Managers of Wealth - Europe https://europe.managersofwealth.com/ Tue, 31 Mar 2026 12:03:25 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Syz Group accelerates growth as profits and AuM rise News Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129021/syz-group-accelerates-growth-as-profits-and-aum-rise These strong results reflect the Group’s efforts of continuous strategic evolution towards a more dynamic, diversified, and innovation-led offering across all lines of business. Wealth and Asset Management Raiffeisen to buy BBVA’s Romanian unit in €591m deal News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128999/raiffeisen-to-buy-bbvaamprsquos-romanian-unit-in-ampeuro591m-deal The deal remains subject to regulatory approvals and is expected to complete in the fourth quarter of 2026. Wealth and Asset Management Team to acquire Epic investment mandates and Epic Guernsey business News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129008/team-to-acquire-epic-investment-mandates-and-epic-guernsey-business The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach. Wealth and Asset Management J Safra Sarasin reports higher AUM and profits News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129003/j-safra-sarasin-reports-higher-aum-and-profits The private banking group’s cost/income ratio fell but was still a healthy 48.6%. Wealth and Asset Management Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129015/mirabaud-wealth-management-head-of-investments-emphasises-diversification-amid-market-uncertainty He reports to Camille Vial, CEO of the Bank. Wealth and Asset Management Manulife strikes global partnership to expand wealth and retirement reach News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129016/manulife-strikes-global-partnership-to-expand-wealth-and-retirement-reach Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering Wealth and Asset Management Aquila launches spinoff independent asset manager News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128978/aquila-launches-spinoff-independent-asset-manager The group had previously ceased asset management operations in 2019 to focus on its B2B platform. Wealth and Asset Management Head of PBWM Segment Management News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128963/head-of-pbwm-segment-management This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels. Wealth and Asset Management Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128964/firenze-and-third-financial-join-forces-to-offer-a-multi-million-pound-estate-planning-solution The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody. Wealth and Asset Management Creative Planning Expands International Footprint With MASECO Acquisition News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128967/creative-planning-expands-international-footprint-with-maseco-acquisition The acquisition will add 123 employees and over $5 billion in assets under management. Wealth and Asset Management Standard Chartered hires Jan Metzger to lead global coverage team in Corporate & Investment Banking News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128992/standard-chartered-hires-jan-metzger-to-lead-global-coverage-team-in-corporate-ampamp-investment-banking Jan joins from Citi, where he was most recently Co-Head of Investment Banking for Asia Pacific. Executive Moves Ross Tisnovsky returns to Everest Group as partner News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128997/ross-tisnovsky-returns-to-everest-group-as-partner Ross brings exactly that combination of experience, vision, and leadership to this role.” Executive Moves Paul Hastings Expands Private Equity Practice With Premier Partner in London News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128998/paul-hastings-expands-private-equity-practice-with-premier-partner-in-london Patel’s arrival further advances Paul Hastings’ strategic priority to build PE and M&A more broadly from traditional buyout to growth, strategic and public M&A. Executive Moves Cazenove Capital strengthens its sustainability and impact capabilities with appointment of Ines Ingabire News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129001/cazenove-capital-strengthens-its-sustainability-and-impact-capabilities-with-appointment-of-ines-ingabire Her appointment underlines our commitment to helping clients to align their wealth with their values. Executive Moves Schroders strengthens senior leadership with new Head of Europe to drive continued momentum News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129009/schroders-strengthens-senior-leadership-with-new-head-of-europe-to-drive-continued-momentum In that role, he led a team of more than 350 employees across multiple European jurisdictions, with responsibility for the wealth management platform and its strategic development. Executive Moves Oakglen Wealth Planning appoints Financial Adviser in Jersey News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129004/oakglen-wealth-planning-appoints-financial-adviser-in-jersey His experience and client-focused approach make him a strong addition to our growing team. Executive Moves UBS executive vice chair Ros L’Esperance to leave at month-end News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129010/ubs-executive-vice-chair-ros-lamprsquoesperance-to-leave-at-month-end L’Esperance joined UBS in 2014. Before that, she held the role of head of global corporate finance at Lehman Brothers. Executive Moves Banque Heritage expands managing partner circle News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128979/banque-heritage-expands-managing-partner-circle Jean-Christophe Rochat has been chief investment officer and head of asset management since 2019. Executive Moves UBS UK private client head resurfaces at Coutts News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128966/ubs-uk-private-client-head-resurfaces-at-coutts Appointment of Shona Baijal ends the Square Mile institution’s search for a new private client head after false start with Prince Andrew’s former equerry Executive Moves Delta appoints Matt Long as MD for Europe, Africa News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128972/delta-appoints-matt-long-as-md-for-europe-africa In this role, Matt will help ensure that Delta continues to deliver the thoughtful, reliable and best-in-class experience customers expect when flying across the Atlantic. Executive Moves ECB streamlines how it supervises banks’ internal models News Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129017/ecb-streamlines-how-it-supervises-banksamprsquo-internal-models Under EU banking rules, and with the ECB’s supervisory permission, banks can use internal models instead of standard risk weights to calculate their capital requirements. Legal, Regulation & Compliance Ex-Deutsche Bank Manager Sues Bank for at Least $624 Million News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129018/ex-deutsche-bank-manager-sues-bank-for-at-least-624-million Faissola and several other ex-traders last year ended mediation talks with Deutsche Bank over allegations they were wrongfully implicated in an audit report into the Monte dei Paschi affair. Legal, Regulation & Compliance AILO warns advisers unregistered UK trusts will delay offshore bond transactions News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129014/ailo-warns-advisers-unregistered-uk-trusts-will-delay-offshore-bond-transactions UK trusts holding Irish-issued life policies must be registered on CRBOT Legal, Regulation & Compliance The Renters’ Rights Act 2025 News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128980/the-rentersamprsquo-rights-act-2025 To understand the significance of the reforms, it is helpful to consider the current legal landscape for residential tenancies in England. Legal, Regulation & Compliance FCA responds to Complaint Commissioner’s report on the British Steel Pension Scheme News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128986/fca-responds-to-complaint-commissioneramprsquos-report-on-the-british-steel-pension-scheme This has improved intelligence sharing, enabling us to identify defined benefit pension transfer risks more swiftly. Legal, Regulation & Compliance FCA fines Dinosaur Merchant Bank Limited for market abuse surveillance failures News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128987/fca-fines-dinosaur-merchant-bank-limited-for-market-abuse-surveillance-failures Given their high-risk nature, firms must have strong and reliable surveillance arrangements to prevent insider dealing and market manipulation. Legal, Regulation & Compliance FCA shifts away from annual reviews and opens path for practical, proportionate advice News Aggregation Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128944/fca-shifts-away-from-annual-reviews-and-opens-path-for-practical-proportionate-advice Too often they face a binary choice between paying for a comprehensive service that is disproportionate to the task or receiving no regulated support at all. Legal, Regulation & Compliance Industry welcomes UK government’s move to mandate ethnicity and disability pay gap reporting News Aggregation Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128945/industry-welcomes-uk-governmentamprsquos-move-to-mandate-ethnicity-and-disability-pay-gap-reporting Reboot has been campaigning for ethnicity pay gap reporting to be mandatory for over five years Legal, Regulation & Compliance EFAMA outlines key recommendations for PEPP and IORP success News Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128953/efama-outlines-key-recommendations-for-pepp-and-iorp-success The Pan-European Pension Product (PEPP) and broader supplementary pension reforms are vital tools for channelling long-term savings into capital markets and supporting economic growth across the EU. Legal, Regulation & Compliance FCA sets out next phase of smarter, more effective regulation News Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128954/fca-sets-out-next-phase-of-smarter-more-effective-regulation The new authorisation tool is being developed internally and will be integrated into existing FCA systems. Legal, Regulation & Compliance BEC and Tieto Banktech enter partnership on business banking News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129000/bec-and-tieto-banktech-enter-partnership-on-business-banking A new cash management solution will strengthen BEC banks’ ability to support corporate customers with liquidity management across accounts, legal entities, and currencies. FinTech Revolut activates Click to Pay for all UK-issued cards amid low adoption challenge News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129012/revolut-activates-click-to-pay-for-all-uk-issued-cards-amid-low-adoption-challenge The data points to barriers that go beyond availability, including low consumer awareness, limited merchant prompting at checkout, and the tendency to default to established digital wallets such as Apple Pay and Google Pay. FinTech Banks face client exodus as non-banks gain global ground: Capgemini News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128989/banks-face-client-exodus-as-non-banks-gain-global-ground-capgemini Corporate clients now demand real-time responsiveness, personalized engagement, and innovative solutions, yet most banks are struggling to meet these needs. FinTech Software: When artificial intelligence reshuffles the deck News Team Wednesday, March 25, 2026 12:00 am https://europe.managersofwealth.com/article/128936/software-when-artificial-intelligence-reshuffles-the-deck AI is undermining traditional software. But it is forcing companies to reinvent themselves. FinTech AI and the euro area economy News Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128887/ai-and-the-euro-area-economy With agentic AI, the technology may increasingly act as an independent economic agent rather than a technology that merely augments human effort. FinTech Bytes Technology annual gross profit up despite Microsoft hit News Aggregation Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128903/bytes-technology-annual-gross-profit-up-despite-microsoft-hit But gross profit was up 2.3% to £167 million from £163.3 million. FinTech Upgrading banks’ capacity to deal with digital risks News Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128904/upgrading-banksamprsquo-capacity-to-deal-with-digital-risks The ECB has long recognised banks’ operational resilience as a key area for improvement in the digital age. FinTech Swiss Private Bank Dynasty Splits Over Clashing Views on Crypto News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128857/swiss-private-bank-dynasty-splits-over-clashing-views-on-crypto The split highlights both the challenges of managing a family business and the sometime dueling views of the outlook for Switzerland’s wealth managers FinTech Banks push tokenized deposits as onchain cash race intensifies: Report News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128861/banks-push-tokenized-deposits-as-onchain-cash-race-intensifies-report The report points to a growing set of bank pilots and deployments in Europe. FinTech Europe Has an Edge in Developing Applications for AI News Team Wednesday, March 18, 2026 12:00 am https://europe.managersofwealth.com/article/128788/europe-has-an-edge-in-developing-applications-for-ai European defense tech startups are raising capital and scaling as demand surges for rebuilding military capabilities. FinTech Austria beckons for Catella News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129020/austria-beckons-for-catella Investment manager adds to Vienna property portfolio Alternative Investments Athora to shift HQ from Bermuda to UK after PIC acquisition News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128993/athora-to-shift-hq-from-bermuda-to-uk-after-pic-acquisition The announcement came as Athora confirmed the completion of its acquisition of Pension Insurance Corporation, a British company, for $7.6 billion, subject to regulatory approvals. Alternative Investments Rathbones AM broadens Lux Sicav with EM equity strategy News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128994/rathbones-am-broadens-lux-sicav-with-em-equity-strategy New fund seeks opportunities globally while remaining Article 8 compliant Alternative Investments LV= announces £100m member payout following protection sales growth News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128995/lv-announces-amppound100m-member-payout-following-protection-sales-growth This figure includes an £80m final distribution of proceeds from the 2019 sale of its general insurance business. Alternative Investments European stock exchanges mint $6.6bn from trading boom News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128996/european-stock-exchanges-mint-66bn-from-trading-boom LSEG, Euronext, Deutsche Börse and SIX see boost from market volatility Alternative Investments How £2mn is the new target for the UK’s Isa millionaires News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129007/how-amppound2mn-is-the-new-target-for-the-ukamprsquos-isa-millionaires According to him, investors could build a £2mn tax efficient portfolio over three decades by investing the full annual Isa allowance of £20,000, achieving an average annual return of 7 per cent. Alternative Investments New interim CEO of NS&I appointed to lead ‘missing savings’ review News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128968/new-interim-ceo-of-nsampampi-appointed-to-lead-amplsquomissing-savingsamprsquo-review Thousands of people, including bereaved families, have faced difficulties tracing and accessing their loved one’s savings – averaging £12,500. Alternative Investments Rare earth elements: Investing through a geopolitical lens News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128976/rare-earth-elements-investing-through-a-geopolitical-lens Henrietta Pacquement, Fixed Income chief operating officer for Allspring Global Investments, looks at developments in REE commodities Alternative Investments The industry that pays the bills – but remains misunderstood News Aggregation Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128984/the-industry-that-pays-the-bills-ampndash-but-remains-misunderstood For those inside the sector, this is routine. Alternative Investments Aegon nominates Marco Keim to succeed Lard Friese on the Supervisory Board of a.s.r. News Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128942/aegon-nominates-marco-keim-to-succeed-lard-friese-on-the-supervisory-board-of-asr Subject to shareholder approval, Mr. Keim will take up his position on a.s.r.’s Supervisory Board as of the closing of the AGM until July 4, 2028 Alternative Investments Morgan Stanley turns defensive on European banks, keeps faith with Barclays and Lloyds News Aggregation Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128900/morgan-stanley-turns-defensive-on-european-banks-keeps-faith-with-barclays-and-lloyds Spain and Ireland were highlighted as the biggest beneficiaries of the rate environment, given their sensitivity and economic resilience. Investment Banking Jefferies cut its London pay after profits rose 40% News Aggregation Team Tuesday, March 17, 2026 12:00 am https://europe.managersofwealth.com/article/128773/jefferies-cut-its-london-pay-after-profits-rose-40 More impressively, its bottom-line income for the year reached £92m ($122m), a staggering 40% increase on the year before. Investment Banking World Corporate and Investment Banking Report News Team Monday, March 16, 2026 12:00 am https://europe.managersofwealth.com/article/128735/world-corporate-and-investment-banking-report Navigate the great inflection point Investment Banking Crédit Agricole Ukraine announces the signing of an agreement to acquire Bank Lviv News Team Monday, March 16, 2026 12:00 am https://europe.managersofwealth.com/article/128736/crampeacutedit-agricole-ukraine-announces-the-signing-of-an-agreement-to-acquire-bank-lviv This acquisition allows Crédit Agricole Ukraine to expand its presence in western Ukraine Investment Banking UniCredit to Launch Offer to Raise Commerzbank Stake Above 30% News Aggregation Team Monday, March 16, 2026 12:00 am https://europe.managersofwealth.com/article/128750/unicredit-to-launch-offer-to-raise-commerzbank-stake-above-30 The Italian bank currently holds a stake of roughly 30% of Commerzbank, with around 26% through a direct stake and 4% held via financial contracts. Investment Banking Commerzbank tackles money laundering with Hawk AI tech News Team Wednesday, March 11, 2026 12:00 am https://europe.managersofwealth.com/article/128677/commerzbank-tackles-money-laundering-with-hawk-ai-tech This partnership underscores Commerzbank's strategy of deploying AI purposefully for customer and market processes while adapting to specific regulatory requirements. Investment Banking EIB Global pledges more than €1 billion in support of Mission 300 Goals News Team Thursday, March 05, 2026 12:00 am https://europe.managersofwealth.com/article/128564/eib-global-pledges-more-than-ampeuro1-billion-in-support-of-mission-300-goals The financing will be implemented through EIB Global Investment Banking UniCredit renews the EDGE Certification across Europe, reconfirming the Global Status News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128495/unicredit-renews-the-edge-certification-across-europe-reconfirming-the-global-status Together, these markets represent more than 80% of our people, making UniCredit the first and only pan‑European bank to be recertified at such scale and eligible for the prestigious EDGE Global Certification. Investment Banking London’s Allica Bank targets 10% UK SMB market share by 2028 after €131 million raise News Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128435/londonamprsquos-allica-bank-targets-10-uk-smb-market-share-by-2028-after-ampeuro131-million-raise The round was raised with investements from Ventura Capital, GLG , Sona AM and existing investors TCV and Blue Owl. Investment Banking The massive increase in fraud targeting customers in recent years can be reversed, new figures from Danske Bank show News Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128424/the-massive-increase-in-fraud-targeting-customers-in-recent-years-can-be-reversed-new-figures-from-danske-bank-show Most people will likely recognize a similar text message from 2025, when Danes were repeatedly exposed to fraudulent messages, fake websites, and manipulative phone calls. Investment Banking Quarterly GDP data highlights UK economy's stagnation prior to Iran conflict News Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129022/quarterly-gdp-data-highlights-uk-economyamp039s-stagnation-prior-to-iran-conflict GDP for the year is estimated to have been marginally stronger than expected, but on a per capita basis the story is different. Comment, Analysis & Research Conflict, energy and markets: charting a course for investors News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129005/conflict-energy-and-markets-charting-a-course-for-investors In currencies, the dollar’s strength should remain temporary, and weakness to resume once the Fed cuts rates and overvaluation normalises. Comment, Analysis & Research Germany - Cautious recovery pressured by geopolitical uncertainty News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128965/germany-cautious-recovery-pressured-by-geopolitical-uncertainty The German economy showed early signs of improvement at the start of the year. Comment, Analysis & Research OECD hammers UK growth projections with biggest downgrade of all G20 economies News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128988/oecd-hammers-uk-growth-projections-with-biggest-downgrade-of-all-g20-economies Comparatively, the US is expected to see inflation spike to 4.2% this year, the highest level of all the G7 countries, before falling more quickly to 1.6% in 2027. Comment, Analysis & Research UK expats unaware they are set to lose low-cost route to building up state pension News Aggregation Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128941/uk-expats-unaware-they-are-set-to-lose-low-cost-route-to-building-up-state-pension The reforms will remove access to Class 2 voluntary National Insurance contributions for individuals living overseas Comment, Analysis & Research Rethinking stability in a time of geopolitical shifts and economic fragmentation News Team Wednesday, March 25, 2026 12:00 am https://europe.managersofwealth.com/article/128924/rethinking-stability-in-a-time-of-geopolitical-shifts-and-economic-fragmentation With its latest campaign, Rethink Stability, the Group extends the philosophy behind its longstanding Rethink Everything® positioning, bringing a more visually assertive and culturally attuned language to wealth management. Comment, Analysis & Research ‘Modern slavery an economic risk the City can no longer ignore’ News Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128889/amplsquomodern-slavery-an-economic-risk-the-city-can-no-longer-ignoreamprsquo Speakers at Justice for All event, sponsored by Rathbones, to urge City and financial services to confront modern slavery Comment, Analysis & Research UK banks should snap up their European rivals News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128860/uk-banks-should-snap-up-their-european-rivals The UK banks missed out that time around. Comment, Analysis & Research Campaign groups rail against Palantir, but the UK contracts keep coming News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128864/campaign-groups-rail-against-palantir-but-the-uk-contracts-keep-coming AI analytics firm has become influential in Whitehall, and FCA deal gives it yet more access to data Comment, Analysis & Research Oxford firm launches management platform to target gap News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128865/oxford-firm-launches-management-platform-to-target-gap The way people use real estate is evolving – fast. Comment, Analysis & Research Andrew Tully: Pensions face a new tax reality News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129023/andrew-tully-pensions-face-a-new-tax-reality Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value. Tax Grant Thornton plans 30% graduate hiring boost News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129013/grant-thornton-plans-30-graduate-hiring-boost The private equity-backed accountancy firm bucks the trend with higher entry-level hiring Tax Clients returning to the UK may benefit from new foreign income tax relief News Aggregation Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128960/clients-returning-to-the-uk-may-benefit-from-new-foreign-income-tax-relief You must meet certain conditions and actively claim the benefit, explains Keystone Law tax partner Alex Boothman Tax Inheritance tax climbs past the 2023/24 total and CGT soars News Aggregation Team Friday, March 20, 2026 12:00 am https://europe.managersofwealth.com/article/128854/inheritance-tax-climbs-past-the-202324-total-and-cgt-soars The impact of higher borrowing costs and renewed volatility in energy markets will appear in future releases, not today’s data. Tax Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent News Team Thursday, March 19, 2026 12:00 am https://europe.managersofwealth.com/article/128812/pension-iht-overhaul-locked-in-as-finance-bill-set-to-receive-royal-assent These proposals mean the process at death is likely to become more complex, with delays also anticipated in payments to non-exempt beneficiaries. Tax Inheritance tax on pensions gets the final green light despite industry pushback News Aggregation Team Thursday, March 19, 2026 12:00 am https://europe.managersofwealth.com/article/128814/inheritance-tax-on-pensions-gets-the-final-green-light-despite-industry-pushback From April 2027, pensions will form part of someone’s estate for IHT purposes when they die Tax Cum-Ex: Deutsche Bank pays millions for two external funds News Aggregation Team Wednesday, March 18, 2026 12:00 am https://europe.managersofwealth.com/article/128803/cum-ex-deutsche-bank-pays-millions-for-two-external-funds Deutsche Bank acted as a service provider for these funds and provided financing. Tax KPMG launches search for next UK Tech Innovator News Aggregation Team Monday, March 16, 2026 12:00 am https://europe.managersofwealth.com/article/128744/kpmg-launches-search-for-next-uk-tech-innovator The competition is open to tech and tech enabled businesses, and applications are now open for the UK competition online. Tax Overseas client returning to the UK? Make the most of new tax rules News Aggregation Team Friday, March 13, 2026 12:00 am https://europe.managersofwealth.com/article/128719/overseas-client-returning-to-the-uk-make-the-most-of-new-tax-rules When a UK expat returns to the UK in a hurry, unexpected tax exposure can arise quickly, warns Raquel Plaza of Blevins Franks Tax AIC urges government to reinstate 30% VCT tax relief News Aggregation Team Thursday, March 12, 2026 12:00 am https://europe.managersofwealth.com/article/128702/aic-urges-government-to-reinstate-30-vct-tax-relief AIC chief executive Richard Stone warned that cutting the tax incentive could undermine funding for high-growth UK companies. Tax Wise to Open Everyday Banking Accounts in UK in Deposit Push News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129019/wise-to-open-everyday-banking-accounts-in-uk-in-deposit-push The London-based money transfer company is launching an account that will hold money and pay out a 3.26% variable interest rate on balances Retail Banking Lloyds Banking Group and University of Glasgow announce groundbreaking agentic AI research programme News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/128991/lloyds-banking-group-and-university-of-glasgow-announce-groundbreaking-agentic-ai-research-programme As the partnership continues, the Group will develop and improve their understanding of how to harness the benefits of agentic AI. Retail Banking 2026 CaixaBank General Shareholders’ Meeting approves a final dividend of 2,320 million euros and increases total annual dividend to 3,500 million euros News Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129006/2026-caixabank-general-shareholdersamprsquo-meeting-approves-a-final-dividend-of-2320-million-euros-and-increases-total-annual-dividend-to-3500-million-euros This represents an increase of 15% in the annual gross dividend per share compared with 0.4352 euros gross per share in the previous year. Retail Banking Lloyds IT glitch exposed data of nearly 450,000 customers, MPs told News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129011/lloyds-it-glitch-exposed-data-of-nearly-450000-customers-mps-told More than 114,000 customers actively clicked on transactions that did not belong to them Retail Banking Lloyds supports Trent & Dove with new £88m finance package News Team Friday, March 27, 2026 12:00 am https://europe.managersofwealth.com/article/128969/lloyds-supports-trent-ampamp-dove-with-new-amppound88m-finance-package The finance package will help Trent & Dove continue its work maintaining high‑quality homes, developing new properties, and supporting neighbourhood projects. Retail Banking Monument Bank to launch UK's first tokenised retail deposits programme News Aggregation Team Thursday, March 26, 2026 12:00 am https://europe.managersofwealth.com/article/128956/monument-bank-to-launch-ukamp039s-first-tokenised-retail-deposits-programme The project is being run in partnership with blockchain company Midnight, with Monument planning to tokenise up to £250 million of retail customer deposits in the first phase. Retail Banking Clearhaus becomes Denmark's first acquirer to launch payment facilitator solution News Team Wednesday, March 25, 2026 12:00 am https://europe.managersofwealth.com/article/128935/clearhaus-becomes-denmarkamp039s-first-acquirer-to-launch-payment-facilitator-solution They no longer need each merchant to sign up separately with a payment provider – a capability that has not previously been offered by Danish acquirers. Retail Banking Metro Bank partners Equals Money for FX Forwards solution News Aggregation Team Monday, March 23, 2026 12:00 am https://europe.managersofwealth.com/article/128862/metro-bank-partners-equals-money-for-fx-forwards-solution The new service will enable Metro Bank commercial and corporate clients to better manage currency risk, and ensure greater predictability in cash flow and planning. Retail Banking ProCredit group ends 2025 with strong loan growth and digital retail banking transformation in full momentum; financial results reflect strategic transition News Team Thursday, March 19, 2026 12:00 am https://europe.managersofwealth.com/article/128818/procredit-group-ends-2025-with-strong-loan-growth-and-digital-retail-banking-transformation-in-full-momentum-financial-results-reflect-strategic-transition The year-end result of EUR 83.5 million corresponded to a RoE of 7.8%. Retail Banking UK banks keep £100 limit for contactless card payments despite FCA scrapping it News Aggregation Team Thursday, March 19, 2026 12:00 am https://europe.managersofwealth.com/article/128820/uk-banks-keep-amppound100-limit-for-contactless-card-payments-despite-fca-scrapping-it Banking lobby group says lenders are holding off changes as there is no widespread consumer demand for now 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 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 Europe leads pledging effort in campaign mobilising €15.5 billion for clean energy in Africa News Team Tuesday, November 25, 2025 12:00 am https://europe.managersofwealth.com/article/126875/europe-leads-pledging-effort-in-campaign-mobilising-ampeuro155-billion-for-clean-energy-in-africa The European Union led the pledging effort, with more than €15.1 billion. Planet SOS Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF News Team Thursday, November 20, 2025 12:00 am https://europe.managersofwealth.com/article/126792/investec-sole-mla-ampamp-bookrunner-on-amppound360m-amp-clean-energy-debt-for-asterion-ampamp-nwf AMP is a diversified distributed energy company with ~300MW of installed capacity in the UK across heat production, electricity production, and electricity storage. Planet SOS