Managers of Wealth - Europe https://europe.managersofwealth.com/ Tue, 29 Apr 2025 18:34:02 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Wealth management firm launches sports division fronted by ex-pro rugby playe News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122873/wealth-management-firm-launches-sports-division-fronted-by-ex-pro-rugby-playe Jason, who played professionally for seven years, including stints with the Southern Kings in South Africa and Edinburgh Rugby, brings a unique perspective to the role. Wealth and Asset Management Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122878/deutsche-bank-reports-39-year-on-year-rise-in-first-quarter-profit-before-tax-to-ampeuro-28-billion Profit before tax of € 2.8 billion, up 39% over first quarter of 2024 Wealth and Asset Management Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122879/vontobel-drops-amplsquosustainableamprsquo-from-name-of-27bn-em-equity-fund The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding. Wealth and Asset Management HSBC Holdings plc 1Q 2025 Earnings Release News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122880/hsbc-holdings-plc-1q-2025-earnings-release Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24. Wealth and Asset Management Cross-border wealth: EFG International rewrites playbook for wealth transfer News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122886/cross-border-wealth-efg-international-rewrites-playbook-for-wealth-transfer In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward. Wealth and Asset Management Wealth managers cut UK exposure despite cheap valuations News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122845/wealth-managers-cut-uk-exposure-despite-cheap-valuations This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners. Wealth and Asset Management Lombard Odier launches domestic advisory services in Brazil News Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122846/lombard-odier-launches-domestic-advisory-services-in-brazil In Brazil, it operates under a local securities advisory license with a small team of 12 professionals. Wealth and Asset Management Italy’s Mediobanca launches €6.3bn offer for Banca Generali News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122847/italyamprsquos-mediobanca-launches-ampeuro63bn-offer-for-banca-generali Lender proposes funding deal by selling its shares in country’s biggest insurer Wealth and Asset Management Bil: the trail of a refocus on private banking News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122854/bil-the-trail-of-a-refocus-on-private-banking Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector. Wealth and Asset Management Belfast Wealth Management Firm Tops St. James’s Place Global Rankings News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122863/belfast-wealth-management-firm-tops-st-jamesamprsquos-place-global-rankings Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion. Wealth and Asset Management Mishcon de Reya announces fee earner promotions News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122875/mishcon-de-reya-announces-fee-earner-promotions The firm also announced that 31 people have been promoted to Managing Associate. Executive Moves HSBC Asset Management appoints Europe CEO News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122881/hsbc-asset-management-appoints-europe-ceo Thorsten Michalik, head of sales for Europe, has been promoted to the newly created role. Executive Moves TrinityBridge appoints Andrew Knight as Client Relationship Director for Scotland News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122887/trinitybridge-appoints-andrew-knight-as-client-relationship-director-for-scotland In this new role, Andrew will be responsible for managing and growing relationships with high-net-worth clients. Executive Moves New president for Zurich financial boutique News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122889/new-president-for-zurich-financial-boutique Sauser has been a member of the board of directors of Prescus Capital since last year. Executive Moves FEIFA reorganises board with new chair News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122892/feifa-reorganises-board-with-new-chair Member companies of FEIFA advise on cumulative assets well in excess of €15bn Executive Moves Swiss canton elects first woman council chief News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122850/swiss-canton-elects-first-woman-council-chief Angela Koller will succeed Roland Inauen as Landammann (equivalent to mayor) and director of education following the council vote on Saturday. Executive Moves Italian Asset Manager: New Head of Sales for Switzerland News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122852/italian-asset-manager-new-head-of-sales-for-switzerland The new executive is operating out of Zurich. Executive Moves Rothschild & Co adds client adviser to its Wealth Management team in Spain News Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122853/rothschild-ampamp-co-adds-client-adviser-to-its-wealth-management-team-in-spain In this role, he led client-focused teams and managed operations, developing his considerable wealth management expertise. Executive Moves Begbies Traynor welcomes Nick West as partner in Dudley office News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122858/begbies-traynor-welcomes-nick-west-as-partner-in-dudley-office Bringing Nick and his experience to the firm will add to the full range of services we are enhancing across the Midlands. Executive Moves A&M hires names Jan Crosby as hospitality M&A managing director News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122859/aampampm-hires-names-jan-crosby-as-hospitality-mampampa-managing-director Based in London, he will now lead the firm’s real estate and hospitality M&A practice. Executive Moves FSCS looks for valid claims against Campbell & Associates Independent Financial Advice News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122874/fscs-looks-for-valid-claims-against-campbell-ampamp-associates-independent-financial-advice FSCS has now opened its online claims service to claims. Legal, Regulation & Compliance Renewed RTGS: Digital public infrastructure as a platform for innovation − speech by Dave Ramsden News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122885/renewed-rtgs-digital-public-infrastructure-as-a-platform-for-innovation-ampminus-speech-by-dave-ramsden Given at Innovate Finance Global Summit 2025, The Guildhall, London Legal, Regulation & Compliance European Central Bank Reportedly Looking to Simplify Banking Rules News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122849/european-central-bank-reportedly-looking-to-simplify-banking-rules Reuters noted that the ECB has no authority to change rules, which are set by the European Union. Recommendations from the task force would need to be considered by lawmakers. Legal, Regulation & Compliance Firm fails with FSCS over pension advice News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122860/firm-fails-with-fscs-over-pension-advice The firm, based in Glasgow, at the time had three claims in total which were for investment and pension advice. Legal, Regulation & Compliance FCA simplifies supervisory letters News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122825/fca-simplifies-supervisory-letters The market reports will include communications relevant to different types of firms and insights from our supervisory work. Legal, Regulation & Compliance Santander considers exit from UK market after 'secret' commission scandal News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122828/santander-considers-exit-from-uk-market-after-amp039secretamp039-commission-scandal The Spanish bank is seeking approval to separate its automotive unit from its rest of its banking operations in the country. Legal, Regulation & Compliance ECB publishes indicative operational calendars for 2026 News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122837/ecb-publishes-indicative-operational-calendars-for-2026 ECB publishes indicative calendars for the Eurosystem’s regular tender operations and reserve maintenance periods for 2026 Legal, Regulation & Compliance Consolidating small pension pots ‘could be a gamechanger’ News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122844/consolidating-small-pension-pots-amplsquocould-be-a-gamechangeramprsquo This has created a plethora of small pension pots which are easily forgotten. Legal, Regulation & Compliance CP9/25 – Markets in Financial Instruments Directive Organisational Regulation News Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122775/cp925-ampndash-markets-in-financial-instruments-directive-organisational-regulation The response will be assessed to inform our work as a regulator and central bank, both in the public interest and in the exercise of our official authority. Legal, Regulation & Compliance Understanding Ireland’s upcoming auto-enrolment pension scheme: What employers need to know News Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122793/understanding-irelandamprsquos-upcoming-auto-enrolment-pension-scheme-what-employers-need-to-know In this article, we explain the key aspects of the scheme, outline employer obligations and provide clarity on how it will impact your workforce. Legal, Regulation & Compliance SIX expands global fixed income data coverage with new comprehensive offering News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122882/six-expands-global-fixed-income-data-coverage-with-new-comprehensive-offering SIX's new offering delivers reliable fixed income data to banks, asset managers, wealth managers, and hedge funds worldwide. FinTech iPipeline launches digital application option for annuities News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122893/ipipeline-launches-digital-application-option-for-annuities The firm emphasised the importance of giving advisers access to a fully streamlined and efficient process, removing outdated manual workflows that have long hindered progress in the space. FinTech FINMA survey: artificial intelligence gaining traction at Swiss financial institutions News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122829/finma-survey-artificial-intelligence-gaining-traction-at-swiss-financial-institutions Around 50% of the institutions surveyed by FINMA use AI FinTech Unlocking the power of unified managed households (UMH) News Team Wednesday, April 23, 2025 1:00 am https://europe.managersofwealth.com/article/122766/unlocking-the-power-of-unified-managed-households-umh The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have. FinTech The upheaval in the financial sector News Team Thursday, April 17, 2025 1:00 am https://europe.managersofwealth.com/article/122743/the-upheaval-in-the-financial-sector At the heart of these changes are the challenges of digitalization, the growing importance of cybersecurity, and the pressure to remain competitive. FinTech AMINA to Distribute EDG UK’s Institutional-grade Crypto Structured Products News Team Wednesday, April 16, 2025 1:00 am https://europe.managersofwealth.com/article/122711/amina-to-distribute-edg-ukamprsquos-institutional-grade-crypto-structured-products The products provide exposure to BTC, ETH and SOL, allowing eligible clients to access institutional-grade and customized risk-return profiles aligned with their investment objectives. FinTech M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms News Team Wednesday, April 16, 2025 1:00 am https://europe.managersofwealth.com/article/122716/mampampg-partners-with-fnz-to-expand-access-to-amppound64bn-prufund-range-across-uk-platforms PruFund has gained around £64 billion of investment from more than 450,000 individual policyholders in the UK over the last 20 years, advised by 5,000 advice firms. FinTech Bitcoin Suisse: New Deal with Wealth Manager News Aggregation Team Wednesday, April 16, 2025 1:00 am https://europe.managersofwealth.com/article/122719/bitcoin-suisse-new-deal-with-wealth-manager Bitcoin Suisse and SSI Wealth Management have established a reciprocal partnership. FinTech Standard Chartered and OKX launch world-leading collateral mirroring programme News Team Monday, April 14, 2025 1:00 am https://europe.managersofwealth.com/article/122650/standard-chartered-and-okx-launch-world-leading-collateral-mirroring-programme The programme will see leading institutions, such as Brevan Howard Digital, onboard onto this pioneering programme. FinTech Tech tariff rollercoaster at least shows the industry is a special case News Team Monday, April 14, 2025 1:00 am https://europe.managersofwealth.com/article/122665/tech-tariff-rollercoaster-at-least-shows-the-industry-is-a-special-case Clearly, announcements like this will weigh heavily on tech companies until they get a much more obvious operating environment. FinTech Standard Life completes ‘sustainability improvers’ label for fund range News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122870/standard-life-completes-amplsquosustainability-improversamprsquo-label-for-fund-range Standard Life is also investing in these labels across its pension defaults offered to workplace, and retirement income customers using investment pathways. Alternative Investments How Apollo escaped Germany’s private equity trap News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122877/how-apollo-escaped-germanyamprsquos-private-equity-trap Buyout firms snapped up German banks after the financial crisis. With OLB sale, Apollo has finally managed to exit one Alternative Investments Asset managers and evolving prudential capital regimes News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122883/asset-managers-and-evolving-prudential-capital-regimes Challenges and opportunities of CRR III and Solvency II review Alternative Investments Nuveen invests in tech solutions for EV growth News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122884/nuveen-invests-in-tech-solutions-for-ev-growth The deal marked the fifth investment from its second climate inclusion strategy and highlights growing institutional interest in enabling technologies for clean mobility. Alternative Investments Major survey into digital assets gets underway News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122888/major-survey-into-digital-assets-gets-underway Digital assets have in recent years advanced beyond the proof of concept stage and are increasingly being taken seriously by mainstream asset managers in the public-markets arena. Alternative Investments BP share price down more than 4% as market reacts to rocky results News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122890/bp-share-price-down-more-than-4-as-market-reacts-to-rocky-results BP’s net debt increased significantly by $4bn on the quarter, rising from $23bn to $27bn (17%). Alternative Investments The evolving role of SPVs: From risk management to strategic investment vehicles News Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122891/the-evolving-role-of-spvs-from-risk-management-to-strategic-investment-vehicles As legal entities designed to ring-fence specific assets or activities and protect their parent companies from financial and legal liabilities, SPVs were once viewed primarily as a risk mitigation strategy. Alternative Investments Advisers fully leveraging technology outperform peers in record numbers News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122855/advisers-fully-leveraging-technology-outperform-peers-in-record-numbers This ranks advice firms who have embraced technology the most to the least. Alternative Investments Advisers fully adopting technology outperform peers News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122861/advisers-fully-adopting-technology-outperform-peers The index is based on analysis of nearly four billion interactions by users of Intelliflo office. Alternative Investments Norway’s sovereign wealth fund lost $40B in Q1— Will it hedge risk by increasing Bitcoin exposure? News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122867/norwayamprsquos-sovereign-wealth-fund-lost-40b-in-q1ampmdash-will-it-hedge-risk-by-increasing-bitcoin-exposure Norway’s $1.7 trillion sovereign fund saw heavy losses in the first quarter of this year. Alternative Investments The Netherlands - Revised growth forecasts in response to the US tariffs News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122817/the-netherlands-revised-growth-forecasts-in-response-to-the-us-tariffs They likely provide a short term boost to households’ purchasing power, but structural investments lack. Investment Banking Oddo BHF’s Ambitious Plan in Switzerland News Aggregation Team Tuesday, April 08, 2025 1:00 am https://europe.managersofwealth.com/article/122541/oddo-bhfamprsquos-ambitious-plan-in-switzerland Since then, the Franco-German financial group has made notable strides—particularly in corporate finance—as its investment banking arm gains significant traction. Investment Banking Barclays offers zero deposit mortgage for Right to Buy applicants News Team Tuesday, April 08, 2025 1:00 am https://europe.managersofwealth.com/article/122554/barclays-offers-zero-deposit-mortgage-for-right-to-buy-applicants Barclays will use the RTB discount in place of a direct deposit, whilst borrowers will also receive the benefit of the reduced rates available for lower Loan-to-Value (LTV) mortgages. Investment Banking BBVA pays €0.41 per share this Thursday and reaches its highest dividend in 17 years in 2024 News Team Monday, April 07, 2025 1:00 am https://europe.managersofwealth.com/article/122534/bbva-pays-ampeuro041-per-share-this-thursday-and-reaches-its-highest-dividend-in-17-years-in-2024 Through dividends and the buyback, the bank will return a combined €5.03 billion to shareholders this year, half of its 2024 profit. Investment Banking Danske Bank expands its investment universe for defence shares News Team Wednesday, April 02, 2025 1:00 am https://europe.managersofwealth.com/article/122434/danske-bank-expands-its-investment-universe-for-defence-shares The investment policies and exclusion lists govern which companies our asset management business at Danske Bank Asset Management and Danica can invest in. Investment Banking ING met Italy's Popolare di Sondrio amid European expansion plan, source says News Aggregation Team Monday, March 31, 2025 1:00 am https://europe.managersofwealth.com/article/122380/ing-met-italyamp039s-popolare-di-sondrio-amid-european-expansion-plan-source-says BPER and Sondrio both have as lead shareholder Unipol, Italy's second-largest insurer, which owns nearly 20% of each lender. Investment Banking HSBC: Instead of the bonus, there is termination News Aggregation Team Thursday, March 27, 2025 12:00 am https://europe.managersofwealth.com/article/122335/hsbc-instead-of-the-bonus-there-is-termination As the paper explains, many bankers who were laid off received nothing at all Investment Banking Deutsche Bank successfully completes issuance of Additional Tier 1 capital instruments News Team Tuesday, March 25, 2025 12:00 am https://europe.managersofwealth.com/article/122282/deutsche-bank-successfully-completes-issuance-of-additional-tier-1-capital-instruments The denominations of the securities are € 200,000. Deutsche Bank AG acted as sole bookrunner for the offering. Investment Banking Carlos Torres Vila: "Both BBVA and Banco Sabadell shareholders will become the owners of a bank better prepared for the future” News Team Monday, March 24, 2025 12:00 am https://europe.managersofwealth.com/article/122233/carlos-torres-vila-ampquotboth-bbva-and-banco-sabadell-shareholders-will-become-the-owners-of-a-bank-better-prepared-for-the-futureamprdquo In his speech, the BBVA Chair reviewed the bank’s growth trajectory in 2024, and the strategic cycle that just ended, while anticipating the main points in the roadmap for the future. Investment Banking HSBC focuses on ‘jewel of the crown’ after investment-bank cuts News Aggregation Team Wednesday, March 19, 2025 12:00 am https://europe.managersofwealth.com/article/122154/hsbc-focuses-on-amplsquojewel-of-the-crownamprsquo-after-investment-bank-cuts HSBC has jumped two spots to No 10 in US investment-grade bond underwriting, according to data compiled by Bloomberg Investment Banking EU Banks May Still Buy Asset Managers Even Without Danish Compromise News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122872/eu-banks-may-still-buy-asset-managers-even-without-danish-compromise Pricing may be affected, but deals with compelling strategic rationale are still likely to proceed amid significant ongoing consolidation in the European asset-management market. Comment, Analysis & Research Dutch accounting firms expand hiring in Asia, Africa, and Eastern and Southern Europe News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122876/dutch-accounting-firms-expand-hiring-in-asia-africa-and-eastern-and-southern-europe Foreign specialists are being brought in to fill vacant positions, sometimes relocating to the Netherlands, but often continuing to work from their home countries. Comment, Analysis & Research Grant Thornton expands reach with new global partnerships News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122848/grant-thornton-expands-reach-with-new-global-partnerships The firm confirmed that these new firms will be integrated into the broader Grant Thornton International network, which operates in over 150 global markets. Comment, Analysis & Research View from the top with Jupiter’s Kiran Nandra: Leading by example News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122819/view-from-the-top-with-jupiteramprsquos-kiran-nandra-leading-by-example The head of equities discusses how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients Comment, Analysis & Research Family Office & Wealth Management Course: Best Strategies for Setting Up a Family Office, Preserving Family Wealth and Managing a Modern Family Office News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122821/family-office-ampamp-wealth-management-course-best-strategies-for-setting-up-a-family-office-preserving-family-wealth-and-managing-a-modern-family-office You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. Comment, Analysis & Research Almost a third of Brits feeling uncertain about the next six months finds TSB News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122824/almost-a-third-of-brits-feeling-uncertain-about-the-next-six-months-finds-tsb TSB also polled Brits on their bill management and budgeting habits – and found that over half (56%) of respondents do not have a budget in place. Comment, Analysis & Research German economic activity stabilised slightly at the beginning of the year, but outlook significantly gloomier News Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122833/german-economic-activity-stabilised-slightly-at-the-beginning-of-the-year-but-outlook-significantly-gloomier Retail sales grew further in January and February, pointing to marginally higher private consumption. Comment, Analysis & Research Ivorian court puts brakes on Tidjane Thiam News Aggregation Team Wednesday, April 23, 2025 1:00 am https://europe.managersofwealth.com/article/122772/ivorian-court-puts-brakes-on-tidjane-thiam Now a court has barred him from running in the election. Comment, Analysis & Research Cantonal banks: Stable pillars of the Swiss financial center News Team Thursday, April 17, 2025 1:00 am https://europe.managersofwealth.com/article/122726/cantonal-banks-stable-pillars-of-the-swiss-financial-center The current economic environment is characterized by geopolitical upheavals and ongoing uncertainties. Comment, Analysis & Research David Boyhan: A growth agenda is good for the consolidation market News Aggregation Team Thursday, April 17, 2025 1:00 am https://europe.managersofwealth.com/article/122735/david-boyhan-a-growth-agenda-is-good-for-the-consolidation-market A key driver of this is the government’s broader focus on economic growth. Comment, Analysis & Research HMRC simplifies tax reporting as more taxpayers face Self Assessment amid shrinking allowances News Aggregation Team Tuesday, April 29, 2025 1:00 am https://europe.managersofwealth.com/article/122871/hmrc-simplifies-tax-reporting-as-more-taxpayers-face-self-assessment-amid-shrinking-allowances Up to 300,000 taxpayers could be removed from the requirement to complete a Self Assessment return, with a new digital reporting service introduced for those with modest additional income. Tax Ex-EY and PwC executives launch Unity Advisory to challenge Big Four in UK – report News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122851/ex-ey-and-pwc-executives-launch-unity-advisory-to-challenge-big-four-in-uk-ampndash-report Backed by up to $300m (£225.54m) from Warburg Pincus, the venture is due to commence operations by June. Tax Advisers adapting to tax, tech and generational shifts: FE fundinfo survey News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122839/advisers-adapting-to-tax-tech-and-generational-shifts-fe-fundinfo-survey In a session delving into the ‘evolving wealth management landscape’ held yesterday, Stephen Ford highlighted that the looming overhaul of the UK’s tax framework formed a big theme. Tax UK Spring Statement 2025: tax anti-avoidance rules with criminal sanction target staffing supply chain News Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122776/uk-spring-statement-2025-tax-anti-avoidance-rules-with-criminal-sanction-target-staffing-supply-chain Users and suppliers of contingent workers can expect a more hostile HMRC in addition to proposed 'umbrella' legislation Tax BDO Switzerland increases revenue – except in Financial Services News Aggregation Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122782/bdo-switzerland-increases-revenue-ampndash-except-in-financial-services New regulatory requirements and structural changes in the financial market shaped the fiscal year. Tax IHT tax take hits new high, up over 10% News Aggregation Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122789/iht-tax-take-hits-new-high-up-over-10 CGT receipts hit £399m in March 2025, slightly lower than last year Tax HMRC tax receipts continue to soar with IHT tax take hitting new record high News Team Thursday, April 24, 2025 1:00 am https://europe.managersofwealth.com/article/122800/hmrc-tax-receipts-continue-to-soar-with-iht-tax-take-hitting-new-record-high PAYE income tax and NICs receipts for April 2024 to March 2025 came in at £486.9 billion, up by a huge £17.6 billion compared to the same period last year. Tax Another record year for IHT receipts as Treasury collects £8.2bn News Aggregation Team Wednesday, April 23, 2025 1:00 am https://europe.managersofwealth.com/article/122777/another-record-year-for-iht-receipts-as-treasury-collects-amppound82bn This brought the 2024/25 tax year’s total to £13bn, slightly lower than last year’s £14.5bn. Tax HMRC to raise at least £110m annually by cutting IHT relief on AIM shares News Aggregation Team Wednesday, April 23, 2025 1:00 am https://europe.managersofwealth.com/article/122778/hmrc-to-raise-at-least-amppound110m-annually-by-cutting-iht-relief-on-aim-shares IHT chargeable on most AIM shares will now be set at a rate of 20%, half the potential 40% benefit that was previously available. Tax BDO enters strategic partnership with The Safeguarding Alliance News Aggregation Team Wednesday, April 16, 2025 1:00 am https://europe.managersofwealth.com/article/122722/bdo-enters-strategic-partnership-with-the-safeguarding-alliance TSA is a centre of safeguarding excellence with a network of safeguarding specialists Tax HSBC UK overhauls mobile banking app News Aggregation Team Monday, April 28, 2025 1:00 am https://europe.managersofwealth.com/article/122856/hsbc-uk-overhauls-mobile-banking-app One in five (22%) of 18-24 year olds spend 7 hours or more a day on their phone. Retail Banking Lloyds Banking Group Leverages FICO Platform to Move Lending Infrastructure to the Cloud News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122823/lloyds-banking-group-leverages-fico-platform-to-move-lending-infrastructure-to-the-cloud This transformation addressed the limitations of Lloyds’ legacy lending infrastructure, which it said struggled to support growth and evolving customer needs. Retail Banking NatWest vows not to forget ‘lessons’ on bankers’ bonuses News Aggregation Team Friday, April 25, 2025 1:00 am https://europe.managersofwealth.com/article/122842/natwest-vows-not-to-forget-amplsquolessonsamprsquo-on-bankersamprsquo-bonuses This will see the maximum bonus for an ED rise from being equal to their salary to being 1.5 times the level of their salary. Retail Banking Investec provides CBRE Investment Management and Chancerygate with £18m loan News Team Wednesday, April 16, 2025 1:00 am https://europe.managersofwealth.com/article/122713/investec-provides-cbre-investment-management-and-chancerygate-with-amppound18m-loan Industrial capacity in Europe’s dominant e-commerce centre has reduced by 25% in the last 20 years. Retail Banking Santander “first” UK bank to launch voice banking technology News Aggregation Team Friday, April 11, 2025 1:00 am https://europe.managersofwealth.com/article/122634/santander-ampldquofirstamprdquo-uk-bank-to-launch-voice-banking-technology This project is also being carried out with Nuance. Retail Banking Citi clients in Russia receiving some frozen funds, Russian lawyers say News Aggregation Team Friday, April 11, 2025 1:00 am https://europe.managersofwealth.com/article/122639/citi-clients-in-russia-receiving-some-frozen-funds-russian-lawyers-say Around $300 billion of Russia's sovereign assets were frozen by sanctions, but millions of private investors were also affected. Retail Banking Santander secures Canadian banking license News Aggregation Team Thursday, April 03, 2025 1:00 am https://europe.managersofwealth.com/article/122483/santander-secures-canadian-banking-license Santander, which has 168 million customers globally, has a major presence in the Americas, and is also a more prominent lender in the U.S. than other European competitors. Retail Banking Banco BPM investors holding 6.51% stake oppose UniCredit bid News Aggregation Team Wednesday, March 26, 2025 12:00 am https://europe.managersofwealth.com/article/122310/banco-bpm-investors-holding-651-stake-oppose-unicredit-bid Italy's second-largest bank in late November swooped on BPM, which has long been a natural takeover target for the bigger bank given its roots in Italy's wealthy Lombardy region. Retail Banking Santander Reduces Branches in the UK News Aggregation Team Monday, March 24, 2025 12:00 am https://europe.managersofwealth.com/article/122243/santander-reduces-branches-in-the-uk British press has speculated that Santander may pull out entirely from the country Retail Banking Banks’ commissions topped €2 bln in 2024 News Aggregation Team Tuesday, March 18, 2025 12:00 am https://europe.managersofwealth.com/article/122129/banksamprsquo-commissions-topped-ampeuro2-bln-in-2024 This was contributed by lending – mainly to businesses – and increased card transactions, but also investment banking Retail Banking ESG considerations driving food and drink industry acquisitions News Team Monday, 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. Pensions Schroders Greencoat eyes deal for scandal-hit solar operator – reports News Aggregation Team Monday, 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. Pensions Pensions allowance tax charges hit record high News Aggregation Team Thursday, 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. Pensions Pensions industry fires back at Opperman criticism News Team Wednesday, 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. Pensions XPS partners with Abrdn to launch DB pensions master trust News Aggregation Team Tuesday, 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." Pensions Pension providers call for personalised advice rules News Aggregation Team Monday, 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. 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 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 years News Aggregation Team Friday, 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. Pensions Pensions platform Guiide considers institutional funding News Aggregation Team Thursday, 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. Pensions Northern Trust Supports AMF News Team Monday, 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. Pensions Schroders and Cornell University publish stewardship framework on climate risk resilience and adaptation News Team Thursday, April 17, 2025 1:00 am https://europe.managersofwealth.com/article/122738/schroders-and-cornell-university-publish-stewardship-framework-on-climate-risk-resilience-and-adaptation Previous analysis by Cornell ILR and Schroders found four countries central to apparel production risk losing $65 billion in export earnings between now and 2030 due to extreme heat and flooding. Planet SOS ESG Economist – Is there a business case for sustainability? News Team Monday, April 14, 2025 1:00 am https://europe.managersofwealth.com/article/122659/esg-economist-ampndash-is-there-a-business-case-for-sustainability These environmental topics were prioritized during more stable macroeconomic times but now seem to have lost relevance. Planet SOS Streamlining ESG due diligence and reporting for leading UK private equity firm News Team Thursday, April 03, 2025 1:00 am https://europe.managersofwealth.com/article/122464/streamlining-esg-due-diligence-and-reporting-for-leading-uk-private-equity-firm They needed an experienced and reliable partner who could streamline this process and help ensure compliance across all required channels. Planet SOS Jupiter Asset Management Turns to Room Zero for Product Profitability News Team Tuesday, April 01, 2025 1:00 am https://europe.managersofwealth.com/article/122409/jupiter-asset-management-turns-to-room-zero-for-product-profitability Room Zero’s cloud-based software eliminates duplication of effort and silos, allowing multiple departments across a single firm to work and process common information. Planet SOS Rathbones Asset Management adopts SDR labels on two funds News Team Monday, March 31, 2025 1:00 am https://europe.managersofwealth.com/article/122390/rathbones-asset-management-adopts-sdr-labels-on-two-funds RAM has enhanced its disclosures to allow investors to understand its aims and processes in relation to the sustainability objectives of the funds. Planet SOS Balancing innovation & ESG – Davina Goodall-Smith at FundsTech Forum 2025 News Aggregation Team Friday, March 28, 2025 12:00 am https://europe.managersofwealth.com/article/122364/balancing-innovation-ampamp-esg-ampndash-davina-goodall-smith-at-fundstech-forum-2025 She is a seasoned executive board director and board committee chair, bringing expertise in corporate governance, strategic leadership and operational excellence. Planet SOS L&G’s total commitment to nature conservation and sustainable development in emerging markets hits over $1bn with launch of Nature and Social Outcomes strategy News Team Wednesday, March 26, 2025 12:00 am https://europe.managersofwealth.com/article/122294/lampampgamprsquos-total-commitment-to-nature-conservation-and-sustainable-development-in-emerging-markets-hits-over-1bn-with-launch-of-nature-and-social-outcomes-strategy The newly launched Nature and Social Outcomes strategy further diversifies L&G’s Private Markets platform, expanding its commitments to addressing the critical funding gap faced by developing countries. Planet SOS World Water Day 2025 - KBI GLOBAL INVESTORS Details Its Expectations of The Water Industry For The Next Quarter Century News Team Tuesday, March 25, 2025 12:00 am https://europe.managersofwealth.com/article/122269/world-water-day-2025-kbi-global-investors-details-its-expectations-of-the-water-industry-for-the-next-quarter-century Natural resources investment specialist celebrates 25 th year managing water assets with anniversary logo Planet SOS Unstoppable solar: the sun drives the energy transition News Team Tuesday, March 25, 2025 12:00 am https://europe.managersofwealth.com/article/122273/unstoppable-solar-the-sun-drives-the-energy-transition Forecasts suggest the value of the entire target market for small solar installations could increase from USD 51 billion to USD 312 billion between 2022 and 2030. Planet SOS The environmental and social crises are going to force change on the real economy” – Hubert Keller explores the importance of investing in sustainable businesses News Aggregation Team Friday, March 21, 2025 12:00 am https://europe.managersofwealth.com/article/122202/the-environmental-and-social-crises-are-going-to-force-change-on-the-real-economyamprdquo-ampndash-hubert-keller-explores-the-importance-of-investing-in-sustainable-businesses Policymakers and headline-writers have focussed on greenhouse gas emissions (GHGs) and rising temperatures – at international conferences, other forms of sustainability have often been overshadowed. Planet SOS