Managers of Wealth - Europe https://europe.managersofwealth.com/ Sat, 25 Apr 2026 06:07:55 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP The CEO of a $24 billion Dutch lender has sandwiches once a week with the staff to hear their views and get them on side with cost cuts News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129429/the-ceo-of-a-24-billion-dutch-lender-has-sandwiches-once-a-week-with-the-staff-to-hear-their-views-and-get-them-on-side-with-cost-cuts Last November, the bank announced a plan to increase return on equity to at least 12%, while keeping its cost/income ratio below 55%. Wealth and Asset Management Rothschild & Co receives four major awards from Global Finance News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129431/rothschild-ampamp-co-receives-four-major-awards-from-global-finance These awards reflect our leadership across key regions and sectors. Wealth and Asset Management Building a nation of investors News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129432/building-a-nation-of-investors Emma Crystal, CEO, Private Banking & Wealth Management, explains how investing supports a strong UK economy and why it needs to be part of our national mindset. Wealth and Asset Management Nordea earns international recognition for digital customer experience News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129438/nordea-earns-international-recognition-for-digital-customer-experience Over the past year, Nordea has also enhanced its savings platform to support more customers digitally. Wealth and Asset Management TIAA Cranks Up the Volume of Wealth Management with ‘Invest in Your Worth’ News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129439/tiaa-cranks-up-the-volume-of-wealth-management-with-amplsquoinvest-in-your-worthamprsquo The result feels energetic, familiar and a nod to our audience’s formative years. Wealth and Asset Management Hiscox bolsters HNW digital trading with new portal News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129440/hiscox-bolsters-hnw-digital-trading-with-new-portal Hiscox claims it is one of the few insurers offering HNW cover on a full‑cycle digital basis for both Acturis and non‑Acturis brokers. Wealth and Asset Management Allfunds announces with profound sadness the passing of Juan Alcaraz. News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129441/allfunds-announces-with-profound-sadness-the-passing-of-juan-alcaraz His leadership combined vision with continuous curiosity for what could come next for Allfunds and wealth management. Wealth and Asset Management Award-winning AI frees up time for proactive client interaction News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129445/award-winning-ai-frees-up-time-for-proactive-client-interaction In its motivation, the jury highlighted SEB’s vision of using AI to shape how advice is delivered while preserving its human core. Wealth and Asset Management Investec wins top honours at PWM Wealth Tech Awards News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129446/investec-wins-top-honours-at-pwm-wealth-tech-awards Global recognition for cyber security Wealth and Asset Management Fundpath Announces Expansion Into Switzerland News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129448/fundpath-announces-expansion-into-switzerland Marking the next phase of its global growth strategy, the launch comes in response to broad demand from the asset and wealth management industry for international coverage, particularly in the key Swiss market. Wealth and Asset Management Smart Wealth Names AI Veteran Angelo Calvello to Advisory Board News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129428/smart-wealth-names-ai-veteran-angelo-calvello-to-advisory-board The move is designed to deepen the firm's institutional credentials and accelerate its global growth ambitions. Executive Moves Capco appoints Daniel Meere as Leader of Banking & Payments practice News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129444/capco-appoints-daniel-meere-as-leader-of-banking-ampamp-payments-practice He joins Capco from scale-up consulting firm Colehouse Group where he was Chief Growth Officer. Executive Moves Based in Rubislaw Terrace, RBC Brewin Dolphin Aberdeen has announced that it is recruiting for a Wealth Administrator. RBC Brewin Dolphin is one of the UK’s leading wealth managers. Founded in 1762, it helps clients achieve their ambitions through News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129449/based-in-rubislaw-terrace-rbc-brewin-dolphin-aberdeen-has-announced-that-it-is-recruiting-for-a-wealth-administrator-rbc-brewin-dolphin-is-one-of-the-ukamprsquos-leading-wealth-managers-founded-in-1762-it-helps-clients-achieve-their-ambitions-through As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation. Executive Moves Pictet WM recruits from UBS for Asia CIO News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129400/pictet-wm-recruits-from-ubs-for-asia-cio Switzerland's Pictet Wealth Management hires ex-UBS two decade veteran regional chief investment officer. Executive Moves Emma Douglas appointed new Chair of The Pensions Regulator  News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129401/emma-douglas-appointed-new-chair-of-the-pensions-regulator The appointment comes as the pensions landscape undergoes its most significant transformation in a generation. Executive Moves Former TransferMate CEO Sinead Fitzmaurice joins Aperture Capital News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129403/former-transfermate-ceo-sinead-fitzmaurice-joins-aperture-capital As operating partner, Fitzmaurice will bring her extensive experience to support the Swiss VC's ambition to expand its investments in Irish fintech companies. Executive Moves Santander UK appoints Kitty McCormick as CEO of Cater Allen Private Bank News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129407/santander-uk-appoints-kitty-mccormick-as-ceo-of-cater-allen-private-bank Kitty assumes the role following a three-year tenure as Head of Private Banking at Santander UK, prior to which she spent 12 years supporting private banking customers and leading development operations at NatWest and Coutts. Executive Moves Leadership Change in the Geneva Region at UBS News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129409/leadership-change-in-the-geneva-region-at-ubs Marc Genova will take over as Head of Wealth Management Geneva and Regional Director as of July 1. Executive Moves Universal makes two C-suite appointments News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129413/universal-makes-two-c-suite-appointments Both Devoy and Bertram-Pfister will report directly into group CEO Francesca McDonagh and join the group’s C-Suite. Executive Moves Welcome to Claudia Marigliano and Pedro Hernandez! News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129421/welcome-to-claudia-marigliano-and-pedro-hernandez Claudia brings over 30 years of experience in private banking and international wealth management. Executive Moves FCA calls on law firms and claims management companies to consider the position of their clients News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129435/fca-calls-on-law-firms-and-claims-management-companies-to-consider-the-position-of-their-clients At the very least, they should write to those clients to explain they’re involved in a challenge that’s likely to delay compensation. Legal, Regulation & Compliance The ESA’s Joint Committee highlights digitalisation, cyber resilience and sustainable finance as key priorities of 2025 News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129451/the-esaamprsquos-joint-committee-highlights-digitalisation-cyber-resilience-and-sustainable-finance-as-key-priorities-of-2025 The Joint Committee also advanced a range of other cross-sectoral initiatives, including work to enhance the EU securitisation framework, progress on the European Single Access Point (ESAP), and support for financial innovation through the European Forum Legal, Regulation & Compliance EBA Report shows persistent gender imbalance and pay gaps in EU banking leadership News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129452/eba-report-shows-persistent-gender-imbalance-and-pay-gaps-in-eu-banking-leadership The EBA calls on institutions to consider promoting a more balanced representation of genders, and on competent authorities to continue assessing diversity and gender pay gap practices as part of their supervisory reviews. Legal, Regulation & Compliance FCA spearheads global action to stop illegal finfluencers News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129453/fca-spearheads-global-action-to-stop-illegal-finfluencers Seventeen regulators worldwide took part in the 'week of action' which included enforcement activity, consumer awareness campaigns, and educational programmes for finfluencers who want to act responsibly. Legal, Regulation & Compliance Osborne Clarke advises shareholders of Daintta Group Holdings Limited on its investment from LDC News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129455/osborne-clarke-advises-shareholders-of-daintta-group-holdings-limited-on-its-investment-from-ldc It delivers high-complexity technology projects across data intelligence, cyber security, networks, communications and AI engineering. Legal, Regulation & Compliance UK financial sector prepared for Mythos and others, says BoE co-chaired group News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129398/uk-financial-sector-prepared-for-mythos-and-others-says-boe-co-chaired-group The Cross Market ​Operational Resilience Group, which brings together British financial authorities, ​a range of firms in the sector and the National Cyber Security Centre, discussed the cybersecurity challenges presented by new AI models. Legal, Regulation & Compliance UK Pensions: What’s new this week? April 20, 2026 News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129402/uk-pensions-whatamprsquos-new-this-week-april-20-2026 HM Treasury has published a response to the House of Lords Economic Affairs Committee report on changes to inheritance tax which will take effect from April 6, 2027. Legal, Regulation & Compliance Italy fines Poste Italiane and PostePay over alleged personal data access News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129405/italy-fines-poste-italiane-and-postepay-over-alleged-personal-data-access Poste Italiane plans to appeal to the Court of Rome seeking annulment of the decision. Legal, Regulation & Compliance FCA and PRA ease SMCR rules to cut burden and support growth News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129414/fca-and-pra-ease-smcr-rules-to-cut-burden-and-support-growth The regulators said the updates will make it easier for firms to comply with SM&CR, while preserving its core principle of senior manager accountability. Legal, Regulation & Compliance FCA publishes findings from financial adviser market survey News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129415/fca-publishes-findings-from-financial-adviser-market-survey Overall, it shows a market that remains broadly stable and continues to support millions of clients, even as firms adapt to consolidation, new business models and technology. Legal, Regulation & Compliance Castle Trust Bank taps Monument for cloud banking upgrade News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129454/castle-trust-bank-taps-monument-for-cloud-banking-upgrade The implementation is currently under way, with completion targeted for early 2027. FinTech UK authorities target P2P crypto trading News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129404/uk-authorities-target-p2p-crypto-trading Peer-to-peer trading is when people buy and sell crypto directly with each other, rather than using a centralised exchange and requires appropriate registration. FinTech iFAST Global Bank Implements Open Banking v4.0 Standard Uplift in Collaboration with Ozone API News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129426/ifast-global-bank-implements-open-banking-v40-standard-uplift-in-collaboration-with-ozone-api The partnership enables iFAST Global Bank to offer its new digital multi-currency current accounts for individuals and businesses with secure, standards-compliant Open Banking APIs. FinTech Euro's $650 Million Stablecoin Problem Gets a Twelve-Bank Solution News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129376/euroamp039s-650-million-stablecoin-problem-gets-a-twelve-bank-solution Twelve of Europe's biggest banks are launching a MiCAR-compliant euro stablecoin, targeting a market where $650 million in euro tokens stands against $300 billion-plus in dollar equivalents. FinTech CMB Monaco completes strategic technology transformation with Deloitte Luxembourg News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129346/cmb-monaco-completes-strategic-technology-transformation-with-deloitte-luxembourg CMB Monaco and Deloitte Luxembourg announce the completion of a full lifecycle strategic partnership — from vendor selection through go-live — underpinning the bank's digital transformation. FinTech UK fintech backed to embrace future payments technology News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129358/uk-fintech-backed-to-embrace-future-payments-technology The UK’s payments sector is to be equipped for the future of rapid financial innovation through a new package announced today during Fintech Week in London. FinTech Revolut to open its Paris headquarters in the “Silicon Sentier” in 2027 News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129370/revolut-to-open-its-paris-headquarters-in-the-ampldquosilicon-sentieramprdquo-in-2027 Revolut is preparing to set up shop in the heart of Paris to expand its reach across Western Europe. FinTech Moonfare climbs into AI News Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129326/moonfare-climbs-into-ai The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies. FinTech Anthropic's Mythos AI sparks UK bank cyber stability alarm News Aggregation Team Friday, April 17, 2026 1:00 am https://europe.managersofwealth.com/article/129305/anthropicamp039s-mythos-ai-sparks-uk-bank-cyber-stability-alarm Those tests uncovered thousands of previously unknown bugs, including zero-day vulnerabilities in major operating systems and web browsers. FinTech BDO to reduce senior partners clearing path for younger staff News Aggregation Team Friday, April 17, 2026 1:00 am https://europe.managersofwealth.com/article/129316/bdo-to-reduce-senior-partners-clearing-path-for-younger-staff Amid the UK consulting sector’s continued downturn, the largest entities in the sector have consistently been looking for ways to preserve their profitability. FinTech Fiera Real Estate provides £115 million to refinance One Station Hill, Reading News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129433/fiera-real-estate-provides-amppound115-million-to-refinance-one-station-hill-reading The facility refinances an existing development loan from BGO and provides additional capital to support the final phase of leasing at the scheme. Alternative Investments Why carbon credits are becoming a major London market line News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129437/why-carbon-credits-are-becoming-a-major-london-market-line UK already leads the world in carbon market insurance, but can carriers capture a market that could grow 190-fold by 2025? Alternative Investments Schroders Capital evolves ILS platform with integration of tokenisation capability News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129442/schroders-capital-evolves-ils-platform-with-integration-of-tokenisation-capability This milestone includes the execution of the first real-world collateralised reinsurance transaction through this platform. Alternative Investments AllianceBernstein Launches Active ETF Business in Europe News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129443/alliancebernstein-launches-active-etf-business-in-europe Three new active fixed income UCITS ETFs mark AB’s entry into the European ETF market Alternative Investments Isa confusion clouds UK’s launch of retail investing campaign News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129397/isa-confusion-clouds-ukamprsquos-launch-of-retail-investing-campaign ‘Savvy the Squirrel’ initiative comes as investors await clarity on eligibility of products in stocks-and-shares products Alternative Investments Fundpath highlights its global growth strategy with expansion into Switzerland News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129424/fundpath-highlights-its-global-growth-strategy-with-expansion-into-switzerland Fundpath expands into Switzerland, bringing its real-time fund distribution intelligence platform to one of Europe’s most advanced asset and wealth management markets. Alternative Investments Why most investors are running outdated software – and what it’s costing them News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129372/why-most-investors-are-running-outdated-software-ampndash-and-what-itamprsquos-costing-them AES International’s Sam Instone on the steps disciplined family investors tak Alternative Investments 7IM reacts to CGT reductions with expanded income model offering News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129383/7im-reacts-to-cgt-reductions-with-expanded-income-model-offering The lower-risk profiles focus on delivering a more stable, higher yield while the higher-risk profiles place greater emphasis on long-term income growth, with a lower expected starting yield. Alternative Investments Pound Sterling Rises Against Euro as Inflation Spikes News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129375/pound-sterling-rises-against-euro-as-inflation-spikes The data will make for uncomfortable reading at the Bank of England and raises the prospect of an interest rate rise later in the year. Alternative Investments Zurich UK launches Private Client Service for UHNW clients News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129347/zurich-uk-launches-private-client-service-for-uhnw-clients Clients will have access to fast-tracked medical screening and private clinics, as well as a dedicated customer services team. Alternative Investments Deutsche Bank chief downplays fears over Anthropic's Mythos as European banks assess risks News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129359/deutsche-bank-chief-downplays-fears-over-anthropicamp039s-mythos-as-european-banks-assess-risks Anthropic has restricted access to Mythos to partners in its Project Glasswing initiative and around 40 additional organisations that build or maintain critical software infrastructure. Investment Banking World’s Best Investment Banks 2026: Western Europe News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129368/worldamprsquos-best-investment-banks-2026-western-europe These top firms demonstrated their unmatched expertise and strategic execution across a variety of sectors and financial products in a year marked by both recovery and innovation. Investment Banking UniCredit outlines approach for acceleration of Commerzbank transformation into a new future-ready era News Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129341/unicredit-outlines-approach-for-acceleration-of-commerzbank-transformation-into-a-new-future-ready-era UniCredit sees significant upside and risk reduction potential for Commerzbank beyond its current Momentum strategy to create additional value. Investment Banking UniCredit selects Slate to deliver retail investment services News Aggregation Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129268/unicredit-selects-slate-to-deliver-retail-investment-services Operating across both Web and mobile channels, UniCredit's retail clients will be equipped with the ability to trade, invest across a range of portfolio solutions and monitor market trends in real time. Investment Banking BNP Paribas extends its multi-custodian Automated FX solution for securities transactions to continental Europe, with La Financière de l’Échiquier as first client in France News Team Tuesday, April 14, 2026 1:00 am https://europe.managersofwealth.com/article/129225/bnp-paribas-extends-its-multi-custodian-automated-fx-solution-for-securities-transactions-to-continental-europe-with-la-financiampegravere-de-lamprsquoampeacutechiquier-as-first-client-in-france This fully automated, multi-currency solution is designed to enhance FX execution efficiency for institutional clients. Investment Banking ABN AMRO launches Doorpakken: a growth platform for SMEs ready to scale News Team Friday, April 10, 2026 1:00 am https://europe.managersofwealth.com/article/129166/abn-amro-launches-doorpakken-a-growth-platform-for-smes-ready-to-scale In this early stage, the entrepreneur is closely involved in almost every aspect of the business. Investment Banking Aktia Bank Plc expands its distribution network in Europe through three new sales partnerships News Team Friday, April 10, 2026 1:00 am https://europe.managersofwealth.com/article/129168/aktia-bank-plc-expands-its-distribution-network-in-europe-through-three-new-sales-partnerships The new partners have a strong local presence and extensive experience in institutional sales. Investment Banking The Bank of France received nearly €13 billion following the repatriation of gold from the United States News Aggregation Team Tuesday, April 07, 2026 1:00 am https://europe.managersofwealth.com/article/129086/the-bank-of-france-received-nearly-ampeuro13-billion-following-the-repatriation-of-gold-from-the-united-states While the bank ended 2024 with a loss of 7.7 billion euros, thanks to “gold” profits, 2025 closed with a surplus of 8.1 billion euros. Investment Banking Rebuilding Europe’s Financial Competitiveness in the Age of AI News Team Thursday, April 02, 2026 1:00 am https://europe.managersofwealth.com/article/129071/rebuilding-europeamprsquos-financial-competitiveness-in-the-age-of-ai At Morgan Stanley’s European Financials Conference, executives discussed private credit scrutiny, AI adoption and how regulatory momentum and capital mobilization may reshape competitiveness. Investment Banking Morgan Stanley turns defensive on European banks, keeps faith with Barclays and Lloyds News Aggregation Team Tuesday, March 24, 2026 12:00 am https://europe.managersofwealth.com/article/128900/morgan-stanley-turns-defensive-on-european-banks-keeps-faith-with-barclays-and-lloyds Spain and Ireland were highlighted as the biggest beneficiaries of the rate environment, given their sensitivity and economic resilience. Investment Banking Transfer Pricing in Swiss Asset Management: Where challenges are likely to emerge in 2026 News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129436/transfer-pricing-in-swiss-asset-management-where-challenges-are-likely-to-emerge-in-2026 Switzerland remains a key jurisdiction in this landscape, combining heightened transfer pricing scrutiny with a pragmatic, facts- and circumstances-based approach. Comment, Analysis & Research Central bank independence – why it matters News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129447/central-bank-independence-ampndash-why-it-matters Speech honouring Otmar Issing on his 90th birthday Comment, Analysis & Research Messaging to a public with its own view on central bank confidence News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129406/messaging-to-a-public-with-its-own-view-on-central-bank-confidence The focus of the model is the central bank’s communication strategy. Comment, Analysis & Research London learns to share the spotlight News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129423/london-learns-to-share-the-spotlight First published in the 2007 launch edition, we’re revisiting our Wealth Report predictions 20 years on. Comment, Analysis & Research Drop in UK unemployment isn’t all it seems News Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129374/drop-in-uk-unemployment-isnamprsquot-all-it-seems Instead, the details reveal the drop in the jobless rate is pretty much solely down to a rise in “economic inactivity” – that is, people neither in work nor actively seeking it. Comment, Analysis & Research Gen Z more likely to save with 22% already at £10,000 milestone News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129386/gen-z-more-likely-to-save-with-22-already-at-amppound10000-milestone Nearly one in five (19%) save over £1,000 per month – 5% save over £5,000 monthly – and 22% already have more than £10,000 in savings. Comment, Analysis & Research Skills shortages risk stalling mid-market growth News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129357/skills-shortages-risk-stalling-mid-market-growth This suggests the challenge is systemic rather than confined to specific regional economies. Comment, Analysis & Research PPI expands lost pensions 2026 survey to include DB providers News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129344/ppi-expands-lost-pensions-2026-survey-to-include-db-providers In addition to its DB scheme expansion, the PPI will also explore underlying factors behind lost pensions and the impact on policy and savers’ outcomes. Comment, Analysis & Research EY named a Leader in The Forrester Wave for OCM Services News Team Friday, April 17, 2026 1:00 am https://europe.managersofwealth.com/article/129292/ey-named-a-leader-in-the-forrester-wave-for-ocm-services Forrester also notes that EY’s simplified structure means customers can expect more integrated service offerings. Comment, Analysis & Research Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable News Team Wednesday, April 15, 2026 1:00 am https://europe.managersofwealth.com/article/129241/fitch-rates-ca-indosuez-wealth-europe-amp039aamp039-outlook-stable The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR. Comment, Analysis & Research Aberdeen ramps up support as tax year demand rises News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129360/aberdeen-ramps-up-support-as-tax-year-demand-rises The provider said the rise reflects the increasing complexity of financial planning, with advisers requiring more support during a busy and time-sensitive period. Tax Wealth taxes face design flaws, compliance gaps, EU study finds News Aggregation Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129270/wealth-taxes-face-design-flaws-compliance-gaps-eu-study-finds It is published in two volumes, with the first surveying academic research across five categories of taxes and mapping wealth-related tax regimes in EU Member States. Tax UK inheritance tax: The mounting impact on British families News Aggregation Team Tuesday, April 14, 2026 1:00 am https://europe.managersofwealth.com/article/129215/uk-inheritance-tax-the-mounting-impact-on-british-families Inheritance tax (IHT) has quietly become one of the UK Treasury’s most reliable revenue raisers. Tax HS278 Temporary non-residents and Capital Gains Tax (2026) News Team Thursday, April 09, 2026 1:00 am https://europe.managersofwealth.com/article/129136/hs278-temporary-non-residents-and-capital-gains-tax-2026 There can also be tax payable on certain income accruing during a period of temporary non-residence. Tax Tax rules for employment intermediaries News Team Thursday, April 09, 2026 1:00 am https://europe.managersofwealth.com/article/129137/tax-rules-for-employment-intermediaries This Inbrief focuses on the employment intermediary or agency rules. Tax HMRC allowance to be slashed with six million UK households warned News Aggregation Team Thursday, April 02, 2026 1:00 am https://europe.managersofwealth.com/article/129069/hmrc-allowance-to-be-slashed-with-six-million-uk-households-warned Lubbock Fine Wealth Management data shows only 740,000 people out of 7.1 million savers who hold a cash ISA also have a stocks and shares ISA. Tax Andrew Tully: Pensions face a new tax reality News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129023/andrew-tully-pensions-face-a-new-tax-reality Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value. Tax Grant Thornton plans 30% graduate hiring boost News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129013/grant-thornton-plans-30-graduate-hiring-boost The private equity-backed accountancy firm bucks the trend with higher entry-level hiring Tax Inheritance tax climbs past the 2023/24 total and CGT soars News Aggregation Team Friday, March 20, 2026 12:00 am https://europe.managersofwealth.com/article/128854/inheritance-tax-climbs-past-the-202324-total-and-cgt-soars The impact of higher borrowing costs and renewed volatility in energy markets will appear in future releases, not today’s data. Tax Pension IHT overhaul locked in as Finance Bill set to receive Royal Assent News Team Thursday, March 19, 2026 12:00 am https://europe.managersofwealth.com/article/128812/pension-iht-overhaul-locked-in-as-finance-bill-set-to-receive-royal-assent These proposals mean the process at death is likely to become more complex, with delays also anticipated in payments to non-exempt beneficiaries. Tax NatWest partners with AWS for launch of new venture banking business News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129427/natwest-partners-with-aws-for-launch-of-new-venture-banking-business Under the partnership with Amazon, NatWest Venture Banking clients will gain access to AWS’s technical capabilities and network, providing the tools, insight and support needed to build and scale. Retail Banking ClearBank names Tazapay as first Singaporean client, strengthening Asia–Europe payments corridor News Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129394/clearbank-names-tazapay-as-first-singaporean-client-strengthening-asiaampndasheurope-payments-corridor The partnership also builds on Tazapay’s expanding multijurisdictional regulatory footprint, with active licenses in Singapore, US, Canada, and Australia, and further approvals underway across Europe, UAE, and Hong Kong. Retail Banking Alfa-Bank and Belgazprombank halt Mastercard services in Europe News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129377/alfa-bank-and-belgazprombank-halt-mastercard-services-in-europe In these countries, starting April 21, it will not be possible to pay with Alfa-Bank Mastercard cards in physical stores or online, withdraw cash from ATMs, or make card-to-card transfers through local services. Retail Banking Lloyds Banking Group, Connells and LMS launch fully digital homebuying service News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129367/lloyds-banking-group-connells-and-lms-launch-fully-digital-homebuying-service The service runs on residential sale and purchase transactions within England and Wales, involving Connells branches, LMS panel conveyancers, and Lloyds Banking Group as the lender. Retail Banking Danske admits system upgrade exposed over 20,000 client addresses News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129322/danske-admits-system-upgrade-exposed-over-20000-client-addresses The bank became aware of the problem in October, and later checks found that a significant number of clients had been affected. Retail Banking NatWest giving clients case updates comes at brokers’ expense News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129333/natwest-giving-clients-case-updates-comes-at-brokersamprsquo-expense This includes communicating to applicants that the mortgage has been offered. Retail Banking Barclays delays ECB rate hike forecast to June and September 2026 News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129343/barclays-delays-ecb-rate-hike-forecast-to-june-and-september-2026 The ECB interest rates market sits at 0.2% YES for a 50+ bps decrease at the April meeting, unchanged from 24 hours ago. Retail Banking BBVA with Six-figure Customer Base in Germany with 23% of Customers Holding Over 100,000 € News Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129280/bbva-with-six-figure-customer-base-in-germany-with-23-of-customers-holding-over-100000-ampeuro That strong early confidence is further underscored by the fact that 23% (as of early 2026) of BBVA’s customers in Germany hold more than €100,000 with the bank. Retail Banking Why hyperpersonalisation in banking doesn’t have to be a luxury News Aggregation Team Wednesday, April 15, 2026 1:00 am https://europe.managersofwealth.com/article/129260/why-hyperpersonalisation-in-banking-doesnamprsquot-have-to-be-a-luxury With the right infrastructure in place, hyperpersonalisation can become the standard for all, explains Steve Round Retail Banking Santander Open Academy cements growth with 2.8 million beneficiaries in 2025 News Team Tuesday, April 14, 2026 1:00 am https://europe.managersofwealth.com/article/129226/santander-open-academy-cements-growth-with-28-million-beneficiaries-in-2025 The most in-demand subjects included IT, languages, and job skills as people look to adapt to an ever-changing market. 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 SEB Nordic Energy doubles capital – continues investing News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129434/seb-nordic-energy-doubles-capital-ampndash-continues-investing The funds can both decrease and increase significantly in value, and you may not get back the amount invested. Planet SOS Europe’s fossil fuel dependence poses risks to price stability News Team Tuesday, April 07, 2026 1:00 am https://europe.managersofwealth.com/article/129102/europeamprsquos-fossil-fuel-dependence-poses-risks-to-price-stability Europe’s energy dependence has become one of the critical vulnerabilities of our economy. Planet SOS LSEG launches ESG scores and sustainability analytics suite News Aggregation Team Friday, March 13, 2026 12:00 am https://europe.managersofwealth.com/article/128717/lseg-launches-esg-scores-and-sustainability-analytics-suite The model uses 220 standardised indicators and a sustainability-focused materiality framework that combines a revised industry classification with a double materiality approach at the business segment level. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128181/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am https://europe.managersofwealth.com/article/127982/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127809/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Gore Street Capital announces first close for energy storage fund News Aggregation Team Thursday, January 22, 2026 12:00 am https://europe.managersofwealth.com/article/127801/gore-street-capital-announces-first-close-for-energy-storage-fund The article 9 fund will focus on acquiring and managing battery storage projects with 80% minimum target exposure to EU member states. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127319/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News Team Friday, December 05, 2025 12:00 am https://europe.managersofwealth.com/article/127091/bridging-the-gap-aligning-insurance-portfolios-with-sustainable-outcomes Recognising the importance of this challenge, Mercer are pleased to support Insurers For Purpose in producing a report on sustainability integration within the insurance sector. Planet SOS European Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fund News Team Wednesday, November 26, 2025 12:00 am https://europe.managersofwealth.com/article/126901/european-investment-fund-pledges-ampeuro70-million-to-klima2-alantraamprsquos-next-energy-transition-growth-fund The fund will leverage the Klima team’s extensive pan-European experience in energy investments and its network of sector and operational partners across the energy transition ecosystem. Planet SOS