Managers of Wealth - Europe https://europe.managersofwealth.com/ Wed, 04 Mar 2026 15:29:18 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP UK wealth business' Henley office up for £600k sale after profits nosedive News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128527/uk-wealth-businessamp039-henley-office-up-for-amppound600k-sale-after-profits-nosedive The property is vacant with a business rates value of £22,500. Wealth and Asset Management Quilter plc preliminary results for the year ended 31 December 2025 News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128534/quilter-plc-preliminary-results-for-the-year-ended-31-december-2025 2025 was a year of strong business momentum, record net inflows and good market performance. Wealth and Asset Management From Julius Baer CEO to Blockchain Investor: Philipp Rickenbacher’s New Focus News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128536/from-julius-baer-ceo-to-blockchain-investor-philipp-rickenbacheramprsquos-new-focus He does not consider the move a major adjustment or even a culture shock. Wealth and Asset Management Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128543/objectway-at-frankfurt-digital-finance-2026-ampndash-driving-the-future-of-european-wealthtech-through-innovation-scale-and-vision A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase Wealth and Asset Management Wealth manager 'invests in future' with acquisition News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128503/wealth-manager-amp039invests-in-futureamp039-with-acquisition Under the terms of the deal – completed for an undisclosed sum – KSP Financial boss Keith Phillips will operate in a consultancy role. Wealth and Asset Management Private Banks Pivot To Serve The ‘Everyday Millionaire’ News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128519/private-banks-pivot-to-serve-the-amplsquoeveryday-millionaireamprsquo The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band. Wealth and Asset Management Aberdeen delivers annual profit beat boosted by interactive investor News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128521/aberdeen-delivers-annual-profit-beat-boosted-by-interactive-investor Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus. Wealth and Asset Management 7IM strengthens advice arm with CPN deal News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128522/7im-strengthens-advice-arm-with-cpn-deal It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP. Wealth and Asset Management Walker Crips looks to grow business as PhillipCapital takeover completes News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128526/walker-crips-looks-to-grow-business-as-phillipcapital-takeover-completes We are looking to expand headcount and to be in more geographies within the UK summary Wealth and Asset Management Further recognition for Hawksford Private Client Services Head News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128486/further-recognition-for-hawksford-private-client-services-head With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role Wealth and Asset Management Oddo BHF Switzerland names CIO News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128535/oddo-bhf-switzerland-names-cio Head of investment office Arthur Jurus has been elevated to CIO for the private wealth management Switzerland division. Executive Moves LLB names Liechtenstein EAM head News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128537/llb-names-liechtenstein-eam-head Deputy head of institutional partners Constantin Feichtinger has been promoted. Executive Moves Barclays Bank (Suisse) SA appoints new Chief Executive Officer News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128544/barclays-bank-suisse-sa-appoints-new-chief-executive-officer Prior to HSBC, John held several senior positions at UBS as well as wider experience with global consulting firms. Executive Moves Ewan Forsyth joins McKee Campbell Morrison News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128546/ewan-forsyth-joins-mckee-campbell-morrison His appointment strengthens MCM’s expanding private client offering and supports the continued growth of the firm. Executive Moves EdenTree makes triple change to fixed income team News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128547/edentree-makes-triple-change-to-fixed-income-team David Katimbo-Mugwanya remains lead manager across the funds Executive Moves NatWest appoints Adeel Hyder as new Managing Director of Business Banking News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128549/natwest-appoints-adeel-hyder-as-new-managing-director-of-business-banking NatWest has announced Adeel Hyder as its new Managing Director of Business Banking, leading the bank’s strategy to strengthen support for small and micro businesses across the UK. Executive Moves Hines Hires BlackRock Veteran to Lead European Flagship Core-Plus Fund News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128550/hines-hires-blackrock-veteran-to-lead-european-flagship-core-plus-fund With nearly two decades of European real estate investment experience, she brings deep cross-sector expertise spanning logistics, living, office, retail, data centres, and hospitality. Executive Moves Deutsche Private Bank puts UK at heart of €1tn wealth goal News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128504/deutsche-private-bank-puts-uk-at-heart-of-ampeuro1tn-wealth-goal Executive Arjun Nagarkatti outlines why the UK is a 'number one market' in the German private bank's ambitious three-year global strategy. Executive Moves Quilter Financial Planning welcomes six new appointed representative firms to its advice network News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128505/quilter-financial-planning-welcomes-six-new-appointed-representative-firms-to-its-advice-network “The continued momentum we are seeing in advisers choosing to join Quilter Financial Planning underlines the strength and attractiveness of our network proposition. Executive Moves Quanta Group appoints as COO News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128511/quanta-group-appoints-as-coo “I look forward to working with her in the executive team.” Executive Moves FCA fines John Wood Group PLC for issuing misleading statements News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128538/fca-fines-john-wood-group-plc-for-issuing-misleading-statements Following the poor performance of certain projects, Wood Group’s accounting judgements were inappropriately influenced by its desire to maintain previously stated financial results. Legal, Regulation & Compliance The President of the European Commission and the President of the Swiss Confederation sign a broad package of EU-Switzerland agreements News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128540/the-president-of-the-european-commission-and-the-president-of-the-swiss-confederation-sign-a-broad-package-of-eu-switzerland-agreements Additionally, it will ensure more consistent rules for individuals who live, work, or study across the EU-Swiss border. Legal, Regulation & Compliance New investment funds drive reduction in costs to investors News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128541/new-investment-funds-drive-reduction-in-costs-to-investors This eighth Costs and Performance report shows that ongoing costs in the EU continued to decline in 2024. Legal, Regulation & Compliance New UK ETA and carrier liability rules: what travellers need to know News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128542/new-uk-eta-and-carrier-liability-rules-what-travellers-need-to-know Employers should ensure that they review updated travel guidance Legal, Regulation & Compliance Interview with Philip R. Lane, Member of the Executive Board of the ECB, conducted by Olaf Storbeck on 26 February 2026 News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128508/interview-with-philip-r-lane-member-of-the-executive-board-of-the-ecb-conducted-by-olaf-storbeck-on-26-february-2026 The European economy has been growing in the neighbourhood of its potential. Consumption is contributing, as expected. Legal, Regulation & Compliance The EBA publishes its final Guidelines on instruments for the capital endowment requirement for third-country branches News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128509/the-eba-publishes-its-final-guidelines-on-instruments-for-the-capital-endowment-requirement-for-third-country-branches The Guidelines set out the list of instruments that third-country branches may use to meet their capital endowment requirement and specify the minimum operational conditions that ensure these instruments are available when needed. Legal, Regulation & Compliance Irish employers must factor for salary increases for employment permit holders News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128510/irish-employers-must-factor-for-salary-increases-for-employment-permit-holders Increases in the salary thresholds for employment permits were announced in 2023 with increases planned over two years, but an updated roadmap document now sets out changes up to at least 2030. Legal, Regulation & Compliance UK Listing Rules for investment entities review News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128512/uk-listing-rules-for-investment-entities-review As part of this review, we will also conduct targeted work to assess how our rules, in the context of company law, ensure that boards support strong shareholder rights and engagement and manage conflicts of interests. Legal, Regulation & Compliance Pensions UK calls for Pension Schemes Bill mandation power to be withdrawn News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128518/pensions-uk-calls-for-pension-schemes-bill-mandation-power-to-be-withdrawn Call comes as Bill is at a ‘crucial juncture’ in its passage through Parliament Legal, Regulation & Compliance Getting the right directions − speech by Alan Taylor News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128524/getting-the-right-directions-ampminus-speech-by-alan-taylor Given at the Monetary Policy Mandate Conference at Norges Bank, Oslo Legal, Regulation & Compliance OPBAS identifies areas where anti-money laundering supervisors can improve News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128516/opbas-identifies-areas-where-anti-money-laundering-supervisors-can-improve OPBAS is concerned that for some PBSs, their dual role as both a membership organisation and a supervisor can hinder effective action. FinTech Bison Bank adopts Elliptic’s AI-powered analytics News Aggregation Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128448/bison-bank-adopts-ellipticamprsquos-ai-powered-analytics Additionally, Elliptic's copilot assistant automates data collection, fund flow analysis, participant identification, and provides an AI-generated risk summary. FinTech FCA names four firms to trial stablecoin use cases News Aggregation Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128452/fca-names-four-firms-to-trial-stablecoin-use-cases The participants in the regulatory sandbox, set to commence in Q1 2026, include Monee Financial Technologies, ReStabilise, VVTX, and UK challenger Revolut. FinTech Wealth managers back AI, but client trust is decreasing News Aggregation Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128403/wealth-managers-back-ai-but-client-trust-is-decreasing Despite this apparent decline in client trust, UK wealth managers remain confident in the potential for AI to support them in their roles. FinTech Iress targets large wealth firms after strong UK results News Aggregation Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128414/iress-targets-large-wealth-firms-after-strong-uk-results Group chief executive Andrew Russell said the results reflected a year of “disciplined execution” following the simplification of the business into a more focused wealth and trading software provider. FinTech Tech sector leads exodus of 6,000 business owners News Team Tuesday, February 24, 2026 12:00 am https://europe.managersofwealth.com/article/128377/tech-sector-leads-exodus-of-6000-business-owners The analysis of filings at Companies House show that 5,940 business owners left the UK between January 2024 and January 2026. FinTech ECB Steps Up Scrutiny of European Banks’ AI Industry Exposure News Aggregation Team Tuesday, February 24, 2026 12:00 am https://europe.managersofwealth.com/article/128382/ecb-steps-up-scrutiny-of-european-banksamprsquo-ai-industry-exposure In parallel, the regulator is running targeted workshops to identify how banks are using generative AI. FinTech Bankdata selects Amundi Technology’s ALTO for its modular API based Wealth & Distribution Solution News Team Tuesday, February 24, 2026 12:00 am https://europe.managersofwealth.com/article/128385/bankdata-selects-amundi-technologyamprsquos-alto-for-its-modular-api-based-wealth-ampamp-distribution-solution Its platform portfolio covers mobile and online banking, card and payments solutions, and capital markets trading systems, and serves one third of Denmark’s population with its service. FinTech Starling Bank’s SaaS business expands to fourth country News Aggregation Team Monday, February 23, 2026 12:00 am https://europe.managersofwealth.com/article/128362/starling-bankamprsquos-saas-business-expands-to-fourth-country Engine by Starling is one of the company's fastest-growing revenue drivers FinTech How can wealth managers balance AI innovation with cybersecurity? News Team Friday, February 20, 2026 12:00 am https://europe.managersofwealth.com/article/128323/how-can-wealth-managers-balance-ai-innovation-with-cybersecurity Nevertheless, AI remains the largest area of investment. FinTech Ortec Finance Wins Insurance Asset Risk Technology Provider of the Year News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128530/ortec-finance-wins-insurance-asset-risk-technology-provider-of-the-year The award identifies the firm’s flagship GLASS platform as enabling insurers to analyze assets, liabilities, capital requirements and regulatory constraints within a single integrated modelling environment. Alternative Investments Royal London launches €500m CLO II News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128531/royal-london-launches-ampeuro500m-clo-ii The European leveraged loan and CLO markets continue to develop with robust activity Alternative Investments Evelyn Partners reduces fees on international MPS to 0.2% News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128532/evelyn-partners-reduces-fees-on-international-mps-to-02 The MPS offers international financial advisers asset allocation strategies deployed through the selection of funds Alternative Investments European ETF market surges to over €2.7tn, on track to hit over €5tn by 2030 News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128539/european-etf-market-surges-to-over-ampeuro27tn-on-track-to-hit-over-ampeuro5tn-by-2030 Active ETFs the fastest-growing segment, reaching $1.9tn Assets Under Management Alternative Investments Former Macquarie quant chief to launch new Europe-focused strategy at OQ Funds Management News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128548/former-macquarie-quant-chief-to-launch-new-europe-focused-strategy-at-oq-funds-management Founded by Bird in 2020, OQ’s flagship Asia fund has delivered annualised returns of more than 12.4% through January, outperforming the MSCI Asia- Pacific Index with lower volatility. Alternative Investments 59% of advisers flag underwriting delays as cause for concern News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128506/59-of-advisers-flag-underwriting-delays-as-cause-for-concern Several insurers have exited the individual protection market in the last few years – most recently HSBC Life, which was acquired by Chesnara in February 2026. Alternative Investments Zurich Insurance Group Ltd (“Zurich”) raises CHF 3.9 billion / USD 5.0 billion to partly finance the acquisition of Beazley plc (“Beazley”) News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128513/zurich-insurance-group-ltd-ampldquozurichamprdquo-raises-chf-39-billion-usd-50-billion-to-partly-finance-the-acquisition-of-beazley-plc-ampldquobeazleyamprdquo The net proceeds from the Share Placement will be used to partly finance the Acquisition, with the remaining part financed by existing cash and new debt facilities, as previously communicated. Alternative Investments Hargreaves Lansdown adds three new VCT managers to its platform News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128514/hargreaves-lansdown-adds-three-new-vct-managers-to-its-platform Gresham House, Molten Ventures and Canaccord Genuity have been added to the VCT service Alternative Investments DWP extra weekly State Pension payment to older people in specific age group News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128523/dwp-extra-weekly-state-pension-payment-to-older-people-in-specific-age-group There are also more than 700,000 older people eligible for a State Pension top-up of £4,300 annual income top-up. Alternative Investments Aberdeen posts 4% profit growth as retail platform drives momentum News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128525/aberdeen-posts-4-profit-growth-as-retail-platform-drives-momentum Withdrawals more than tripled to £3.9bn Alternative Investments UniCredit renews the EDGE Certification across Europe, reconfirming the Global Status News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128495/unicredit-renews-the-edge-certification-across-europe-reconfirming-the-global-status Together, these markets represent more than 80% of our people, making UniCredit the first and only pan‑European bank to be recertified at such scale and eligible for the prestigious EDGE Global Certification. Investment Banking London’s Allica Bank targets 10% UK SMB market share by 2028 after €131 million raise News Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128435/londonamprsquos-allica-bank-targets-10-uk-smb-market-share-by-2028-after-ampeuro131-million-raise The round was raised with investements from Ventura Capital, GLG , Sona AM and existing investors TCV and Blue Owl. Investment Banking The massive increase in fraud targeting customers in recent years can be reversed, new figures from Danske Bank show News Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128424/the-massive-increase-in-fraud-targeting-customers-in-recent-years-can-be-reversed-new-figures-from-danske-bank-show Most people will likely recognize a similar text message from 2025, when Danes were repeatedly exposed to fraudulent messages, fake websites, and manipulative phone calls. Investment Banking Global Finance Names The World’s Best Investment Banks 2026 News Team Thursday, February 19, 2026 12:00 am https://europe.managersofwealth.com/article/128317/global-finance-names-the-worldamprsquos-best-investment-banks-2026 This year, for the first time, Global Finance has chosen Sector Award Winners by Region where outstanding organizations deserved recognition Investment Banking Santander UK to redeem £450 million perpetual capital securities News Aggregation Team Thursday, February 19, 2026 12:00 am https://europe.managersofwealth.com/article/128319/santander-uk-to-redeem-amppound450-million-perpetual-capital-securities Any distributions previously cancelled in accordance with the securities’ terms will remain excluded from payment. Investment Banking Crédit Agricole CIB Pioneers Acceptance of Multi-currency Chinese Sovereign Bonds as Derivatives Collateral News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128177/crampeacutedit-agricole-cib-pioneers-acceptance-of-multi-currency-chinese-sovereign-bonds-as-derivatives-collateral The initiative enables Crédit Agricole CIB to accept multi-currency (CNH, USD, and EUR) Chinese sovereign bonds custodied at Clearstream and Euroclear as eligible collateral for initial margin requirements. Investment Banking The European Investment Bank (EIB) and BBVA sign two agreements to boost green finance News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128187/the-european-investment-bank-eib-and-bbva-sign-two-agreements-to-boost-green-finance The first agreement is an EIB guarantee facility of up to EUR 380 million to support sustainable projects. Investment Banking Santander, global leader in export finance for fourth year running News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128188/santander-global-leader-in-export-finance-for-fourth-year-running The Group held on to the number one spot with a total volume of USD 18.2 billion and an international market share of 14.5%. Investment Banking French central bank sees first quarter growth of 0.2-0.3% News Aggregation Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128195/french-central-bank-sees-first-quarter-growth-of-02-03 The Bank of France said industrial output strengthened again in January Investment Banking 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 Swedish pensioners speak out: how scrapping the wealth tax reshaped their country News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128528/swedish-pensioners-speak-out-how-scrapping-the-wealth-tax-reshaped-their-country The shift did not happen overnight, and many point to these two decisions as the turning point. Comment, Analysis & Research UK Spring Statement 2026: Key analysis News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128529/uk-spring-statement-2026-key-analysis We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy. Comment, Analysis & Research UK Chancellor Spring Statement – financial services sector reaction News Aggregation Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128533/uk-chancellor-spring-statement-ampndash-financial-services-sector-reaction Today’s forecasts today exclude any effect of the US/Israel-Iran conflict. As Andrew Sanford, Partner at Blick Rothenberg comments: “One has to question, with such uncertainty, what value can be placed on the forecasts?” Comment, Analysis & Research Reputation Pros Named Among Best Reputation Management Companies in London News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128478/reputation-pros-named-among-best-reputation-management-companies-in-london Leading U.S.-Based Firm Recognized by Both Manchester Digital and London Post for Excellence in Online Reputation Management Comment, Analysis & Research ECB Consumer Expectations Survey results – January 2026 News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128483/ecb-consumer-expectations-survey-results-ampndash-january-2026 Uncertainty about inflation expectations over the next 12 months remained unchanged in January. Comment, Analysis & Research Central banking in an age of geoeconomic fragmentation and global uncertainty News Team Monday, March 02, 2026 12:00 am https://europe.managersofwealth.com/article/128485/central-banking-in-an-age-of-geoeconomic-fragmentation-and-global-uncertainty Speech at the 157th Baden-Badener Unternehmer Gespräche Comment, Analysis & Research Cazenove: What comes next? News Aggregation Team Friday, February 27, 2026 12:00 am https://europe.managersofwealth.com/article/128457/cazenove-what-comes-next Catch up on this week’s top news in wealth management Comment, Analysis & Research The end of imputed rental value: What Swiss property owners need to know News Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128429/the-end-of-imputed-rental-value-what-swiss-property-owners-need-to-know With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them. Comment, Analysis & Research 90% of UK’s wealthiest families face active wealth conflicts, new research reveals News Aggregation Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128439/90-of-ukamprsquos-wealthiest-families-face-active-wealth-conflicts-new-research-reveals A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth. Comment, Analysis & Research CIExpert to launch second edition of annual research into UK protection market News Aggregation Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128404/ciexpert-to-launch-second-edition-of-annual-research-into-uk-protection-market The campaign has called on the industry to advocate and actively encourage the recommendation of individual protection plans as the preferred option for customers and consider that joint life first event plans need specific justification for their use. Comment, Analysis & Research Tax fears hit HNW confidence as planning pressures mount News Aggregation Team Friday, February 27, 2026 12:00 am https://europe.managersofwealth.com/article/128459/tax-fears-hit-hnw-confidence-as-planning-pressures-mount The findings suggest tax policy is now a central driver of wealth planning decisions for affluent clients. Tax Switzerland May Require More Tax Increases To Balance Budget News Aggregation Team Friday, February 27, 2026 12:00 am https://europe.managersofwealth.com/article/128476/switzerland-may-require-more-tax-increases-to-balance-budget The Swiss Government earlier noted, "Without EP27, the federal Government would need to find ways to offset the unchecked growth in costs. Tax Tax fears hit HNW confidence as planning pressures mount News Aggregation Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128425/tax-fears-hit-hnw-confidence-as-planning-pressures-mount The findings suggest tax policy is now a central driver of wealth planning decisions for affluent clients. Tax US Tax on a UK Pension Lump Sum: Rates, Reporting, and Mitigation Strategies News Team Monday, February 23, 2026 12:00 am https://europe.managersofwealth.com/article/128349/us-tax-on-a-uk-pension-lump-sum-rates-reporting-and-mitigation-strategies This risk is often more pronounced if no UK tax is withheld, in which case no foreign tax credit (FTC) may be available. Tax KPMG UK comments on today’s public finances data News Team Monday, February 23, 2026 12:00 am https://europe.managersofwealth.com/article/128354/kpmg-uk-comments-on-todayamprsquos-public-finances-data “Weaker growth could chip away at Chancellor’s headroom” says Dennis Tatarkov, Senior Economist at KPMG UK Tax CGT tax take soars as higher rates and lower annual exemption bite News Team Friday, February 20, 2026 12:00 am https://europe.managersofwealth.com/article/128335/cgt-tax-take-soars-as-higher-rates-and-lower-annual-exemption-bite There is usually an annual uplift in CGT take in January, but this jump may be suggestive of post budget selling after Rachel Reeves opted not to make further changes. Tax Could you turbo-charge your pension before the tax-year end? News Team Wednesday, February 18, 2026 12:00 am https://europe.managersofwealth.com/article/128287/could-you-turbo-charge-your-pension-before-the-tax-year-end Pension tax relief remains a crucial benefit for the UK’s earners and savers, and the end of the tax year on 5 April forms a deadline for those looking to top up their retirement pots. Tax Thousands face inheritance tax crackdown as HMRC collects £246million in underpayments News Aggregation Team Monday, February 16, 2026 12:00 am https://europe.managersofwealth.com/article/128233/thousands-face-inheritance-tax-crackdown-as-hmrc-collects-amppound246million-in-underpayments This multi-agency approach allows officials to verify property details and asset declarations against independent data sources. Tax Guide: How will HMRC tax digitisation impact freelancers? News Aggregation Team Friday, February 13, 2026 12:00 am https://europe.managersofwealth.com/article/128206/guide-how-will-hmrc-tax-digitisation-impact-freelancers In April this year, the long-awaited Making Tax Digital for Income Tax scheme becomes a reality. In this guide, Arts Professional takes a look at what self-employed creative industry workers need to know. Tax AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128174/aj-bell-investcentre-onshore-bond-link-will-provide-advisers-with-more-comprehensive-tax-and-estate-planning-capabilities As advisers continue to navigate a constantly evolving tax environment to protect client wealth Tax Consumer investments priorities: strengthening trust, supporting investors News Team Wednesday, March 04, 2026 12:00 am https://europe.managersofwealth.com/article/128545/consumer-investments-priorities-strengthening-trust-supporting-investors Through all this, we recognise that the consumer investments landscape is changing – and we want to hear from firms. Retail Banking Lloyds moves account openings fully online – report News Aggregation Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128507/lloyds-moves-account-openings-fully-online-ampndash-report Staff will direct customers to use the bank’s digital platforms for the services. Retail Banking Santander and Mastercard complete Europe’s first live end-to-end payment executed by an AI agent News Team Tuesday, March 03, 2026 12:00 am https://europe.managersofwealth.com/article/128515/santander-and-mastercard-complete-europeamprsquos-first-live-end-to-end-payment-executed-by-an-ai-agent The transaction was processed through Santander’s live payments infrastructure to validate the end-to-end operational and control framework under real conditions. Retail Banking “People think it’s risky”: EM debt reassessed News Aggregation Team Friday, February 27, 2026 12:00 am https://europe.managersofwealth.com/article/128468/ampldquopeople-think-itamprsquos-riskyamprdquo-em-debt-reassessed Perceived risk remains the biggest barrier to adoption, but data tell a different story. Retail Banking NatWest Group commits £8million for debt advice organisations to help support people in financial difficulty News Team Thursday, February 26, 2026 12:00 am https://europe.managersofwealth.com/article/128432/natwest-group-commits-amppound8million-for-debt-advice-organisations-to-help-support-people-in-financial-difficulty The continuation of the bank’s over 20 years funding partnership with the UK debt advice providers will help to safeguard and extend the independent and free services they provide for millions of people struggling with debt and money worries annuall Retail Banking BBVA channels €134 billion in sustainable business in 2025 (+44 percent), a new annual record News Team Wednesday, February 25, 2026 12:00 am https://europe.managersofwealth.com/article/128428/bbva-channels-ampeuro134-billion-in-sustainable-business-in-2025-44-percent-a-new-annual-record This figure marks an annual record for the financial institution, which aims to mobilize €700 billion between 2025 and 2029. Retail Banking Bank of Beirut UK Goes Live with Temenos to Scale Corporate Banking and Trade Finance News Team Tuesday, February 24, 2026 12:00 am https://europe.managersofwealth.com/article/128388/bank-of-beirut-uk-goes-live-with-temenos-to-scale-corporate-banking-and-trade-finance The deployment is designed to strengthen the institution’s position as a trusted partner for businesses and correspondent banks operating across the UK, Europe, Africa, and the Middle East. Retail Banking Barclays Calls for Targeted Reforms to Help UK SMEs Unlock Global Export Opportunities News Team Tuesday, February 24, 2026 12:00 am https://europe.managersofwealth.com/article/128391/barclays-calls-for-targeted-reforms-to-help-uk-smes-unlock-global-export-opportunities Against this backdrop, Barclays’ analysis highlights that strengthening the UK’s export finance framework could help unlock more growth. Retail Banking Bank of Ireland UK fined £3.7 million for implementing anti-fraud tool 14 months too late News Aggregation Team Friday, February 20, 2026 12:00 am https://europe.managersofwealth.com/article/128346/bank-of-ireland-uk-fined-amppound37-million-for-implementing-anti-fraud-tool-14-months-too-late Payment service providers were given one years notice by the PSR to put the measure in place. Bank of Ireland UK were the last Group 1 payment service provider to achieve compliance. Retail Banking Bank of Lithuania expands TransferGo’s EMI license News Team Thursday, February 19, 2026 12:00 am https://europe.managersofwealth.com/article/128309/bank-of-lithuania-expands-transfergoamprsquos-emi-license Over the past decade, our clients’ needs and how they use financial services have fundamentally changed. 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 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 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