Managers of Wealth - Europe https://europe.managersofwealth.com/ Wed, 15 Jan 2025 11:52:43 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Private banking: four economists share their forecasts for 2025 News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120950/private-banking-four-economists-share-their-forecasts-for-2025 In Switzerland, there will be no escaping the strong franc, or “the fitness programme for Swiss companies” – but negative interest rates are unlikely to return. Wealth and Asset Management Helvetica Swiss Opportunity Fund now open to public investors and due to be listed on the stock exchange in February 2025, with a view to merging with the HSC Fund News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120934/helvetica-swiss-opportunity-fund-now-open-to-public-investors-and-due-to-be-listed-on-the-stock-exchange-in-february-2025-with-a-view-to-merging-with-the-hsc-fund Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange. Wealth and Asset Management Bravura signs South Africa's Old Mutual Wealth News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120937/bravura-signs-south-africaamp039s-old-mutual-wealth This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs. Wealth and Asset Management Wealth managers urged to ‘get aboard the AI train’ News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120941/wealth-managers-urged-to-amplsquoget-aboard-the-ai-trainamprsquo The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms. Wealth and Asset Management Abrdn rebrands MyFolio range and cuts fees News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120944/abrdn-rebrands-myfolio-range-and-cuts-fees The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products. Wealth and Asset Management Revolut plots push into private banking News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120945/revolut-plots-push-into-private-banking The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website. Wealth and Asset Management St James’s Place hands £5.2bn fund to Schroders in blow to Impax News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120901/st-jamesamprsquos-place-hands-amppound52bn-fund-to-schroders-in-blow-to-impax Wealth manager looks for ‘a more balanced blend of investment styles’ Wealth and Asset Management Saffery Trust Managing Director named one of 2025 50 Most Influential News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120903/saffery-trust-managing-director-named-one-of-2025-50-most-influential The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead. Wealth and Asset Management Liechtenstein’s LLB completes acquisition of ZKB Austria News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120909/liechtensteinamprsquos-llb-completes-acquisition-of-zkb-austria The completion of the acquisition, which follows regulatory and anti-trust approvals, sees LLB taking over 100% of ZKB Austria's share capital. Wealth and Asset Management Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120916/schroders-awarded-amppound52-billion-sustainable-investment-mandate-by-st-jamesamprsquos-place This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities. Wealth and Asset Management Coutts private client boss exits News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120949/coutts-private-client-boss-exits Camilla Stowell leaves the private bank after 17 years. Executive Moves Allianz Investment Management SE under new leadership News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120951/allianz-investment-management-se-under-new-leadership They replace Claus Stickler and Carsten Quitter, Managing Directors of AIM, who will retire and leave the Allianz Group after a handover period in the course of this year. Executive Moves Torsten Bell appointed as Pensions Minister as the role changes hands again News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120955/torsten-bell-appointed-as-pensions-minister-as-the-role-changes-hands-again This role, pivotal to the retirement prospects of millions, has seen a succession of short-lived appointees, each struggling to leave a meaningful legacy. Executive Moves Brown Advisory appoints Logie Fitzwilliams Co-CEO to long-time Mike Hankin News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120956/brown-advisory-appoints-logie-fitzwilliams-co-ceo-to-long-time-mike-hankin It has 14 offices across the US, a significant office in London and strategic bases in Frankfurt, Singapore, Tokyo Executive Moves Two prominent new board members for Swiss Re News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120957/two-prominent-new-board-members-for-swiss-re One of them has already worked in operations for Swiss Re for 15 years. Executive Moves Julian Wren joins as new Banking Director News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120924/julian-wren-joins-as-new-banking-director At Hampden & Co, he will provide commercial and personal clients with a bespoke service including day-to-day banking, deposits and a range of tailored borrowing. Executive Moves Walkers welcomes six newly qualified lawyers to Dublin office News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120929/walkers-welcomes-six-newly-qualified-lawyers-to-dublin-office Each has demonstrated outstanding dedication and commitment during their training with us and will now embark on the next phase of their careers. Executive Moves Peregrine & Black snaps up Oberon investment manager News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120932/peregrine-ampamp-black-snaps-up-oberon-investment-manager Ian Marsden, formerly of Redmayne Bentley, has joined the wealth group to manage bespoke portfolios. Executive Moves UBP hires emerging market fixed income head News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120935/ubp-hires-emerging-market-fixed-income-head Incoming senior managing director Thomas Christiansen will start his second stint at the group in March. Executive Moves Goldman Sachs AM names Swiss third-party wealth head News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120936/goldman-sachs-am-names-swiss-third-party-wealth-head Patrik Zumstein is named as Goldman Sachs’ new head of Swiss third-party wealth business. Executive Moves First Norwegian green synthetic SRT deal News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120930/first-norwegian-green-synthetic-srt-deal The transaction is also the first in Norway to have been structured to comply with the criteria for Simple, Transparent and Standardized securitizations (STS) under the EU’s Securitization Regulation Legal, Regulation & Compliance FSB examines the relevance of climate transition plans for financial stability News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120947/fsb-examines-the-relevance-of-climate-transition-plans-for-financial-stability Broader adoption of transition plans and continued efforts towards standardisation, including by international organisations and standard-setters, are key to making transition plans usable by financial authorities. Legal, Regulation & Compliance BIS Innovation Hub sets out 2025 work programme News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120948/bis-innovation-hub-sets-out-2025-work-programme BIS Innovation Hub projects are experimental in nature, for the purpose of investigating technological and practical feasibility. Legal, Regulation & Compliance Standard Chartered granted licence in Luxembourg to offer digital asset custody services News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120902/standard-chartered-granted-licence-in-luxembourg-to-offer-digital-asset-custody-services The new entity will serve as the regulatory entry point to the EU market to serve growing client demand Legal, Regulation & Compliance Bermuda joins UK sanctions against terrorist group News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120904/bermuda-joins-uk-sanctions-against-terrorist-group No person or entity required to comply with UK sanctions can deal with any funds or economic resources controlled by Blood and Honour. Legal, Regulation & Compliance Eversheds Sutherland advises Annington on £6bn sale and settlement of legal proceedings News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120876/eversheds-sutherland-advises-annington-on-amppound6bn-sale-and-settlement-of-legal-proceedings Married Quarters Estates sold to Ministry of Defence Legal, Regulation & Compliance The EBA publishes its final Guidelines on the management of ESG risks News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120894/the-eba-publishes-its-final-guidelines-on-the-management-of-esg-risks The Guidelines specify requirements regarding the internal processes and ESG risk management arrangements Legal, Regulation & Compliance FCA fines Arian Financial LLP £288,962.53 for failings relating to cum-ex trading News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120895/fca-fines-arian-financial-llp-amppound28896253-for-failings-relating-to-cum-ex-trading This is the seventh case brought by the FCA in relation to cum-ex trading and withholding tax schemes. Legal, Regulation & Compliance FCA objects to Change in Control due to failures to meet standards News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120897/fca-objects-to-change-in-control-due-to-failures-to-meet-standards The FCA objected because Mr Ahmed demonstrated a serious lack of professional competence and consequently failed to comply with the requirements set out in legislation. Legal, Regulation & Compliance BoE and Fed poised for hawkish shift in 2025 News Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120851/boe-and-fed-poised-for-hawkish-shift-in-2025 Notably, the ECB changed its tone, shifting from its more ‘restrictive’ position to one of greater focus on the data, which hints at further interest rate cuts in 2025. Legal, Regulation & Compliance Deutsche Bank to provide trust accounts for Bison users News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120925/deutsche-bank-to-provide-trust-accounts-for-bison-users The collaboration with Deutsche Bank introduces an innovative trust account solution. FinTech Sygnum Completes USD 58m Strategic Growth Round, Achieves Unicorn Status with 1bn valuation News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120931/sygnum-completes-usd-58m-strategic-growth-round-achieves-unicorn-status-with-1bn-valuation As the industry’s trend towards regulatory compliance gathers pace, additional investments will be made to further strengthen Sygnum’s organisational and operational resilience, compliance teams and state-of-the-art risk management. FinTech European Crypto Exchange Expands into Switzerland News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120933/european-crypto-exchange-expands-into-switzerland Switzerland is a key market for our global expansion strategy FinTech AI to prevent financial crimes News Aggregation Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120874/ai-to-prevent-financial-crimes AI enables banks to shift from reactive to proactive fraud-prevention measures. FinTech FinTech Scotland records 8% employment growth in 2024 News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120892/fintech-scotland-records-8-employment-growth-in-2024 This has been achieved by bringing together twenty-five financial and technology institutions from across the UK FinTech Innovative and consultative, this is the approach of the new wealth-tech News Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120847/innovative-and-consultative-this-is-the-approach-of-the-new-wealth-tech A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach. FinTech Objectway expands into the MENA region by signing with Kuwait Financial Centre "Markaz" News Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120849/objectway-expands-into-the-mena-region-by-signing-with-kuwait-financial-centre-ampquotmarkazampquot Strategic collaboration leverages Objectway’s cutting-edge modular solution to enhance the client experience for Markaz customers. FinTech The Group will integrate the Oracle Exadata Cloud@Customer solution in its cloud systems by hosting it in BNP Paribas data centers. News Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120854/the-group-will-integrate-the-oracle-exadata-cloudcustomer-solution-in-its-cloud-systems-by-hosting-it-in-bnp-paribas-data-centers Thanks to Oracle Exadata Cloud@Customer, the bank will be able to combine the advantages of a cloud infrastructure while maintaining on-premises databases. FinTech Consulting boutique sevenQ becomes part of Eraneos and strengthens financial services competence in Switzerland News Team Tuesday, January 07, 2025 12:00 am https://europe.managersofwealth.com/article/120820/consulting-boutique-sevenq-becomes-part-of-eraneos-and-strengthens-financial-services-competence-in-switzerland sevenQ brings extensive expertise in core banking, payment systems, asset management and digital transformation. FinTech ABN Amro's Tikkie payments reach record 7.4 billion euros in 2024 News Team Monday, January 06, 2025 12:00 am https://europe.managersofwealth.com/article/120796/abn-amroamp039s-tikkie-payments-reach-record-74-billion-euros-in-2024 Tikkie continues to gain popularity: ABN AMRO’s payment app handled 157 million payment requests in 2024 for a total of 7.4 billion euros. FinTech History repeating? Investors must heed warnings of UK economic crisis News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120926/history-repeating-investors-must-heed-warnings-of-uk-economic-crisis With bond yields surging, the pound in freefall, and market confidence faltering, the parallels with one of Britain’s darkest economic chapters are increasingly difficult to ignore. Alternative Investments FinCalc adds ‘single click’ client record button to Plannr News Aggregation Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120928/fincalc-adds-amplsquosingle-clickamprsquo-client-record-button-to-plannr The new enhancement gives ‘game-changing depth of connectivity’ Alternative Investments Private equity targets Europe for big buyout deals News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120900/private-equity-targets-europe-for-big-buyout-deals Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024 Alternative Investments Schroders Equity Lens January 2025: your go-to guide to global equity markets News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120905/schroders-equity-lens-january-2025-your-go-to-guide-to-global-equity-markets Looking back and to the future of US stock market performance Alternative Investments The Louvre Museum announces exceptional support from AXA Mutuelles d’Assurance News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120914/the-louvre-museum-announces-exceptional-support-from-axa-mutuelles-damprsquoassurance This particularly decisive patronage will significantly enhance the success of the fundraising campaign launched by the museum and still ongoing, for the design and creation of this new department, unprecedented in its scale. Alternative Investments Downing launches fund for new liquid alts team News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120918/downing-launches-fund-for-new-liquid-alts-team The MGTS Downing Active Defined Return Assets fund is targeting a return of between 7-10% per annum. Alternative Investments Yorkshire Building Society partners with LifeSearch to enhance its life insurance and protection journey for customers News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120919/yorkshire-building-society-partners-with-lifesearch-to-enhance-its-life-insurance-and-protection-journey-for-customers Specifically, the partnership sees Yorkshire Building Society moving away from its previous ‘single-tie’ partner model, to a‘multi-tie’ broker approach with LifeSearch. Alternative Investments Has the Lifetime ISA run its course? News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120922/has-the-lifetime-isa-run-its-course The debate over the Lifetime ISA is ‘unlikely to end anytime soon’ Alternative Investments Global industry: Europe still the weakest link News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120878/global-industry-europe-still-the-weakest-link After having risen by around 1.5 points in October and November, the global manufacturing PMI ended 2024 on a bit weaker note. Alternative Investments Real returns for private investors remain 12% below 2021 levels despite above-average returns in 2024 News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120880/real-returns-for-private-investors-remain-12-below-2021-levels-despite-above-average-returns-in-2024 New analysis from Asset Risk Consultants (ARC) reveals that inflation has dented the ‘real’ value of private client portfolios despite generating above-average returns in 2024. Alternative Investments William Blair Names New Partners for 2025 News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120939/william-blair-names-new-partners-for-2025 This achievement recognizes their exceptional dedication and contributions to the firm while upholding William Blair’s mission, vision, and values to empower colleagues, deliver client success, and engage in our communities. Investment Banking Deutsche Bank included in Dow Jones Sustainability Index World and Dow Jones Sustainability Index Europe News Team Wednesday, January 08, 2025 12:00 am https://europe.managersofwealth.com/article/120845/deutsche-bank-included-in-dow-jones-sustainability-index-world-and-dow-jones-sustainability-index-europe The DJSI Europe captures the top 20 percent of ESG performers of the 600 largest European companies, requiring a minimum score of 64. Investment Banking BBVA successfully issues $1 billion of AT1 debt with the lowest spread recorded by a southern European bank News Team Wednesday, January 08, 2025 12:00 am https://europe.managersofwealth.com/article/120846/bbva-successfully-issues-1-billion-of-at1-debt-with-the-lowest-spread-recorded-by-a-southern-european-bank The operation kicks off the 2025 debt market, making BBVA the first EU bank to issue debt in this format this year. Investment Banking Lloyd’s share price: A comprehensive analysis and investment outlook News Aggregation Team Monday, December 30, 2024 12:00 am https://europe.managersofwealth.com/article/120706/lloydamprsquos-share-price-a-comprehensive-analysis-and-investment-outlook The group’s share price has experienced significant fluctuations in recent years, reflecting broader market trends, changes in economic conditions, and the company’s internal performance. Investment Banking ABN AMRO notes dismissal decision by Public Prosecution after probe into former directors News Team Thursday, December 19, 2024 12:00 am https://europe.managersofwealth.com/article/120616/abn-amro-notes-dismissal-decision-by-public-prosecution-after-probe-into-former-directors This decision brings to an end a long period of uncertainty for those involved, and we sympathize with the relief they and their families are now experiencing. Investment Banking L&G sets Lifetime Advantage Funds as new default strategy for contract-based DC clients News Team Tuesday, December 17, 2024 12:00 am https://europe.managersofwealth.com/article/120580/lampampg-sets-lifetime-advantage-funds-as-new-default-strategy-for-contract-based-dc-clients Innovative default design delivers higher private markets exposure, with the aim of boosting member outcomes in retirement. Investment Banking Project finance in Spain: focus on energy and infrastructure News Team Monday, December 16, 2024 12:00 am https://europe.managersofwealth.com/article/120536/project-finance-in-spain-focus-on-energy-and-infrastructure Intesa Sanpaolo is among the top 10 banks in EMEA Europe Investment Banking Crédit Agricole Strengthens Stake in Banco BPM Amid Italian Banking Reshuffle News Aggregation Team Friday, December 13, 2024 12:00 am https://europe.managersofwealth.com/article/120525/crampeacutedit-agricole-strengthens-stake-in-banco-bpm-amid-italian-banking-reshuffle Crédit Agricole, which is already Banco BPM’s largest shareholder, framed the stake increase as part of its long-term investment and partnership strategy. Investment Banking Santander and Pemberton agree strategic partnership to launch Invensa, a global inventory management and solutions platform News Team Thursday, December 05, 2024 12:00 am https://europe.managersofwealth.com/article/120339/santander-and-pemberton-agree-strategic-partnership-to-launch-invensa-a-global-inventory-management-and-solutions-platform Santander CIB and Pemberton launch Invensa to bring innovative inventory solutions to a $1trn and growing market Investment Banking Deutsche Bank CEO says German economy needs 'urgent' action News Aggregation Team Thursday, December 05, 2024 12:00 am https://europe.managersofwealth.com/article/120352/deutsche-bank-ceo-says-german-economy-needs-amp039urgentamp039-action The German economy has been dogged by intensifying competition from abroad, weak demand and an industrial slowdown. Investment Banking UK Expat Frozen Pensions Triple Lock: What You Need to Know News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120952/uk-expat-frozen-pensions-triple-lock-what-you-need-to-know The triple lock typically ensures state pensions rise annually. Comment, Analysis & Research Transact reports record inflows on back of platform enhancement News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120953/transact-reports-record-inflows-on-back-of-platform-enhancement The latter represents 5.7% of opening funds under direction for the quarter. Comment, Analysis & Research iM Global Partner mourns the passing of Philippe Uzan News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120898/im-global-partner-mourns-the-passing-of-philippe-uzan His passing is a tremendous loss to all who knew and worked with him. Comment, Analysis & Research Prada has been working with Citi on possible bid for Versace, source says News Aggregation Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120899/prada-has-been-working-with-citi-on-possible-bid-for-versace-source-says After that deal to create a US luxury conglomerate fell through, Capri executives did not rule out the possibility of a potential sale of its brands. Comment, Analysis & Research Raiffeisen Transaction Price Index: Condominium prices rise sharply News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120907/raiffeisen-transaction-price-index-condominium-prices-rise-sharply Compared to the fourth quarter of 2023, single-family homes now cost 4.2 percent more and condominiums 2.4 percent more. Comment, Analysis & Research Nannette Hechler-Fayd’herbe on the implications of Trump’s inauguration and economic outlooks for Europe and Switzerland in 2025 News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120872/nannette-hechler-faydamprsquoherbe-on-the-implications-of-trumpamprsquos-inauguration-and-economic-outlooks-for-europe-and-switzerland-in-2025 The European economy will have to wait a long time for political stimuli. Comment, Analysis & Research Reading between the lines − speech by Sarah Breeden News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120877/reading-between-the-lines-ampminus-speech-by-sarah-breeden Given at University of Edinburgh Business School Comment, Analysis & Research Switzerland and the new world order News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120885/switzerland-and-the-new-world-order So as a new era begins, it is worth asking how Switzerland’s finance industry can continue to prosper in this fractured landscape. Comment, Analysis & Research In the spotlight – Jonathan Hartley, client success director, Objectway News Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120848/in-the-spotlight-ampndash-jonathan-hartley-client-success-director-objectway He is also a qualifi ed executive coach and enjoys working with clients to help them move beyond their comfort zone. Comment, Analysis & Research Positivity on personal finances ‘jumps’ from same time last year News Aggregation Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120853/positivity-on-personal-finances-amplsquojumpsamprsquo-from-same-time-last-year ‘Unexpected expenses’ remained the top financial concern, in line with the 2024 results (both 35%). Comment, Analysis & Research Industry reacts as Spain mulls 100% property tax on non-EU buyers News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120954/industry-reacts-as-spain-mulls-100-property-tax-on-non-eu-buyers The Spanish PM claimed that people were buying ‘mainly for speculation’ Tax HMRC ramps up campaign to clamp down on offshore tax evasion News Aggregation Team Monday, January 06, 2025 12:00 am https://europe.managersofwealth.com/article/120773/hmrc-ramps-up-campaign-to-clamp-down-on-offshore-tax-evasion Acting proactively, particularly before receiving a nudge letter from HMRC, can mitigate the risk of harsher penalties and lengthy investigations Tax Crypto Tax Chaos Grips Britain as HMRC Targets Traders with Tough Crypto Tax Calculations - UK News Aggregation Team Monday, December 30, 2024 12:00 am https://europe.managersofwealth.com/article/120712/crypto-tax-chaos-grips-britain-as-hmrc-targets-traders-with-tough-crypto-tax-calculations-uk Thousands of crypto traders across the UK are grappling with the complexities of HMRC’s rapidly evolving crypto tax framework. Tax Christmas comes early for government as tax take soars News Team Tuesday, December 24, 2024 12:00 am https://europe.managersofwealth.com/article/120684/christmas-comes-early-for-government-as-tax-take-soars Farmers will also start to add to these figures as Agricultural Property Relief becomes less generous. Tax Five top tax-saving tips for 2025 News Team Friday, December 20, 2024 12:00 am https://europe.managersofwealth.com/article/120640/five-top-tax-saving-tips-for-2025 These are our five top tax-saving tips for 2025 to help you make the most of your money. Tax Taxing times ahead for the UK News Team Wednesday, December 18, 2024 12:00 am https://europe.managersofwealth.com/article/120591/taxing-times-ahead-for-the-uk Regulations in the early 2000s placing a legal obligation on some pension schemes to match liabilities accelerated the flight away from UK equities. Tax Taxation of Ultra-high-net-worth individuals News Aggregation Team Monday, December 16, 2024 12:00 am https://europe.managersofwealth.com/article/120534/taxation-of-ultra-high-net-worth-individuals The hearing will address public concerns about fairness and the need for tax policies that promote equitable economic growth. Tax 5 tax hacks: how to make financial gifts without a big tax bill News Aggregation Team Friday, December 13, 2024 12:00 am https://europe.managersofwealth.com/article/120514/5-tax-hacks-how-to-make-financial-gifts-without-a-big-tax-bill Giving lifetime gifts can be a smart way to reduce your Inheritance Tax (IHT) bill, but gift-givers need to take care. Tax Tax rises for Charities in the UK following the October Budget Announcement News Team Friday, December 13, 2024 12:00 am https://europe.managersofwealth.com/article/120515/tax-rises-for-charities-in-the-uk-following-the-october-budget-announcement The uplift comes amidst other pressures facing the charities sector, including a 6.7% rise in the national living wage effective from 1 April 2025. Tax Autumn Budget 2024: what trustees need to know News Team Thursday, December 12, 2024 12:00 am https://europe.managersofwealth.com/article/120487/autumn-budget-2024-what-trustees-need-to-know The new regime will therefore bring a number of existing “excluded property” trusts within the scope of UK IHT for the first time. Tax Open Banking celebrates seventh anniversary in the UK News Team Tuesday, January 14, 2025 12:00 am https://europe.managersofwealth.com/article/120927/open-banking-celebrates-seventh-anniversary-in-the-uk In conjunction with the CMA Order, this made open banking a regulatory requirement in the UK. Retail Banking Lloyds, Halifax and Bank of Scotland to share branches News Aggregation Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120873/lloyds-halifax-and-bank-of-scotland-to-share-branches A raft of High Street bank branches have been closed in recent years, as more people have shifted to accessing banking services online. Retail Banking Societe Generale: An Unprecedented IT Merger to Create SG, A New French Retail Bank News Team Friday, January 10, 2025 12:00 am https://europe.managersofwealth.com/article/120887/societe-generale-an-unprecedented-it-merger-to-create-sg-a-new-french-retail-bank This meant that the organisations had to consolidate their information systems to ensure company-wide standardisation. Retail Banking BPM Plans Risk Transfers Tied to €4.5 Billion in Loans While Trying to Fend Off UniCredit Bid News Aggregation Team Thursday, January 09, 2025 12:00 am https://europe.managersofwealth.com/article/120852/bpm-plans-risk-transfers-tied-to-ampeuro45-billion-in-loans-while-trying-to-fend-off-unicredit-bid They are part of Banco BPM’s regular issuance program for the transactions Retail Banking Lloyds and Mastercard to lead new SME technology coalition with CFIT News Aggregation Team Tuesday, January 07, 2025 12:00 am https://europe.managersofwealth.com/article/120809/lloyds-and-mastercard-to-lead-new-sme-technology-coalition-with-cfit The new packacge of funding and bank support will build on previous initiatives under CFIT that have explored options for Digital IDs and Open Finance. Retail Banking BIS CPMI takes further steps to promote ISO 20022 harmonisation News Team Tuesday, January 07, 2025 12:00 am https://europe.managersofwealth.com/article/120811/bis-cpmi-takes-further-steps-to-promote-iso-20022-harmonisation These steps also provide impetus to industry-led efforts to develop ISO 20022 market practice guidelines for cross-border fast payments. Retail Banking Up 82% in 2024, could NatWest shares keep rising into 2025? News Aggregation Team Tuesday, December 31, 2024 12:00 am https://europe.managersofwealth.com/article/120727/up-82-in-2024-could-natwest-shares-keep-rising-into-2025 NatWest shares have been among the FTSE 100’s strongest performers this year. Our writer considers why and whether he ought to get on board for 2025. Retail Banking UK’s Allica Bank Tops £3B in Lending, £4B in Deposits, Will Continue to Serve Established SMEs News Aggregation Team Monday, December 30, 2024 12:00 am https://europe.managersofwealth.com/article/120711/ukamprsquos-allica-bank-tops-amppound3b-in-lending-amppound4b-in-deposits-will-continue-to-serve-established-smes Surpassing over £3 billion in business loan balances – including a 64% increase this year alone, “passing £1 billion of new lending for the year in October. Retail Banking Banking mergers are hot right now, but cross-border deals still face hurdles News Aggregation Team Friday, December 27, 2024 12:00 am https://europe.managersofwealth.com/article/120693/banking-mergers-are-hot-right-now-but-cross-border-deals-still-face-hurdles Europe’s banking landscape is rife with talks of takeovers. Retail Banking Bank of America Taps Adviser for Potential London Office Move News Aggregation Team Thursday, December 12, 2024 12:00 am https://europe.managersofwealth.com/article/120477/bank-of-america-taps-adviser-for-potential-london-office-move The hiring of the adviser is the first step in what would be a multiyear process should BofA decide to relocate. 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 EBRD and Bank Millennium sign their first joint synthetic securitisation in Poland News Team Monday, January 13, 2025 12:00 am https://europe.managersofwealth.com/article/120911/ebrd-and-bank-millennium-sign-their-first-joint-synthetic-securitisation-in-poland The underlying securitised portfolio is a granular portfolio of small and medium-sized enterprise (SME) and corporate loan and factoring obligations originated by Bank Millennium. Planet SOS Sustainability round up: take our end-of-year survey News Aggregation Team Monday, December 23, 2024 12:00 am https://europe.managersofwealth.com/article/120674/sustainability-round-up-take-our-end-of-year-survey Whether you have taken this before, but think your view may have changed, or whether you have never taken our survey before Planet SOS ABN AMRO’s Dow Jones Sustainability Index score improved News Team Tuesday, December 17, 2024 12:00 am https://europe.managersofwealth.com/article/120561/abn-amroamprsquos-dow-jones-sustainability-index-score-improved The gain is largely driven by formalising our approach work to promote financial inclusion. Planet SOS 2024 Impact Report: Environment and net-zero strategy News Team Monday, December 16, 2024 12:00 am https://europe.managersofwealth.com/article/120539/2024-impact-report-environment-and-net-zero-strategy At LGT, the Princely Family have made an ambitious commitment to reach net-zero by 2030, both across LGT’s operations and own investments. Planet SOS Reflections on COP29 and attitudes to natural capital News Aggregation Team Friday, December 13, 2024 12:00 am https://europe.managersofwealth.com/article/120507/reflections-on-cop29-and-attitudes-to-natural-capital Not only is this essential for the prosperity of our planet, but it also presents economic opportunities in driving growth, creating jobs and ensuring energy security Planet SOS Schroders adds to list of UK funds adopting sustainability labels News Aggregation Team Tuesday, December 10, 2024 12:00 am https://europe.managersofwealth.com/article/120417/schroders-adds-to-list-of-uk-funds-adopting-sustainability-labels The asset manager is the latest company to firm up its plans to label funds under the UK’s financial regulator’s new regime, which is starting to gain traction. Planet SOS Luxembourg’s ESG funds rebound, led by retail investors News Aggregation Team Tuesday, December 10, 2024 12:00 am https://europe.managersofwealth.com/article/120420/luxembourgamprsquos-esg-funds-rebound-led-by-retail-investors Retail investors played a key role in driving ESG fund inflows, contributing €12.6 billion in net flows to ESG Ucits funds during H1 2024. Planet SOS Plastic Packaging Tax (PPT) update – response to consultation on chemically recycled content News Team Tuesday, December 10, 2024 12:00 am https://europe.managersofwealth.com/article/120445/plastic-packaging-tax-ppt-update-ampndash-response-to-consultation-on-chemically-recycled-content HMRC confirms a mass balance approach for measuring chemically recycled content eligible for relief from PPT. Planet SOS Elyse Energy secures c. EUR120 million from Hy24, PGGM, Bpifrance and Mirova News Team Thursday, December 05, 2024 12:00 am https://europe.managersofwealth.com/article/120344/elyse-energy-secures-c-eur120-million-from-hy24-pggm-bpifrance-and-mirova Elyse Energy has a diversified portfolio of projects producing sustainable aviation fuels and e-methanol in France and the Iberian Peninsula. Planet SOS Qatar to invest $1.3bln in climate technology in Britain News Aggregation Team Wednesday, December 04, 2024 12:00 am https://europe.managersofwealth.com/article/120308/qatar-to-invest-13bln-in-climate-technology-in-britain The investment is expected to create thousands of jobs and launch climate technology hubs in both countries to accelerate development of climate-friendly technologies Planet SOS