Managers of Wealth - Europe https://europe.managersofwealth.com/ Wed, 18 Jun 2025 20:17:29 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Womble Bond Dickinson wins Private Client Law Firm at eprivateclient Excellence Awards News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123836/womble-bond-dickinson-wins-private-client-law-firm-at-eprivateclient-excellence-awards WBD was recognised for being the top private client team in the country Wealth and Asset Management HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123849/highvernamprsquos-jack-barlow-named-on-eprivateclient-next-gen-leaders-2025-list The list, which was open to nominees from within the private client advisory professions, is decided by several factors Wealth and Asset Management Ninety One to complete Sanlam Investments UK transfer News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123802/ninety-one-to-complete-sanlam-investments-uk-transfer The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products. Wealth and Asset Management How JM Finn manages the retiring wealth manager problem News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123803/how-jm-finn-manages-the-retiring-wealth-manager-problem The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager. Wealth and Asset Management France’s Elite Are Moving to Protect Wealth Before 2027 Election News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123812/franceamprsquos-elite-are-moving-to-protect-wealth-before-2027-election Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017. Wealth and Asset Management Partners Group seals distribution deal with Italian bank Sella News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123817/partners-group-seals-distribution-deal-with-italian-bank-sella Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000. Wealth and Asset Management SJP gears up for wealth push as DFM losses narrow News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123820/sjp-gears-up-for-wealth-push-as-dfm-losses-narrow After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even. Wealth and Asset Management Imperium colleagues recognised in prestigious industry awards News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123821/imperium-colleagues-recognised-in-prestigious-industry-awards These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies. Wealth and Asset Management JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services News Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123790/jtc-strengthens-partnership-with-tise-through-comprehensive-scheme-of-arrangement-services As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services. Wealth and Asset Management Back-to-back win for Saffery Trust in eprivateclient Excellence Awards News Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123791/back-to-back-win-for-saffery-trust-in-eprivateclient-excellence-awards The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years Wealth and Asset Management GAM Holding AG appoints Albert Saporta as Group Chief Executive Officer and Tim Rainsford as Group Chief Distribution Officer News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123835/gam-holding-ag-appoints-albert-saporta-as-group-chief-executive-officer-and-tim-rainsford-as-group-chief-distribution-officer These leadership changes reflect that GAM has successfully transformed and is now well positioned for growth. Executive Moves Geradin Partners debuts in Germany with high-profile hires and new offices News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123840/geradin-partners-debuts-in-germany-with-high-profile-hires-and-new-offices Partner-led teams join from Hausfeld and Osborne Clarke to open offices in Berlin and Cologne for competition firm Executive Moves Oakbridge Group announces leadership restructure News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123846/oakbridge-group-announces-leadership-restructure He brings with him over 25 years’ experience in corporate structuring and governance, and joined the Corporate Services team at Oakbridge in late 2023. Executive Moves Quilter appoints Warren Vickers as commercial director of distribution News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123809/quilter-appoints-warren-vickers-as-commercial-director-of-distribution In his new role, Warren will work closely with Steve Gazard to support the continued development and evolution of Quilter’s distribution proposition and support to advisers and firms across both internal and external channels. Executive Moves Haydn Aird appointed new Head of Banking to lead Manchester office News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123805/haydn-aird-appointed-new-head-of-banking-to-lead-manchester-office Haydn will build and lead a team based in Manchester. Executive Moves Sygnum Expands Board with Industry Heavyweights to Drive Global Expansion News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123810/sygnum-expands-board-with-industry-heavyweights-to-drive-global-expansion Pia Tischhauser, Swiss Re Supervisory Board member and BCG veteran, and Vinod Kumar, Vice-Chairman of private equity group Everstone and ex Vodafone Business CEO and Tata Communications CEO and MD, join Sygnum’s experienced board Executive Moves PKB’s wealth manager names managing partner News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123818/pkbamprsquos-wealth-manager-names-managing-partner Alessandro Trabaldo Togna is part of the family which owns PKB Private Bank. Executive Moves HSBC AM appoints UK CEO News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123819/hsbc-am-appoints-uk-ceo Dan Rudd to be CEO of HSBC Global Asset Management (UK) and head of UK wholesale. Executive Moves ZINK Solutions Adds José Ignacio García as Partner and Wealth Planner in Miami News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123814/zink-solutions-adds-josampeacute-ignacio-garcampiacutea-as-partner-and-wealth-planner-in-miami Launched by the wealth advisory and planning company, founded in 2021 and now operating offices in Miami, New York, and Madrid. Executive Moves Cantor Fitzgerald Poaches 15-Person Team in Germany Push News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123815/cantor-fitzgerald-poaches-15-person-team-in-germany-push The staffing additions in Germany are also opportunistic. Executive Moves A UK Wealth Exodus? Why ‘Non-Dom’ Crackdown Risks Backfiring for Reeves News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123828/a-uk-wealth-exodus-why-amplsquonon-domamprsquo-crackdown-risks-backfiring-for-reeves What started as a trickle of departures risks turning into an exodus as rich individuals grapple with a raft of other changes hitting their finances — from higher taxes on private equity investments to levies on private school fees. Legal, Regulation & Compliance Upper Tribunal ruling in the case of Craig Donaldson and David Arden News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123829/upper-tribunal-ruling-in-the-case-of-craig-donaldson-and-david-arden The Upper Tribunal has decided that fines of £167,325 and £100,950 should be imposed on Mr Donaldson and Mr Arden, respectively. Legal, Regulation & Compliance Dividend difficulties for business owners in 2025 News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123838/dividend-difficulties-for-business-owners-in-2025 Rachel Reeves is allegedly considering removing the current £500 dividend allowance and increasing the top income tax rate for dividends from the current rate of 39.35% Legal, Regulation & Compliance New Swiss rules may force UBS to review global franchise, curb buybacks News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123807/new-swiss-rules-may-force-ubs-to-review-global-franchise-curb-buybacks As of now, the implementation of all new rules is expected to start in 2027 at the earliest Legal, Regulation & Compliance Banque Pictet et Cie SA and one of its former asset managers sentenced by penal order News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123822/banque-pictet-et-cie-sa-and-one-of-its-former-asset-managers-sentenced-by-penal-order The conviction was part of a series of criminal proceedings initiated by the Federal Prosecutor's Office (OA) in connection with the international "Lava Jato" corruption scandal, most of which originated in Brazil. Legal, Regulation & Compliance UK interest rates predicted to stay at 4.25% with Bank ‘nimble’ amid uncertainty News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123772/uk-interest-rates-predicted-to-stay-at-425-with-bank-amplsquonimbleamprsquo-amid-uncertainty The MPC has voted to cut rates at every other meeting since it started easing borrowing costs last August, from a peak of 5.25%. Legal, Regulation & Compliance What the Spain–Gibraltar Deal Means for HNWIs and Retirees in 2025 News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123788/what-the-spainampndashgibraltar-deal-means-for-hnwis-and-retirees-in-2025 Running the ruler over the agreement on the future of Gibraltar’s border with Spain, and the implications. Legal, Regulation & Compliance ESMA publishes Final Report on technical advice concerning the Prospectus Regulation News Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123795/esma-publishes-final-report-on-technical-advice-concerning-the-prospectus-regulation Several such provisions require the adoption of level 2 measures, consisting of technical standards developed by ESMA and adopted by the EU Commission after the related legislative procedure. Legal, Regulation & Compliance Interview with Luis de Guindos, Vice-President of the ECB, conducted by Balázs Korányi and Francesco Cánepa on 12 June 2025 News Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123796/interview-with-luis-de-guindos-vice-president-of-the-ecb-conducted-by-balampaacutezs-korampaacutenyi-and-francesco-campaacutenepa-on-12-june-2025 The final outcome in trade negotiations is by far the most relevant factor of uncertainty that we considered in our projections Legal, Regulation & Compliance UBS finance chief voices disappointment over Swiss capital rules News Aggregation Team Friday, June 13, 2025 1:00 am https://europe.managersofwealth.com/article/123741/ubs-finance-chief-voices-disappointment-over-swiss-capital-rules UBS planned to engage in political consultation processes on Switzerland's capital requirements, which could eventually lead to a more proportionate outcome Legal, Regulation & Compliance BBVA Tells Wealthy Clients to Invest Up to 7% in Bitcoin News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123827/bbva-tells-wealthy-clients-to-invest-up-to-7-in-bitcoin Spain’s second-largest bank is now actively advising private banking clients to allocate up to 7% of their portfolios into Bitcoin. FinTech New Iress partnership promises seamless adviser workflows News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123831/new-iress-partnership-promises-seamless-adviser-workflows Building on the firm’s existing Iress Open API framework, which currently supports over 100 fintech and regtech integrations, the new Partnership model marks a significant shift. FinTech KPMG launches KPMG Workbench: a multi-agent AI platform, transforming client delivery and ways of working across the global organization News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123839/kpmg-launches-kpmg-workbench-a-multi-agent-ai-platform-transforming-client-delivery-and-ways-of-working-across-the-global-organization A global household retailer looking to drive back-office productivity by growing a digital workforce using multiple AI models. FinTech SS&C to Power Wesleyan’s New Digital-First Wealth Platform News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123847/ssampampc-to-power-wesleyanamprsquos-new-digital-first-wealth-platform One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C FinTech FCA and NVIDIA back AI sandbox in UK wealth tech push News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123848/fca-and-nvidia-back-ai-sandbox-in-uk-wealth-tech-push For wealth managers, this is a moment of both opportunity and reckoning. FinTech UK digital wealth platform Sidekick launches News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123806/uk-digital-wealth-platform-sidekick-launches Sidekick is one of a number of entrants targeting the mass affluent market, using technology to offer products and services once reserved for the super rich. FinTech Private Banking Without the Banker: The Fintech Taking Wealth Tools Into Its Own Hands News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123811/private-banking-without-the-banker-the-fintech-taking-wealth-tools-into-its-own-hands People earning six figures today still get offered the same tools as someone just starting out FinTech Fintech enters a new era of intelligent transformation News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123824/fintech-enters-a-new-era-of-intelligent-transformation Franklin Templeton's Matt Cioppa looks at the state of fintech in 2025 FinTech ‘We’re being attacked all the time’: how UK banks stop hackers News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123780/amplsquoweamprsquore-being-attacked-all-the-timeamprsquo-how-uk-banks-stop-hackers Devastating attacks at M&S, the Co-op and Harrods highlight risks as lenders say cybersecurity is biggest expense FinTech Why the UK Data Bill is an enabler of a smart data and AI revolution News Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123800/why-the-uk-data-bill-is-an-enabler-of-a-smart-data-and-ai-revolution The UK’s open banking regime requires major banks that hold certain customer accounts to enable third party access to that data FinTech Novigi acquires Iress Super business from Apex News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123834/novigi-acquires-iress-super-business-from-apex The solution provides clients with a unified, cross-asset class, multi-dataset portfolio view enabling the fund to make more informed investment decisions. Alternative Investments Insurers boost private assets allocations as capital increases News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123826/insurers-boost-private-assets-allocations-as-capital-increases More than three quarters of insurers and insurance asset managers say an increase in capital to invest in their organisation is definite or likely in the year ahead. Alternative Investments Shackleton sold to Lee Equity Partners News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123832/shackleton-sold-to-lee-equity-partners In May, Citywire New Model Adviser reported the US-based PE firm was the frontrunner to buy the stake after an accelerated second bidding round. Alternative Investments Understanding Isle of Man Property Unit Trusts (IPUTs) for UK commercial real estate investment News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123833/understanding-isle-of-man-property-unit-trusts-iputs-for-uk-commercial-real-estate-investment IPUTs offer control, tax transparency, and cost efficiency, making them a compelling option for the modern family office and investors seeking to invest in UK real estate. Alternative Investments Opening doors: our commitment to social mobility News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123837/opening-doors-our-commitment-to-social-mobility Since 2017, our apprenticeship programmes have provided school leavers with a direct route into a rewarding career, without the need for a university degree. Alternative Investments David Ostojitsch: When advice works, the whole economy benefits News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123844/david-ostojitsch-when-advice-works-the-whole-economy-benefits The goal is confidence – confidence for firms to invest and for clients to plan ahead. Alternative Investments Falling U.S. Dollar Impacts Pension Funds in Curaçao and the Netherlands News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123850/falling-us-dollar-impacts-pension-funds-in-curaampccedilao-and-the-netherlands As the dollar has significantly lost value since the beginning of this year, international investments have yielded much lower returns. Alternative Investments Goldman Sachs Asset Management launches Emerging Markets Green and Social Bond Active ETF News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123851/goldman-sachs-asset-management-launches-emerging-markets-green-and-social-bond-active-etf Goldman Sachs Asset Management has announced the launch of the Goldman Sachs Emerging Markets Green and Social Bond Active UCITS ETF. Alternative Investments How global political uncertainty is shaping London’s prime property market News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123808/how-global-political-uncertainty-is-shaping-londonamprsquos-prime-property-market Its unique combination of political stability, legal transparency, cultural prestige and international connectivity has consistently attracted high-net-worth individuals and investors from around the world. Alternative Investments How many Legal & General shares must an investor buy to earn £1k of monthly passive income? News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123773/how-many-legal-ampamp-general-shares-must-an-investor-buy-to-earn-amppound1k-of-monthly-passive-income Harvey Jones calculates how much passive income someone could earn by taking a big position in one of the FTSE 100’s most generous dividend stocks of all. Alternative Investments 1,600 BBVA employees met in Madrid to advance the bank’s 2025-2029 strategy News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123845/1600-bbva-employees-met-in-madrid-to-advance-the-bankamprsquos-2025-2029-strategy They also conveyed their vision of the future: a competitive scenario, full of opportunity. Investment Banking UBS hires BNP Paribas dealmaker Spens to bolster Nordic team News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123816/ubs-hires-bnp-paribas-dealmaker-spens-to-bolster-nordic-team The Swiss bank has added senior dealmakers in Europe and the US in recent weeks Investment Banking EU’s investment bank ‘ready’ to triple funding for defense projects this year News Aggregation Team Monday, June 09, 2025 1:00 am https://europe.managersofwealth.com/article/123637/euamprsquos-investment-bank-amplsquoreadyamprsquo-to-triple-funding-for-defense-projects-this-year Among NATO member states, Poland allocates the highest proportion of its GDP to defense – at 4.7%, more than double the alliance’s 2% baseline. Investment Banking BancTrust downsizes London headquarters in latest cost-cutting measure News Aggregation Team Friday, June 06, 2025 1:00 am https://europe.managersofwealth.com/article/123614/banctrust-downsizes-london-headquarters-in-latest-cost-cutting-measure Investment bank has recently cut jobs in management and compliance Investment Banking Eurozone inflation fall intensifies News Team Thursday, June 05, 2025 1:00 am https://europe.managersofwealth.com/article/123577/eurozone-inflation-fall-intensifies Goods inflation remains contained at a subdued 0.6% y/y, while the recent manufacturing PMI suggests waning price pressures with the input price sub-index falling back below 50 in May. Investment Banking JP Morgan launches risk-rated investment portfolios News Aggregation Team Wednesday, June 04, 2025 1:00 am https://europe.managersofwealth.com/article/123557/jp-morgan-launches-risk-rated-investment-portfolios The new portfolios will offer five different options, each designed for a different level of risk and for different investment timeframes. Investment Banking Lloyds, BNP Paribas launch new FX algorithmic execution service News Aggregation Team Wednesday, June 04, 2025 1:00 am https://europe.managersofwealth.com/article/123570/lloyds-bnp-paribas-launch-new-fx-algorithmic-execution-service Clients are expected to execute large FX trades more efficiently. Investment Banking BNP Paribas appointed global custodian for Oak Pensioenfonds News Aggregation Team Wednesday, May 28, 2025 1:00 am https://europe.managersofwealth.com/article/123414/bnp-paribas-appointed-global-custodian-for-oak-pensioenfonds Dutch pension fund awards €5.4 billion mandate to BNP Paribas for custody and administration ahead of major pension reforms. Investment Banking Barclays and HSBC clash over repealing Britain's bank ring-fencing rules News Aggregation Team Wednesday, May 21, 2025 1:00 am https://europe.managersofwealth.com/article/123291/barclays-and-hsbc-clash-over-repealing-britainamp039s-bank-ring-fencing-rules Bosses from HSBC, Lloyds, NatWest and Santander UK said they supported scrapping bank ring-fencing in a letter to the finance ministry last month. Investment Banking Banking M&A is not only about buying a bank News Aggregation Team Wednesday, May 21, 2025 1:00 am https://europe.managersofwealth.com/article/123299/banking-mampampa-is-not-only-about-buying-a-bank Another way is where separate legal entities are maintained, often with private banking operations, which allows clients to diversify country risk. Investment Banking Why choosing ZEDRA for escrow and paying agent solutions is a strategic advantage News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123830/why-choosing-zedra-for-escrow-and-paying-agent-solutions-is-a-strategic-advantage ZEDRA stands as a premier provider in this space, offering fast, secure, and scalable solutions that deliver unparalleled peace of mind. Comment, Analysis & Research UBS employee data ends up on the darknet News Aggregation Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123842/ubs-employee-data-ends-up-on-the-darknet Among the data sets offered on the dark web is a list with information on approximately 130,000 employees of the major bank. Comment, Analysis & Research More than a third of UK businesses dangerously unprepared for AI risks, new research from CyXcel shows News Team Wednesday, June 18, 2025 1:00 am https://europe.managersofwealth.com/article/123843/more-than-a-third-of-uk-businesses-dangerously-unprepared-for-ai-risks-new-research-from-cyxcel-shows CyXcel’s new Digital Risk Management platform uniquely combines legal, cyber, technical, and strategic expertise to manage risks and enhance digital resilience Comment, Analysis & Research Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123801/rothschild-ampamp-co-announces-creation-of-global-markets-solutions-and-rebranding-of-research-arm GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets. Comment, Analysis & Research Pacific AM snaps up boutique for new European equity arm News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123804/pacific-am-snaps-up-boutique-for-new-european-equity-arm Viewforth Investment Partners join Pacific's new European equity division. Comment, Analysis & Research Financial stability in light of new global challenges: global shocks, interconnections and central counterparties − speech by Randy Kroszner News Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123813/financial-stability-in-light-of-new-global-challenges-global-shocks-interconnections-and-central-counterparties-ampminus-speech-by-randy-kroszner A more uncertain environment creates substantial demand for the kinds of instruments that are cleared by CCPs Comment, Analysis & Research Why the Fed and ECB are no longer on the same page News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123775/why-the-fed-and-ecb-are-no-longer-on-the-same-page The divide has caught the attention of President Trump, who has seized on the gap as he pushes the Fed to lower rates by a full percentage point. Comment, Analysis & Research It is about consulting successfully together News Team Friday, June 13, 2025 1:00 am https://europe.managersofwealth.com/article/123740/it-is-about-consulting-successfully-together In this interview, they explain what clients can expect from the collaboration between the two divisions. Comment, Analysis & Research Fewer consumers willing to pay for advice, study fiFewer consumers willing to pay for advice, study findsnds News Aggregation Team Thursday, June 12, 2025 1:00 am https://europe.managersofwealth.com/article/123736/fewer-consumers-willing-to-pay-for-advice-study-fifewer-consumers-willing-to-pay-for-advice-study-findsnds Boring Money CEO Holly Mackay said the shift reflects both changing consumer behaviour and challenges around access. Comment, Analysis & Research Stephens: How will M&A transform the asset management industry in 2025? News Aggregation Team Thursday, June 12, 2025 1:00 am https://europe.managersofwealth.com/article/123737/stephens-how-will-mampampa-transform-the-asset-management-industry-in-2025 One of the most notable structural shifts in the asset management industry in recent years has been the rise of private markets. Comment, Analysis & Research IHT relief for assets held for the benefit of the nation News Team Thursday, June 12, 2025 1:00 am https://europe.managersofwealth.com/article/123718/iht-relief-for-assets-held-for-the-benefit-of-the-nation From 6 April 2026, based on the current proposals, many business owners and their heirs will need to find ways and means to settle not insignificant IHT liabilities. Tax How escrow and paying agent solutions can save your next M&A deal News Team Friday, June 06, 2025 1:00 am https://europe.managersofwealth.com/article/123629/how-escrow-and-paying-agent-solutions-can-save-your-next-mampampa-deal Yet, even the best-crafted deal can unravel if the mechanics of payment and fund distribution go wrong. Tax Wealthy UK Business Owners Report Tax Risk Motivators, Barriers News Aggregation Team Friday, May 30, 2025 1:00 am https://europe.managersofwealth.com/article/123453/wealthy-uk-business-owners-report-tax-risk-motivators-barriers Business owners with a lot of control over their business financials and not a lot of accounting know-how are particularly at risk Tax Reaction as IHT receipts rise again News Aggregation Team Thursday, May 22, 2025 1:00 am https://europe.managersofwealth.com/article/123327/reaction-as-iht-receipts-rise-again The growth in IHT receipts, and forecasted tax-take acceleration from the OBR, will be welcome news for the chancellor. Tax Inheritance Tax receipts for April 13.8% higher than April 2024 News Aggregation Team Thursday, May 22, 2025 1:00 am https://europe.managersofwealth.com/article/123335/inheritance-tax-receipts-for-april-138-higher-than-april-2024 That is an increase of 13.8% on the same month of 2024. Tax Clarity on Swiss Taxes News Team Tuesday, May 20, 2025 1:00 am https://europe.managersofwealth.com/article/123284/clarity-on-swiss-taxes Against this background, trade tensions under the current US administration are evolving Tax Tax dodging by rich could be ‘much greater than thought’, says UK audit office News Team Friday, May 16, 2025 1:00 am https://europe.managersofwealth.com/article/123228/tax-dodging-by-rich-could-be-amplsquomuch-greater-than-thoughtamprsquo-says-uk-audit-office Watchdog issues warning after tax authority succeeds in raising more tax from wealthy than previously estimated Tax How a wealth tax could work in Britain News Aggregation Team Monday, May 12, 2025 1:00 am https://europe.managersofwealth.com/article/123115/how-a-wealth-tax-could-work-in-britain Calls are growing for a levy on total assets– but enforcement is easier said than done Tax Caitlin Southall: Pension reform or punishment? Unpicking the IHT debate News Aggregation Team Wednesday, May 07, 2025 1:00 am https://europe.managersofwealth.com/article/123033/caitlin-southall-pension-reform-or-punishment-unpicking-the-iht-debate Like many in the industry, we identified a range of practical problems, not least for SSASs, which have unique structural characteristics. Tax Labour taxes edge up in the OECD as real wages recover in 2024 News Team Tuesday, May 06, 2025 1:00 am https://europe.managersofwealth.com/article/122994/labour-taxes-edge-up-in-the-oecd-as-real-wages-recover-in-2024 The report looks at eight stylised household types, which vary by income level and household composition. Tax TSB could be sold off by Spanish owner Banco Sabadell News Aggregation Team Tuesday, June 17, 2025 1:00 am https://europe.managersofwealth.com/article/123823/tsb-could-be-sold-off-by-spanish-owner-banco-sabadell TSB currently operates around 175 bank branches across Britain. Retail Banking Millions of Nationwide customers to wake up to £100 bonus payments News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123774/millions-of-nationwide-customers-to-wake-up-to-amppound100-bonus-payments Bonus payments to enter millions of bank accounts within days Retail Banking Groupe BPCE to acquire 75% stake in Portugal’s novobanco for €6.4bn News Aggregation Team Monday, June 16, 2025 1:00 am https://europe.managersofwealth.com/article/123779/groupe-bpce-to-acquire-75-stake-in-portugalamprsquos-novobanco-for-ampeuro64bn The deal forms part of BPCE's VISION 2030 strategic plan, designed to expand its operations in France, Europe, and beyond. Retail Banking The best bank account switching deals for June — with bonuses up to £310 News Aggregation Team Friday, June 13, 2025 1:00 am https://europe.managersofwealth.com/article/123752/the-best-bank-account-switching-deals-for-june-ampmdash-with-bonuses-up-to-amppound310 The bonuses start off at £100, but if you’re willing to do a little more or stick with the bank for longer, the highest paying one is worth a healthy £310. Retail Banking UK’s Starling Bank Reports Business Growth and Global Expansion Plans News Aggregation Team Monday, June 09, 2025 1:00 am https://europe.managersofwealth.com/article/123631/ukamprsquos-starling-bank-reports-business-growth-and-global-expansion-plans These developments underscore Starling’s commitment to innovation, diversity, and customer-centric growth. Retail Banking Lloyds taps BNP Paribas to power FX algo offering for clients News Aggregation Team Monday, June 09, 2025 1:00 am https://europe.managersofwealth.com/article/123642/lloyds-taps-bnp-paribas-to-power-fx-algo-offering-for-clients The partnership will help corporate and institutional clients trade large foreign exchange deals more efficiently, with greater control and transparency. Retail Banking Luxembourg left out of Revolut’s new payment rollout News Aggregation Team Monday, June 09, 2025 1:00 am https://europe.managersofwealth.com/article/123643/luxembourg-left-out-of-revolutamprsquos-new-payment-rollout Revolut announced the service at Money20/20 in Amsterdam last week, one of Europe’s biggest fintech fairs. Retail Banking Santander partners with Worldpay to support business banking and corporate customers News Team Monday, June 09, 2025 1:00 am https://europe.managersofwealth.com/article/123644/santander-partners-with-worldpay-to-support-business-banking-and-corporate-customers The partnership will offer Santander customers secure, scalable and efficient merchant payment solutions. Retail Banking ABN AMRO launches neobank BUUT News Team Wednesday, June 04, 2025 1:00 am https://europe.managersofwealth.com/article/123543/abn-amro-launches-neobank-buut Together with the Tikkie team, ABN AMRO built BUUT from the ground up in twelve months to create a bank that aligns seamlessly with the digital world inhabited by the new generation. Retail Banking Lloyds launches market leading FX execution algorithms News Team Monday, June 02, 2025 1:00 am https://europe.managersofwealth.com/article/123500/lloyds-launches-market-leading-fx-execution-algorithms This partnership marks a significant milestone in our commitment to continually invest in enhancing our clients’ experience. 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 Impact Report 2024: Sustainable investment as relevant as ever News Team Friday, June 13, 2025 1:00 am https://europe.managersofwealth.com/article/123757/impact-report-2024-sustainable-investment-as-relevant-as-ever Engagement also means bilateral interactions with their investee companies to clear up specific matters such as their links with certain sectors, or their remuneration policies. Planet SOS ESG insights for 2025 and beyond News Aggregation Team Wednesday, June 11, 2025 1:00 am https://europe.managersofwealth.com/article/123685/esg-insights-for-2025-and-beyond The global sustainable fund universeendured its worst quarter on record in the first quarter of 2025, registering net outflows of USD 8.6 billion. Planet SOS How should asset managers balance sustainability and investor returns? News Team Thursday, June 05, 2025 1:00 am https://europe.managersofwealth.com/article/123582/how-should-asset-managers-balance-sustainability-and-investor-returns As a first step, asset managers should integrate financially material ESG data in their investment process since it allows them to take better-informed investment decisions. Planet SOS The rising cost of climate catastrophes – how should investors respond as extreme weather becomes the new normal? News Team Thursday, June 05, 2025 1:00 am https://europe.managersofwealth.com/article/123592/the-rising-cost-of-climate-catastrophes-ampndash-how-should-investors-respond-as-extreme-weather-becomes-the-new-normal Looking ahead, the long-term trajectory is clear: the scale and cost of climate-related events is not only rising, it is accelerating. Planet SOS Schroders publishes first Group Nature Report News Team Wednesday, June 04, 2025 1:00 am https://europe.managersofwealth.com/article/123542/schroders-publishes-first-group-nature-report The report follows the recommendations of the Taskforce on Nature-related Disclosures issued in 2023. Planet SOS Barclays Climate Ventures enables half a billion pounds of climate tech investment since 2020 News Team Wednesday, June 04, 2025 1:00 am https://europe.managersofwealth.com/article/123564/barclays-climate-ventures-enables-half-a-billion-pounds-of-climate-tech-investment-since-2020 Climate tech is key to delivering the next generation energy system, addressing the climate challenge whilst supporting a successful and growing economy with affordable and resilient energy. Planet SOS Managing the growing challenge of global waste News Team Monday, June 02, 2025 1:00 am https://europe.managersofwealth.com/article/123482/managing-the-growing-challenge-of-global-waste The approaches adopted vary by country and have different implications for the environment. Planet SOS Driving change: inside Mercedes-Benz’s bold plan to build carbon-neutral cars News Team Tuesday, May 27, 2025 1:00 am https://europe.managersofwealth.com/article/123370/driving-change-inside-mercedes-benzamprsquos-bold-plan-to-build-carbon-neutral-cars With a legacy that spans nearly a century, Mercedes-Benz continues to define what luxury means on the road, blending heritage, performance and a bold vision for the future. Planet SOS Danske Bank expands its tool box for financing the climate transition News Team Friday, May 23, 2025 1:00 am https://europe.managersofwealth.com/article/123361/danske-bank-expands-its-tool-box-for-financing-the-climate-transition With global emissions and temperatures continuing to increase, climate change remains an urgent challenge. Planet SOS ESG Economist - CBAM impacts and opportunities News Team Thursday, May 22, 2025 1:00 am https://europe.managersofwealth.com/article/123310/esg-economist-cbam-impacts-and-opportunities The Carbon Border Adjustment Mechanism is an environmental policy initiative introduced by the European Union (EU) aimed at reducing carbon emissions and preventing carbon leakage. Planet SOS