Managers of Wealth - Europe https://europe.managersofwealth.com/ Tue, 10 Feb 2026 11:45:42 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Deutsche Bank and DWS Deepen Collaboration to Strengthen Discretionary Portfolio Management News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128118/deutsche-bank-and-dws-deepen-collaboration-to-strengthen-discretionary-portfolio-management DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank Wealth and Asset Management Evelyn Partners including Bestinvest to become part of NatWest News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128120/evelyn-partners-including-bestinvest-to-become-part-of-natwest The value of investments can fall as well as rise and that you may not get back the amount you originally invested. Wealth and Asset Management DORA, Data, Consistency – A structural challenge for financial institutio News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128121/dora-data-consistency-ampndash-a-structural-challenge-for-financial-institutio Institutions with fragmented IT landscapes are under particular pressure. Wealth and Asset Management TISE raises more than £16k for Guernsey Cheshire Home News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128126/tise-raises-more-than-amppound16k-for-guernsey-cheshire-home The funds raised during these activities were then matched by TISE. Wealth and Asset Management Julius Baer MD exits to run independent asset manager News Aggregation Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128127/julius-baer-md-exits-to-run-independent-asset-manager Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting. Wealth and Asset Management Barclays posts strong Q4 results and announces another £1bn buyback News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128128/barclays-posts-strong-q4-results-and-announces-another-amppound1bn-buyback It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story. Wealth and Asset Management WealthBriefing Swiss Awards 2026 - Double win for Edmond de Rothschild News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128130/wealthbriefing-swiss-awards-2026-double-win-for-edmond-de-rothschild The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry. Wealth and Asset Management Pictet Group: Assets Under Management Reach a Record News Aggregation Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128131/pictet-group-assets-under-management-reach-a-record This is reflected in the unaudited results for 2025 released by the company on Tuesday. Wealth and Asset Management Rothschild & Co’s Swiss Wealth Management business wins two WealthBriefing Swiss Awards 2026 for best HNW Team and UHNW Team for International Clients News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128094/rothschild-ampamp-coamprsquos-swiss-wealth-management-business-wins-two-wealthbriefing-swiss-awards-2026-for-best-hnw-team-and-uhnw-team-for-international-clients Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards. Wealth and Asset Management Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128101/schroders-and-apollo-to-deliver-next-generation-investment-solutions-in-ambitious-multi-channel-partnership Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients Wealth and Asset Management Appointment of Peter Burrill as interim Group Chief Financial Officer News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128119/appointment-of-peter-burrill-as-interim-group-chief-financial-officer Standard Chartered PLC announces replacement of Diego De Giorgi Executive Moves British Business Bank appoints growth equity specialist as Managing Director of Direct Equity News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128122/british-business-bank-appoints-growth-equity-specialist-as-managing-director-of-direct-equity The British Business Bank, the UK’s economic development bank, has appointed Charlotte Lawrence as Managing Director of Direct Equity. Executive Moves Former city minister appointed to Open Banking board News Aggregation Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128123/former-city-minister-appointed-to-open-banking-board John Glen has held a number of prominent roles in the Treasury under the previous Conservative government Executive Moves Zurich Group: Group Chief People Officer resigns News Aggregation Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128124/zurich-group-group-chief-people-officer-resigns Group Chief People Officer Jolanda Grob will leave the Swiss insurer at the end of this month. Executive Moves Lloyds Banking Group names London ambassador News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128095/lloyds-banking-group-names-london-ambassador It has incredible businesses and communities, and as someone who is proud to be from West London, taking on this role is a special opportunity. Executive Moves Integritas Wealth Partners announces three new appointments News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128103/integritas-wealth-partners-announces-three-new-appointments People are at the heart of everything we do at Integritas. Executive Moves Dan Marsh appointed CEO at Octopus Money News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128106/dan-marsh-appointed-ceo-at-octopus-money Dan previously served as Chief Strategy Officer at Octopus Money. Executive Moves Close Brothers Property Finance appoints Shon Pallickaleth as business development director News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128107/close-brothers-property-finance-appoints-shon-pallickaleth-as-business-development-director In his new role, Pallickaleth will focus on growing Close Brothers Property Finance’s presence in the Midlands, South West and Wales Executive Moves LGT Private Bank onboards new managing directors News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128111/lgt-private-bank-onboards-new-managing-directors Edgard Vilela and Daniel Narath join after spells at Itaú Private Bank and Edmond de Rothschild respectively. Executive Moves L&G appoints Lucy Blanchard-Burton as Head of Mastertrust and IGC News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128112/lampampg-appoints-lucy-blanchard-burton-as-head-of-mastertrust-and-igc Blanchard-Burton will oversee UK’s largest commercial master trust. Executive Moves ECB keeps rates unchanged News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128099/ecb-keeps-rates-unchanged The Governing Council is determined to ensure that inflation stabilises at its 2 % target in the medium term. Legal, Regulation & Compliance ECB in comfortable ‘wait and see’ position as it holds rates again News Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128069/ecb-in-comfortable-amplsquowait-and-seeamprsquo-position-as-it-holds-rates-again The most recent ECB staff projections saw inflation easing to 1.9% in 2026 and 1.8% in 2027, strengthening the case for holding rates for the foreseeable future. Legal, Regulation & Compliance Monetary policy decisions News Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128072/monetary-policy-decisions At the same time, the outlook is still uncertain, owing particularly to ongoing global trade policy uncertainty and geopolitical tensions. Legal, Regulation & Compliance Salary sacrifice shake-up could hit millions more workers, OBR warns News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128081/salary-sacrifice-shake-up-could-hit-millions-more-workers-obr-warns Previous Government analysis published shortly after the Budget estimated that around 7.7 million employees currently use salary sacrifice to make pension contributions. Legal, Regulation & Compliance Nexus fails with FSCS following FCA action News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128083/nexus-fails-with-fscs-following-fca-action The FSCS said it had received 15 claims relating to pensions and investments advice against the firm. Legal, Regulation & Compliance UK firms pitch future technologies in first ever defence 'Dragons' Den' event News Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128084/uk-firms-pitch-future-technologies-in-first-ever-defence-amp039dragonsamp039-denamp039-event Pioneering defence firms have pitched their innovations directly to major investors in a first-of-its-kind Dragons’ Den-style event, set up by the Ministry of Defence. Legal, Regulation & Compliance The £4m prenup case: A banker, mistress and a court warning News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128091/the-amppound4m-prenup-case-a-banker-mistress-and-a-court-warning The case in question concerns a City banker who drained thousands from a joint marital account to finance an affair and has lost approximately £4m despite having a prenup in place. Legal, Regulation & Compliance FCA stops Advantage Wealth Management Ltd from carrying out regulated activities and imposes assets restriction News Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128052/fca-stops-advantage-wealth-management-ltd-from-carrying-out-regulated-activities-and-imposes-assets-restriction The action follows concerns that AWM is not being managed in a way that ensures that its affairs are conducted in a sound and prudent manner. Legal, Regulation & Compliance Bank Rate maintained at 3.75% - February 2026 Monetary Policy Summary and Minutes News Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128065/bank-rate-maintained-at-375-february-2026-monetary-policy-summary-and-minutes The Bank of England’s Monetary Policy Committee is responsible for making decisions about Bank Rate. Legal, Regulation & Compliance RiskConcile confirms latest acquisition in growth strategy News Aggregation Team Wednesday, February 04, 2026 12:00 am https://europe.managersofwealth.com/article/128019/riskconcile-confirms-latest-acquisition-in-growth-strategy Targets regulatory reporting in private, alts space Legal, Regulation & Compliance Broadridge to Acquire CQG, Expanding Global Futures and Options Trading Capabilities News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128100/broadridge-to-acquire-cqg-expanding-global-futures-and-options-trading-capabilities Acquisition will strengthen Broadridge’s execution management offering and advance its mission to deliver highly connected, multi-asset trading solutions worldwide FinTech BBVA Joins Banking Consortium to Issue European Stablecoin News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128117/bbva-joins-banking-consortium-to-issue-european-stablecoin BBVA has joined a consortium of eleven major European financial institutions that have formed a joint venture, Qivalis, to launch a euro-pegged stablecoin. The aim is to enable faster and cheaper payments, as well as the settlement of digital assets withi FinTech Wealth manager Sidekick gets richer with £8m injection News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128057/wealth-manager-sidekick-gets-richer-with-amppound8m-injection Founded in 2022, Sidekick has secured a Series A funding round led by Eos Ventures and which includes backing from the Development Bank of Wales, Sky News understands. FinTech Pictet funds hit as software selloff deepens News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128060/pictet-funds-hit-as-software-selloff-deepens Thematic funds run by Swiss asset manager, including £8.2bn Robotics fund, suffer losses as investors flee software stocks. FinTech Encouraging innovation, managing risks: the ECB's approach to digital transformation News Team Wednesday, February 04, 2026 12:00 am https://europe.managersofwealth.com/article/128021/encouraging-innovation-managing-risks-the-ecbamp039s-approach-to-digital-transformation Keynote speech by Patrick Montagner, Member of the Supervisory Board of the ECB, at the 10th Annual FinTech and Regulation Conference FinTech Parties sign MoU to accelerate the rollout of sovereign, Pan-European payment solutions News Team Tuesday, February 03, 2026 12:00 am https://europe.managersofwealth.com/article/127994/parties-sign-mou-to-accelerate-the-rollout-of-sovereign-pan-european-payment-solutions The cooperation brings together leading European payment solutions FinTech WealthArc accelerates global expansion as demand grows for next-generation data infrastructure News Team Tuesday, February 03, 2026 12:00 am https://europe.managersofwealth.com/article/128002/wealtharc-accelerates-global-expansion-as-demand-grows-for-next-generation-data-infrastructure The infrastructure is designed to scale well beyond current volumes, with processing capacity capable of supporting millions portfolios globally. FinTech BDO Switzerland is pooling its digital expertise under the name BDO Digital News Team Tuesday, February 03, 2026 12:00 am https://europe.managersofwealth.com/article/128008/bdo-switzerland-is-pooling-its-digital-expertise-under-the-name-bdo-digital The services are primarily aimed at small and medium-sized enterprises (SMEs) seeking holistic, practical digitalization FinTech Bain & Company acquires JJC FinTech to enhance CLM, KYC, and AML offerings for financial services clients News Team Tuesday, February 03, 2026 12:00 am https://europe.managersofwealth.com/article/128014/bain-ampamp-company-acquires-jjc-fintech-to-enhance-clm-kyc-and-aml-offerings-for-financial-services-clients Deal adds key expertise to further strengthen existing capabilities in Financial Services FinTech Advice firms’ lack of focus on cybersecurity is ‘worrying’ News Aggregation Team Monday, February 02, 2026 12:00 am https://europe.managersofwealth.com/article/127969/advice-firmsamprsquo-lack-of-focus-on-cybersecurity-is-amplsquoworryingamprsquo He presented delegates with consumer research that revealed 32% of the firms surveyed had no cybersecurity certificates or frameworks in place. FinTech Clarity Has Been Named UK & Ireland M-Files Partner of the Year News Team Tuesday, February 10, 2026 12:00 am https://europe.managersofwealth.com/article/128125/clarity-has-been-named-uk-ampamp-ireland-m-files-partner-of-the-year This accolade recognises Clarity’s exceptional performance, strategic commitment, and unmatched client success in delivering M-Files solutions across the region. Alternative Investments Schroders Solutions awarded significant OCIO mandate for E.ON’s UK pension scheme News Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128073/schroders-solutions-awarded-significant-ocio-mandate-for-eonamprsquos-uk-pension-scheme This follows a comprehensive strategic review by the Group Trustee of the Group’s long-term investment needs, with a focus on achieving value for money. Alternative Investments Degussa achieves record results in 2025 and, as a leading precious metals trader, comments on current price volatility. News Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128076/degussa-achieves-record-results-in-2025-and-as-a-leading-precious-metals-trader-comments-on-current-price-volatility Despite increased financing costs due to higher interest rates, Degussa was able to continue offering attractive terms and ensuring a stable and successful business. Alternative Investments BlackRock brings Preqin into Aladdin private markets News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128080/blackrock-brings-preqin-into-aladdin-private-markets The combined platform is designed to support investors as allocations to private assets grow, shared BlackRock. Alternative Investments France slides down EU per-capita wealth list News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128092/france-slides-down-eu-per-capita-wealth-list Some commentators have warned that France is slipping toward "thirdworld status" as the decline shows no sign of reversing. Alternative Investments Apex Advisory & Capital Raising Wins New Client Mandate with Investment Firm APEX News Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128044/apex-advisory-ampamp-capital-raising-wins-new-client-mandate-with-investment-firm-apex Apex Advisory & Capital Raising (“ACR”) in the UK, a wholly owned subsidiary of Apex Group, has announced a new client win with APEX, an unaffiliated investment firm in Portugal, known for its athlete-driven model and operational expertise Alternative Investments The future is private News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128046/the-future-is-private Fabio Osta, managing director, head of the alternatives specialists team in EMEA at BlackRock, reveals how structural shifts across Europe are ushering in a new era where private markets become core to investors’ portfolios. Alternative Investments Clifton Wealth Partnership grows Scotland presence with dual acquisitions News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128047/clifton-wealth-partnership-grows-scotland-presence-with-dual-acquisitions Cairn Independent was founded more than 40 years ago by Robert Young, who is retiring following the transaction. Alternative Investments Multifonds and Ultumus partnership targets ETF market News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128053/multifonds-and-ultumus-partnership-targets-etf-market Gives Multifonds' clients access to ETF tech platform Alternative Investments True Potential appoints Amundi as new strategic partner News Team Wednesday, February 04, 2026 12:00 am https://europe.managersofwealth.com/article/128018/true-potential-appoints-amundi-as-new-strategic-partner This appointment is a strategic move that demonstrates our agile approach to investment management Alternative Investments BBVA CIB Posts A Record 2025: €6,558 Million In Revenues News Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128055/bbva-cib-posts-a-record-2025-ampeuro6558-million-in-revenues Between January and December 2025, BBVA CIB channeled close to €68,000 million in sustainable business Investment Banking Société Générale to lay off 1,800 employees in France News Aggregation Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127829/sociampeacutetampeacute-gampeacutenampeacuterale-to-lay-off-1800-employees-in-france The bank is looking to avoid large job cut programmes that have high redundancy payouts and leave gaps in staff and instead will pursue the job cuts through voluntary leave or retirement. Investment Banking Deutsche Börse Group and Allfunds Group Sign Agreement on Recommended Acquisition of Allfunds Group News Team Thursday, January 22, 2026 12:00 am https://europe.managersofwealth.com/article/127781/deutsche-bampoumlrse-group-and-allfunds-group-sign-agreement-on-recommended-acquisition-of-allfunds-group Allfunds and Deutsche Börse Group’s Fund Services segment show strong complementarity across product suites, client bases, partners, and core markets, supporting an expanded and integrated fund services offering Investment Banking World-Leading CEOs will gather in Oslo for NBIM Investment Conference in April News Team Friday, January 16, 2026 12:00 am https://europe.managersofwealth.com/article/127689/world-leading-ceos-will-gather-in-oslo-for-nbim-investment-conference-in-april Jamie Dimon, Kenneth Griffin and Ajay Banga are among top executives exploring "What's a winning culture?" at NBIM’s annual Investment Conference in April. Investment Banking Deutsche Bank expands support for PayPal to strengthen global payment capabilities News Team Wednesday, January 14, 2026 12:00 am https://europe.managersofwealth.com/article/127633/deutsche-bank-expands-support-for-paypal-to-strengthen-global-payment-capabilities This collaboration builds on the considerable volume that Deutsche Bank already processes annually for PayPal, providing scalability and resilience. Investment Banking UK fintech investment second highest globally at £2.6bn News Aggregation Team Friday, January 09, 2026 12:00 am https://europe.managersofwealth.com/article/127550/uk-fintech-investment-second-highest-globally-at-amppound26bn The US remains the leading market for investment in the sector at £18.6bn Investment Banking Deutsche Bank tries to put its many crises behind it News Aggregation Team Thursday, January 08, 2026 12:00 am https://europe.managersofwealth.com/article/127535/deutsche-bank-tries-to-put-its-many-crises-behind-it German banking behemoth sees its shares trade above book value for first time since the 2008 financial crash Investment Banking New boss for Santander after £2.65bn TSB deal News Aggregation Team Monday, January 05, 2026 12:00 am https://europe.managersofwealth.com/article/127463/new-boss-for-santander-after-amppound265bn-tsb-deal Mike Regnier, announced in the wake of the TSB deal that he would step down by the end of March 2026. Investment Banking Can Barclays shares do it all over again in 2026? News Aggregation Team Friday, January 02, 2026 12:00 am https://europe.managersofwealth.com/article/127434/can-barclays-shares-do-it-all-over-again-in-2026 This high interest rate was then maintained for another year. Investment Banking Intesa Sanpaolo Strengthens Its Focus on the Middle East: Imi Cib Solidifies Its Role as a Strategic Partner in the Gulf Region News Team Friday, January 02, 2026 12:00 am https://europe.managersofwealth.com/article/127441/intesa-sanpaolo-strengthens-its-focus-on-the-middle-east-imi-cib-solidifies-its-role-as-a-strategic-partner-in-the-gulf-region These activities are further complemented by advisory and interest rate hedging operations. Investment Banking From legacy to liquidity: valuations and Intergenerational contracts for family offices News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128093/from-legacy-to-liquidity-valuations-and-intergenerational-contracts-for-family-offices Family offices sit on the front lines of this challenge. Seeking both growth and continuity Comment, Analysis & Research International collaboration crucial in guiding and advising ultra-high-net-worth families News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128096/international-collaboration-crucial-in-guiding-and-advising-ultra-high-net-worth-families Her expertise ranges from tax-optimised business succession, through inheritance and gift law to succession planning for wealthy individuals. Comment, Analysis & Research The world today – remarks by Andrew Bailey News Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128097/the-world-today-ampndash-remarks-by-andrew-bailey Given at the AlUla Conference for Emerging Market Economies 2026 Comment, Analysis & Research Definitive investment doctrine needed for ‘hard power’ portfolios News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128113/definitive-investment-doctrine-needed-for-amplsquohard-poweramprsquo-portfolios There have been a number of doctrines in foreign relations, some influencing portfolio allocation, but a new system of investing is developing to match the changing world order Comment, Analysis & Research HSBC plans to implement performance-based bonus cuts – report News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128079/hsbc-plans-to-implement-performance-based-bonus-cuts-ampndash-report According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted. Comment, Analysis & Research Why wealthy families are migrating – and why Dubai has become the leading destination News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128085/why-wealthy-families-are-migrating-ampndash-and-why-dubai-has-become-the-leading-destination The 2026 wealth migration: What every successful family should know Comment, Analysis & Research Five things that could derail the ECB News Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128043/five-things-that-could-derail-the-ecb Early-year momentum should improve, with support from German fiscal easing and accelerating NGEU disbursements throughout 2026. Comment, Analysis & Research UK savers advised to move fast for best savings deals News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128045/uk-savers-advised-to-move-fast-for-best-savings-deals In spite of the recent cut to interest rate, many easy-access account or fixed-rate bond rates have held up longer than expected. Comment, Analysis & Research Sovereign bonds revisited News Team Wednesday, February 04, 2026 12:00 am https://europe.managersofwealth.com/article/128016/sovereign-bonds-revisited Correlations between bonds and equities are no longer reliably negative. Comment, Analysis & Research Permira chair moves to Switzerland as wealthy executives rethink residency strategies News Aggregation Team Wednesday, February 04, 2026 12:00 am https://europe.managersofwealth.com/article/128017/permira-chair-moves-to-switzerland-as-wealthy-executives-rethink-residency-strategies Following the latest high-profile move, Spear's maps the ultra-wealthy who have left the UK since 2024 - and their chosen destinations Comment, Analysis & Research IHT investigations grow, recovering an extra £246m News Aggregation Team Monday, February 09, 2026 12:00 am https://europe.managersofwealth.com/article/128108/iht-investigations-grow-recovering-an-extra-amppound246m HMRC’s investigations are becoming increasingly complex, particularly when it comes to residential property. Tax Offshore bonds see resurgence in interest from advisers ahead of tax changes News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128071/offshore-bonds-see-resurgence-in-interest-from-advisers-ahead-of-tax-changes Standard Life said in December it expected trusts and onshore and offshore bonds to increase in popularity with advisers Tax More families setting up trusts to avoid inheritance tax News Aggregation Team Friday, February 06, 2026 12:00 am https://europe.managersofwealth.com/article/128082/more-families-setting-up-trusts-to-avoid-inheritance-tax A freeze to the tax-free threshold, which has been fixed at £325,000 since 2009 and will remain there until 2030, has dragged more estates into paying inheritance tax. Tax Nearly 45,000 UK properties worth £190bn lack ownership data News Aggregation Team Tuesday, February 03, 2026 12:00 am https://europe.managersofwealth.com/article/128013/nearly-45000-uk-properties-worth-amppound190bn-lack-ownership-data The analysis identifies several methods being used to obscure ownership. In some instances, overseas entities failed to register at all. Tax How to maximise your allowances before the end of the UK tax year News Team Friday, January 30, 2026 12:00 am https://europe.managersofwealth.com/article/127938/how-to-maximise-your-allowances-before-the-end-of-the-uk-tax-year With the end of the tax year on 5 April 2026 approaching, now is the perfect time to review your finances. Tax HMRC refunds £46m in tax overpayments to pensioners in Q4 2025 News Team Thursday, January 29, 2026 12:00 am https://europe.managersofwealth.com/article/127933/hmrc-refunds-amppound46m-in-tax-overpayments-to-pensioners-in-q4-2025 HMRC has taken steps to accelerate repayments, but the figures make clear that the core issue remains unresolved. Tax Lords warn current pension IHT rules risk chaos for executors News Aggregation Team Wednesday, January 28, 2026 12:00 am https://europe.managersofwealth.com/article/127898/lords-warn-current-pension-iht-rules-risk-chaos-for-executors That would be deeply unfair and risks turning an already demanding role into a costly and stressful exercise. Tax Capital Gains Tax receipts for 2025 fall 8.4% to £13.65 billion News Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127823/capital-gains-tax-receipts-for-2025-fall-84-to-amppound1365-billion HM Revenue and Customs data released today showed that Capital Gains Tax receipts for 2025 were £13.646 billion, down from £14.900 billion in 2024 – a fall of 8.4 per cent. Tax UK government rakes in £6.6bn from IHT in nine months News Aggregation Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127826/uk-government-rakes-in-amppound66bn-from-iht-in-nine-months Budget policies are expected to push the IHT take to £14.5 billion by 2030-31 Tax Soaring tax relief bill puts pensions and ISAs into policy spotlight News Team Thursday, January 22, 2026 12:00 am https://europe.managersofwealth.com/article/127791/soaring-tax-relief-bill-puts-pensions-and-isas-into-policy-spotlight "The reality is that pension tax relief has become more valuable, and more expensive, with every year of frozen thresholds. Tax Santander to cut costs further as profits rise despite another motor finance hit News Aggregation Team Thursday, February 05, 2026 12:00 am https://europe.managersofwealth.com/article/128064/santander-to-cut-costs-further-as-profits-rise-despite-another-motor-finance-hit The Spanish-owned lending giant reported a 14% rise in pre-tax profits to £1.51 billion for 2025. Retail Banking Thisbank, the UK's new branchless bank, promises human touch and competitive savings News Aggregation Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127811/thisbank-the-ukamp039s-new-branchless-bank-promises-human-touch-and-competitive-savings Thisbank was created by revitalising the UK arm of loss-making JN Bank under new leadership and ownership and backed by UK and US investment. Retail Banking Santander listed as the highest ranked European bank among Fortune’s 2026 World’s Most Admired Companies News Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127822/santander-listed-as-the-highest-ranked-european-bank-among-fortuneamprsquos-2026-worldamprsquos-most-admired-companies The list pays tribute to those best regarded among the world’s major corporate enterprises, based on a survey of 3,000 executives, directors and analysts. Retail Banking Fitch Affirms German Cooperative Banks and DZ BANK at 'AA-'; Outlook Stable News Aggregation Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127828/fitch-affirms-german-cooperative-banks-and-dz-bank-at-amp039aa-amp039-outlook-stable Fitch has withdrawn the ratings of 27 local cooperative banks following their merger with other members of the group. Retail Banking TrueLayer and Stripe bring Pay by Bank payments to Finland News Aggregation Team Wednesday, January 21, 2026 12:00 am https://europe.managersofwealth.com/article/127778/truelayer-and-stripe-bring-pay-by-bank-payments-to-finland The rollout begins this month and will soon be available to all Kustom merchants. Retail Banking Global Payments Giant Swift Completes ‘Landmark’ Tokenized Asset Trial News Aggregation Team Monday, January 19, 2026 12:00 am https://europe.managersofwealth.com/article/127714/global-payments-giant-swift-completes-amplsquolandmarkamprsquo-tokenized-asset-trial This marks the first time Swift orchestrated tokenized asset transactions as a single process across networks, integrating ISO 20022 messaging standards with blockchain platforms for secure workflows. Retail Banking Santander completes the sale of 49% of Santander Bank Polska to Erste Group News Team Monday, January 12, 2026 12:00 am https://europe.managersofwealth.com/article/127576/santander-completes-the-sale-of-49-of-santander-bank-polska-to-erste-group The transaction results in a net capital gain of approximately €1.9 billion for Santander. Retail Banking MUFG consolidates European banking operations News Aggregation Team Friday, January 09, 2026 12:00 am https://europe.managersofwealth.com/article/127554/mufg-consolidates-european-banking-operations It will provide corporate and investment banking alongside global markets services. Retail Banking NatWest Group plc: How a Legacy Bank Is Rebuilding Itself as a Digital Platform News Aggregation Team Monday, January 05, 2026 12:00 am https://europe.managersofwealth.com/article/127460/natwest-group-plc-how-a-legacy-bank-is-rebuilding-itself-as-a-digital-platform Retail banking used to be about who had the most branches on the high street. Retail Banking NatWest issues major announcement for customers who are social renters News Aggregation Team Monday, December 29, 2025 12:00 am https://europe.managersofwealth.com/article/127408/natwest-issues-major-announcement-for-customers-who-are-social-renters The bank has announced the expansion of its ringfenced social rent loan fund 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 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 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