Managers of Wealth - Europe
https://europe.managersofwealth.com/
Sat, 13 Dec 2025 22:07:45 GMTpart of MediaG8way Group
https://europe.managersofwealth.com/
https://europe.managersofwealth.com/assets/images/logo.pngManagers of Wealth - EuropeKohanaPHPABN AMRO announces significant risk transfer transaction with BlackstoneNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127219/abn-amro-announces-significant-risk-transfer-transaction-with-blackstone
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loansWealth and Asset ManagementInvestec named South Africa’s Bank of the Year 2025 by The Banker News TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127220/investec-named-south-africaamprsquos-bank-of-the-year-2025-by-the-banker
Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks rankingWealth and Asset ManagementStandard Chartered deepens digital wealth push across EMEANews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127221/standard-chartered-deepens-digital-wealth-push-across-emea
In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets. Wealth and Asset ManagementBrooks Wealth joins Integrity365 as group accelerates expansionNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127226/brooks-wealth-joins-integrity365-as-group-accelerates-expansion
The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice.Wealth and Asset ManagementBarclays PB's Swiss CIO reimagines investment adviceNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127230/barclays-pbamp039s-swiss-cio-reimagines-investment-advice
Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.Wealth and Asset ManagementFormer Vontobel spin doctor strengthens his communications agencyNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127231/former-vontobel-spin-doctor-strengthens-his-communications-agency
The two new signings are Jan-Peter Schwartz and Oliver Zilcher. Wealth and Asset ManagementChris Künzle: "This is now the benchmark in Swiss private banking."News Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127232/chris-kampuumlnzle-ampquotthis-is-now-the-benchmark-in-swiss-private-bankingampquot
In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector. Wealth and Asset ManagementMost advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased ProNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127234/most-advisers-unprepared-for-the-amplsquogreat-wealth-transferamprsquo-says-unbiased-pro
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%. Wealth and Asset ManagementCrestbridge Family Office Services CEO Recognised at WealthBriefing MENA AwardsNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127235/crestbridge-family-office-services-ceo-recognised-at-wealthbriefing-mena-awards
The winners were selected by an independent panel of judges, with Heather awarded the top prize for leadership, in recognition of her commitment to delivering innovative solutions to clients in the region and championing service excellence.Wealth and Asset ManagementJulius Baer's chief strategist expects calmer waters in 2026.News Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127242/julius-baeramp039s-chief-strategist-expects-calmer-waters-in-2026
Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.Wealth and Asset ManagementFE fundinfo appoints Raza as CFO and COONews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127222/fe-fundinfo-appoints-raza-as-cfo-and-coo
He joins from Calastone, where he served as CFO and deputy CEO, and brings extensive investment banking and fintech expertise to FE fundinfo.Executive MovesMulti-family office deputy CIO resurfaces with VC investment clubNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127227/multi-family-office-deputy-cio-resurfaces-with-vc-investment-club
Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC. The club also has a subsidiary for advisory services.Executive MovesLinklaters appoints Matthew Keogh as Global Practice Head of Investment FundsNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127233/linklaters-appoints-matthew-keogh-as-global-practice-head-of-investment-funds
Matthew succeeds Silke Bernard who completed her four-year term last month. Executive MovesKnight Frank appoints new senior partner and group chairNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127195/knight-frank-appoints-new-senior-partner-and-group-chair
Rory Penn will succeed William Beardmore-GrayExecutive MovesM&G plc Appoints Simon Tasker as Chief Transformation OfficerNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127197/mampampg-plc-appoints-simon-tasker-as-chief-transformation-officer
He was previously a Partner at Deloitte and held senior leadership roles at Credit Suisse, including Managing Director, Head of Strategic Change, Legal Entity Structuring and Transformation.Executive MovesDeutsche Bank has found a head for its wealth management unit in ZurichNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127202/deutsche-bank-has-found-a-head-for-its-wealth-management-unit-in-zurich
This new appointment is intended to strengthen services for high-net-worth clients and family officesExecutive MovesIQ-EQ Guernsey appoints Client Relationship DirectorNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127207/iq-eq-guernsey-appoints-client-relationship-director
Niel brings 17 years of experience in the funds industry and will work closely with client teams to further strengthen service delivery and support the firm’s growth strategy.Executive MovesCapco expands Swiss management team with banking specialistNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127212/capco-expands-swiss-management-team-with-banking-specialist
In his new role, he will develop and implement digitalization and innovation projects for Swiss banks.Executive MovesMatrixport Appoints Dominik Oggenfuss as Chief Executive Officer of Matrixport Asset Management AGNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127213/matrixport-appoints-dominik-oggenfuss-as-chief-executive-officer-of-matrixport-asset-management-ag
Dominik was previously a partner at Welsbach Holdings, bringing extensive experience in strategic advisory, venture and alternative investments. Executive MovesEmpire Global Finance appoints new head of private clientsNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127167/empire-global-finance-appoints-new-head-of-private-clients
His background includes launching a commercial lending proposition, running his own wealth management practice in London and advising UHNW clients at leading private finance firms.Executive MovesGoverning Council proposes simplification of EU banking rulesNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127228/governing-council-proposes-simplification-of-eu-banking-rules
These recommendations were endorsed by the Governing Council and will now be presented to the European Commission.Legal, Regulation & ComplianceBudget uncertainty puts UK economy into reverse with negative growthNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127236/budget-uncertainty-puts-uk-economy-into-reverse-with-negative-growth
This figure also misses what were already low expectations and doesn’t bode well for next month’s figure either.Legal, Regulation & ComplianceFCA fines Nationwide Building Society £44m for AML failingsNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127238/fca-fines-nationwide-building-society-amppound44m-for-aml-failings
The building society had poor anti-financial crime systems and controls between October 2016 and July 2021Legal, Regulation & ComplianceStablecoin payments a priority for 2026 as FCA outlines growth achievementsNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127192/stablecoin-payments-a-priority-for-2026-as-fca-outlines-growth-achievements
The package of growth reforms enables firms to scale, supports home ownership, bolsters capital markets, and gives consumers more options to invest.Legal, Regulation & ComplianceFCA launches Firm Checker to fight financial crimeNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127193/fca-launches-firm-checker-to-fight-financial-crime
By using the tool and checking if a firm is authorised and has the correct permissions to provide services, people can significantly reduce their chances of falling victim to fraud.Legal, Regulation & ComplianceUK private wealth immigration: the Budget and “earned settlement” consultationNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127196/uk-private-wealth-immigration-the-budget-and-ampldquoearned-settlementamprdquo-consultation
In the 2025 Budget, the political rhetoric on immigration focuses more on asylum reform and less so on economic migration.Legal, Regulation & ComplianceMonetary Policy Assessment of 11 December 2025News TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127200/monetary-policy-assessment-of-11-december-2025
National Bank leaves SNB policy rate unchanged at 0%Legal, Regulation & ComplianceThe Digital Euro: A New Era for the European Monetary SystemNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127203/the-digital-euro-a-new-era-for-the-european-monetary-system
The digital euro is now at the heart of discussions about Europe’s monetary sovereignty, competitiveness, and the future of payments.Legal, Regulation & CompliancePromoting innovation while guarding against financial stability risks − speech by Randy KrosznerNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127214/promoting-innovation-while-guarding-against-financial-stability-risks-ampminus-speech-by-randy-kroszner
He argues that while innovations in the financial system may be new, the channels through which they create risk are often familiar. Legal, Regulation & ComplianceFarrer & Co sponsors the Tech Innovator Award at the Tide everywoman Entrepreneur Awards 2025News TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127171/farrer-ampamp-co-sponsors-the-tech-innovator-award-at-the-tide-everywoman-entrepreneur-awards-2025
This award celebrates female founders who are driving change through technology, despite the funding hurdles and systemic barriers that still exist in the UK tech ecosystem.Legal, Regulation & ComplianceEmbracing Banking Megatrends: Insights from MoneyLive Conference and the Path to Composable TransformationNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127240/embracing-banking-megatrends-insights-from-moneylive-conference-and-the-path-to-composable-transformation
Banks are under increasing pressure to modernize their architectures.FinTechHealth and social care businesses build cash buffers but double down on AI investment plansNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127204/health-and-social-care-businesses-build-cash-buffers-but-double-down-on-ai-investment-plans
Nearly three quarters (74 per cent) of business leaders in the health and social care sector reported that sales pipelines and overall demand for their products and services were stronger than average for Q3.FinTechWhy the AI megatrend is far from peakingNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127206/why-the-ai-megatrend-is-far-from-peaking
AI remains the decade’s most disruptive technology, with cloud platforms and semiconductor suppliers poised to benefit most.FinTechBank Aston welcomes Guernsey's Digital Currencies ConsultationNews TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127210/bank-aston-welcomes-guernseyamp039s-digital-currencies-consultation
The GFSC launched its Digital Finance Initiative in SeptemberFinTechAccenture wins £180m FNZ deal; buys stake in businessNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127165/accenture-wins-amppound180m-fnz-deal-buys-stake-in-business
The new contract is spread over 6-8 years and worth £180m in total.FinTechMurex powers Aldermore Bank’s move to cloud treasury platformNews Aggregation TeamTuesday, December 09, 2025 12:00 am
https://europe.managersofwealth.com/article/127144/murex-powers-aldermore-bankamprsquos-move-to-cloud-treasury-platform
The shift toward cloud-based treasury platforms is also accelerating as institutions seek lower operating costs and faster product deployment cycles.FinTechCommission fines X €120 million under the Digital Services ActNews TeamMonday, December 08, 2025 12:00 am
https://europe.managersofwealth.com/article/127120/commission-fines-x-ampeuro120-million-under-the-digital-services-act
The breaches include the deceptive design of its ‘blue checkmark', the lack of transparency of its advertising repository, and the failure to provide access to public data for researchers.FinTechOrtec Finance unveils new financial planning researchNews TeamFriday, December 05, 2025 12:00 am
https://europe.managersofwealth.com/article/127099/ortec-finance-unveils-new-financial-planning-research
The research report aims to help wealth managers, platforms, and life and pensions providers prepare for a rapidly evolving landscape. FinTechSS&C Expands European Wealth Management Capabilities with New MiFID License in IrelandNews TeamWednesday, December 03, 2025 12:00 am
https://europe.managersofwealth.com/article/127051/ssampampc-expands-european-wealth-management-capabilities-with-new-mifid-license-in-ireland
License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hubFinTechA Major European Bank Opened Crypto Trading to Everyday Customers—Here's Why That Matters for Bitcoin's Next MoveNews Aggregation TeamTuesday, December 02, 2025 12:00 am
https://europe.managersofwealth.com/article/127013/a-major-european-bank-opened-crypto-trading-to-everyday-customersampmdashhereamp039s-why-that-matters-for-bitcoinamp039s-next-move
Traditional banking is finally embracing cryptocurrency in a way that could reshape retail investor access across Europe.FinTechAberdeen to acquire management of Closed End FundsNews TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127229/aberdeen-to-acquire-management-of-closed-end-funds
Aberdeen enters into agreement with MFS to acquire management of Closed End Funds with assets totalling £1.5bnAlternative InvestmentsBond and ETF demand lifts global fund assets: EfamaNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127237/bond-and-etf-demand-lifts-global-fund-assets-efama
Worldwide net assets also increased by 5% in US-dollar terms to $91.1 trillion, supported by a weakening of the dollar against the euro.Alternative InvestmentsMPS assets surge 32% to £190bn as adviser usage growsNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127239/mps-assets-surge-32-to-amppound190bn-as-adviser-usage-grows
21% of the 296 advisers surveyed said they plan to increase their allocation to discretionary MPSs in the next yearAlternative InvestmentsSantander, L&G Launch Sterling money market fundNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127241/santander-lampampg-launch-sterling-money-market-fund
The fund aims to offer stable value and competitive yields while maintaining a strong focus on capital preservation, shared the asset managers.Alternative InvestmentsSIX welcomes Swiss Prime Site Solutions as new fund providerNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127194/six-welcomes-swiss-prime-site-solutions-as-new-fund-provider
Asset allocation is primarily focused on office, commercial, retail and light industrial usage types. Alternative InvestmentsOver three quarters plan to invest less or nothing in VCTsNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127201/over-three-quarters-plan-to-invest-less-or-nothing-in-vcts
The results showed 41.6% of investors won’t invest in Venture Capital Trusts (VCTs) once the changes are introduced, while 43.5% will invest lessAlternative InvestmentsUniversal enters active ETF marketNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127211/universal-enters-active-etf-market
Platform and framework launch for white-label active ETF productsAlternative InvestmentsThe Pensions Regulator probes barriers to investment in private markets News Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127166/the-pensions-regulator-probes-barriers-to-investment-in-private-markets
TPR published private markets guidance last year to help trustees improve outcomes for savers by properly considering the full range of options available.Alternative InvestmentsWilliam Blair Investment Management Named a 2025 Best Place to WorkNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127168/william-blair-investment-management-named-a-2025-best-place-to-work
The magazine began compiling the list in 2012 to recognize the best employers in the money management industry, and this year marks the 13th time William Blair Investment Management has been honored.Alternative InvestmentsEuropean bank watchdog flags rising NBFI risks in Cayman, UKNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127172/european-bank-watchdog-flags-rising-nbfi-risks-in-cayman-uk
The report noted that recent market volatility in the United States, including stress involving some regional banks in mid-October, pushed these interconnections into focus.Alternative InvestmentsTwo out of three entrepreneurs want to stop within 10 years, but business succession faltersNews TeamThursday, December 04, 2025 12:00 am
https://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 BankingA Strengthened Cross-Border Alliance: UniCredit and Alpha Bank Advance Joint AgendaNews TeamThursday, November 27, 2025 12:00 am
https://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 BankingING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stakeNews TeamWednesday, November 19, 2025 12:00 am
https://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 2019Investment BankingScaling the Global Hausbank: Deutsche Bank launches new phase of growth and value creationNews TeamTuesday, November 18, 2025 12:00 am
https://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 BankingPutin greenlights Citi’s Russia exit as part of bank's worldwide reorganizationNews Aggregation TeamThursday, November 13, 2025 12:00 am
https://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 BankingDanske Vækstkapital IV kicks off: DKK 1.7 billion raised for investments in start-ups and growth companiesNews Aggregation TeamThursday, November 06, 2025 12:00 am
https://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 BankingCrédit Agricole CIB Financial results for the third quarter and first nine months 2025News TeamThursday, October 30, 2025 12:00 am
https://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 BankingMediobanca Annual General Meeting and Board of Directors’ MeetingNews TeamThursday, October 30, 2025 12:00 am
https://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 BankingBBVA soars on the stock market and Sabadell plummets after the failed takeover bid.News Aggregation TeamMonday, October 20, 2025 1:00 am
https://europe.managersofwealth.com/article/126172/bbva-soars-on-the-stock-market-and-sabadell-plummets-after-the-failed-takeover-bid
BBVA rose 7% to €16.82 after the failed takeover bid, while Sabadell plummeted more than 6% to €3.02.Investment BankingPiraeus Bank Wins Three Euromoney AwardsNews Aggregation TeamTuesday, October 07, 2025 1:00 am
https://europe.managersofwealth.com/article/125919/piraeus-bank-wins-three-euromoney-awards
The awards were for: Europe’s Best Bank for Corporate Social Responsibility, Greece’s Best Bank for Environmental, Social and Governance (ESG), and Greece’s Best Digital Bank.Investment BankingModern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping)News TeamFriday, December 12, 2025 12:00 am
https://europe.managersofwealth.com/article/127218/modern-classics-supercars-and-ferraris-why-the-classic-car-market-is-booming-and-shows-no-sign-of-stopping
For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management.Comment, Analysis & ResearchHalf of consumers would use targeted support, Dynamic Planner revealsNews Aggregation TeamThursday, December 11, 2025 12:00 am
https://europe.managersofwealth.com/article/127191/half-of-consumers-would-use-targeted-support-dynamic-planner-reveals
The study, conducted in conjunction with behavioural consultancy Humans and Money, found that 52% of consumers would engage with targeted support.Comment, Analysis & ResearchHalf of wealthy individuals don’t keep written record of financial giftsNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://europe.managersofwealth.com/article/127164/half-of-wealthy-individuals-donamprsquot-keep-written-record-of-financial-gifts
Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT billsComment, Analysis & ResearchIt is time to start the preparation for full IRRD complianceNews TeamTuesday, December 09, 2025 12:00 am
https://europe.managersofwealth.com/article/127163/it-is-time-to-start-the-preparation-for-full-irrd-compliance
Transposition has not happened so far in HungaryComment, Analysis & ResearchSustainability, system changes, and Swiss strength – Hubert Keller gives keynote interview at the FT Global Banking SummitNews TeamMonday, December 08, 2025 12:00 am
https://europe.managersofwealth.com/article/127115/sustainability-system-changes-and-swiss-strength-ampndash-hubert-keller-gives-keynote-interview-at-the-ft-global-banking-summit
The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics.Comment, Analysis & ResearchThe Crucial Role of IFCs in Cross-border PhilanthropyNews TeamMonday, December 08, 2025 12:00 am
https://europe.managersofwealth.com/article/127131/the-crucial-role-of-ifcs-in-cross-border-philanthropy
Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.Comment, Analysis & ResearchCIO Lens: Bubbles, brooding and balanceNews Aggregation TeamFriday, December 05, 2025 12:00 am
https://europe.managersofwealth.com/article/127089/cio-lens-bubbles-brooding-and-balance
On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.Comment, Analysis & ResearchIs it time to add to European equities?News TeamThursday, December 04, 2025 12:00 am
https://europe.managersofwealth.com/article/127064/is-it-time-to-add-to-european-equities
As a result, European equity prices have remained steady since the summer. Comment, Analysis & ResearchOnly a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunitiesNews Aggregation TeamWednesday, December 03, 2025 12:00 am
https://europe.managersofwealth.com/article/127041/only-a-fifth-of-advisers-have-developed-clear-profiles-for-their-target-clients-ampndash-latest-research-suggests-those-without-may-be-limiting-their-growth-opportunities
Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. WhenComment, Analysis & ResearchPoor platform service still harming advisers, study findsNews Aggregation TeamWednesday, December 03, 2025 12:00 am
https://europe.managersofwealth.com/article/127044/poor-platform-service-still-harming-advisers-study-finds
Service issues remain widespread. Ninety per cent of advisers said they have apologised to clients in the past year because of platform failings, down slightly from 95% in 2024.Comment, Analysis & ResearchOld Mill proud to be part of Kinbrook Group’s national ranking News TeamFriday, December 12, 2025 12:00 am
https://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.TaxHSBC to pay about $300 million to settle French tax probe, Bloomberg News reportsNews Aggregation TeamWednesday, December 10, 2025 12:00 am
https://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. TaxHow you can beat the 60% tax trapNews TeamTuesday, December 09, 2025 12:00 am
https://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.TaxHNWIs have no written record of what they have gifted to loved ones complicating IHTNews Aggregation TeamTuesday, December 09, 2025 12:00 am
https://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.TaxAutumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value propertyNews Aggregation TeamThursday, December 04, 2025 12:00 am
https://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. TaxOver £1 million in investments? What the Budget means for your financesNews TeamThursday, December 04, 2025 12:00 am
https://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. TaxThe end of the UK Non-Dom Regime and other UK tax changes News TeamTuesday, December 02, 2025 12:00 am
https://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.TaxHigh earners to be £28k worse off by 2030 from frozen thresholdsNews Aggregation TeamTuesday, December 02, 2025 12:00 am
https://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 BudgetTaxSwiss reject millionaire inheritance tax fearing wealth exodusNews Aggregation TeamMonday, December 01, 2025 12:00 am
https://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.TaxBudget boost for UK wealth managersNews Aggregation TeamMonday, December 01, 2025 12:00 am
https://europe.managersofwealth.com/article/127007/budget-boost-for-uk-wealth-managers
Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero ModernTaxGenerali and France's BPCE scrap plans to merge asset management unitsNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://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 BankingStreamBank unveils simplified bridging product rangeNews Aggregation TeamFriday, December 12, 2025 12:00 am
https://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 BankingNatWest Group joins finance firms to launch UK Retail Investment CampaignNews TeamWednesday, December 10, 2025 12:00 am
https://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 BankingLloyds completes its first India–UK digital Letter of Credit on WaveBLNews TeamThursday, December 04, 2025 12:00 am
https://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 BankingNatWest signs four university partnerships to fuel UK entrepreneurial growthNews TeamFriday, November 28, 2025 12:00 am
https://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 BankingTietoevry Banking publishes insight report on card transformation for leading banksNews TeamTuesday, November 18, 2025 12:00 am
https://europe.managersofwealth.com/article/126749/tietoevry-banking-publishes-insight-report-on-card-transformation-for-leading-banks
These are the four factors behind successful banking transformationRetail BankingInternational Banker 2025 Western & Eastern European Awards WinnersNews Aggregation TeamMonday, November 17, 2025 12:00 am
https://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 BankingLondon calling: HSBC decision makers mull next steps for retail bizNews Aggregation TeamMonday, November 17, 2025 12:00 am
https://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 BankingTSB’s profit soars ahead of Santander takeoverNews Aggregation TeamFriday, November 14, 2025 12:00 am
https://europe.managersofwealth.com/article/126695/tsbamprsquos-profit-soars-ahead-of-santander-takeover
It came as the bank drastically slashed costs, falling 7.5 per cent to £581.7m.Retail BankingLloyds' use of staff bank data during pay talks 'concerning'News Aggregation TeamWednesday, November 12, 2025 12:00 am
https://europe.managersofwealth.com/article/126622/lloydsamp039-use-of-staff-bank-data-during-pay-talks-amp039concerningamp039
The UK's biggest lender compared its employees' spending habits to the wider public to show if they weathered the cost-of-living crisis better.Retail BankingESG considerations driving food and drink industry acquisitionsNews TeamMonday, April 29, 2024 1:00 am
https://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
https://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
https://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
https://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
https://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
https://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
https://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
https://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
https://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.PensionsNorthern Trust Supports AMFNews TeamMonday, February 21, 2022 12:00 am
https://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.PensionsBridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News TeamFriday, December 05, 2025 12:00 am
https://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
https://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
https://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 SOSInvestec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWFNews TeamThursday, November 20, 2025 12:00 am
https://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 SOSESG Economist - Natural gas remains an industrial lifelineNews TeamWednesday, November 19, 2025 12:00 am
https://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 SOSEBRD backs cement leader in push for low-carbon futureNews TeamWednesday, November 19, 2025 12:00 am
https://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 SOSDeutsche Bank sets new 2030 sustainable and transition finance target, and publishes its initial Transition Finance FrameworkNews TeamTuesday, November 18, 2025 12:00 am
https://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 SOSEuropean Commission announces Sustainable Transport Investment Plan to advance low-and-no-carbon fuelsNews Aggregation TeamMonday, November 17, 2025 12:00 am
https://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 SOSIntegrating sustainability risks, a major challengeNews Aggregation TeamMonday, November 10, 2025 12:00 am
https://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 SOSOur Net Zero Transition Plan 2025News TeamFriday, November 07, 2025 12:00 am
https://europe.managersofwealth.com/article/126536/our-net-zero-transition-plan-2025
We believe delivering the transition will make the global economy stronger and more resilient.Planet SOS