Managers of Wealth - Europe https://europe.managersofwealth.com/ Fri, 15 May 2026 09:31:24 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Women in Financial Advice Awards 2026: All the nominations! News Aggregation Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129781/women-in-financial-advice-awards-2026-all-the-nominations More than 1,150 women from 450 firms were nominated for WIFA 2026 Wealth and Asset Management Amundi signs Credit Agricole subsidiary as client for ‘ETF-a-service’ platform - reports News Aggregation Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129784/amundi-signs-credit-agricole-subsidiary-as-client-for-amplsquoetf-a-serviceamprsquo-platform-reports Indosuez Wealth Management is lining up four active ETFs for H2 Wealth and Asset Management Allianz delivers record operating profit in strong start to 2026 News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129761/allianz-delivers-record-operating-profit-in-strong-start-to-2026 Solvency II ratio increases by 2 percentage points to 221 percent. Capital generation was strong Wealth and Asset Management Revolut primed for wealth management push after FCA approval News Aggregation Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129764/revolut-primed-for-wealth-management-push-after-fca-approval Two of the permissions granted allow Revolut to manage investments and to deal as a principal. Wealth and Asset Management Temenos Core Banking SaaS to Power Questrade Financial Group’s Banking Offering News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129765/temenos-core-banking-saas-to-power-questrade-financial-groupamprsquos-banking-offering Temenos’ cloud-native platform enables the firm’s delivery of banking products and services at scale as it prepares an accelerated roadmap for the Canadian market Wealth and Asset Management Fondation Lombard Odier and the Swiss Polar Institute join forces to help improve natural hazard mitigation in the Swiss Alps News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129766/fondation-lombard-odier-and-the-swiss-polar-institute-join-forces-to-help-improve-natural-hazard-mitigation-in-the-swiss-alps The initiative was officially launched on 12 May 2026 during a gathering of all involved stakeholders in Sion, with representatives of both organisations, of the scientific community and of the Valais cantonal authorities. Wealth and Asset Management “We intend to play a full role in supporting European competitiveness” News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129771/ampldquowe-intend-to-play-a-full-role-in-supporting-european-competitivenessamprdquo On top of these conflicts, growing geopolitical tensions are fuelling uncertainty and undermining the stability of the global economy, in turn leading to an increasingly unstable and challenging environment for all players. Wealth and Asset Management Broadridge Establishes Strategic Glasgow Hub to Strengthen Global BPO Delivery News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129774/broadridge-establishes-strategic-glasgow-hub-to-strengthen-global-bpo-delivery New UK delivery center strengthens Broadridge’s global footprint and enhances resilient, near-shore operational support for leading global financial institutions Wealth and Asset Management OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem. News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129775/owin26-ca-italia-the-next-gen-challenge-is-won-with-an-integrated-ecosystem This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage. Wealth and Asset Management Saltus wins Wealth Management Company of the Year at Money Age Awards News Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129726/saltus-wins-wealth-management-company-of-the-year-at-money-age-awards Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition. Wealth and Asset Management Carne Group appoints head of ETF solutions News Aggregation Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129785/carne-group-appoints-head-of-etf-solutions Osborne brings more than three decades of experience, primarily in ETF distribution, operations and strategy, built across some of the world’s most prominent asset managers. Executive Moves IOSCO elects new board leadership News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129753/iosco-elects-new-board-leadership He sits on a number of supervisory colleges that coordinate the (cross-border) supervision of several financial institutions and infrastructures. Executive Moves Quintet appoints Otto Huber as Group Chief Financial Officer News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129754/quintet-appoints-otto-huber-as-group-chief-financial-officer Huber joins Quintet from Bank Vontobel in Switzerland, where he most recently served as Head of Structured Solutions & Treasury. Executive Moves Benjamin Lucas appointed CEO of Aztec Group News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129755/benjamin-lucas-appointed-ceo-of-aztec-group Prior to Amundi Technology he held senior leadership roles at EY and KPMG, where he was UK Head of Asset Management and Global Head of Asset Management Consulting. Executive Moves Further growth boost for Eversheds Sutherland with key partner hires in Dublin and Belfast News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129757/further-growth-boost-for-eversheds-sutherland-with-key-partner-hires-in-dublin-and-belfast Her appointment establishes partner level commercial capability locally and enhances the firm’s ability to support Irish and international clients on complex cross border matters, particularly at the intersection of privacy, technology and regulatio Executive Moves FCA announces new appointments to executive team News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129760/fca-announces-new-appointments-to-executive-team Simon Walls has been appointed permanent executive director, markets. Executive Moves Consultant Joins Alex Picot Trust News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129763/consultant-joins-alex-picot-trust He has also held a number of leadership positions within STEP, having been elected worldwide Chair in 2019 and previously as Chair of STEP Jersey. Executive Moves Bloomsbury Money Bolsters Institutional Trading Desk with Key Hires from Zodia Markets News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129769/bloomsbury-money-bolsters-institutional-trading-desk-with-key-hires-from-zodia-markets Both join Bloomsbury Money from Zodia Markets, the Standard Chartered-backed digital asset brokerage. Executive Moves Investment Association appoints John Owen as Chief Executive News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129776/investment-association-appoints-john-owen-as-chief-executive He brings deep expertise in financial services, regulation and public policy, alongside a strong track record of leadership and delivery in complex, high‑profile environments. Executive Moves Global Wealth Visionary Dr. Anna Maria Panasiuk Appointed to Prestigious Forbes Finance Council News Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129725/global-wealth-visionary-dr-anna-maria-panasiuk-appointed-to-prestigious-forbes-finance-council Dr. Anna Maria Panasiuk was selected by a review committee based on the depth and diversity of her experience. Executive Moves King’s Speech 2026: what does it mean for financial services regulation? News Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129783/kingamprsquos-speech-2026-what-does-it-mean-for-financial-services-regulation The King’s Speech also signalled wider cross-cutting issues for FS firms to track, including AI, digital identity, and cyber resilience. Legal, Regulation & Compliance FCA reviews whether investment firms are doing enough to support bereaved customers News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129759/fca-reviews-whether-investment-firms-are-doing-enough-to-support-bereaved-customers The FCA will examine the experience customers have from the moment the firm is told about a bereavement, through to settlement or transfer of investments. Legal, Regulation & Compliance Charity Commission issues updated guidance on conflicts of interest News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129767/charity-commission-issues-updated-guidance-on-conflicts-of-interest The Commission has warned that trustees often struggle to recognise conflicts. Consequently, the guidance has been updated to make it more accessible and easier to use – it is now shorter, with a greater focus on scenarios and examples. Legal, Regulation & Compliance White & Case advises bank syndicate on €3.5 billion German federal bond issuance News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129770/white-ampamp-case-advises-bank-syndicate-on-ampeuro35-billion-german-federal-bond-issuance The White & Case team in Frankfurt which advised on the transaction was led by partner Karsten Wöckener and included local partner Felix Biedermann and transaction lawyer Nejc Jereb. Legal, Regulation & Compliance FINMA launches consultation on partial revision of the FINMA Anti-Money Laundering Ordinance News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129777/finma-launches-consultation-on-partial-revision-of-the-finma-anti-money-laundering-ordinance This Ordinance sets out how financial intermediaries must implement the requirements for the prevention of money laundering and the financing of terrorism. Legal, Regulation & Compliance FCA fines and bans Frank Breuer for serious misconduct in pension transfer advice News Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129727/fca-fines-and-bans-frank-breuer-for-serious-misconduct-in-pension-transfer-advice Mr Breuer carried out at least 16 DB pension transfers while knowing he was uninsured. Legal, Regulation & Compliance Concerns over money laundering due diligence rules and their impact on asset managers' business models News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129751/concerns-over-money-laundering-due-diligence-rules-and-their-impact-on-asset-managersamp039-business-models To avoid unintended consequences for asset management distribution, further improvements to the draft RTS are essential. Legal, Regulation & Compliance Reed Smith advises Isio on acquisition of Collidr News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129704/reed-smith-advises-isio-on-acquisition-of-collidr Isio is among the fastest-growing firms of its kind in the UK and is backed by Aquiline, a private investment specialist in financial services and technology. Legal, Regulation & Compliance Convicted money launderer sentenced to extra prison time News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129707/convicted-money-launderer-sentenced-to-extra-prison-time Mr Faithfull is required to pay back £529,961, based on the Court’s findings on his available assets. Legal, Regulation & Compliance Euro area financial integration improves despite persistent fragmentation, ECB report shows News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129711/euro-area-financial-integration-improves-despite-persistent-fragmentation-ecb-report-shows Financial integration has strengthened most visibly in debt markets and interbank lending. Legal, Regulation & Compliance Capgemini to support technology transformation at BAE Systems as strategic partnership enters new phase News Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129782/capgemini-to-support-technology-transformation-at-bae-systems-as-strategic-partnership-enters-new-phase Capgemini to deliver operational integration across technology services, enabling greater agility, productivity and international growth FinTech Legacy systems slowing AI transformation across wealth sector News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129728/legacy-systems-slowing-ai-transformation-across-wealth-sector The panel highlighted how organisations are increasingly layering AI capabilities over existing systems rather than replacing infrastructure entirely. FinTech Atos and Backbase partner to support AI banking transformation News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129740/atos-and-backbase-partner-to-support-ai-banking-transformation The partnership covers Africa, Asia Pacific, the Middle East, Portugal, Spain, Southeast Europe, Switzerland, and Turkey. FinTech Bank of England uncovers significant trade‑offs in use of DLT for wholesale settlement News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129741/bank-of-england-uncovers-significant-tradeoffs-in-use-of-dlt-for-wholesale-settlement The objective was to provide practical insights on the design of DLT platforms and how different design choices affect their usefulness for financial market participants and public policy priorities. FinTech Fund tokenisation and the shift to an always-on industry News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129749/fund-tokenisation-and-the-shift-to-an-always-on-industry At its core, tokenisation represents ownership of a fund on blockchain infrastructure. FinTech AI in the Family Office News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129702/ai-in-the-family-office Privacy, Efficiency and Institutional Rigor FinTech Case for euro stablecoins ‘weaker than it appears’, says Lagarde News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129703/case-for-euro-stablecoins-amplsquoweaker-than-it-appearsamprsquo-says-lagarde ECB president says settlement in tokenised markets must be anchored in central bank money FinTech Delta Capita wins client onboarding innovation award News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129714/delta-capita-wins-client-onboarding-innovation-award Global financial services consulting, managed services, and technology firm Delta Capita won Most Innovative Client Onboarding and Lifecycle Management Solution at the 2026 ceremony. FinTech Britain's bank regulator expects 'quite significant disruption' from latest AI models News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129723/britainamp039s-bank-regulator-expects-amp039quite-significant-disruptionamp039-from-latest-ai-models It is viewed by ​cybersecurity experts as posing challenges ​to ⁠the banking industry and its legacy technology systems, although a BoE co-led cyber ⁠group ​determined last month that the ​sector was prepared for those challenges. FinTech Europe’s FinTech scene entering phase of financial discipline and consolidation News Aggregation Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129675/europeamprsquos-fintech-scene-entering-phase-of-financial-discipline-and-consolidation The companies that stand out are those embedded closer to the core of the financial system, able to expand across products and benefit from how the ecosystem is evolving. FinTech European Investment Fund and LABORAL Kutxa mobilise 150 million euros to support micro enterprises and social entrepreneurs in Spain News Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129786/european-investment-fund-and-laboral-kutxa-mobilise-150-million-euros-to-support-micro-enterprises-and-social-entrepreneurs-in-spain The agreement will enable LABORAL Kutxa to grant loans of up to 2 million euros to social enterprises and microloans of up to 50,000 euros. Alternative Investments Aviva: Latest results and trading updates News Team Friday, May 15, 2026 1:00 am https://europe.managersofwealth.com/article/129787/aviva-latest-results-and-trading-updates Aviva plc Q1 2026 Trading Update Alternative Investments Gen Z could lose £69,900 in state pension as retirement costs soar News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129758/gen-z-could-lose-amppound69900-in-state-pension-as-retirement-costs-soar Gen Z could lose £69,900 in state pension as retirement age rises to 68, meaning younger savers must build far bigger pots to retire comfortably. Alternative Investments Quarterly results in line with expectations – pressure to act remains News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129768/quarterly-results-in-line-with-expectations-ampndash-pressure-to-act-remains Swiss Post offers its customers modern services, and this is reflected in the figures. Alternative Investments Schroder Income Growth Fund plc - Half Year Results News Aggregation Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129778/schroder-income-growth-fund-plc-half-year-results The period saw a strong performance from UK equities. NAV total return for the six months to 28 February 2026 was 17.4% versus 18.9% for the FTSE All-Share Index. Alternative Investments Ardian provides financing to support IK Partners’ investment in Rhétorès Group, a leading independent financial advisor in France News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129779/ardian-provides-financing-to-support-ik-partnersamprsquo-investment-in-rhampeacutetorampegraves-group-a-leading-independent-financial-advisor-in-france The financing package also includes a sizeable committed line to support the Group’s active acquisition strategy. Alternative Investments Fidelity launches two global equity strategies News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129730/fidelity-launches-two-global-equity-strategies The fund will combine qualitative stock selection with quantitative risk management to identify opportunities across the global small-cap universe. Alternative Investments CMI Financial Group Secures Senior Financing from Royal London Asset Management News Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129732/cmi-financial-group-secures-senior-financing-from-royal-london-asset-management One of the United Kingdom’s most respected asset managers, this financing signals positive momentum for the Canadian residential lending sector and real estate environment Alternative Investments Establishing a European private asset fund News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129705/establishing-a-european-private-asset-fund Key decisions to consider Alternative Investments LSEG Lipper Fund Awards MENA Markets 2026 News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129713/lseg-lipper-fund-awards-mena-markets-2026 It’s been a turbulent period for investors across all asset types. Alternative Investments Investec strengthens European aviation finance footprint News Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129678/investec-strengthens-european-aviation-finance-footprint Investec Corporate & Investment Banking (CIB) strengthens European aviation finance footprint with tailored funding for Ultimate Aviation Group’s offshore crew change operations. Investment Banking UniCredit signs non-binding agreement to divest part of its activities in Russia, refocusing its operations mainly around international payments News Team Friday, May 08, 2026 1:00 am https://europe.managersofwealth.com/article/129668/unicredit-signs-non-binding-agreement-to-divest-part-of-its-activities-in-russia-refocusing-its-operations-mainly-around-international-payments The parties will cooperate to finalise the transaction structure, related arrangements, and communication to the market in due course. Investment Banking UniCredit: 1Q26 Group Results - Unlimited off to a flying start News Team Tuesday, May 05, 2026 1:00 am https://europe.managersofwealth.com/article/129611/unicredit-1q26-group-results-unlimited-off-to-a-flying-start The strong commercial momentum across all businesses more than offset expected headwinds Investment Banking ABN AMRO urges: “Don’t focus on the methods of fraud, focus on the red flags” News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129553/abn-amro-urges-ampldquodonamprsquot-focus-on-the-methods-of-fraud-focus-on-the-red-flagsamprdquo The combination of new techniques and this behaviour is risky. Investment Banking Barclays boosts profits with £4bn investment bank income, but sets aside £823m for loan losses News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129504/barclays-boosts-profits-with-amppound4bn-investment-bank-income-but-sets-aside-amppound823m-for-loan-losses Pre provision profit came in at £3.6 billion, a small miss versus consensus, although this would have been a modest 2% beat excluding the £105 million motor finance provision booked in the quarter. Investment Banking UniCredit SpA : Bafin prohibits impermissible advertising News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129470/unicredit-spa-bafin-prohibits-impermissible-advertising BaFin has ordered UniCredit SpA to refrain from inappropriate advertising in connection with the takeover process of Commerzbank AG . Investment Banking Deutsche Bank chief downplays fears over Anthropic's Mythos as European banks assess risks News Aggregation Team Tuesday, April 21, 2026 1:00 am https://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 https://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 https://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 https://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 Deutsche Bank extends dbHedge Availability via smartTrade’s LiquidityFX News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129756/deutsche-bank-extends-dbhedge-availability-via-smarttradeamprsquos-liquidityfx Within LiquidityFX, banks retain full transparency and control, choosing when to internalise, when to externalise via standard execution, and when to route risk to Deutsche Bank through dbHedge. Comment, Analysis & Research UK households feel poorer as financial pressures mount, but those with a financial plan are better off at every income level News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129762/uk-households-feel-poorer-as-financial-pressures-mount-but-those-with-a-financial-plan-are-better-off-at-every-income-level More than twice as many people say their financial situation has worsened than improved in the last twelve months (34% vs 17%) Comment, Analysis & Research Relocation Rollercoaster Brings Joy and Stress to Would-Be Homeowners Shows Research News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129773/relocation-rollercoaster-brings-joy-and-stress-to-would-be-homeowners-shows-research The findings from NatWest and the UK’s largest property platform Rightmove show the ‘ups and downs’ relating to one of life’s most exciting – but stressful – key moments. Comment, Analysis & Research Why the Dutch don’t invest News Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129780/why-the-dutch-donamprsquot-invest Investing is seen by many as a way to build up diversified capital for later. Comment, Analysis & Research 12.2m UK adults at risk of pension poverty in later life, report estimates News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129731/122m-uk-adults-at-risk-of-pension-poverty-in-later-life-report-estimates Factors people can control when pension saving can ‘easily be thrown off course’ by external events such as rising bills, Scottish Widows said. Comment, Analysis & Research Three-quarters of UK millionaires would be happy to pay more tax, research finds News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129736/three-quarters-of-uk-millionaires-would-be-happy-to-pay-more-tax-research-finds Despite concerns super-rich are leaving due to tax burdens, 88% of those surveyed were proud to live in UK and would pay more to fund public services Comment, Analysis & Research Advisers seek protected exposure to AI and gold News Aggregation Team Wednesday, May 13, 2026 1:00 am https://europe.managersofwealth.com/article/129752/advisers-seek-protected-exposure-to-ai-and-gold Our clients have got demand for slightly alternative underlyings, but they want exposure to these underlyings in a more protective and cautious way,” he said. Comment, Analysis & Research José Luis Escrivá: Capital flows, exchange rates, and geopolitics - the value of trust in a changing global order News Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129706/josampeacute-luis-escrivampaacute-capital-flows-exchange-rates-and-geopolitics-the-value-of-trust-in-a-changing-global-order Speech by Mr José Luis Escrivá, Governor of the Bank of Spain, at the Spain LatAm Economic Forum, Roda de Bará, 9 May 2026. Comment, Analysis & Research Home ownership in Switzerland: The dream is becoming more expensive – but not impossible News Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129671/home-ownership-in-switzerland-the-dream-is-becoming-more-expensive-ampndash-but-not-impossible Rents have increased significantly in recent years, while financing costs have remained comparatively low due to low mortgage interest rates. Comment, Analysis & Research Investing in Swiss real estate: three key takeaways in three graphs News Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129672/investing-in-swiss-real-estate-three-key-takeaways-in-three-graphs The supply of real estate is structurally limited, which automatically supports the valuation of existing assets. Comment, Analysis & Research Utmost warns UTT extension could fuel further exodus of wealthy individuals News Aggregation Team Thursday, May 14, 2026 1:00 am https://europe.managersofwealth.com/article/129772/utmost-warns-utt-extension-could-fuel-further-exodus-of-wealthy-individuals The Uncertain Tax Treatment rules were first introduced in 2022 to close the tax gap Tax Seizing the 2027 Mandate: How advisers can capitalise on the end of pension IHT exemptions News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129712/seizing-the-2027-mandate-how-advisers-can-capitalise-on-the-end-of-pension-iht-exemptions Capitalising on this shift will mean looking beyond the technicals and viewing it through with a growth and transition lens. Tax Frozen thresholds drive millions into higher tax bands | Additional rate taxpayers rocket 57% News Team Wednesday, May 06, 2026 1:00 am https://europe.managersofwealth.com/article/129617/frozen-thresholds-drive-millions-into-higher-tax-bands-additional-rate-taxpayers-rocket-57 “HMRC data reveals how the powerful tide of fiscal drag is increasing the UK tax burden by sweeping millions into higher tax brackets, and into paying tax for the first time" Tax Number of higher and additional‑rate taxpayers soar as frozen thresholds reshape the taxpaying public News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129538/number-of-higher-and-additionalrate-taxpayers-soar-as-frozen-thresholds-reshape-the-taxpaying-public This shift is no longer confined to traditionally high‑paid professions. Tax Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129460/wealth-specialists-warn-of-risks-to-estate-planning-as-iht-receipts-reach-record-amppound85bn Fifth consecutive year of record growth for IHT receipts Tax Aberdeen ramps up support as tax year demand rises News Aggregation Team Tuesday, April 21, 2026 1:00 am https://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 https://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 https://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 https://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 https://europe.managersofwealth.com/article/129137/tax-rules-for-employment-intermediaries This Inbrief focuses on the employment intermediary or agency rules. Tax UK’s Lloyds Bank Strengthens European Institutional Presence with Luxembourg Busine News Aggregation Team Tuesday, May 12, 2026 1:00 am https://europe.managersofwealth.com/article/129724/ukamprsquos-lloyds-bank-strengthens-european-institutional-presence-with-luxembourg-busine Lloyds Bank noted that it will specifically target financial sponsors and the fund structures that are either headquartered or domiciled in the Grand Duchy. Retail Banking Commerzbank delivers strong first quarter results and aims for a net equity return of 21% by 2030 News Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129679/commerzbank-delivers-strong-first-quarter-results-and-aims-for-a-net-equity-return-of-21-by-2030 Expectations for 2028 raised and new growth and financial targets set for 2030 Retail Banking La Banque Postale signs a strategic partnership with Mistral AI to accelerate progress in AI News Team Monday, May 11, 2026 1:00 am https://europe.managersofwealth.com/article/129682/la-banque-postale-signs-a-strategic-partnership-with-mistral-ai-to-accelerate-progress-in-ai It also includes the integration of a dedicated Mistral AI team within the bank’s development teams. Retail Banking Santander and Uber establish up to €1 billion financing platform to support European fleet growth News Team Thursday, May 07, 2026 1:00 am https://europe.managersofwealth.com/article/129649/santander-and-uber-establish-up-to-ampeuro1-billion-financing-platform-to-support-european-fleet-growth The program has been tailored towards the financing needs of professional fleet operators. Retail Banking NIB supports energy resilience in the Baltics News Team Wednesday, May 06, 2026 1:00 am https://europe.managersofwealth.com/article/129632/nib-supports-energy-resilience-in-the-baltics These investments will strengthen the energy infrastructure, increase system flexibility, and contribute to the diversification of the regional energy mix, strengthening the three Baltic countries’ energy resilience. Retail Banking ING announces new billion-euro share buyback plan after strong Q1 results News Aggregation Team Friday, May 01, 2026 1:00 am https://europe.managersofwealth.com/article/129570/ing-announces-new-billion-euro-share-buyback-plan-after-strong-q1-results Between the share buyback and the profit growth, the bank's share price jumped to 24.55 euros shortly after trading began on the Euronext Amsterdam exchange. Retail Banking NatWest becomes first UK bank to bring in change for anyone buying a house News Aggregation Team Friday, May 01, 2026 1:00 am https://europe.managersofwealth.com/article/129578/natwest-becomes-first-uk-bank-to-bring-in-change-for-anyone-buying-a-house NatWest says u sers can now explore buying or re-mortgaging options within one of the world’s most used AI platforms. Retail Banking NatWest becomes first UK bank to launch home-buying guidance in ChatGPT News Team Friday, May 01, 2026 1:00 am https://europe.managersofwealth.com/article/129583/natwest-becomes-first-uk-bank-to-launch-home-buying-guidance-in-chatgpt Users can now explore buying or re-mortgaging options within one of the world’s most used AI platforms. Retail Banking Lloyds Banking Group named the best bank to work for in the UK by LinkedIn News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129552/lloyds-banking-group-named-the-best-bank-to-work-for-in-the-uk-by-linkedin Placing eight overall, the result reflects Lloyds Banking Group’s continued focus on investing in colleagues, supporting career development and creating an inclusive place to build a career. Retail Banking Private credit fears loom large over Europe’s banks this earnings season News Aggregation Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129555/private-credit-fears-loom-large-over-europeamprsquos-banks-this-earnings-season European banks’ exposure to private credit has returned to the spotlight this earnings season. Retail Banking Pension value to be put under the spotlight News Team Friday, January 09, 2026 12:00 am https://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 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 SEB Nordic Energy doubles capital – continues investing News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129434/seb-nordic-energy-doubles-capital-ampndash-continues-investing The funds can both decrease and increase significantly in value, and you may not get back the amount invested. Planet SOS Europe’s fossil fuel dependence poses risks to price stability News Team Tuesday, April 07, 2026 1:00 am https://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 https://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 https://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 https://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 https://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 https://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 https://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 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 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 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 SOS