Managers of Wealth - Europe http://europe.managersofwealth.com/ Thu, 23 Apr 2026 09:20:42 BST part of MediaG8way Group http://europe.managersofwealth.com/ http://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Mind the wealth gap: the secret entry points of private banking News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129399/mind-the-wealth-gap-the-secret-entry-points-of-private-banking Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market Wealth and Asset Management Quilter plc First Quarter 2026 Trading Statement News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129373/quilter-plc-first-quarter-2026-trading-statement The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level. Wealth and Asset Management Rolf Kaufmann gains Zwei Wealth as a partner News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129380/rolf-kaufmann-gains-zwei-wealth-as-a-partner He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions. Wealth and Asset Management Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129381/temenos-announces-strong-q1-26-results-fy-26-guidance-reconfirmed Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds) Wealth and Asset Management Lombard Odier named Asia’s Best for Discretionary Portfolio Management at the Euromoney Private Banking Awards – an inaugural win for the region News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129388/lombard-odier-named-asiaamprsquos-best-for-discretionary-portfolio-management-at-the-euromoney-private-banking-awards-ampndash-an-inaugural-win-for-the-region This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM. Wealth and Asset Management Hampden Bank breaks through £1 billion of deposits in 2025 News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129389/hampden-bank-breaks-through-amppound1-billion-of-deposits-in-2025 Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients. Wealth and Asset Management Norion Bank has entered into an agreement to acquire Strand Kapitalförvaltning, strengthening its position within Wealth Management News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129390/norion-bank-has-entered-into-an-agreement-to-acquire-strand-kapitalfampoumlrvaltning-strengthening-its-position-within-wealth-management This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks. Wealth and Asset Management Citi picks Advyzon for global UMA programme News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129391/citi-picks-advyzon-for-global-uma-programme The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client. Wealth and Asset Management Firenze raises £6m to bring Lombard lending to the mass affluent News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129392/firenze-raises-amppound6m-to-bring-lombard-lending-to-the-mass-affluent In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK. Wealth and Asset Management Building Resilience in Private Wealth Structures: a Long-term Perspective News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129345/building-resilience-in-private-wealth-structures-a-long-term-perspective Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework. Wealth and Asset Management Pictet WM recruits from UBS for Asia CIO News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129400/pictet-wm-recruits-from-ubs-for-asia-cio Switzerland's Pictet Wealth Management hires ex-UBS two decade veteran regional chief investment officer. Executive Moves Emma Douglas appointed new Chair of The Pensions Regulator  News Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129401/emma-douglas-appointed-new-chair-of-the-pensions-regulator The appointment comes as the pensions landscape undergoes its most significant transformation in a generation. Executive Moves Former TransferMate CEO Sinead Fitzmaurice joins Aperture Capital News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129403/former-transfermate-ceo-sinead-fitzmaurice-joins-aperture-capital As operating partner, Fitzmaurice will bring her extensive experience to support the Swiss VC's ambition to expand its investments in Irish fintech companies. Executive Moves Praxis appoints Luke Cornish as Client Services Director in Jersey News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129371/praxis-appoints-luke-cornish-as-client-services-director-in-jersey In his role at Praxis, he leads a Jersey-based team providing coordinated support across a broad range of asset classes, including commercial and residential property, private equity and chattels. Executive Moves Arrow Global appoints CEO for Spain News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129387/arrow-global-appoints-ceo-for-spain He joins Arrow from Lapithus-Apollo Global Management, where he was Managing Director and Head of Special Situations Real Estate Europe, overseeing complex portfolios and driving value creation across a broad range of asset classes. Executive Moves Announcing 26 senior promotions for 2026 including four new partners News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129378/announcing-26-senior-promotions-for-2026-including-four-new-partners The promotions come at an exciting time for the firm. Executive Moves ​The EBA launches the recruitment of its Executive Director​ News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129396/the-eba-launches-the-recruitment-of-its-executive-director The successful candidate will be selected by the EBA Board of Supervisors and appointed following confirmation by the European Parliament. Executive Moves Change of Nominated Adviser and Board Changes News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129348/change-of-nominated-adviser-and-board-changes The Company is also pleased to announce the appointment of Christopher Andrew as Independent Non-Executive Director with immediate effect. Executive Moves L&G names Nigel Drury as Asset Management Chief Risk Officer News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129349/lampampg-names-nigel-drury-as-asset-management-chief-risk-officer He brings more than 30 years of experience in risk, with a background spanning banking, wealth management and asset management. Executive Moves Bank von Roll Expands Its Executive Board News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129354/bank-von-roll-expands-its-executive-board He will now also oversee this division at executive board level. Executive Moves UK financial sector prepared for Mythos and others, says BoE co-chaired group News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129398/uk-financial-sector-prepared-for-mythos-and-others-says-boe-co-chaired-group The Cross Market ​Operational Resilience Group, which brings together British financial authorities, ​a range of firms in the sector and the National Cyber Security Centre, discussed the cybersecurity challenges presented by new AI models. Legal, Regulation & Compliance UK Pensions: What’s new this week? April 20, 2026 News Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129402/uk-pensions-whatamprsquos-new-this-week-april-20-2026 HM Treasury has published a response to the House of Lords Economic Affairs Committee report on changes to inheritance tax which will take effect from April 6, 2027. Legal, Regulation & Compliance Italy fines Poste Italiane and PostePay over alleged personal data access News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129405/italy-fines-poste-italiane-and-postepay-over-alleged-personal-data-access Poste Italiane plans to appeal to the Court of Rome seeking annulment of the decision. Legal, Regulation & Compliance PS12/26 – Review of the Senior Managers and Certification Regime (SM&CR) − Phase 1 News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129382/ps1226-ampndash-review-of-the-senior-managers-and-certification-regime-smampampcr-ampminus-phase-1 It ensures that appropriate senior decision-makers are identified and that these individuals are clear as to their responsibilities and accountability. Legal, Regulation & Compliance FCA and PRA confirm changes to streamline senior manager accountability and boost growth News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129385/fca-and-pra-confirm-changes-to-streamline-senior-manager-accountability-and-boost-growth The Government also proposes giving more flexibility to the regulators to further reduce the number of senior management functions (SMFs) which require pre-approval. Legal, Regulation & Compliance FCA leads first crackdown on illegal crypto trading News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129393/fca-leads-first-crackdown-on-illegal-crypto-trading Peer-to-peer trading is when individuals buy and sell crypto directly with each other, rather than using a centralised exchange and requires appropriate registration. Legal, Regulation & Compliance The Federal Council opens a consultation process on the equity capital backing of foreign holdings in the parent company of systemically important banks. News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129395/the-federal-council-opens-a-consultation-process-on-the-equity-capital-backing-of-foreign-holdings-in-the-parent-company-of-systemically-important-banks Swiss banks are currently only required to partially back their investments in foreign subsidiaries with equity capital. Legal, Regulation & Compliance 19 Farrer & Co solicitors featured on the Pro Bono Recognition List 2026 News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129352/19-farrer-ampamp-co-solicitors-featured-on-the-pro-bono-recognition-list-2026 Bar Council and all major pro bono legal organisations, the Pro Bono Recognition List celebrates the valuable contribution of individual lawyers at firms and organisations of all sizes who provide pro bono legal help. Legal, Regulation & Compliance Join the Financial Services Consumer Panel – vacancies now open News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129353/join-the-financial-services-consumer-panel-ampndash-vacancies-now-open Panel members provide constructive challenge and expert advice to help ensure the consumer perspective is fully embedded in the FCA’s policy development and implementation. Legal, Regulation & Compliance National Security Regulation & Investment Risk: Quarterly Update from Washington News Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129320/national-security-regulation-ampamp-investment-risk-quarterly-update-from-washington It increasingly sits alongside antitrust, tax, and core regulatory analysis as a mainstream workstream in cross-border strategy and execution. Legal, Regulation & Compliance UK authorities target P2P crypto trading News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129404/uk-authorities-target-p2p-crypto-trading Peer-to-peer trading is when people buy and sell crypto directly with each other, rather than using a centralised exchange and requires appropriate registration. FinTech Euro's $650 Million Stablecoin Problem Gets a Twelve-Bank Solution News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129376/euroamp039s-650-million-stablecoin-problem-gets-a-twelve-bank-solution Twelve of Europe's biggest banks are launching a MiCAR-compliant euro stablecoin, targeting a market where $650 million in euro tokens stands against $300 billion-plus in dollar equivalents. FinTech CMB Monaco completes strategic technology transformation with Deloitte Luxembourg News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129346/cmb-monaco-completes-strategic-technology-transformation-with-deloitte-luxembourg CMB Monaco and Deloitte Luxembourg announce the completion of a full lifecycle strategic partnership — from vendor selection through go-live — underpinning the bank's digital transformation. FinTech UK fintech backed to embrace future payments technology News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129358/uk-fintech-backed-to-embrace-future-payments-technology The UK’s payments sector is to be equipped for the future of rapid financial innovation through a new package announced today during Fintech Week in London. FinTech Revolut to open its Paris headquarters in the “Silicon Sentier” in 2027 News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129370/revolut-to-open-its-paris-headquarters-in-the-ampldquosilicon-sentieramprdquo-in-2027 Revolut is preparing to set up shop in the heart of Paris to expand its reach across Western Europe. FinTech Moonfare climbs into AI News Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129326/moonfare-climbs-into-ai The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies. FinTech Anthropic's Mythos AI sparks UK bank cyber stability alarm News Aggregation Team Friday, April 17, 2026 1:00 am http://europe.managersofwealth.com/article/129305/anthropicamp039s-mythos-ai-sparks-uk-bank-cyber-stability-alarm Those tests uncovered thousands of previously unknown bugs, including zero-day vulnerabilities in major operating systems and web browsers. FinTech BDO to reduce senior partners clearing path for younger staff News Aggregation Team Friday, April 17, 2026 1:00 am http://europe.managersofwealth.com/article/129316/bdo-to-reduce-senior-partners-clearing-path-for-younger-staff Amid the UK consulting sector’s continued downturn, the largest entities in the sector have consistently been looking for ways to preserve their profitability. FinTech Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers News Team Friday, 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 environm FinTech Beyond Basic ITAM: Navigating the Digital Economy with Intelligent Solutions News Team Friday, 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. FinTech Isa confusion clouds UK’s launch of retail investing campaign News Aggregation Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129397/isa-confusion-clouds-ukamprsquos-launch-of-retail-investing-campaign ‘Savvy the Squirrel’ initiative comes as investors await clarity on eligibility of products in stocks-and-shares products Alternative Investments Why most investors are running outdated software – and what it’s costing them News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129372/why-most-investors-are-running-outdated-software-ampndash-and-what-itamprsquos-costing-them AES International’s Sam Instone on the steps disciplined family investors tak Alternative Investments 7IM reacts to CGT reductions with expanded income model offering News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129383/7im-reacts-to-cgt-reductions-with-expanded-income-model-offering The lower-risk profiles focus on delivering a more stable, higher yield while the higher-risk profiles place greater emphasis on long-term income growth, with a lower expected starting yield. Alternative Investments Pound Sterling Rises Against Euro as Inflation Spikes News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129375/pound-sterling-rises-against-euro-as-inflation-spikes The data will make for uncomfortable reading at the Bank of England and raises the prospect of an interest rate rise later in the year. Alternative Investments Zurich UK launches Private Client Service for UHNW clients News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129347/zurich-uk-launches-private-client-service-for-uhnw-clients Clients will have access to fast-tracked medical screening and private clinics, as well as a dedicated customer services team. Alternative Investments Wellcome Trust Pension Plan appoints L&G for fiduciary management mandates News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129351/wellcome-trust-pension-plan-appoints-lampampg-for-fiduciary-management-mandates Appointment covers £800m in assets and aims to improve outcomes for over 3,500 members. Alternative Investments AI governance, not AI adoption, will define which investment firms succeed in 2026 News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129361/ai-governance-not-ai-adoption-will-define-which-investment-firms-succeed-in-2026 The problem is that governance is not keeping pace. Alternative Investments UK investor accuses Crédit Agricole of forcing 'no-margin-call' Tesla liquidation News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129369/uk-investor-accuses-crampeacutedit-agricole-of-forcing-amp039no-margin-callamp039-tesla-liquidation The private bank promised a "no-margin-call" Tesla hedge. A new lawsuit claims it delivered the opposite Alternative Investments Janus Henderson shareholders approve acquisition, signs BNP Paribas mandate News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129319/janus-henderson-shareholders-approve-acquisition-signs-bnp-paribas-mandate Janus Henderson has received shareholder approval for its acquisition by Trian and General Catalyst while also agreeing a long-term mandate with BNP Paribas. Alternative Investments NBB joins forces with BLME to provide UK property loans News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129323/nbb-joins-forces-with-blme-to-provide-uk-property-loans A shariah-compliant bank based in London, BLME focuses on key business areas such as wealth management solutions, real estate finance and savings products Alternative Investments Deutsche Bank chief downplays fears over Anthropic's Mythos as European banks assess risks News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129359/deutsche-bank-chief-downplays-fears-over-anthropicamp039s-mythos-as-european-banks-assess-risks Anthropic has restricted access to Mythos to partners in its Project Glasswing initiative and around 40 additional organisations that build or maintain critical software infrastructure. Investment Banking World’s Best Investment Banks 2026: Western Europe News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129368/worldamprsquos-best-investment-banks-2026-western-europe These top firms demonstrated their unmatched expertise and strategic execution across a variety of sectors and financial products in a year marked by both recovery and innovation. Investment Banking UniCredit outlines approach for acceleration of Commerzbank transformation into a new future-ready era News Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129341/unicredit-outlines-approach-for-acceleration-of-commerzbank-transformation-into-a-new-future-ready-era UniCredit sees significant upside and risk reduction potential for Commerzbank beyond its current Momentum strategy to create additional value. Investment Banking UniCredit selects Slate to deliver retail investment services News Aggregation Team Thursday, April 16, 2026 1:00 am http://europe.managersofwealth.com/article/129268/unicredit-selects-slate-to-deliver-retail-investment-services Operating across both Web and mobile channels, UniCredit's retail clients will be equipped with the ability to trade, invest across a range of portfolio solutions and monitor market trends in real time. Investment Banking BNP Paribas extends its multi-custodian Automated FX solution for securities transactions to continental Europe, with La Financière de l’Échiquier as first client in France News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129225/bnp-paribas-extends-its-multi-custodian-automated-fx-solution-for-securities-transactions-to-continental-europe-with-la-financiampegravere-de-lamprsquoampeacutechiquier-as-first-client-in-france This fully automated, multi-currency solution is designed to enhance FX execution efficiency for institutional clients. Investment Banking ABN AMRO launches Doorpakken: a growth platform for SMEs ready to scale News Team Friday, 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 Banking Aktia Bank Plc expands its distribution network in Europe through three new sales partnerships News Team Friday, 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 Banking The Bank of France received nearly €13 billion following the repatriation of gold from the United States News Aggregation Team Tuesday, 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 Banking Rebuilding Europe’s Financial Competitiveness in the Age of AI News Team Thursday, 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 Banking Morgan Stanley turns defensive on European banks, keeps faith with Barclays and Lloyds News Aggregation Team Tuesday, 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 Banking Messaging to a public with its own view on central bank confidence News Team Thursday, April 23, 2026 1:00 am http://europe.managersofwealth.com/article/129406/messaging-to-a-public-with-its-own-view-on-central-bank-confidence The focus of the model is the central bank’s communication strategy. Comment, Analysis & Research Drop in UK unemployment isn’t all it seems News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129374/drop-in-uk-unemployment-isnamprsquot-all-it-seems Instead, the details reveal the drop in the jobless rate is pretty much solely down to a rise in “economic inactivity” – that is, people neither in work nor actively seeking it. Comment, Analysis & Research Gen Z more likely to save with 22% already at £10,000 milestone News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129386/gen-z-more-likely-to-save-with-22-already-at-amppound10000-milestone Nearly one in five (19%) save over £1,000 per month – 5% save over £5,000 monthly – and 22% already have more than £10,000 in savings. Comment, Analysis & Research Skills shortages risk stalling mid-market growth News Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129357/skills-shortages-risk-stalling-mid-market-growth This suggests the challenge is systemic rather than confined to specific regional economies. Comment, Analysis & Research PPI expands lost pensions 2026 survey to include DB providers News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129344/ppi-expands-lost-pensions-2026-survey-to-include-db-providers In addition to its DB scheme expansion, the PPI will also explore underlying factors behind lost pensions and the impact on policy and savers’ outcomes. Comment, Analysis & Research EY named a Leader in The Forrester Wave for OCM Services News Team Friday, April 17, 2026 1:00 am http://europe.managersofwealth.com/article/129292/ey-named-a-leader-in-the-forrester-wave-for-ocm-services Forrester also notes that EY’s simplified structure means customers can expect more integrated service offerings. Comment, Analysis & Research Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129241/fitch-rates-ca-indosuez-wealth-europe-amp039aamp039-outlook-stable The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR. Comment, Analysis & Research New NextWealth Guide released today shows how the Centralised Retirement Proposition (CRP) for advisers has become a Consistent Retirement Playbook News Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129261/new-nextwealth-guide-released-today-shows-how-the-centralised-retirement-proposition-crp-for-advisers-has-become-a-consistent-retirement-playbook These findings suggest that many firms already operate a Consistent Retirement Playbook, even if it is not formally labelled as such. Comment, Analysis & Research Men in UK financial services earn £40,000 more than female colleagues News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129218/men-in-uk-financial-services-earn-amppound40000-more-than-female-colleagues In terms of working hours, men work an average of 48.27 per week versus 46.75 for women, translating into hourly earnings of £68.66 and £54.78. Comment, Analysis & Research How leaders can aim for success as private markets change the rules News Team Monday, 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 & Research Aberdeen ramps up support as tax year demand rises News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129360/aberdeen-ramps-up-support-as-tax-year-demand-rises The provider said the rise reflects the increasing complexity of financial planning, with advisers requiring more support during a busy and time-sensitive period. Tax Wealth taxes face design flaws, compliance gaps, EU study finds News Aggregation Team Thursday, April 16, 2026 1:00 am http://europe.managersofwealth.com/article/129270/wealth-taxes-face-design-flaws-compliance-gaps-eu-study-finds It is published in two volumes, with the first surveying academic research across five categories of taxes and mapping wealth-related tax regimes in EU Member States. Tax UK inheritance tax: The mounting impact on British families News Aggregation Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129215/uk-inheritance-tax-the-mounting-impact-on-british-families Inheritance tax (IHT) has quietly become one of the UK Treasury’s most reliable revenue raisers. Tax HS278 Temporary non-residents and Capital Gains Tax (2026) News Team Thursday, 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. Tax Tax rules for employment intermediaries News Team Thursday, 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. Tax HMRC allowance to be slashed with six million UK households warned News Aggregation Team Thursday, 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. Tax Andrew Tully: Pensions face a new tax reality News Aggregation Team Tuesday, 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. Tax Grant Thornton plans 30% graduate hiring boost News Aggregation Team Monday, 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 hiring Tax Inheritance tax climbs past the 2023/24 total and CGT soars News Aggregation Team Friday, 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. Tax Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent News Team Thursday, 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. Tax ClearBank names Tazapay as first Singaporean client, strengthening Asia–Europe payments corridor News Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129394/clearbank-names-tazapay-as-first-singaporean-client-strengthening-asiaampndasheurope-payments-corridor The partnership also builds on Tazapay’s expanding multijurisdictional regulatory footprint, with active licenses in Singapore, US, Canada, and Australia, and further approvals underway across Europe, UAE, and Hong Kong. Retail Banking Alfa-Bank and Belgazprombank halt Mastercard services in Europe News Aggregation Team Wednesday, April 22, 2026 1:00 am http://europe.managersofwealth.com/article/129377/alfa-bank-and-belgazprombank-halt-mastercard-services-in-europe In these countries, starting April 21, it will not be possible to pay with Alfa-Bank Mastercard cards in physical stores or online, withdraw cash from ATMs, or make card-to-card transfers through local services. Retail Banking Lloyds Banking Group, Connells and LMS launch fully digital homebuying service News Aggregation Team Tuesday, April 21, 2026 1:00 am http://europe.managersofwealth.com/article/129367/lloyds-banking-group-connells-and-lms-launch-fully-digital-homebuying-service The service runs on residential sale and purchase transactions within England and Wales, involving Connells branches, LMS panel conveyancers, and Lloyds Banking Group as the lender. Retail Banking Danske admits system upgrade exposed over 20,000 client addresses News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129322/danske-admits-system-upgrade-exposed-over-20000-client-addresses The bank became aware of the problem in October, and later checks found that a significant number of clients had been affected. Retail Banking NatWest giving clients case updates comes at brokers’ expense News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129333/natwest-giving-clients-case-updates-comes-at-brokersamprsquo-expense This includes communicating to applicants that the mortgage has been offered. Retail Banking Barclays delays ECB rate hike forecast to June and September 2026 News Aggregation Team Monday, April 20, 2026 1:00 am http://europe.managersofwealth.com/article/129343/barclays-delays-ecb-rate-hike-forecast-to-june-and-september-2026 The ECB interest rates market sits at 0.2% YES for a 50+ bps decrease at the April meeting, unchanged from 24 hours ago. Retail Banking BBVA with Six-figure Customer Base in Germany with 23% of Customers Holding Over 100,000 € News Team Thursday, April 16, 2026 1:00 am http://europe.managersofwealth.com/article/129280/bbva-with-six-figure-customer-base-in-germany-with-23-of-customers-holding-over-100000-ampeuro That strong early confidence is further underscored by the fact that 23% (as of early 2026) of BBVA’s customers in Germany hold more than €100,000 with the bank. Retail Banking Why hyperpersonalisation in banking doesn’t have to be a luxury News Aggregation Team Wednesday, April 15, 2026 1:00 am http://europe.managersofwealth.com/article/129260/why-hyperpersonalisation-in-banking-doesnamprsquot-have-to-be-a-luxury With the right infrastructure in place, hyperpersonalisation can become the standard for all, explains Steve Round Retail Banking Santander Open Academy cements growth with 2.8 million beneficiaries in 2025 News Team Tuesday, April 14, 2026 1:00 am http://europe.managersofwealth.com/article/129226/santander-open-academy-cements-growth-with-28-million-beneficiaries-in-2025 The most in-demand subjects included IT, languages, and job skills as people look to adapt to an ever-changing market. Retail Banking Why AI Agents Are the New Era of UK Retail Banking News Aggregation Team Monday, 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 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 Europe’s fossil fuel dependence poses risks to price stability News Team Tuesday, 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 SOS 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