Managers of Wealth - Europe https://europe.managersofwealth.com/ Mon, 17 Nov 2025 04:37:54 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Schroders to close UK Multi-Cap Income fund News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126684/schroders-to-close-uk-multi-cap-income-fund The sub-scale fund will close next month as the firm continues its plan to simplify the business. Wealth and Asset Management AFH Wealth Management publishes first IFA acquisitions white paper News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126691/afh-wealth-management-publishes-first-ifa-acquisitions-white-paper The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK. Wealth and Asset Management $2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126699/2bn-vontobel-credit-flagship-outwits-amp039pavlovian-dogsamp039-to-double-assets The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead. Wealth and Asset Management Entrepreneurial wealth in motion News Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126645/entrepreneurial-wealth-in-motion As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change. Wealth and Asset Management Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126646/swiss-private-wealth-update-inheritance-tax-referendum-trust-mampampa-and-ptc-planning Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies. Wealth and Asset Management Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe News Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126647/raiffeisen-bank-international-and-oddo-bhf-deepen-partnership-in-mergers-and-acquisitions-for-clients-in-austria-central-and-eastern-europe Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer Wealth and Asset Management Standard Chartered plans to reopen private bank in Switzerland – report News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126648/standard-chartered-plans-to-reopen-private-bank-in-switzerland-ampndash-report This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business. Wealth and Asset Management WH Ireland shares soar as wealth peer Team confirms all-share bid News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126654/wh-ireland-shares-soar-as-wealth-peer-team-confirms-all-share-bid WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share. Wealth and Asset Management UBS delays migration of ultra‑high‑net‑worth Credit Suisse clients – report News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126659/ubs-delays-migration-of-ultrahighnetworth-credit-suisse-clients-ampndash-report The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients. Wealth and Asset Management Schroder Income Growth Fund plc - Full Year Results News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126626/schroder-income-growth-fund-plc-full-year-results This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach. Wealth and Asset Management Prominent Departure at the Top of Swissquote News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126672/prominent-departure-at-the-top-of-swissquote There is a change at the head of the digital bank’s Board of Directors — and the successor has already been chosen. Executive Moves Mattioli Woods founder steps back as Mann becomes CEO News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126674/mattioli-woods-founder-steps-back-as-mann-becomes-ceo In the role he will continue to support client relationships, strategic partnerships and the development of the firm’s brand. Executive Moves Julius Baer announces new leadership for its home market Switzerland News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126683/julius-baer-announces-new-leadership-for-its-home-market-switzerland Marc Blunier and Alain Krüger will jointly assume leadership of Julius Baer’s market Switzerland as of 1 January 2026 Executive Moves ZKB Asset Management appoints new Head of Index Solutions News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126687/zkb-asset-management-appoints-new-head-of-index-solutions He will succeed Didier Böckli , who is taking early retirement at his own request at the end of March 2026 Executive Moves Freiburg Cantonal Bank: COO resigns News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126688/freiburg-cantonal-bank-coo-resigns The Freiburg Cantonal Bank needs to fill a strategically important position. An interim solution is in place. Executive Moves Broadridge Appoints Richard Street as Head of International Sales News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126689/broadridge-appoints-richard-street-as-head-of-international-sales Richard will be based in London and report to Mike Sleightholme, President of Broadridge International. Executive Moves Osmosis strengthens leadership with new hires News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126690/osmosis-strengthens-leadership-with-new-hires He is set to lead the firm’s next phase of systematic research and product innovation. Executive Moves Unity Trust Bank promotes Kiran Samra to chief risk officer News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126692/unity-trust-bank-promotes-kiran-samra-to-chief-risk-officer Joining Unity Trust Bank in 2018 from Co-operative Bank, Samra has served as head of operational risk since 2022. Executive Moves Bitcoin Suisse announces new client chief News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126698/bitcoin-suisse-announces-new-client-chief Roman Przibylla is the latest addition to Bitcoin Suisse, assuming the role of group chief client officer. Executive Moves Santander UK appoints HSBC's Gail Russell as head of everyday banking News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126649/santander-uk-appoints-hsbcamp039s-gail-russell-as-head-of-everyday-banking Russell brings over two decades of banking experience to Santander UK and previously spent nine years at HSBC in various leadership roles. Executive Moves Navigating consolidation in the financial advice and wealth management sector: Key insights from the FCA’s multi-firm review News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126680/navigating-consolidation-in-the-financial-advice-and-wealth-management-sector-key-insights-from-the-fcaamprsquos-multi-firm-review The FCA wants to support consolidators to invest and innovate to provide their clients with good outcomes on a long-term and stable basis. Legal, Regulation & Compliance FCA partners with Singapore to drive growth and AI innovation News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126681/fca-partners-with-singapore-to-drive-growth-and-ai-innovation This will enable innovative firms in the UK and Singapore to scale and operate across markets more effectively. Legal, Regulation & Compliance FCA review finds CFD providers may be failing to deliver fair value to consumers News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126682/fca-review-finds-cfd-providers-may-be-failing-to-deliver-fair-value-to-consumers Some good practice was in evidence, including firms simplifying fee structures and stopping investors who might not be able to shoulder losses from buying CFDs in the first place. Legal, Regulation & Compliance International: HR issues in the family office context — Retention and remuneration of family office personnel News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126693/international-hr-issues-in-the-family-office-context-ampmdash-retention-and-remuneration-of-family-office-personnel Balancing tradition, professionalism and legal compliance Legal, Regulation & Compliance Paraplanners increasing AI usage to tackle regulation pressure News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126658/paraplanners-increasing-ai-usage-to-tackle-regulation-pressure To tackle these pressures, many are responding with innovation with more than one in five (22%) now using AI either as part of their core processes, or for specific tasks. Legal, Regulation & Compliance Strengthening market resilience: navigating evolving dynamics in sovereign markets − speech by Lee Foulger News Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126660/strengthening-market-resilience-navigating-evolving-dynamics-in-sovereign-markets-ampminus-speech-by-lee-foulger Given at AFME's 20th Annual European Government Bond Conference Legal, Regulation & Compliance FT Adviser readers slam ‘totally unworkable’ IHT on pensions rules News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126656/ft-adviser-readers-slam-amplsquototally-unworkableamprsquo-iht-on-pensions-rules Responding to the article, FT Adviser readers set out their own concerns with the plans. Legal, Regulation & Compliance North Wales to pioneer UK’s first small modular reactors News Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126661/north-wales-to-pioneer-ukamprsquos-first-small-modular-reactors Anglesey set for thousands of new jobs as Prime Minister confirms Wylfa will host UK's first small modular nuclear reactors. Legal, Regulation & Compliance Building the mortgage market of tomorrow News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126625/building-the-mortgage-market-of-tomorrow The current mortgage market is healthy, but our Mortgage Rule Review is focussed on enabling the mortgage market of the future. Legal, Regulation & Compliance Banks: Regulation as a source of innovation? News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126630/banks-regulation-as-a-source-of-innovation Objectway has developed a collaborative approach to regulation Legal, Regulation & Compliance Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126673/profile-software-expands-axia-suite-with-next-generation-wealth-management-capabilities-for-retail-and-mass-affluent-clients These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement. FinTech Var Group announces business combination with 4IT SOLUTIONS News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126632/var-group-announces-business-combination-with-4it-solutions The transaction aims to create an end-to-end IT services offering to support the digital evolution of businesses across Switzerland. FinTech ECB’s digital Euro moves into build phase as Italian banks push for staggered rollout News Aggregation Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126594/ecbamprsquos-digital-euro-moves-into-build-phase-as-italian-banks-push-for-staggered-rollout The ECB says its plan is designed to keep central bank money accessible and relevant in an economy that is increasingly digital, reduce reliance on non-European payment service providers, and respond to the popularity of stablecoins. FinTech Czech startup Flowpay launches in the Netherlands with €30 million backing to close Europe’s SME financing gap News Aggregation Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126605/czech-startup-flowpay-launches-in-the-netherlands-with-ampeuro30-million-backing-to-close-europeamprsquos-sme-financing-gap The new line of credit will accelerate Flowpay’s mission to close Europe’s €400 billion SME financing gap by providing “fast, accessible, and flexible growth capital” to SMEs. FinTech AI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo Quang News Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126537/ai-and-health-the-healthcare-system-in-the-age-of-digital-transformation-ampndash-an-encounter-with-solampegravene-vo-quang Artificial Intelligence (AI) is enabling a new era of predictive medicine, detecting subtle signals early and allowing timely interventions that cut hospitalisation and structural costs FinTech Wealth management and the tokenised future News Aggregation Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126555/wealth-management-and-the-tokenised-future Blockchain will facilitate the greatest ever transfer of wealth, as traditional assets are tokenised and moved onto the blockchain. FinTech Lloyds Banking Group unveils UK’s first multi-feature AI-powered financial assistant News Team Thursday, November 06, 2025 12:00 am https://europe.managersofwealth.com/article/126530/lloyds-banking-group-unveils-ukamprsquos-first-multi-feature-ai-powered-financial-assistant Lloyds Banking Group furthers its AI capabilities, announcing its first AI financial assistant, available from early 2026. FinTech Temenos Earns 2025 Great Place To Work Certification Across 15 Locations News Team Wednesday, November 05, 2025 12:00 am https://europe.managersofwealth.com/article/126486/temenos-earns-2025-great-place-to-work-certification-across-15-locations Temenos now certified in the US, India, Ecuador, Hong Kong and Taiwan in addition to 10 locations announced earlier this year. FinTech Tangerine and Engine by Starling sign agreement to provide next generation banking for millions of Canadians News Team Wednesday, November 05, 2025 12:00 am https://europe.managersofwealth.com/article/126492/tangerine-and-engine-by-starling-sign-agreement-to-provide-next-generation-banking-for-millions-of-canadians Engine to provide complete digital banking platform for 2+ million Tangerine clients in Canada FinTech BIS urges central banks to reconsider approach to AI News Aggregation Team Tuesday, November 04, 2025 12:00 am https://europe.managersofwealth.com/article/126462/bis-urges-central-banks-to-reconsider-approach-to-ai The report pointed to the rapid and widespread adoption of AI by households and businesses. FinTech Allianz reports strong 9M results and increases outlook for full year 2025 News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126675/allianz-reports-strong-9m-results-and-increases-outlook-for-full-year-2025 Most likely, barring unforeseen significant natural catastrophes or capital market events the 2025 operating profit will be in the range between 17 and 17.5 billion euros. Alternative Investments Financial Information as of September 30th 2025 (1) News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126676/financial-information-as-of-september-30th-2025-1 The operating result grew significantly to € 5,941 million (+10.1%), driven by the very strong performance of P&C and supported by positive contributions from all business segments. Alternative Investments Platforum: Bespoke deals shape adviser platform pricing News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126677/platforum-bespoke-deals-shape-adviser-platform-pricing Some bespoke deals are priced at less than half of standard rates, as platforms compete to attract new assets in an increasingly competitive market. Alternative Investments Aviva plc In Focus and Q3 2025 Trading Update News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126678/aviva-plc-in-focus-and-q3-2025-trading-update Announcing upgraded cost synergies and quantifying capital synergies from Direct Line acquisition Alternative Investments Keep Britain Working: managing employees on long-term sick leave News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126679/keep-britain-working-managing-employees-on-long-term-sick-leave With over one in five working-age people out of work and projections suggesting another 600,000 could fall into this category by 2030, the implications of employees on long-term sick leave for businesses are significant. Alternative Investments Landsec raises guidance but leaves a complicated picture News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126685/landsec-raises-guidance-but-leaves-a-complicated-picture “The NAV is impacted by some one-off issues, but the results still feel underwhelming when compared to the 1.7% NAV increase recorded in the prior financial year. Alternative Investments How ManCos solve the cross-border structuring challenge News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126696/how-mancos-solve-the-cross-border-structuring-challenge Third-party management companies (“ManCos”) provide the infrastructure, expertise, and governance that transform complexity into a manageable process. Alternative Investments Calastone integrates tokenised fund distribution with Polygon network News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126697/calastone-integrates-tokenised-fund-distribution-with-polygon-network Calastone’s system now tokenises fund share classes while preserving existing administrative workflows, aiming to cut settlement times and reduce operational overheads for asset managers. Alternative Investments Saxo UK partners with Female Invest to mark 50 years of financial freedom for women News Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126644/saxo-uk-partners-with-female-invest-to-mark-50-years-of-financial-freedom-for-women Striking new installation commemorates half a century since women could open bank accounts in their own name but highlights unfinished business of financial equality Alternative Investments Reflation backdrop is positive for commercial real estate News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126651/reflation-backdrop-is-positive-for-commercial-real-estate Seth Laughlin, head of real estate strategy & research at Cohen & Steers, outlines key data points spotted in US market Alternative Investments Putin greenlights Citi’s Russia exit as part of bank's worldwide reorganization News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126667/putin-greenlights-citiamprsquos-russia-exit-as-part-of-bankamp039s-worldwide-reorganization Earlier Wednesday, Citigroup confirmed the approval from the Russia Presidential Office for the potential sale. Investment Banking Danske Vækstkapital IV kicks off: DKK 1.7 billion raised for investments in start-ups and growth companies News Aggregation Team Thursday, November 06, 2025 12:00 am https://europe.managersofwealth.com/article/126517/danske-vampaeligkstkapital-iv-kicks-off-dkk-17-billion-raised-for-investments-in-start-ups-and-growth-companies The first investments are expected to be closed in the near future, and additional capital will be raised over the next 12 months. Investment Banking Crédit Agricole CIB Financial results for the third quarter and first nine months 2025 News Team Thursday, October 30, 2025 12:00 am https://europe.managersofwealth.com/article/126393/crampeacutedit-agricole-cib-financial-results-for-the-third-quarter-and-first-nine-months-2025 Crédit Agricole S.A.'s financial results for the 3rd quarter and the first 9 months 2025 are available. Investment Banking Mediobanca Annual General Meeting and Board of Directors’ Meeting News Team Thursday, October 30, 2025 12:00 am https://europe.managersofwealth.com/article/126404/mediobanca-annual-general-meeting-and-board-of-directorsamprsquo-meeting Appointments to the various Board Committees will be approved at a meeting of the Board of Directors to be held shortly. Investment Banking BBVA soars on the stock market and Sabadell plummets after the failed takeover bid. News Aggregation Team Monday, October 20, 2025 1:00 am https://europe.managersofwealth.com/article/126172/bbva-soars-on-the-stock-market-and-sabadell-plummets-after-the-failed-takeover-bid BBVA rose 7% to €16.82 after the failed takeover bid, while Sabadell plummeted more than 6% to €3.02. Investment Banking Piraeus Bank Wins Three Euromoney Awards News Aggregation Team Tuesday, October 07, 2025 1:00 am https://europe.managersofwealth.com/article/125919/piraeus-bank-wins-three-euromoney-awards The awards were for: Europe’s Best Bank for Corporate Social Responsibility, Greece’s Best Bank for Environmental, Social and Governance (ESG), and Greece’s Best Digital Bank. Investment Banking Citigroup taps Barclays, Nordea executives to head Nordic investment banking News Aggregation Team Tuesday, October 07, 2025 1:00 am https://europe.managersofwealth.com/article/125934/citigroup-taps-barclays-nordea-executives-to-head-nordic-investment-banking The bankers each have nearly two decades of investment banking experience. Investment Banking Intesa, UniCredit, and Rome's Strategy for Generali News Aggregation Team Monday, October 06, 2025 1:00 am https://europe.managersofwealth.com/article/125900/intesa-unicredit-and-romeamp039s-strategy-for-generali Rome blocked UniCredit's acquisition of Banco BPM, backed the MPS-Mediobanca deal, and is now aiming to create a European-scale national savings hub. Investment Banking Barclays' co-head of FX trading left for Citi. His juniors are doing fine News Aggregation Team Friday, October 03, 2025 1:00 am https://europe.managersofwealth.com/article/125891/barclaysamp039-co-head-of-fx-trading-left-for-citi-his-juniors-are-doing-fine He joined from Goldman Sachs in 2020. Investment Banking Europe’s ‘climate bank’ maintains green finance target, tilts towards adaptation News Aggregation Team Wednesday, October 01, 2025 1:00 am https://europe.managersofwealth.com/article/125819/europeamprsquos-amplsquoclimate-bankamprsquo-maintains-green-finance-target-tilts-towards-adaptation The new investment roadmap will double climate adaptation funding, while targeting lower energy prices and slashing red tape Investment Banking Driven by optimism, powered by AI: the future of an essential business with Racem Flazi, Founder of LegalPlace News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126694/driven-by-optimism-powered-by-ai-the-future-of-an-essential-business-with-racem-flazi-founder-of-legalplace LegalPlace enables thousands of entrepreneurs, including those who would have never dared to launch a business, to set up their company easily, quickly and at very low cost. Comment, Analysis & Research ABN AMRO helps clients improve their financial health News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126650/abn-amro-helps-clients-improve-their-financial-health That means they could face difficulties if financial setbacks occur. Comment, Analysis & Research Do tariff cuts cut prices? News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126618/do-tariff-cuts-cut-prices If this trend continues, it might create inflation stickiness if the US Supreme Court rules other tariffs to be illegal. Comment, Analysis & Research Strong majority of LGPS expect further pool consolidation, Schroders and Room151 survey reveals News Aggregation Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126629/strong-majority-of-lgps-expect-further-pool-consolidation-schroders-and-room151-survey-reveals At the same time, investors continue to look for highly localised investments, with 67% seeking investments within their pool area or their administering authority area. Comment, Analysis & Research U.S. Treasury Central Clearing Survey: U.S. Firms Have High Degree of Confidence in Readiness While Europe and Asia Lag; Regulatory Clarity is a Key Factor News Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126601/us-treasury-central-clearing-survey-us-firms-have-high-degree-of-confidence-in-readiness-while-europe-and-asia-lag-regulatory-clarity-is-a-key-factor The survey, conducted by The ValueExchange, was designed to provide an update on where the industry stands with a little over twelve months to meet the cash implementation deadline. Comment, Analysis & Research BoE set to deliver rate cut for Christmas as unemployment rises and wage pressures ease News Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126606/boe-set-to-deliver-rate-cut-for-christmas-as-unemployment-rises-and-wage-pressures-ease The monetary policy committee had a tight 5-4 split on whether to hold or cut rates at last week’s meeting, with Andrew Bailey’s deciding vote erring on the side of caution. Comment, Analysis & Research Generation Summit 2025 – what’s the secret to long-term success for family businesses? News Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126617/generation-summit-2025-ampndash-whatamprsquos-the-secret-to-long-term-success-for-family-businesses For family-owned businesses – where leadership transitions are not merely a matter of practicality but a question of emotional family relationships, identity, and trust – this can be an especially fragile time. Comment, Analysis & Research Former TILLIT CIO launches fund research consultancy News Aggregation Team Monday, November 10, 2025 12:00 am https://europe.managersofwealth.com/article/126569/former-tillit-cio-launches-fund-research-consultancy Sheridan Admans has launched Infundly, offering independent fund research services to advisers, DFMs and wealth managers Comment, Analysis & Research Savers receive hardly any interest on Pillar 3a accounts anymore. News Aggregation Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126538/savers-receive-hardly-any-interest-on-pillar-3a-accounts-anymore With Pillar 3a, Swiss residents can save for retirement and simultaneously reduce their taxes. Comment, Analysis & Research Six reasons why advisers should choose investment trusts News Aggregation Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126539/six-reasons-why-advisers-should-choose-investment-trusts Adnan El-Araby argues why the investment trust universe deserves the close consideration of advisers Comment, Analysis & Research Tariffs could force multinationals into costly year-end true-ups News Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126686/tariffs-could-force-multinationals-into-costly-year-end-true-ups Many companies are still selling pre-tariff inventory or passing partial costs onto customers, while others are absorbing losses until comparables data become available. Tax Russia to remove UAE from tax haven blacklist Jan 1 News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126671/russia-to-remove-uae-from-tax-haven-blacklist-jan-1 The new agreement regulates the procedure for taxing the profit (income) of all residents of the two countries, and stipulates tax rates at the source of no more than 10%, applicable to income in the form of dividends, interest and royalties. Tax One in eight business chiefs set to leave UK over tax burden News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126635/one-in-eight-business-chiefs-set-to-leave-uk-over-tax-burden Among those planning to relocate a third (33%) said they will also move their business abroad, with another third looking to move as individuals, while the rest plan only to move their businesses. Tax Wealth industry slams ‘reckless’ 20% ‘exit tax’ proposal News Aggregation Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126593/wealth-industry-slams-amplsquorecklessamprsquo-20-amplsquoexit-taxamprsquo-proposal Reeves is understood to be considering the “settling-up charge” on business assets left in the UK as part of this month’s Budget, as she attempts to fill a multibillion-pound hole in the nation’s finances. Tax P1 Platform halves pension drawdown fee and lowers minimum charges News Aggregation Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126598/p1-platform-halves-pension-drawdown-fee-and-lowers-minimum-charges At the same time, the platform’s minimum account fee will drop from £5 to £2 per month. Tax UK sees sharpest fall in millionaire numbers as tax reforms drive wealth abroad News Aggregation Team Monday, November 10, 2025 12:00 am https://europe.managersofwealth.com/article/126580/uk-sees-sharpest-fall-in-millionaire-numbers-as-tax-reforms-drive-wealth-abroad Astons’ study, based on the Global Wealth Report 2025, examined the annual change in millionaire numbers across global markets. Tax ‘Reckless and self-defeating’: Leading wealth manager slams possible exit tax News Aggregation Team Monday, November 10, 2025 12:00 am https://europe.managersofwealth.com/article/126588/amplsquoreckless-and-self-defeatingamprsquo-leading-wealth-manager-slams-possible-exit-tax They’re redirecting capital to economies that reward ambition and provide stability. Tax Eight in ten savers say tax uncertainty is hurting their financial planning News Aggregation Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126558/eight-in-ten-savers-say-tax-uncertainty-is-hurting-their-financial-planning The findings come ahead of a highly anticipated budget expected to include a raft of tax changes. Tax Federal Council adopts dispatch on double taxation agreement with Zimbabwe News Team Thursday, November 06, 2025 12:00 am https://europe.managersofwealth.com/article/126514/federal-council-adopts-dispatch-on-double-taxation-agreement-with-zimbabwe The agreement will create legal certainty for the further development of bilateral economic relations and tax cooperation between the two countries. Tax Exit tax explained: advice for UHNWs ahead of Budget 2025 News Aggregation Team Wednesday, November 05, 2025 12:00 am https://europe.managersofwealth.com/article/126507/exit-tax-explained-advice-for-uhnws-ahead-of-budget-2025 Chancellor Rachel Reeves is considering an exit tax for wealthy individuals leaving the UK - here's everything you need to know Tax TSB’s profit soars ahead of Santander takeover News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126695/tsbamprsquos-profit-soars-ahead-of-santander-takeover It came as the bank drastically slashed costs, falling 7.5 per cent to £581.7m. Retail Banking Lloyds' use of staff bank data during pay talks 'concerning' News Aggregation Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126622/lloydsamp039-use-of-staff-bank-data-during-pay-talks-amp039concerningamp039 The UK's biggest lender compared its employees' spending habits to the wider public to show if they weathered the cost-of-living crisis better. Retail Banking ABN AMRO to acquire NIBC Bank News Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126628/abn-amro-to-acquire-nibc-bank The acquisition of NIBC also increases the scale of ABN AMRO’s position in the Dutch, German and Belgian savings markets. Retail Banking Nationwide promises to keep ALL branches open until at least 2030 in boost to high streets News Aggregation Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126643/nationwide-promises-to-keep-all-branches-open-until-at-least-2030-in-boost-to-high-streets The announcement from Britain's biggest building society bucks the trend that has seen more than two thirds of bank branches shuttered over the past decade. Retail Banking State Street to Extend Strategic Relationship with Intesa Sanpaolo News Team Tuesday, November 11, 2025 12:00 am https://europe.managersofwealth.com/article/126604/state-street-to-extend-strategic-relationship-with-intesa-sanpaolo Integration of Intesa Sanpaolo’s technology services strengthens State Street’s position as a primary securities services provider in Europe Retail Banking BBVA Switzerland launches an interactive experience to understand our investment behavior News Team Monday, November 03, 2025 12:00 am https://europe.managersofwealth.com/article/126437/bbva-switzerland-launches-an-interactive-experience-to-understand-our-investment-behavior The proposal is based on an idea that is as simple as it is powerful: understanding the reasons and emotions that mark the different phases of investing. Retail Banking Two dozen banks to shut in November News Aggregation Team Monday, November 03, 2025 12:00 am https://europe.managersofwealth.com/article/126438/two-dozen-banks-to-shut-in-november Two thirds of all high street branches have closed in the last decade Retail Banking A Critical Juncture: Lenders' Path to Commercial Excellence News Team Friday, October 31, 2025 12:00 am https://europe.managersofwealth.com/article/126408/a-critical-juncture-lendersamp039-path-to-commercial-excellence Together, multiple forces are tightening the margin for error in core banking book commercial models. Retail Banking Santander reduces new business and product transfer fixed rates and makes changes to large loan products News Team Tuesday, October 28, 2025 12:00 am https://europe.managersofwealth.com/article/126326/santander-reduces-new-business-and-product-transfer-fixed-rates-and-makes-changes-to-large-loan-products Alongside this, it is introducing new large loan products for remortgage customers across both ranges Retail Banking BBVA, companies' strategic partner News Team Monday, October 27, 2025 12:00 am https://europe.managersofwealth.com/article/126304/bbva-companiesamp039-strategic-partner BBVA is much more than a financial provider: it is the strategic partner that boosts companies’ growth, combining knowledge, innovation and sustainability. 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 Integrating sustainability risks, a major challenge News Aggregation Team Monday, November 10, 2025 12:00 am https://europe.managersofwealth.com/article/126585/integrating-sustainability-risks-a-major-challenge The insurance world was one of the first to integrate climate risk into its approaches. Planet SOS Our Net Zero Transition Plan 2025 News Team Friday, November 07, 2025 12:00 am https://europe.managersofwealth.com/article/126536/our-net-zero-transition-plan-2025 We believe delivering the transition will make the global economy stronger and more resilient. Planet SOS Ten years on from the Paris Agreement, rich countries’ pitiful climate targets fall drastically short News Team Thursday, October 30, 2025 12:00 am https://europe.managersofwealth.com/article/126397/ten-years-on-from-the-paris-agreement-rich-countriesamprsquo-pitiful-climate-targets-fall-drastically-short The richest and most polluting countries have betrayed the people being hit the hardest by climate disasters, particularly those in low-income countries, Indigenous people and women. Planet SOS ABN AMRO Sustainable Impact Fund publishes 2024 Impact Report News Team Wednesday, October 29, 2025 12:00 am https://europe.managersofwealth.com/article/126352/abn-amro-sustainable-impact-fund-publishes-2024-impact-report This includes a commitment of EUR 500 million to be deployed by ABN AMRO SIF, to support scalable climate solutions. Planet SOS Defending the grid – renewables on the frontline as nations invest to build energy security News Team Friday, October 24, 2025 1:00 am https://europe.managersofwealth.com/article/126270/defending-the-grid-ampndash-renewables-on-the-frontline-as-nations-invest-to-build-energy-security Until recently, most of this energy has come from one simple mechanism – burning things. Planet SOS Unlocking green growth: Why the UK is the smart bet for sustainable finance News Team Friday, October 24, 2025 1:00 am https://europe.managersofwealth.com/article/126285/unlocking-green-growth-why-the-uk-is-the-smart-bet-for-sustainable-finance The risks are real, and they are growing. Planet SOS Banks stick to ESG bonds, EU GBS yet to gain traction News Team Thursday, October 23, 2025 1:00 am https://europe.managersofwealth.com/article/126259/banks-stick-to-esg-bonds-eu-gbs-yet-to-gain-traction Bond issuance with the purpose of financing sustainability-linked loans (SLLBs) bypasses these difficulties as the KPIs and step-up/-down features are set at the level of the sustainability-linked loans. Planet SOS Schroders sources 100% renewable electricity News Team Tuesday, October 14, 2025 1:00 am https://europe.managersofwealth.com/article/126083/schroders-sources-100-renewable-electricity The partnership supports five habitat restoration and protection programmes Planet SOS Bridges to a sustainable economy – interview with Patrick Odier and Manuel Rybach News Team Monday, September 29, 2025 1:00 am https://europe.managersofwealth.com/article/125771/bridges-to-a-sustainable-economy-ampndash-interview-with-patrick-odier-and-manuel-rybach Sustainability and the integration of ESG factors in investing have been an important topic for the Swiss financial centre for quite some time. Planet SOS Switzerland signs agreements with Denmark on carbon storage News Team Thursday, September 04, 2025 1:00 am https://europe.managersofwealth.com/article/125313/switzerland-signs-agreements-with-denmark-on-carbon-storage They also serve as a basis for further cooperation in the field of negative emission technologies. Planet SOS