Managers of Wealth - Europe http://europe.managersofwealth.com/ Sat, 27 Dec 2025 20:09:52 GMT part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP ING’s Leapfrog in Private Banking: Human Touch Meets Digital Empowerment News Aggregation Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127396/ingamprsquos-leapfrog-in-private-banking-human-touch-meets-digital-empowerment As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance. T Wealth and Asset Management High street banking giants vie for £2.5bn wealth manager Evelyn News Aggregation Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127397/high-street-banking-giants-vie-for-amppound25bn-wealth-manager-evelyn Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns. Wealth and Asset Management Season's Greetings from Managers of Wealth News Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127402/seasonamp039s-greetings-from-managers-of-wealth Happy New Year to all Wealth and Asset Management Will the US dollar dip further as America's rate advantage fades? News Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127386/will-the-us-dollar-dip-further-as-americaamp039s-rate-advantage-fades They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs. Wealth and Asset Management MUFG sees risk of Swiss National Bank negative rates if Swiss franc stays strong News Aggregation Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127392/mufg-sees-risk-of-swiss-national-bank-negative-rates-if-swiss-franc-stays-strong MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates. Wealth and Asset Management Tailored service and stability: the fundamentals of a swiss private bank News Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127393/tailored-service-and-stability-the-fundamentals-of-a-swiss-private-bank There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there. Wealth and Asset Management OpenWealth (CaixaBank Group) surpasses €10 billion under supervision and consolidates its leadership in the management of UHNW and family offices in Spain News Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127394/openwealth-caixabank-group-surpasses-ampeuro10-billion-under-supervision-and-consolidates-its-leadership-in-the-management-of-uhnw-and-family-offices-in-spain CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market Wealth and Asset Management UniCredit issues tokenized structured note for wealth clients News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127368/unicredit-issues-tokenized-structured-note-for-wealth-clients The capital protected note, indexed to Euribor 3M and tailored for professional clients, was digitized using the BlockInvest platform and registered on a public blockchain. Wealth and Asset Management Prometeia Recognized at the Private Banking Switzerland Awards 2025 News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127360/prometeia-recognized-at-the-private-banking-switzerland-awards-2025 Shortlisted in three categories and winner of Wealth Management Technology Platform of the Year in the Swiss market Wealth and Asset Management Cantonal bank creates private banking department News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127370/cantonal-bank-creates-private-banking-department Thurgauer Kantonalbank is to launch the unit next year, with executive board member Tobias Hilpert to take over after his current market services division is dissolved. Wealth and Asset Management Nordea Asset Management Appoints Kasper From Larsen as Portfolio Manager News Aggregation Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127395/nordea-asset-management-appoints-kasper-from-larsen-as-portfolio-manager The appointment reinforces Nordea’s climate transition capabilities at a time of rising institutional demand for credible, sector-driven transition strategies aligned with global climate frameworks. Executive Moves Alex Lawton Joins Clear Street’s UK Management Team News Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127398/alex-lawton-joins-clear-streetamprsquos-uk-management-team Financial Markets & Infrastructure Veteran Joins Clear Street in the UK Executive Moves BNP Paribas promotes Lynagh and Jourdan in capital markets shake-up News Aggregation Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127399/bnp-paribas-promotes-lynagh-and-jourdan-in-capital-markets-shake-up The French lender has bumped up key London bankers into new roles Executive Moves Saturn hires Avenir co-founder as partner News Aggregation Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127390/saturn-hires-avenir-co-founder-as-partner In her new role, MacDonald will work with firms to embed Saturn’s AI solutions. Executive Moves MHA appoints banking director News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127361/mha-appoints-banking-director He brings more than 20 years’ experience in corporate and commercial banking, having held senior roles with major financial institutions including HSBC, Santander and Allied Irish Bank. Executive Moves Heligan Group appoints managing partner News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127362/heligan-group-appoints-managing-partner Prior to joining Heligan Group, he served as managing director at global risk intelligence firm Nodum Global, where he led investigations, due diligence and crisis response work across multiple jurisdictions. Executive Moves Change in LHV Group Audit Committee News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127366/change-in-lhv-group-audit-committee The mandate of the current committee member, Raivo Hein, will be recalled as of the same date. Executive Moves HSBC Hires Ex-Citi Executive Ida Liu to Lead Its Private Bank News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127372/hsbc-hires-ex-citi-executive-ida-liu-to-lead-its-private-bank Liu replaces Gabriel Castello, who was appointed interim chief executive officer of the wealth business late last year, when Annabel Spring stepped down as part of a management shake-up under group Chief Executive Officer Georges Elhedery. Executive Moves Franklin Templeton notes additional DACH hiring objectives News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127373/franklin-templeton-notes-additional-dach-hiring-objectives Continues build-up in Germany, Austria markets. Executive Moves Change in TKB management News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127341/change-in-tkb-management Starting in 2026, current management board member Tobias Hilpert will head the new Private Banking division. Executive Moves Beware of unregulated holiday park investment schemes News Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127388/beware-of-unregulated-holiday-park-investment-schemes They may be unregulated collective investment schemes, where several investors invest their money. Legal, Regulation & Compliance FCA stops Verus Financial Services Limited from carrying out regulated activities and tightens asset restrictions News Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127389/fca-stops-verus-financial-services-limited-from-carrying-out-regulated-activities-and-tightens-asset-restrictions The action follows concerns that the firm has repeatedly breached an existing asset restriction, which prevented it from selling, transferring or diminishing its assets without our approval. Legal, Regulation & Compliance The future of money: a central bank perspective News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127367/the-future-of-money-a-central-bank-perspective Contribution by Piero Cipollone, Member of the Executive Board of the ECB, to a roundtable at Aspen Institute Italia Legal, Regulation & Compliance Eversheds Sutherland advises VIEVE on strategic investment to accelerate brand growth News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127384/eversheds-sutherland-advises-vieve-on-strategic-investment-to-accelerate-brand-growth The investment will fuel VIEVE’s next phase of growth, supporting expansion into new retail opportunities and international markets, including the US, and continued innovation in product development. Legal, Regulation & Compliance The Prudential Regulation Authority (PRA) shake-up and the quest for talent across the Atlantic News Aggregation Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127338/the-prudential-regulation-authority-pra-shake-up-and-the-quest-for-talent-across-the-atlantic The United Kingdom (U.K.) has chosen to rewrite a central part of its post-financial crisis settlement on banker pay. Legal, Regulation & Compliance ECB maintains its ‘wait and see’ position with another hold on interest rates News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127349/ecb-maintains-its-amplsquowait-and-seeamprsquo-position-with-another-hold-on-interest-rates While a rate cut cannot be entirely ruled out if inflation continues to surprise on the upside, any movement is likely to be minimal for the foreseeable future. Legal, Regulation & Compliance Asset management update – Targeted support, Consumer Composite Investments, statement on the Consumer Duty, client categorisation, and fund liquidity risk management News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127352/asset-management-update-ampndash-targeted-support-consumer-composite-investments-statement-on-the-consumer-duty-client-categorisation-and-fund-liquidity-risk-management Firms will need to be of the view that consumers will be in a better position if they receive targeted support than if they had not received it. Legal, Regulation & Compliance Joint EBA-ECB report on payment fraud: strong authentication remains effective but fraudsters are adapting News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127314/joint-eba-ecb-report-on-payment-fraud-strong-authentication-remains-effective-but-fraudsters-are-adapting The report assesses payment fraud reported by the industry across the European Economic Area (EEA), which amounted to €3.4 billion in 2022, €3.5 billion in 2023 and €4.2 billion in 2024. Legal, Regulation & Compliance UK government refuses to commit to ‘pensions tax lock’ News Aggregation Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127315/uk-government-refuses-to-commit-to-amplsquopensions-tax-lockamprsquo But in a public response this week, the government said said it would not commit to such a pledge. Legal, Regulation & Compliance ECB publishes supervisory banking statistics on significant institutions for the third quarter of 2025 News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127323/ecb-publishes-supervisory-banking-statistics-on-significant-institutions-for-the-third-quarter-of-2025 Across countries, the CET1 ratio ranged from 13.28% in Spain to 23.12% in Lithuania in the third quarter of 2025. Legal, Regulation & Compliance Amundi tokenises the first mutual fund to expand investor access News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127365/amundi-tokenises-the-first-mutual-fund-to-expand-investor-access The technology and infrastructure for the tokenisation of unit-linked funds, the digital wallets for investors, as well as the digital order platform for subscriptions and redemptions are provided by CACEIS. FinTech BBVA leads $30 million funding round in supply chain finance platform Olea News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127377/bbva-leads-30-million-funding-round-in-supply-chain-finance-platform-olea With this transaction, BBVA strengthens its role as a strategic partner and key driver of Olea’s growth. FinTech Hargreaves Lansdown signs multi-million pound technology deal with Keystone News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127380/hargreaves-lansdown-signs-multi-million-pound-technology-deal-with-keystone We see consistently compelling advocacy from our employer and employee clients based on the strength of our proposition FinTech Bybit goes live in the UK News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127381/bybit-goes-live-in-the-uk Bybit’s UK operations follow rigorous AML and KYC standards designed to enhance platform integrity FinTech ABN Amro completes first blockchain-based 'Smart Derivatives Contract' News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127383/abn-amro-completes-first-blockchain-based-amp039smart-derivatives-contractamp039 At the same time, ABN Amro's German subsidiary, Hauck Aufhäuser Digital Custody, has secured a MiCAR licence FinTech How will technology develop in 2026? News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127339/how-will-technology-develop-in-2026 Over the past decade, AI has evolved from a nascent technology into a cornerstone of the wealth management industry. FinTech Deutsche Bank launches Wero for more simple and sovereign digital payments in Europe News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127324/deutsche-bank-launches-wero-for-more-simple-and-sovereign-digital-payments-in-europe Clients of Deutsche Bank and Postbank will from now on be able to send money and shop online across Europe using the Wero app FinTech Data protection authorities launch joint investigation into Prospect cyber incident News Aggregation Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127331/data-protection-authorities-launch-joint-investigation-into-prospect-cyber-incident By pooling resources and expertise, a focused, efficient and expedient inquiry will be delivered. FinTech Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface News Team Tuesday, December 16, 2025 12:00 am http://europe.managersofwealth.com/article/127285/broadridge-strengthens-platform-for-alternative-investment-managers-with-new-general-ledger-capabilities-and-a-redesigned-user-interface The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform. FinTech NatWest Group opens applications for 2026 Fintech Programme News Aggregation Team Monday, December 15, 2025 12:00 am http://europe.managersofwealth.com/article/127257/natwest-group-opens-applications-for-2026-fintech-programme Theme for this year focuses on ‘How AI is Shaping the Future of Customer Experience’ FinTech Utmost Group announce sale of BPA business to JAB Insurance News Aggregation Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127385/utmost-group-announce-sale-of-bpa-business-to-jab-insurance This transaction encompasses the entire ULP business, representing more than £5bn in assets and 175 employees. Alternative Investments Alex Gaita: The psychology of money in uncertain times News Aggregation Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127387/alex-gaita-the-psychology-of-money-in-uncertain-times For many people, this has triggered understandable anxiety, but reacting emotionally can often do more harm than good. Alternative Investments Fidelity International receives top ranking from Fairer Finance for its customer experience News Aggregation Team Tuesday, December 23, 2025 12:00 am http://europe.managersofwealth.com/article/127391/fidelity-international-receives-top-ranking-from-fairer-finance-for-its-customer-experience Fairer Finance’s rating is based on consumer polling, analysis of published Financial Ombudsman Service and Financial Conduct Authority data Alternative Investments Aviva extend TCS partnership for life policy management News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127363/aviva-extend-tcs-partnership-for-life-policy-management Diligenta has migrated policies to its advanced digital platform, TCS BaNCSTM, which supports conversational interface to guide users through business journeys. Alternative Investments Guernsey Financial Services Commission charts future for finance sector through digital and sustainable growth News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127374/guernsey-financial-services-commission-charts-future-for-finance-sector-through-digital-and-sustainable-growth The Director General emphasised Guernsey’s ambition to remain one of Europe’s most supportive jurisdictions for innovation in digital finance. Alternative Investments Utmost Group announces the sale of its BPA business, Utmost Life and Pensions, to JAB Insurance News Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127375/utmost-group-announces-the-sale-of-its-bpa-business-utmost-life-and-pensions-to-jab-insurance Transaction strengthens Utmost’s focus on its core wealth solutions business and enables ULP to scale under new ownership Alternative Investments L&G Flow surpasses £1bn milestone, driving innovation in smaller scheme de-risking News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127336/lampampg-flow-surpasses-amppound1bn-milestone-driving-innovation-in-smaller-scheme-de-risking Flow is designed specifically for smaller pension schemes, which helps widen access to de-risking solutions across the defined benefit ('DB') pensions landscape, supporting stable retirement outcomes. Alternative Investments Engineering insurability: how Allianz supports the energy transition News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127344/engineering-insurability-how-allianz-supports-the-energy-transition In a two-part series, Allianz experts highlight how they combine investment and insurance expertise to drive the energy transition. Alternative Investments Intesa Sanpaolo Supports Aquafil’s Sustainability Strategy With €30 Million in Circular Financing News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127350/intesa-sanpaolo-supports-aquafilamprsquos-sustainability-strategy-with-ampeuro30-million-in-circular-financing The credit lines, both with a five-year term, are aimed at strengthening the Aquafil Group’s financial structure and supporting investments planned in its annual strategy. Alternative Investments TPR consults on expanding collective pension schemes News Aggregation Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127353/tpr-consults-on-expanding-collective-pension-schemes The consultation sets out a revised CDC code of practice that would enable multi-employer CDC schemes to launch from next summer. Alternative Investments Investment banks expect UK borrowing costs to fall further in 2026 News Aggregation Team Wednesday, December 17, 2025 12:00 am http://europe.managersofwealth.com/article/127309/investment-banks-expect-uk-borrowing-costs-to-fall-further-in-2026 Gilts will outshine global peers, helped by BoE rate cuts, Wall Street lenders predict Investment Banking UniCredit Unpacked: onemarkets surpasses €1bn AUM in Greece – a major milestone in our Alpha Bank partnership News Team Tuesday, December 16, 2025 12:00 am http://europe.managersofwealth.com/article/127279/unicredit-unpacked-onemarkets-surpasses-ampeuro1bn-aum-in-greece-ampndash-a-major-milestone-in-our-alpha-bank-partnership This achievement reflects the strength of our partnership with Alpha Bank and the power of UniCredit’s product factories to deliver value in high-growth markets. Investment Banking Two out of three entrepreneurs want to stop within 10 years, but business succession falters News Team Thursday, December 04, 2025 12:00 am http://europe.managersofwealth.com/article/127071/two-out-of-three-entrepreneurs-want-to-stop-within-10-years-but-business-succession-falters This is evident from the Sector Forecasts 2026-2027 published today by ABN AMRO. Investment Banking A Strengthened Cross-Border Alliance: UniCredit and Alpha Bank Advance Joint Agenda News Team Thursday, November 27, 2025 12:00 am http://europe.managersofwealth.com/article/126939/a-strengthened-cross-border-alliance-unicredit-and-alpha-bank-advance-joint-agenda Both organizations reaffirmed their shared ambition to shape one of the most effective and comprehensive cross-border banking collaborations in Europe. Investment Banking ING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stake News Team Wednesday, November 19, 2025 12:00 am http://europe.managersofwealth.com/article/126785/ing-bank-%C5%9Bl%C4%85ski-takes-full-control-of-goldman-sachs-tfi-by-acquiring-remaining-55-stake ING Bank Śląski holds the current 45% of Goldman Sachs TFI since 2019 Investment Banking Scaling the Global Hausbank: Deutsche Bank launches new phase of growth and value creation News Team Tuesday, November 18, 2025 12:00 am http://europe.managersofwealth.com/article/126733/scaling-the-global-hausbank-deutsche-bank-launches-new-phase-of-growth-and-value-creation Deutsche Bank’s goal is to tap significant further growth potential, building on its position as the trusted partner for clients in a changing environment. Investment Banking Putin greenlights Citi’s Russia exit as part of bank's worldwide reorganization News Aggregation Team Thursday, November 13, 2025 12:00 am http://europe.managersofwealth.com/article/126667/putin-greenlights-citiamprsquos-russia-exit-as-part-of-bankamp039s-worldwide-reorganization Earlier Wednesday, Citigroup confirmed the approval from the Russia Presidential Office for the potential sale. Investment Banking Danske Vækstkapital IV kicks off: DKK 1.7 billion raised for investments in start-ups and growth companies News Aggregation Team Thursday, November 06, 2025 12:00 am http://europe.managersofwealth.com/article/126517/danske-vampaeligkstkapital-iv-kicks-off-dkk-17-billion-raised-for-investments-in-start-ups-and-growth-companies The first investments are expected to be closed in the near future, and additional capital will be raised over the next 12 months. Investment Banking Crédit Agricole CIB Financial results for the third quarter and first nine months 2025 News Team Thursday, October 30, 2025 12:00 am http://europe.managersofwealth.com/article/126393/crampeacutedit-agricole-cib-financial-results-for-the-third-quarter-and-first-nine-months-2025 Crédit Agricole S.A.'s financial results for the 3rd quarter and the first 9 months 2025 are available. Investment Banking Mediobanca Annual General Meeting and Board of Directors’ Meeting News Team Thursday, October 30, 2025 12:00 am http://europe.managersofwealth.com/article/126404/mediobanca-annual-general-meeting-and-board-of-directorsamprsquo-meeting Appointments to the various Board Committees will be approved at a meeting of the Board of Directors to be held shortly. Investment Banking ING survey: 25 percent of executives certain AI will replace jobs News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127364/ing-survey-25-percent-of-executives-certain-ai-will-replace-jobs The IT department is expected to be most affected, followed by R&D and sales. Comment, Analysis & Research Billionaire Tory Donor Mohamed Mansour Adds to UK Wealth Exits News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127369/billionaire-tory-donor-mohamed-mansour-adds-to-uk-wealth-exits The 77 year-old billionaire, who gave £5 million ($6.7 million) to the Conservatives in 2023 after becoming the political party’s senior treasurer, previously lived in Britain since at least 2016, documents filed at Companies House show. Comment, Analysis & Research Savers regret portfolio adjustments ahead of Budget News Aggregation Team Monday, December 22, 2025 12:00 am http://europe.managersofwealth.com/article/127378/savers-regret-portfolio-adjustments-ahead-of-budget Almost a quarter made financial changes amid Budget speculation – and now regret it, SJP finds Comment, Analysis & Research ’Tis the season to gift – making tax-efficient gifts News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127340/amprsquotis-the-season-to-gift-ampndash-making-tax-efficient-gifts Whatever the occasion, be it Christmas or Lunar New Year, families will be gathering in the coming weeks and months, and cash gifts can form a large part of those traditions. Comment, Analysis & Research BNP Paribas : Building the European co-leader in full-service vehicle leasing News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127347/bnp-paribas-building-the-european-co-leader-in-full-service-vehicle-leasing This would significantly strengthen Arval’s presence in key markets and its competitive position in Europe, making it the European co-leader in full-service vehicle leasing. Comment, Analysis & Research Philanthropy in Spain: social attitudes and behaviours News Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127318/philanthropy-in-spain-social-attitudes-and-behaviours Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others. Comment, Analysis & Research Charities face £1.5bn hit amid sharp fall in money left in wills News Aggregation Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127322/charities-face-amppound15bn-hit-amid-sharp-fall-in-money-left-in-wills Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025. Comment, Analysis & Research Reaction as Bank of England cuts interest rates to 3.75% News Aggregation Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127332/reaction-as-bank-of-england-cuts-interest-rates-to-375 Many analysts had predicted the rate cut after UK inflation cooled to 3.2% on Wednesday. Comment, Analysis & Research The future of Private Wealth: Insights from the Equiom Monaco Team News Team Wednesday, December 17, 2025 12:00 am http://europe.managersofwealth.com/article/127287/the-future-of-private-wealth-insights-from-the-equiom-monaco-team With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes. Comment, Analysis & Research Families, philanthropy and festive gatherings: PWM Tea Break News Aggregation Team Wednesday, December 17, 2025 12:00 am http://europe.managersofwealth.com/article/127307/families-philanthropy-and-festive-gatherings-pwm-tea-break Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM Comment, Analysis & Research Tax receipts provide little Christmas cheer for households but IHT tax take does slow News Team Friday, December 19, 2025 12:00 am http://europe.managersofwealth.com/article/127348/tax-receipts-provide-little-christmas-cheer-for-households-but-iht-tax-take-does-slow These figures will certainly bring some Christmas cheer to the Treasury even if it represents a nation paying ever more tax. Tax Old Mill proud to be part of Kinbrook Group’s national ranking News Team Friday, December 12, 2025 12:00 am http://europe.managersofwealth.com/article/127225/old-mill-proud-to-be-part-of-kinbrook-groupamprsquos-national-ranking This national recognition reflects the strength and momentum of the Group as it brings together a growing network of high-performing firms delivering expert accountancy, wealth management, financial planning, legal, and advisory services across the UK. Tax HSBC to pay about $300 million to settle French tax probe, Bloomberg News reports News Aggregation Team Wednesday, December 10, 2025 12:00 am http://europe.managersofwealth.com/article/127173/hsbc-to-pay-about-300-million-to-settle-french-tax-probe-bloomberg-news-reports HSBC, in October, said it ​had made a $300 million provision against the investigations. Tax How you can beat the 60% tax trap News Team Tuesday, December 09, 2025 12:00 am http://europe.managersofwealth.com/article/127161/how-you-can-beat-the-60-tax-trap Believe it or not, there can be a downside to having income of £100,000 or more – a 60% tax bill. As an increasing number of people get caught in the 60% tax trap, we outline some simple steps to help you avoid it. Tax HNWIs have no written record of what they have gifted to loved ones complicating IHT News Aggregation Team Tuesday, December 09, 2025 12:00 am http://europe.managersofwealth.com/article/127162/hnwis-have-no-written-record-of-what-they-have-gifted-to-loved-ones-complicating-iht This is a smart way to manage inheritance tax (IHT), but only if the right records are kept and put in writing. Tax Autumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value property News Aggregation Team Thursday, December 04, 2025 12:00 am http://europe.managersofwealth.com/article/127065/autumn-budget-2025-deep-dive-what-rachel-reevesamprsquo-tax-reforms-mean-for-private-wealth-and-high-value-property Her point is hard to dispute. One of the most eye-catching measures is probably the so-called Mansion Tax, an annual council tax surcharge of at least £2,500 on properties valued above £2 million. Tax Over £1 million in investments? What the Budget means for your finances News Team Thursday, December 04, 2025 12:00 am http://europe.managersofwealth.com/article/127066/over-amppound1-million-in-investments-what-the-budget-means-for-your-finances The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years. Tax The end of the UK Non-Dom Regime and other UK tax changes News Team Tuesday, December 02, 2025 12:00 am http://europe.managersofwealth.com/article/127016/the-end-of-the-uk-non-dom-regime-and-other-uk-tax-changes Discover the UK tax changes and why Switzerland is the smart alternative for global private clients. Tax High earners to be £28k worse off by 2030 from frozen thresholds News Aggregation Team Tuesday, December 02, 2025 12:00 am http://europe.managersofwealth.com/article/127029/high-earners-to-be-amppound28k-worse-off-by-2030-from-frozen-thresholds HENRYs were among the hardest hit by this Budget Tax Swiss reject millionaire inheritance tax fearing wealth exodus News Aggregation Team Monday, December 01, 2025 12:00 am http://europe.managersofwealth.com/article/126986/swiss-reject-millionaire-inheritance-tax-fearing-wealth-exodus The plan ran into staunch opposition from the government and all parties aside from the left. Tax Crédit Agricole named best bank in France for the 3rd year running News Team Wednesday, December 24, 2025 12:00 am http://europe.managersofwealth.com/article/127401/crampeacutedit-agricole-named-best-bank-in-france-for-the-3rd-year-running The jury was impressed by several of the initiatives selected to illustrate Crédit Agricole’s model and its commitment to continuously providing its customers with better support and addressing societal challenges. Retail Banking Atom Bank completes largest Scottish deal News Aggregation Team Thursday, December 18, 2025 12:00 am http://europe.managersofwealth.com/article/127333/atom-bank-completes-largest-scottish-deal Both properties are high-quality office facilities, multi-storey and with occupants ranging from professional firms to national PLCs. Retail Banking Generali and France's BPCE scrap plans to merge asset management units News Aggregation Team Friday, December 12, 2025 12:00 am http://europe.managersofwealth.com/article/127223/generali-and-franceamp039s-bpce-scrap-plans-to-merge-asset-management-units Generali in January signed a non-binding accord with BPCE to combine their asset management units - Generali Investment Holding and Natixis Investment Managers - and create Europe's largest asset manager by revenue. Retail Banking StreamBank unveils simplified bridging product range News Aggregation Team Friday, December 12, 2025 12:00 am http://europe.managersofwealth.com/article/127224/streambank-unveils-simplified-bridging-product-range Loans are available from £100,000 to £3 million, with options for both FCA regulated and unregulated cases. Retail Banking NatWest Group joins finance firms to launch UK Retail Investment Campaign News Team Wednesday, December 10, 2025 12:00 am http://europe.managersofwealth.com/article/127186/natwest-group-joins-finance-firms-to-launch-uk-retail-investment-campaign The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat. Retail Banking Lloyds completes its first India–UK digital Letter of Credit on WaveBL News Team Thursday, December 04, 2025 12:00 am http://europe.managersofwealth.com/article/127072/lloyds-completes-its-first-indiaampndashuk-digital-letter-of-credit-on-wavebl It was executed entirely through the WaveBL platform and demonstrates how digital trade is shifting from long processing cycles to almost real-time execution. Retail Banking NatWest signs four university partnerships to fuel UK entrepreneurial growth News Team Friday, November 28, 2025 12:00 am http://europe.managersofwealth.com/article/126968/natwest-signs-four-university-partnerships-to-fuel-uk-entrepreneurial-growth Universities of Oxford, Manchester, Brighton and York sign Entrepreneur partnerships with Britain’s biggest bank for business. Retail Banking Tietoevry Banking publishes insight report on card transformation for leading banks News Team Tuesday, November 18, 2025 12:00 am http://europe.managersofwealth.com/article/126749/tietoevry-banking-publishes-insight-report-on-card-transformation-for-leading-banks These are the four factors behind successful banking transformation Retail Banking International Banker 2025 Western & Eastern European Awards Winners News Aggregation Team Monday, November 17, 2025 12:00 am http://europe.managersofwealth.com/article/126704/international-banker-2025-western-ampamp-eastern-european-awards-winners The turmoil has prompted investors to sell off French assets, raising domestic financing costs relative to those of its European peers. Retail Banking London calling: HSBC decision makers mull next steps for retail biz News Aggregation Team Monday, November 17, 2025 12:00 am http://europe.managersofwealth.com/article/126708/london-calling-hsbc-decision-makers-mull-next-steps-for-retail-biz The sale process has been playing out under much secrecy since it was launched in July, part of a global clean-up of the bank by new chief executive Georges Elhedery. 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 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 ESG Economist - Natural gas remains an industrial lifeline News Team Wednesday, November 19, 2025 12:00 am http://europe.managersofwealth.com/article/126768/esg-economist-natural-gas-remains-an-industrial-lifeline In this analysis, we examine the largest sources of CO2 emissions in manufacturing, particularly from companies in energy-intensive industrial subsectors in the EU. Planet SOS EBRD backs cement leader in push for low-carbon future News Team Wednesday, November 19, 2025 12:00 am http://europe.managersofwealth.com/article/126786/ebrd-backs-cement-leader-in-push-for-low-carbon-future In 2024, the EBRD successfully provided a €25 million loan to finance investment in the decarbonisation of Çimsa’s plant in Eskişehir – the first time the EBRD had invested in the Turkish cement sector. Planet SOS Deutsche Bank sets new 2030 sustainable and transition finance target, and publishes its initial Transition Finance Framework News Team Tuesday, November 18, 2025 12:00 am http://europe.managersofwealth.com/article/126730/deutsche-bank-sets-new-2030-sustainable-and-transition-finance-target-and-publishes-its-initial-transition-finance-framework The bank underpinned its focus on nature-related solutions with a new nature transaction ambition. Planet SOS European Commission announces Sustainable Transport Investment Plan to advance low-and-no-carbon fuels News Aggregation Team Monday, November 17, 2025 12:00 am http://europe.managersofwealth.com/article/126702/european-commission-announces-sustainable-transport-investment-plan-to-advance-low-and-no-carbon-fuels A key focus of the package is to support production of e-fuels, a pathway considered critical to decarbonising air and sea transport, but with no European projects yet achieving final investment decision. Planet SOS Integrating sustainability risks, a major challenge News Aggregation Team Monday, November 10, 2025 12:00 am http://europe.managersofwealth.com/article/126585/integrating-sustainability-risks-a-major-challenge The insurance world was one of the first to integrate climate risk into its approaches. Planet SOS