Managers of Wealth - Europe https://europe.managersofwealth.com/ Tue, 21 Jan 2025 04:53:27 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Quilter’s WealthSelect responds to recent bond market performance with ad hoc rebalance News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121018/quilteramprsquos-wealthselect-responds-to-recent-bond-market-performance-with-ad-hoc-rebalance The team has increased the fixed income allocation at the lower risk levels within the range. Wealth and Asset Management Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’ News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121030/rathbonesamprsquo-ceo-paul-stockton-amplsquoweamprsquore-a-bit-more-middle-england-than-monacoamprsquo The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram Wealth and Asset Management TISE reports double digit listings growth and new records in 2024 News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121035/tise-reports-double-digit-listings-growth-and-new-records-in-2024 The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December. Wealth and Asset Management Julius Baer forecasts high single-digit returns for 2025 News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121041/julius-baer-forecasts-high-single-digit-returns-for-2025 Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook. Wealth and Asset Management Guernsey Trust Manager joins Citywealth Future Leaders Awards 2025 judging panel News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121044/guernsey-trust-manager-joins-citywealth-future-leaders-awards-2025-judging-panel She will be joining five other judges and panel moderator Karen Jones, CEO of Citywealth. Wealth and Asset Management Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’ News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121046/rathbonesamprsquo-ceo-paul-stockton-amplsquoweamprsquore-a-bit-more-middle-england-than-monacoamprsquo The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram Wealth and Asset Management JTC wins at global banking & finance awards News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121051/jtc-wins-at-global-banking-ampamp-finance-awards The awards recognise companies of all sizes which are prominent in particular areas of expertise and excellence within the financial world. Wealth and Asset Management Rathbones Group Plc Fourth Quarter Trading Update News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121005/rathbones-group-plc-fourth-quarter-trading-update Funds under management and administration (FUMA) update for the year ended 31 December 2024 and notice of results. Wealth and Asset Management Wealth managers eye more gilt moves after bond selloff News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121007/wealth-managers-eye-more-gilt-moves-after-bond-selloff Gilt portfolio services prove a popular choice as investors spy opportunities to make tax-free capital gains. Wealth and Asset Management SIX takes over Swiss fund information service News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121015/six-takes-over-swiss-fund-information-service This makes it the sole shareholder of the provider of Swiss fund information. Wealth and Asset Management M&G Appoints Marcello Arona as Chief Financial Officer of M&G Investments News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121028/mampampg-appoints-marcello-arona-as-chief-financial-officer-of-mampampg-investments With over 20 years of experience in asset management, Marcello brings a wealth of financial expertise and strategic leadership to M&G Investments. Executive Moves Royal London appoints Isabel Hudson as board chair News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121029/royal-london-appoints-isabel-hudson-as-board-chair Hudson replaces Lynne Peacock, current interim chair, who will be stepping down from the board on 9 February. Executive Moves Fisch Asset Management strengthens its presence in Germany News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121036/fisch-asset-management-strengthens-its-presence-in-germany Gudrun Nagel and Rik Verhoeven will be responsible for the support and acquisition of institutional and wholesale customers. Executive Moves Barclays appoints Pier Luigi Colizzi as Global Chairman of Investment Banking News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121043/barclays-appoints-pier-luigi-colizzi-as-global-chairman-of-investment-banking Pier Luigi Colizzi joins the Global Chairman Group, which is focused on growing CEO and Board-level relationships, and delivering strategic, value-added advice and services Executive Moves Stonehage Fleming Appoints Stuart Parkinson As Group CEO News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121045/stonehage-fleming-appoints-stuart-parkinson-as-group-ceo With over 30 years of international experience in banking and financial services, Stuart brings impressive credentials to his new responsibilities at Stonehage Fleming. Executive Moves Most Influential Recognition Once Again for Iain Johns News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121048/most-influential-recognition-once-again-for-iain-johns Having appeared in the list regularly over the past decade, Iain has extensive experience of dealing with the financial affairs of some of the world’s wealthiest families. Executive Moves JTC Law welcomes Fiona Dalton to senior leadership team News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121049/jtc-law-welcomes-fiona-dalton-to-senior-leadership-team For the last 12 years, she has worked alongside the senior team at Jersey’s largest firm to support its growth and development and attain its top tier status. Executive Moves Skybound Wealth Welcomes Dmitriy Ermakov as Group Head of Marketing News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121008/skybound-wealth-welcomes-dmitriy-ermakov-as-group-head-of-marketing Dmitriy Ermakov joins the award-winning Skybound Wealth as Group Head of Marketing. Executive Moves La Financière de l’Échiquier appoints Michel Saugné as CIO News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121014/la-financiampegravere-de-lamprsquoampeacutechiquier-appoints-michel-saugnampeacute-as-cio Michel Saugné now heads one of the largest investment teams in Paris. Executive Moves Private equity firm announces new partner News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121019/private-equity-firm-announces-new-partner Invision has named longtime employee Florian Preuss as a new partner. Executive Moves FCA expands Leeds office, creating new jobs and affirming its commitment to growth in the region News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121010/fca-expands-leeds-office-creating-new-jobs-and-affirming-its-commitment-to-growth-in-the-region The new floor space was officially opened today by the FCA's chief executive Nikhil Rathi. Legal, Regulation & Compliance Chancellor’s National Wealth Fund fuels 8,600 jobs in six months News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121012/chancelloramprsquos-national-wealth-fund-fuels-8600-jobs-in-six-months The National Wealth Fund has fuelled 8,600 jobs in the last six months, unlocking almost £1.6 billion of private investment, driving growth across the UK. Legal, Regulation & Compliance DORA goes live with ‘challenges’ for European financial sector firms News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121025/dora-goes-live-with-amplsquochallengesamprsquo-for-european-financial-sector-firms The new rules mean stricter requirements in cyber security and digital resilience Legal, Regulation & Compliance DLA Piper advises Commerzbank on project financing of a photovoltaic plant in Montalto di Castro News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121026/dla-piper-advises-commerzbank-on-project-financing-of-a-photovoltaic-plant-in-montalto-di-castro The borrower is the special purpose vehicle Montalto di Castro S.p.A., which belongs to the international energy transition company CCE Holding. Legal, Regulation & Compliance White & Case advises on €1.4 billion increased financing for Glasfaser Nordwest’s fiber optic network expansion News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120985/white-ampamp-case-advises-on-ampeuro14-billion-increased-financing-for-glasfaser-nordwestamprsquos-fiber-optic-network-expansion White & Case previously advised on the first financing round of €800 million in 2022. Legal, Regulation & Compliance Thistle launches asset migration tool with in-built compliance for UK financial advisers News Aggregation Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120984/thistle-launches-asset-migration-tool-with-in-built-compliance-for-uk-financial-advisers Thistle’s Asset Migration tool enables financial advisers and wealth management firms to accelerate asset migration across platforms, while maintaining data accuracy and minimising client disruption. Legal, Regulation & Compliance The economic outlook and monetary policy in the euro area News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/121001/the-economic-outlook-and-monetary-policy-in-the-euro-area Speech by Luis de Guindos, Vice-President of the ECB, at the 15th edition of Spain Investors Day Legal, Regulation & Compliance EBA Publishes Final Guidelines on the Management of ESG Risks News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120965/eba-publishes-final-guidelines-on-the-management-of-esg-risks The guidelines set out requirements for institutions regarding the identification, measurement, management, and monitoring of ESG risks. Legal, Regulation & Compliance 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 Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121009/broadridge-enhances-multi-asset-post-trade-processing-with-genai-powered-analytics The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics. FinTech Avenir and the lang cat forge industry-first partnership for smarter financial reporting and compliance News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121011/avenir-and-the-lang-cat-forge-industry-first-partnership-for-smarter-financial-reporting-and-compliance The partnership combines Avenir’s platform with Analyser’s insights and analytics to automate data and streamline reporting, saving time and improving accuracy. FinTech The EBA and ESMA analyse recent developments in crypto-assets News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121027/the-eba-and-esma-analyse-recent-developments-in-crypto-assets EBA and ESMA find that DeFi remains a niche phenomenon, with value locked in DeFi protocols representing 4% of all crypto-asset market value at the global level. FinTech Recharge partners with ABN AMRO for €45 million to boost their M&A News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120992/recharge-partners-with-abn-amro-for-ampeuro45-million-to-boost-their-mampampa The partnership creates a formidable M&A war chest, enabling Recharge to seize opportunities in consolidating the prepaid payments industry. FinTech Schroders strengthens fixed income trading with Virtu Financial and Propellant Digital News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/121000/schroders-strengthens-fixed-income-trading-with-virtu-financial-and-propellant-digital By leveraging Propellant’s analytics, these institutions are able to extract value from growing volumes of European and US transparency data in today's increasingly electronified bond trading environment. FinTech 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 Ruffer calls for patience for its ‘antithesis’ stance News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121032/ruffer-calls-for-patience-for-its-amplsquoantithesisamprsquo-stance Ruffer is sceptical on how long the overwhelmingly positive stock market sentiment will last and says its balanced wealth-preservation approach sets it up to weather any outcome. Alternative Investments Schroders Solutions awarded £170m Fiduciary Management mandate by the Royal National Institute of Blind People Retirement Benefits Pension Scheme News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121037/schroders-solutions-awarded-amppound170m-fiduciary-management-mandate-by-the-royal-national-institute-of-blind-people-retirement-benefits-pension-scheme Schroders Solutions worked extensively with the Trustees to understand its ESG preferences. Alternative Investments Hoxton Wealth adds £85m AUM with latest UK advice firm acquisition News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121039/hoxton-wealth-adds-amppound85m-aum-with-latest-uk-advice-firm-acquisition Hoxton Wealth adds £85m AUM with latest UK advice firm acquisition Alternative Investments VCTs are a ‘net benefit to the economy’, says Triple Point News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121040/vcts-are-a-amplsquonet-benefit-to-the-economyamprsquo-says-triple-point VCTs were introduced in 1995 and are investment vehicles that were set up to promote investment in small UK businesses that meet certain criteria. Alternative Investments Generali Investments to acquire majority stake in MGG Investment Group News Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121050/generali-investments-to-acquire-majority-stake-in-mgg-investment-group MGG will continue to be led by CEO & CIO Kevin Griffin with no changes to MGG’s investment strategy or processes. Alternative Investments Punter Southall on hook for millions over sacking of protection boss News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121020/punter-southall-on-hook-for-millions-over-sacking-of-protection-boss The pensions and protection firm has incurred legal costs of £17m and could be forced to pay millions more over dismissal of Daniel Pender. Alternative Investments Premier Miton sees positive inflows into open-ended funds News Aggregation Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/121003/premier-miton-sees-positive-inflows-into-open-ended-funds The net result for the quarter was an outflow of £33m Alternative Investments Liontrust lines up more job cuts after £1.6bn hit News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120973/liontrust-lines-up-more-job-cuts-after-amppound16bn-hit The fund firm said it would be cutting a 'small' number of additional roles as the pressure mounts following a steep outflow in the final quarter of 2024. Alternative Investments Inside Saba’s £3.6bn battle for seven UK investment trusts News Aggregation Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120975/inside-sabaamprsquos-amppound36bn-battle-for-seven-uk-investment-trusts Part of the reason for the panic may have been that Saba took stakes, but did not immediately communicate what it wanted, raising fears about its long-term plans. Alternative Investments 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 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 If Jane Fraser’s investment bank overhaul is a disaster, why is Citi doing so well? News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121034/if-jane-fraseramprsquos-investment-bank-overhaul-is-a-disaster-why-is-citi-doing-so-well The Wall Street bank’s fourth quarter results suggest the Citi CEO’s plan is succeeding Comment, Analysis & Research Probate delays surge – a 134% rise in year-long cases News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121013/probate-delays-surge-ampndash-a-134-rise-in-year-long-cases This increase in wait time comes as the government prepares to make pensions liable to inheritance tax (IHT) which could further delay the grant of probate in many cases. Comment, Analysis & Research Swiss Oppose Cashless Future News Aggregation Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121021/swiss-oppose-cashless-future As part of the representative survey, which includes 1,000 participants from the country’s three main language regions, attitudes toward cash are also examined. Comment, Analysis & Research Grid congestion gets companies negotiating with grid operators News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120977/grid-congestion-gets-companies-negotiating-with-grid-operators The bank believes companies should seek more cooperation and negotiate jointly with grid operators to ease the pressure on the power grid. Comment, Analysis & Research Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive News Aggregation Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120981/transforming-the-advice-and-wealth-management-profession-daviesamprsquo-matt-lonsdale-highlights-why-ampndash-and-how-ampndash-advisers-must-embrace-change-to-thrive The wealth management and financial advice professions have weathered some monumental events in just these last five years. Comment, Analysis & Research Joining the dots - speech by Nathanaël Benjamin News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120983/joining-the-dots-speech-by-nathanaampeumll-benjamin Given at The City UK Comment, Analysis & Research TSMC outpaces expectations with robust AI growth News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120994/tsmc-outpaces-expectations-with-robust-ai-growth These results were bolstered by strong contributions from AI-related revenues, which are increasingly becoming a key driver of growth. Comment, Analysis & Research 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 UK CPI shows modest easing, but encouraging fall in core inflation News Team Wednesday, January 15, 2025 12:00 am https://europe.managersofwealth.com/article/120960/uk-cpi-shows-modest-easing-but-encouraging-fall-in-core-inflation The primary drivers of inflation in December were rising costs for transportation, household services, whilst clothing, restaurants and hotels saw a downward contribution. Comment, Analysis & Research Claire Trott: Navigating annuities and inheritance tax News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121031/claire-trott-navigating-annuities-and-inheritance-tax While this will work for some, there are a good number of considerations to take into account when thinking about this option. Tax IHT tax on pensions must ‘loosen’ where lump sums are not for estate management News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121038/iht-tax-on-pensions-must-amplsquoloosenamprsquo-where-lump-sums-are-not-for-estate-management Broadstone consultancy agrees pensions should be used for income rather than wealth transfer Tax 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 Santander reviews UK retail banking presence amid broader assessment, source says News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121033/santander-reviews-uk-retail-banking-presence-amid-broader-assessment-source-says Santander's review is part of a regular assessment of its major businesses, the person said speaking on condition of anonymity because they were not authorized to speak publicly. Retail Banking Commerzbank explores thousands of job cuts as it seeks to fend off UniCredit, FT reports News Aggregation Team Monday, January 20, 2025 12:00 am https://europe.managersofwealth.com/article/121042/commerzbank-explores-thousands-of-job-cuts-as-it-seeks-to-fend-off-unicredit-ft-reports Commerzbank did not immediately respond to a Reuters request for comment outside regular business hours. Retail Banking Half of UK BNPL users unaware of late fees News Aggregation Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120999/half-of-uk-bnpl-users-unaware-of-late-fees In addition, 15% of BNPL users have incurred late fees, with this figure rising to 22% for those with ‘poor’ or ‘very poor’ credit scores. Retail Banking Brace yourself: Europe’s payments revolution is here News Aggregation Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/121002/brace-yourself-europeamprsquos-payments-revolution-is-here This supports the region’s rapidly growing digital economy and evolving consumer demand for fast, affordable and transparent payments. Retail Banking 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 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 Mirova Commits USD10 million to Global Commercial & Industrial Solar Leader ecoligo to Fuel Its Growth in Vietnam News Team Friday, January 17, 2025 12:00 am https://europe.managersofwealth.com/article/121006/mirova-commits-usd10-million-to-global-commercial-ampamp-industrial-solar-leader-ecoligo-to-fuel-its-growth-in-vietnam ecoligo has successfully raised €74 million to date and currently manages a global portfolio of 100 MWp, comprising 200 projects. Planet SOS ESG Economist - High decarbonisation pressure EU energy-intensive industry News Team Thursday, January 16, 2025 12:00 am https://europe.managersofwealth.com/article/120976/esg-economist-high-decarbonisation-pressure-eu-energy-intensive-industry There are potential significant emission reductions to be had by decarbonising these sectors Planet SOS 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