payments-opens-norwich-office
The business has built momentum by offering tailored payment solutions and transparent pricing, helping independent retailers and hospitality operators modernise their payment systems without being tied to a single provider.Retail BankingNatWest and Nationwide told to pay £600 over Isa transfer delayNews Aggregation TeamFriday, April 10, 2026 1:00 am
http://europe.managersofwealth.com/article/129188/natwest-and-nationwide-told-to-pay-amppound600-over-isa-transfer-delay
Nationwide examined the complaint but did not uphold it, claiming the transfer failed on multiple occasions because Natwest abandoned the transfer request several times before it had a chance to complete it.Retail BankingCommerzbank reaffirms upside potential of existing business strategyNews TeamThursday, April 09, 2026 1:00 am
http://europe.managersofwealth.com/article/129147/commerzbank-reaffirms-upside-potential-of-existing-business-strategy
Commerzbank currently sees no basis for a mutually agreed value-accretive transaction after interactions with UniCredit.Retail BankingJersey Barclays branch to close temporarilyNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129087/jersey-barclays-branch-to-close-temporarily
It said customers would still be able to use alternative ATMs, or get cash-back from "participating outlets" while the refurbishment work was ongoing.Retail BankingGender pay gap widens at four of the UK’s biggest retail lendersNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129089/gender-pay-gap-widens-at-four-of-the-ukamprsquos-biggest-retail-lenders
Campaigners warn that complex reporting structures may obscure the true scale of the problems as figures reveal women’s bonuses also lag behind those of menRetail BankingThe UK’s late payment reform leaves a hidden leverage loopholeNews Aggregation TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129097/the-ukamprsquos-late-payment-reform-leaves-a-hidden-leverage-loophole
Reverse factoring and ‘pay later’ tools allow firms to hide borrowing from lenders and investorsRetail BankingNatWest to offer embedded finance products to Sainsbury's customersNews Aggregation TeamWednesday, April 01, 2026 1:00 am
http://europe.managersofwealth.com/article/129057/natwest-to-offer-embedded-finance-products-to-sainsburyamp039s-customers
NatWest and Sainsbury’s will work together to offer tailored financial products designed to support customers’ needs. Retail BankingCreditsafe expands into UK consumer credit reportingNews TeamWednesday, April 01, 2026 1:00 am
http://europe.managersofwealth.com/article/129058/creditsafe-expands-into-uk-consumer-credit-reporting
Creditsafe sees an opportunity to improve how the market operates by placing higher‑quality data and modern, well‑governed data‑sharing frameworks at the centre of its approach.Retail BankingWise to Open Everyday Banking Accounts in UK in Deposit PushNews Aggregation TeamTuesday, March 31, 2026 1:00 am
http://europe.managersofwealth.com/article/129019/wise-to-open-everyday-banking-accounts-in-uk-in-deposit-push
The London-based money transfer company is launching an account that will hold money and pay out a 3.26% variable interest rate on balancesRetail BankingPension value to be put under the spotlightNews TeamFriday, 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. PensionsESG considerations driving food and drink industry acquisitionsNews TeamMonday, 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. PensionsSchroders Greencoat eyes deal for scandal-hit solar operator – reportsNews Aggregation TeamMonday, 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.PensionsPensions allowance tax charges hit record highNews Aggregation TeamThursday, 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.PensionsPensions industry fires back at Opperman criticismNews TeamWednesday, 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. PensionsXPS partners with Abrdn to launch DB pensions master trustNews Aggregation TeamTuesday, 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."PensionsPension providers call for personalised advice rulesNews Aggregation TeamMonday, 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.PensionsGovernment authorises use of dormant pension assets to "change people's lives for the better"News TeamThursday, 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 yearsNews Aggregation TeamFriday, 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.PensionsPensions platform Guiide considers institutional fundingNews Aggregation TeamThursday, 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.PensionsEurope’s fossil fuel dependence poses risks to price stabilityNews TeamTuesday, April 07, 2026 1:00 am
http://europe.managersofwealth.com/article/129102/europeamprsquos-fossil-fuel-dependence-poses-risks-to-price-stability
Europe’s energy dependence has become one of the critical vulnerabilities of our economy. Planet SOSLSEG launches ESG scores and sustainability analytics suiteNews Aggregation TeamFriday, 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 SOSInvestor climate concern high, but lack awareness of what funds are doingNews TeamThursday, 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 SOSSchroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in EuropeNews TeamMonday, 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 technologyPlanet SOS5 must-watch sustainable investing trends for 2026News TeamFriday, 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 SOSGore Street Capital announces first close for energy storage fundNews Aggregation TeamThursday, 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 SOSInvestec arranges £80 million investment loan for office-led St. Pancras CampusNews TeamThursday, 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 SOSBridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News TeamFriday, 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 SOSEuropean Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fundNews TeamWednesday, 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 SOSEurope leads pledging effort in campaign mobilising €15.5 billion for clean energy in AfricaNews TeamTuesday, 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