Managers of Wealth - Europe https://europe.managersofwealth.com/ Sat, 13 Dec 2025 22:07:45 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP ABN AMRO announces significant risk transfer transaction with Blackstone News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127219/abn-amro-announces-significant-risk-transfer-transaction-with-blackstone This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans Wealth and Asset Management Investec named South Africa’s Bank of the Year 2025 by The Banker News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127220/investec-named-south-africaamprsquos-bank-of-the-year-2025-by-the-banker Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks ranking Wealth and Asset Management Standard Chartered deepens digital wealth push across EMEA News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127221/standard-chartered-deepens-digital-wealth-push-across-emea In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets. Wealth and Asset Management Brooks Wealth joins Integrity365 as group accelerates expansion News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127226/brooks-wealth-joins-integrity365-as-group-accelerates-expansion The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice. Wealth and Asset Management Barclays PB's Swiss CIO reimagines investment advice News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127230/barclays-pbamp039s-swiss-cio-reimagines-investment-advice Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers. Wealth and Asset Management Former Vontobel spin doctor strengthens his communications agency News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127231/former-vontobel-spin-doctor-strengthens-his-communications-agency The two new signings are Jan-Peter Schwartz and Oliver Zilcher. Wealth and Asset Management Chris Künzle: "This is now the benchmark in Swiss private banking." News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127232/chris-kampuumlnzle-ampquotthis-is-now-the-benchmark-in-swiss-private-bankingampquot In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector. Wealth and Asset Management Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127234/most-advisers-unprepared-for-the-amplsquogreat-wealth-transferamprsquo-says-unbiased-pro Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%. Wealth and Asset Management Crestbridge Family Office Services CEO Recognised at WealthBriefing MENA Awards News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127235/crestbridge-family-office-services-ceo-recognised-at-wealthbriefing-mena-awards The winners were selected by an independent panel of judges, with Heather awarded the top prize for leadership, in recognition of her commitment to delivering innovative solutions to clients in the region and championing service excellence. Wealth and Asset Management Julius Baer's chief strategist expects calmer waters in 2026. News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127242/julius-baeramp039s-chief-strategist-expects-calmer-waters-in-2026 Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, ​​is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected. Wealth and Asset Management FE fundinfo appoints Raza as CFO and COO News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127222/fe-fundinfo-appoints-raza-as-cfo-and-coo He joins from Calastone, where he served as CFO and deputy CEO, and brings extensive investment banking and fintech expertise to FE fundinfo. Executive Moves Multi-family office deputy CIO resurfaces with VC investment club News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127227/multi-family-office-deputy-cio-resurfaces-with-vc-investment-club Alberto Perucchini has co-founded an investment club with three Swiss-based families with a focus on VC. The club also has a subsidiary for advisory services. Executive Moves Linklaters appoints Matthew Keogh as Global Practice Head of Investment Funds News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127233/linklaters-appoints-matthew-keogh-as-global-practice-head-of-investment-funds Matthew succeeds Silke Bernard who completed her four-year term last month. Executive Moves Knight Frank appoints new senior partner and group chair News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127195/knight-frank-appoints-new-senior-partner-and-group-chair Rory Penn will succeed William Beardmore-Gray Executive Moves M&G plc Appoints Simon Tasker as Chief Transformation Officer News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127197/mampampg-plc-appoints-simon-tasker-as-chief-transformation-officer He was previously a Partner at Deloitte and held senior leadership roles at Credit Suisse, including Managing Director, Head of Strategic Change, Legal Entity Structuring and Transformation. Executive Moves Deutsche Bank has found a head for its wealth management unit in Zurich News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127202/deutsche-bank-has-found-a-head-for-its-wealth-management-unit-in-zurich This new appointment is intended to strengthen services for high-net-worth clients and family offices Executive Moves IQ-EQ Guernsey appoints Client Relationship Director News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127207/iq-eq-guernsey-appoints-client-relationship-director Niel brings 17 years of experience in the funds industry and will work closely with client teams to further strengthen service delivery and support the firm’s growth strategy. Executive Moves Capco expands Swiss management team with banking specialist News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127212/capco-expands-swiss-management-team-with-banking-specialist In his new role, he will develop and implement digitalization and innovation projects for Swiss banks. Executive Moves Matrixport Appoints Dominik Oggenfuss as Chief Executive Officer of Matrixport Asset Management AG News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127213/matrixport-appoints-dominik-oggenfuss-as-chief-executive-officer-of-matrixport-asset-management-ag Dominik was previously a partner at Welsbach Holdings, bringing extensive experience in strategic advisory, venture and alternative investments. Executive Moves Empire Global Finance appoints new head of private clients News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127167/empire-global-finance-appoints-new-head-of-private-clients His background includes launching a commercial lending proposition, running his own wealth management practice in London and advising UHNW clients at leading private finance firms. Executive Moves Governing Council proposes simplification of EU banking rules News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127228/governing-council-proposes-simplification-of-eu-banking-rules These recommendations were endorsed by the Governing Council and will now be presented to the European Commission. Legal, Regulation & Compliance Budget uncertainty puts UK economy into reverse with negative growth News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127236/budget-uncertainty-puts-uk-economy-into-reverse-with-negative-growth This figure also misses what were already low expectations and doesn’t bode well for next month’s figure either. Legal, Regulation & Compliance FCA fines Nationwide Building Society £44m for AML failings News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127238/fca-fines-nationwide-building-society-amppound44m-for-aml-failings The building society had poor anti-financial crime systems and controls between October 2016 and July 2021 Legal, Regulation & Compliance Stablecoin payments a priority for 2026 as FCA outlines growth achievements News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127192/stablecoin-payments-a-priority-for-2026-as-fca-outlines-growth-achievements The package of growth reforms enables firms to scale, supports home ownership, bolsters capital markets, and gives consumers more options to invest. Legal, Regulation & Compliance FCA launches Firm Checker to fight financial crime News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127193/fca-launches-firm-checker-to-fight-financial-crime By using the tool and checking if a firm is authorised and has the correct permissions to provide services, people can significantly reduce their chances of falling victim to fraud. Legal, Regulation & Compliance UK private wealth immigration: the Budget and “earned settlement” consultation News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127196/uk-private-wealth-immigration-the-budget-and-ampldquoearned-settlementamprdquo-consultation In the 2025 Budget, the political rhetoric on immigration focuses more on asylum reform and less so on economic migration. Legal, Regulation & Compliance Monetary Policy Assessment of 11 December 2025 News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127200/monetary-policy-assessment-of-11-december-2025 National Bank leaves SNB policy rate unchanged at 0% Legal, Regulation & Compliance The Digital Euro: A New Era for the European Monetary System News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127203/the-digital-euro-a-new-era-for-the-european-monetary-system The digital euro is now at the heart of discussions about Europe’s monetary sovereignty, competitiveness, and the future of payments. Legal, Regulation & Compliance Promoting innovation while guarding against financial stability risks − speech by Randy Kroszner News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127214/promoting-innovation-while-guarding-against-financial-stability-risks-ampminus-speech-by-randy-kroszner He argues that while innovations in the financial system may be new, the channels through which they create risk are often familiar. Legal, Regulation & Compliance Farrer & Co sponsors the Tech Innovator Award at the Tide everywoman Entrepreneur Awards 2025 News Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127171/farrer-ampamp-co-sponsors-the-tech-innovator-award-at-the-tide-everywoman-entrepreneur-awards-2025 This award celebrates female founders who are driving change through technology, despite the funding hurdles and systemic barriers that still exist in the UK tech ecosystem. Legal, Regulation & Compliance Embracing Banking Megatrends: Insights from MoneyLive Conference and the Path to Composable Transformation News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127240/embracing-banking-megatrends-insights-from-moneylive-conference-and-the-path-to-composable-transformation Banks are under increasing pressure to modernize their architectures. FinTech Health and social care businesses build cash buffers but double down on AI investment plans News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127204/health-and-social-care-businesses-build-cash-buffers-but-double-down-on-ai-investment-plans Nearly three quarters (74 per cent) of business leaders in the health and social care sector reported that sales pipelines and overall demand for their products and services were stronger than average for Q3. FinTech Why the AI megatrend is far from peaking News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127206/why-the-ai-megatrend-is-far-from-peaking AI remains the decade’s most disruptive technology, with cloud platforms and semiconductor suppliers poised to benefit most. FinTech Bank Aston welcomes Guernsey's Digital Currencies Consultation News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127210/bank-aston-welcomes-guernseyamp039s-digital-currencies-consultation The GFSC launched its Digital Finance Initiative in September FinTech Accenture wins £180m FNZ deal; buys stake in business News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127165/accenture-wins-amppound180m-fnz-deal-buys-stake-in-business The new contract is spread over 6-8 years and worth £180m in total. FinTech Murex powers Aldermore Bank’s move to cloud treasury platform News Aggregation Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127144/murex-powers-aldermore-bankamprsquos-move-to-cloud-treasury-platform The shift toward cloud-based treasury platforms is also accelerating as institutions seek lower operating costs and faster product deployment cycles. FinTech Commission fines X €120 million under the Digital Services Act News Team Monday, December 08, 2025 12:00 am https://europe.managersofwealth.com/article/127120/commission-fines-x-ampeuro120-million-under-the-digital-services-act The breaches include the deceptive design of its ‘blue checkmark', the lack of transparency of its advertising repository, and the failure to provide access to public data for researchers. FinTech Ortec Finance unveils new financial planning research News Team Friday, December 05, 2025 12:00 am https://europe.managersofwealth.com/article/127099/ortec-finance-unveils-new-financial-planning-research The research report aims to help wealth managers, platforms, and life and pensions providers prepare for a rapidly evolving landscape. FinTech SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland News Team Wednesday, December 03, 2025 12:00 am https://europe.managersofwealth.com/article/127051/ssampampc-expands-european-wealth-management-capabilities-with-new-mifid-license-in-ireland License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub FinTech A Major European Bank Opened Crypto Trading to Everyday Customers—Here's Why That Matters for Bitcoin's Next Move News Aggregation Team Tuesday, December 02, 2025 12:00 am https://europe.managersofwealth.com/article/127013/a-major-european-bank-opened-crypto-trading-to-everyday-customersampmdashhereamp039s-why-that-matters-for-bitcoinamp039s-next-move Traditional banking is finally embracing cryptocurrency in a way that could reshape retail investor access across Europe. FinTech Aberdeen to acquire management of Closed End Funds News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127229/aberdeen-to-acquire-management-of-closed-end-funds Aberdeen enters into agreement with MFS to acquire management of Closed End Funds with assets totalling £1.5bn Alternative Investments Bond and ETF demand lifts global fund assets: Efama News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127237/bond-and-etf-demand-lifts-global-fund-assets-efama Worldwide net assets also increased by 5% in US-dollar terms to $91.1 trillion, supported by a weakening of the dollar against the euro. Alternative Investments MPS assets surge 32% to £190bn as adviser usage grows News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127239/mps-assets-surge-32-to-amppound190bn-as-adviser-usage-grows 21% of the 296 advisers surveyed said they plan to increase their allocation to discretionary MPSs in the next year Alternative Investments Santander, L&G Launch Sterling money market fund News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127241/santander-lampampg-launch-sterling-money-market-fund The fund aims to offer stable value and competitive yields while maintaining a strong focus on capital preservation, shared the asset managers. Alternative Investments SIX welcomes Swiss Prime Site Solutions as new fund provider News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127194/six-welcomes-swiss-prime-site-solutions-as-new-fund-provider Asset allocation is primarily focused on office, commercial, retail and light industrial usage types. Alternative Investments Over three quarters plan to invest less or nothing in VCTs News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127201/over-three-quarters-plan-to-invest-less-or-nothing-in-vcts The results showed 41.6% of investors won’t invest in Venture Capital Trusts (VCTs) once the changes are introduced, while 43.5% will invest less Alternative Investments Universal enters active ETF market News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127211/universal-enters-active-etf-market Platform and framework launch for white-label active ETF products Alternative Investments The Pensions Regulator probes barriers to investment in private markets News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127166/the-pensions-regulator-probes-barriers-to-investment-in-private-markets TPR published private markets guidance last year to help trustees improve outcomes for savers by properly considering the full range of options available. Alternative Investments William Blair Investment Management Named a 2025 Best Place to Work News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127168/william-blair-investment-management-named-a-2025-best-place-to-work The magazine began compiling the list in 2012 to recognize the best employers in the money management industry, and this year marks the 13th time William Blair Investment Management has been honored. Alternative Investments European bank watchdog flags rising NBFI risks in Cayman, UK News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127172/european-bank-watchdog-flags-rising-nbfi-risks-in-cayman-uk The report noted that recent market volatility in the United States, including stress involving some regional banks in mid-October, pushed these interconnections into focus. Alternative Investments Two out of three entrepreneurs want to stop within 10 years, but business succession falters News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127071/two-out-of-three-entrepreneurs-want-to-stop-within-10-years-but-business-succession-falters This is evident from the Sector Forecasts 2026-2027 published today by ABN AMRO. Investment Banking A Strengthened Cross-Border Alliance: UniCredit and Alpha Bank Advance Joint Agenda News Team Thursday, November 27, 2025 12:00 am https://europe.managersofwealth.com/article/126939/a-strengthened-cross-border-alliance-unicredit-and-alpha-bank-advance-joint-agenda Both organizations reaffirmed their shared ambition to shape one of the most effective and comprehensive cross-border banking collaborations in Europe. Investment Banking ING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stake News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126785/ing-bank-%C5%9Bl%C4%85ski-takes-full-control-of-goldman-sachs-tfi-by-acquiring-remaining-55-stake ING Bank Śląski holds the current 45% of Goldman Sachs TFI since 2019 Investment Banking Scaling the Global Hausbank: Deutsche Bank launches new phase of growth and value creation News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126733/scaling-the-global-hausbank-deutsche-bank-launches-new-phase-of-growth-and-value-creation Deutsche Bank’s goal is to tap significant further growth potential, building on its position as the trusted partner for clients in a changing environment. Investment Banking 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 Modern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping) News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127218/modern-classics-supercars-and-ferraris-why-the-classic-car-market-is-booming-and-shows-no-sign-of-stopping For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management. Comment, Analysis & Research Half of consumers would use targeted support, Dynamic Planner reveals News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127191/half-of-consumers-would-use-targeted-support-dynamic-planner-reveals The study, conducted in conjunction with behavioural consultancy Humans and Money, found that 52% of consumers would engage with targeted support. Comment, Analysis & Research Half of wealthy individuals don’t keep written record of financial gifts News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127164/half-of-wealthy-individuals-donamprsquot-keep-written-record-of-financial-gifts Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills Comment, Analysis & Research It is time to start the preparation for full IRRD compliance News Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127163/it-is-time-to-start-the-preparation-for-full-irrd-compliance Transposition has not happened so far in Hungary Comment, Analysis & Research Sustainability, system changes, and Swiss strength – Hubert Keller gives keynote interview at the FT Global Banking Summit News Team Monday, December 08, 2025 12:00 am https://europe.managersofwealth.com/article/127115/sustainability-system-changes-and-swiss-strength-ampndash-hubert-keller-gives-keynote-interview-at-the-ft-global-banking-summit The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics. Comment, Analysis & Research The Crucial Role of IFCs in Cross-border Philanthropy News Team Monday, December 08, 2025 12:00 am https://europe.managersofwealth.com/article/127131/the-crucial-role-of-ifcs-in-cross-border-philanthropy Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues. Comment, Analysis & Research CIO Lens: Bubbles, brooding and balance News Aggregation Team Friday, December 05, 2025 12:00 am https://europe.managersofwealth.com/article/127089/cio-lens-bubbles-brooding-and-balance On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability. Comment, Analysis & Research Is it time to add to European equities? News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127064/is-it-time-to-add-to-european-equities As a result, European equity prices have remained steady since the summer. Comment, Analysis & Research Only a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunities News Aggregation Team Wednesday, December 03, 2025 12:00 am https://europe.managersofwealth.com/article/127041/only-a-fifth-of-advisers-have-developed-clear-profiles-for-their-target-clients-ampndash-latest-research-suggests-those-without-may-be-limiting-their-growth-opportunities Featuring the views of over 200 advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial Advice Firms, has revealed a number of interesting insights into the value of planning when targeting new clients. When Comment, Analysis & Research Poor platform service still harming advisers, study finds News Aggregation Team Wednesday, December 03, 2025 12:00 am https://europe.managersofwealth.com/article/127044/poor-platform-service-still-harming-advisers-study-finds Service issues remain widespread. Ninety per cent of advisers said they have apologised to clients in the past year because of platform failings, down slightly from 95% in 2024. Comment, Analysis & Research Old Mill proud to be part of Kinbrook Group’s national ranking News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127225/old-mill-proud-to-be-part-of-kinbrook-groupamprsquos-national-ranking This national recognition reflects the strength and momentum of the Group as it brings together a growing network of high-performing firms delivering expert accountancy, wealth management, financial planning, legal, and advisory services across the UK. Tax HSBC to pay about $300 million to settle French tax probe, Bloomberg News reports News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127173/hsbc-to-pay-about-300-million-to-settle-french-tax-probe-bloomberg-news-reports HSBC, in October, said it ​had made a $300 million provision against the investigations. Tax How you can beat the 60% tax trap News Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127161/how-you-can-beat-the-60-tax-trap Believe it or not, there can be a downside to having income of £100,000 or more – a 60% tax bill. As an increasing number of people get caught in the 60% tax trap, we outline some simple steps to help you avoid it. Tax HNWIs have no written record of what they have gifted to loved ones complicating IHT News Aggregation Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127162/hnwis-have-no-written-record-of-what-they-have-gifted-to-loved-ones-complicating-iht This is a smart way to manage inheritance tax (IHT), but only if the right records are kept and put in writing. Tax Autumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value property News Aggregation Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127065/autumn-budget-2025-deep-dive-what-rachel-reevesamprsquo-tax-reforms-mean-for-private-wealth-and-high-value-property Her point is hard to dispute. One of the most eye-catching measures is probably the so-called Mansion Tax, an annual council tax surcharge of at least £2,500 on properties valued above £2 million. Tax Over £1 million in investments? What the Budget means for your finances News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127066/over-amppound1-million-in-investments-what-the-budget-means-for-your-finances The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years. Tax The end of the UK Non-Dom Regime and other UK tax changes News Team Tuesday, December 02, 2025 12:00 am https://europe.managersofwealth.com/article/127016/the-end-of-the-uk-non-dom-regime-and-other-uk-tax-changes Discover the UK tax changes and why Switzerland is the smart alternative for global private clients. Tax High earners to be £28k worse off by 2030 from frozen thresholds News Aggregation Team Tuesday, December 02, 2025 12:00 am https://europe.managersofwealth.com/article/127029/high-earners-to-be-amppound28k-worse-off-by-2030-from-frozen-thresholds HENRYs were among the hardest hit by this Budget Tax Swiss reject millionaire inheritance tax fearing wealth exodus News Aggregation Team Monday, December 01, 2025 12:00 am https://europe.managersofwealth.com/article/126986/swiss-reject-millionaire-inheritance-tax-fearing-wealth-exodus The plan ran into staunch opposition from the government and all parties aside from the left. Tax Budget boost for UK wealth managers News Aggregation Team Monday, December 01, 2025 12:00 am https://europe.managersofwealth.com/article/127007/budget-boost-for-uk-wealth-managers Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero Modern Tax Generali and France's BPCE scrap plans to merge asset management units News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127223/generali-and-franceamp039s-bpce-scrap-plans-to-merge-asset-management-units Generali in January signed a non-binding accord with BPCE to combine their asset management units - Generali Investment Holding and Natixis Investment Managers - and create Europe's largest asset manager by revenue. Retail Banking StreamBank unveils simplified bridging product range News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127224/streambank-unveils-simplified-bridging-product-range Loans are available from £100,000 to £3 million, with options for both FCA regulated and unregulated cases. Retail Banking NatWest Group joins finance firms to launch UK Retail Investment Campaign News Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127186/natwest-group-joins-finance-firms-to-launch-uk-retail-investment-campaign The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat. Retail Banking Lloyds completes its first India–UK digital Letter of Credit on WaveBL News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127072/lloyds-completes-its-first-indiaampndashuk-digital-letter-of-credit-on-wavebl It was executed entirely through the WaveBL platform and demonstrates how digital trade is shifting from long processing cycles to almost real-time execution. Retail Banking NatWest signs four university partnerships to fuel UK entrepreneurial growth News Team Friday, November 28, 2025 12:00 am https://europe.managersofwealth.com/article/126968/natwest-signs-four-university-partnerships-to-fuel-uk-entrepreneurial-growth Universities of Oxford, Manchester, Brighton and York sign Entrepreneur partnerships with Britain’s biggest bank for business. Retail Banking Tietoevry Banking publishes insight report on card transformation for leading banks News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126749/tietoevry-banking-publishes-insight-report-on-card-transformation-for-leading-banks These are the four factors behind successful banking transformation Retail Banking International Banker 2025 Western & Eastern European Awards Winners News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126704/international-banker-2025-western-ampamp-eastern-european-awards-winners The turmoil has prompted investors to sell off French assets, raising domestic financing costs relative to those of its European peers. Retail Banking London calling: HSBC decision makers mull next steps for retail biz News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126708/london-calling-hsbc-decision-makers-mull-next-steps-for-retail-biz The sale process has been playing out under much secrecy since it was launched in July, part of a global clean-up of the bank by new chief executive Georges Elhedery. Retail Banking 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 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 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 ESG Economist - Natural gas remains an industrial lifeline News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126768/esg-economist-natural-gas-remains-an-industrial-lifeline In this analysis, we examine the largest sources of CO2 emissions in manufacturing, particularly from companies in energy-intensive industrial subsectors in the EU. Planet SOS EBRD backs cement leader in push for low-carbon future News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126786/ebrd-backs-cement-leader-in-push-for-low-carbon-future In 2024, the EBRD successfully provided a €25 million loan to finance investment in the decarbonisation of Çimsa’s plant in Eskişehir – the first time the EBRD had invested in the Turkish cement sector. Planet SOS Deutsche Bank sets new 2030 sustainable and transition finance target, and publishes its initial Transition Finance Framework News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126730/deutsche-bank-sets-new-2030-sustainable-and-transition-finance-target-and-publishes-its-initial-transition-finance-framework The bank underpinned its focus on nature-related solutions with a new nature transaction ambition. Planet SOS European Commission announces Sustainable Transport Investment Plan to advance low-and-no-carbon fuels News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126702/european-commission-announces-sustainable-transport-investment-plan-to-advance-low-and-no-carbon-fuels A key focus of the package is to support production of e-fuels, a pathway considered critical to decarbonising air and sea transport, but with no European projects yet achieving final investment decision. Planet SOS 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