Managers of Wealth - Europe https://europe.managersofwealth.com/ Thu, 18 Dec 2025 13:54:24 GMT part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Quilter Financial Planning appoints a further five firms to its network News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127325/quilter-financial-planning-appoints-a-further-five-firms-to-its-network Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve. Wealth and Asset Management The Intelligent Allocator: Investing like a Viking – portfolio strategy and navigation lessons News Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127289/the-intelligent-allocator-investing-like-a-viking-ampndash-portfolio-strategy-and-navigation-lessons The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers. Wealth and Asset Management Tavistock wins £250,000 interim award in legal battle News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127290/tavistock-wins-amppound250000-interim-award-in-legal-battle Titan has been ordered to pay to Tavistock an interim amount on account of costs of £250,000 within 28 days of the hearing. Wealth and Asset Management Coriats expands into new markets with Jersey office launch News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127294/coriats-expands-into-new-markets-with-jersey-office-launch The new office will allow us to offer bespoke solutions tailored to the needs of clients in this dynamic market, underpinned by Coriats’ reputation for integrity, connectivity and delivery of client service excellence.” Wealth and Asset Management Banque Richelieu Switzerland: New CEO, New Focus, New Headquarters News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127295/banque-richelieu-switzerland-new-ceo-new-focus-new-headquarters Zurich-based private bank became Banque Richelieu Switzerland. Now the new CEO has been appointed. Wealth and Asset Management Family offices and alternative investments: Transparency versus complexity News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127302/family-offices-and-alternative-investments-transparency-versus-complexity These studies also highlight growing use of co-investments and direct deals alongside traditional fund commitments, particularly in private equity and real assets. Wealth and Asset Management Julius Baer favours financials going into 2026 News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127301/julius-baer-favours-financials-going-into-2026 The Swiss private bank also expects the asset management industry to see steady revenue growth continuing. Wealth and Asset Management Aviva launches flexible solution for DB surplus transfers to DC schemes News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127263/aviva-launches-flexible-solution-for-db-surplus-transfers-to-dc-schemes The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus. Wealth and Asset Management Van Lanschot Kempen has selected Amundi Technology’ ALTO Investment News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127270/van-lanschot-kempen-has-selected-amundi-technologyamprsquo-alto-investment Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality. Wealth and Asset Management Partners Group finds partners in Austria News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127272/partners-group-finds-partners-in-austria This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe. Wealth and Asset Management UBS Asset Management appoints Barry Gill and Sonja Laud as Co-Heads of its Investments business News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127310/ubs-asset-management-appoints-barry-gill-and-sonja-laud-as-co-heads-of-its-investments-business UBS Asset Management will combine its direct public and private markets capabilities within its expanded Investments business under the joint leadership of Barry Gill and Sonja Laud Executive Moves HL promotes Rowles to head of ESG News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127316/hl-promotes-rowles-to-head-of-esg Reporting to Emma Wall Executive Moves Arbuthnot Latham Hires Two New Private Bankers to Bolster the Bank’s Media Team News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127288/arbuthnot-latham-hires-two-new-private-bankers-to-bolster-the-bankamprsquos-media-team Their appointments bring the total number of bankers within the Media team to 15 and further strengthens Arbuthnot’s offering. Executive Moves BNP Paribas Wealth Management Switzerland: Key roles filled News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127296/bnp-paribas-wealth-management-switzerland-key-roles-filled In his new role, Marc Schnurrenberger reports to Yusuf Savmaz , CEO of Wealth Management Switzerland. Executive Moves Inventx strengthens market orientation: Urs Rhyner will lead Business Development & Sales as a member of the management board. News Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127304/inventx-strengthens-market-orientation-urs-rhyner-will-lead-business-development-ampamp-sales-as-a-member-of-the-management-board He will take over the management of the Business Development & Sales division, which unites key market-oriented functions under one roof. Executive Moves New Head of Communications at Valiant News Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127305/new-head-of-communications-at-valiant She will succeed Thomas Ulrich, who will focus independently on strategic mandates in the future. Executive Moves State Street makes senior appointments News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127308/state-street-makes-senior-appointments Matteo Andreetto has been named Global head of Nextgen Business Development and Digital Wealth, Executive Vice President (EVP). Executive Moves IQ-EQ appointment targets luxury assets News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127261/iq-eq-appointment-targets-luxury-assets UHNWI yachts and aviation in focus Executive Moves Currensea appoints ex-Ecospend executives to boost Open Banking growth News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127266/currensea-appoints-ex-ecospend-executives-to-boost-open-banking-growth In his new role, Hickman will oversee Currensea’s commercial strategy, drawing on more than 20 years’ experience in sales and business development. Executive Moves Rose St Louis set to depart Scottish Widows in 2026 News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127267/rose-st-louis-set-to-depart-scottish-widows-in-2026 Kate Lyons will succeed St Louis in both roles, joining from Munich Re where she has worked as head of alternative distribution since January 2024. Executive Moves Joint EBA-ECB report on payment fraud: strong authentication remains effective but fraudsters are adapting News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127314/joint-eba-ecb-report-on-payment-fraud-strong-authentication-remains-effective-but-fraudsters-are-adapting The report assesses payment fraud reported by the industry across the European Economic Area (EEA), which amounted to €3.4 billion in 2022, €3.5 billion in 2023 and €4.2 billion in 2024. Legal, Regulation & Compliance UK government refuses to commit to ‘pensions tax lock’ News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127315/uk-government-refuses-to-commit-to-amplsquopensions-tax-lockamprsquo But in a public response this week, the government said said it would not commit to such a pledge. Legal, Regulation & Compliance ECB publishes supervisory banking statistics on significant institutions for the third quarter of 2025 News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127323/ecb-publishes-supervisory-banking-statistics-on-significant-institutions-for-the-third-quarter-of-2025 Across countries, the CET1 ratio ranged from 13.28% in Spain to 23.12% in Lithuania in the third quarter of 2025. Legal, Regulation & Compliance FCA discussion paper on expanding consumer access to investments News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127326/fca-discussion-paper-on-expanding-consumer-access-to-investments The FCA has recognised that its existing regulatory framework for retail investors could be adapted to rebalance risk and support investors on informed investing and risk-taking, after identifying that many consumers are not confident in investing and fin Legal, Regulation & Compliance BoE given cover to deliver Christmas rate cut as inflation falls more than expected News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127298/boe-given-cover-to-deliver-christmas-rate-cut-as-inflation-falls-more-than-expected There is little Christmas cheer as inflation remains well above the Bank of England’s 2% target while economic growth grinds to a halt. Legal, Regulation & Compliance FCA seeks feedback on proposals for UK crypto rules News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127299/fca-seeks-feedback-on-proposals-for-uk-crypto-rules These proposals continue our progress towards an open, sustainable and competitive crypto market that people can trust. Legal, Regulation & Compliance IFGL Pensions connects to Pensions Dashboard News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127303/ifgl-pensions-connects-to-pensions-dashboard Members will be able to use the Pensions Dasboard when it goes live in late 2026 Legal, Regulation & Compliance Streamlining supervision, safeguarding resilience: reforming European banking supervision News Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127306/streamlining-supervision-safeguarding-resilience-reforming-european-banking-supervision European banks are operating in a complex environment characterised by evolving financial and operational risks and rapid digitalisation. Legal, Regulation & Compliance Trust-based pension schemes: Trustees and governance, building a stronger future News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127264/trust-based-pension-schemes-trustees-and-governance-building-a-stronger-future This consultation takes stock of our trustee and pension administration landscape. Legal, Regulation & Compliance FCA's mortgage roadmap sensible but improved housing supply key to change News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127273/fcaamp039s-mortgage-roadmap-sensible-but-improved-housing-supply-key-to-change These changes could make a real difference for people who have long demonstrated affordability through high rents but remain shut out of the mortgage market. Legal, Regulation & Compliance Deutsche Bank launches Wero for more simple and sovereign digital payments in Europe News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127324/deutsche-bank-launches-wero-for-more-simple-and-sovereign-digital-payments-in-europe Clients of Deutsche Bank and Postbank will from now on be able to send money and shop online across Europe using the Wero app FinTech Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127285/broadridge-strengthens-platform-for-alternative-investment-managers-with-new-general-ledger-capabilities-and-a-redesigned-user-interface The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform. FinTech NatWest Group opens applications for 2026 Fintech Programme News Aggregation Team Monday, December 15, 2025 12:00 am https://europe.managersofwealth.com/article/127257/natwest-group-opens-applications-for-2026-fintech-programme Theme for this year focuses on ‘How AI is Shaping the Future of Customer Experience’ FinTech BBVA, OpenAI partner to boost AI application in banking sector News Aggregation Team Monday, December 15, 2025 12:00 am https://europe.managersofwealth.com/article/127258/bbva-openai-partner-to-boost-ai-application-in-banking-sector OpenAI will support BBVA’s AI strategy to improve customer experiences and optimise the bank’s operations. FinTech Embracing Banking Megatrends: Insights from MoneyLive Conference and the Path to Composable Transformation News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127240/embracing-banking-megatrends-insights-from-moneylive-conference-and-the-path-to-composable-transformation Banks are under increasing pressure to modernize their architectures. FinTech Health and social care businesses build cash buffers but double down on AI investment plans News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127204/health-and-social-care-businesses-build-cash-buffers-but-double-down-on-ai-investment-plans Nearly three quarters (74 per cent) of business leaders in the health and social care sector reported that sales pipelines and overall demand for their products and services were stronger than average for Q3. FinTech Why the AI megatrend is far from peaking News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127206/why-the-ai-megatrend-is-far-from-peaking AI remains the decade’s most disruptive technology, with cloud platforms and semiconductor suppliers poised to benefit most. FinTech Bank Aston welcomes Guernsey's Digital Currencies Consultation News Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127210/bank-aston-welcomes-guernseyamp039s-digital-currencies-consultation The GFSC launched its Digital Finance Initiative in September FinTech Accenture wins £180m FNZ deal; buys stake in business News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127165/accenture-wins-amppound180m-fnz-deal-buys-stake-in-business The new contract is spread over 6-8 years and worth £180m in total. FinTech Murex powers Aldermore Bank’s move to cloud treasury platform News Aggregation Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127144/murex-powers-aldermore-bankamprsquos-move-to-cloud-treasury-platform The shift toward cloud-based treasury platforms is also accelerating as institutions seek lower operating costs and faster product deployment cycles. FinTech Real estate recapitalisations: navigating dislocation and unlocking value News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127312/real-estate-recapitalisations-navigating-dislocation-and-unlocking-value Our real estate outlook points to immediate opportunities following a significant pricing correction – and this market dislocation is also creating new and potentially compelling access points for assets with balance sheet or funding challenges. Alternative Investments Groundbreaking financing structure: CEE Group secures up to €1.6 billion for Germany’s largest repowering fund RF9 News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127313/groundbreaking-financing-structure-cee-group-secures-up-to-ampeuro16-billion-for-germanyamprsquos-largest-repowering-fund-rf9 First-ever syndicated financing at portfolio level without additional equity – Innovative financing model enables 140 percent capacity expansion and sets new standards for institutional renewable energy investments Alternative Investments Invest Cyprus gives new momentum to relations between Cyprus and the United Arab Emirates News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127317/invest-cyprus-gives-new-momentum-to-relations-between-cyprus-and-the-united-arab-emirates A Memorandum of Understanding was signed for the establishment of the Joint Cyprus – UAE Business and Investment Council. Alternative Investments PIMCO launches two active government bond ETFs News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127320/pimco-launches-two-active-government-bond-etfs A global and a European government bond strategy Alternative Investments Euronext Accelerates European CSD Expansion, Driving Choice, Efficiency And Innovation In European Capital Markets News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127321/euronext-accelerates-european-csd-expansion-driving-choice-efficiency-and-innovation-in-european-capital-markets It also reinforces Europe’s capacity for innovation and resilience in post-trade operations, creating a foundation for a more integrated and competitive capital market. Alternative Investments Fidelis Partnership moves European headquarters to Dublin News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127291/fidelis-partnership-moves-european-headquarters-to-dublin Dublin will be the hub through which TFP will access the European market. Alternative Investments Europe’s gateway to private capital News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127292/europeamprsquos-gateway-to-private-capital A global approach to smaller companies also offers greater potential for diversification Alternative Investments LSEG, Citi announce multi-year partnership News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127297/lseg-citi-announce-multi-year-partnership Under the multi-year agreement, LSEG’s data and analytics will support Citi’s front-to-back workflows across markets, investment banking, wealth, trading, risk, finance and compliance. Alternative Investments UK finance firms join forces to launch retail investment campaign News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127268/uk-finance-firms-join-forces-to-launch-retail-investment-campaign The industry-wide campaign is supported by the Treasury, the FCA and the Money and Pensions Service (MaPS) Alternative Investments UK defined benefit pension schemes strengthen as liabilities fall News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127276/uk-defined-benefit-pension-schemes-strengthen-as-liabilities-fall The annual report, which analyses data up to 31 March 2025, shows higher funding ratios, falling liabilities and a further reduction in risk across the sector. Alternative Investments Investment banks expect UK borrowing costs to fall further in 2026 News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127309/investment-banks-expect-uk-borrowing-costs-to-fall-further-in-2026 Gilts will outshine global peers, helped by BoE rate cuts, Wall Street lenders predict Investment Banking UniCredit Unpacked: onemarkets surpasses €1bn AUM in Greece – a major milestone in our Alpha Bank partnership News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127279/unicredit-unpacked-onemarkets-surpasses-ampeuro1bn-aum-in-greece-ampndash-a-major-milestone-in-our-alpha-bank-partnership This achievement reflects the strength of our partnership with Alpha Bank and the power of UniCredit’s product factories to deliver value in high-growth markets. Investment Banking Two out of three entrepreneurs want to stop within 10 years, but business succession falters News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127071/two-out-of-three-entrepreneurs-want-to-stop-within-10-years-but-business-succession-falters This is evident from the Sector Forecasts 2026-2027 published today by ABN AMRO. Investment Banking A Strengthened Cross-Border Alliance: UniCredit and Alpha Bank Advance Joint Agenda News Team Thursday, November 27, 2025 12:00 am https://europe.managersofwealth.com/article/126939/a-strengthened-cross-border-alliance-unicredit-and-alpha-bank-advance-joint-agenda Both organizations reaffirmed their shared ambition to shape one of the most effective and comprehensive cross-border banking collaborations in Europe. Investment Banking ING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stake News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126785/ing-bank-%C5%9Bl%C4%85ski-takes-full-control-of-goldman-sachs-tfi-by-acquiring-remaining-55-stake ING Bank Śląski holds the current 45% of Goldman Sachs TFI since 2019 Investment Banking Scaling the Global Hausbank: Deutsche Bank launches new phase of growth and value creation News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126733/scaling-the-global-hausbank-deutsche-bank-launches-new-phase-of-growth-and-value-creation Deutsche Bank’s goal is to tap significant further growth potential, building on its position as the trusted partner for clients in a changing environment. Investment Banking Putin greenlights Citi’s Russia exit as part of bank's worldwide reorganization News Aggregation Team Thursday, November 13, 2025 12:00 am https://europe.managersofwealth.com/article/126667/putin-greenlights-citiamprsquos-russia-exit-as-part-of-bankamp039s-worldwide-reorganization Earlier Wednesday, Citigroup confirmed the approval from the Russia Presidential Office for the potential sale. Investment Banking Danske Vækstkapital IV kicks off: DKK 1.7 billion raised for investments in start-ups and growth companies News Aggregation Team Thursday, November 06, 2025 12:00 am https://europe.managersofwealth.com/article/126517/danske-vampaeligkstkapital-iv-kicks-off-dkk-17-billion-raised-for-investments-in-start-ups-and-growth-companies The first investments are expected to be closed in the near future, and additional capital will be raised over the next 12 months. Investment Banking Crédit Agricole CIB Financial results for the third quarter and first nine months 2025 News Team Thursday, October 30, 2025 12:00 am https://europe.managersofwealth.com/article/126393/crampeacutedit-agricole-cib-financial-results-for-the-third-quarter-and-first-nine-months-2025 Crédit Agricole S.A.'s financial results for the 3rd quarter and the first 9 months 2025 are available. Investment Banking Mediobanca Annual General Meeting and Board of Directors’ Meeting News Team Thursday, October 30, 2025 12:00 am https://europe.managersofwealth.com/article/126404/mediobanca-annual-general-meeting-and-board-of-directorsamprsquo-meeting Appointments to the various Board Committees will be approved at a meeting of the Board of Directors to be held shortly. Investment Banking Philanthropy in Spain: social attitudes and behaviours News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127318/philanthropy-in-spain-social-attitudes-and-behaviours Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others. Comment, Analysis & Research Charities face £1.5bn hit amid sharp fall in money left in wills News Aggregation Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127322/charities-face-amppound15bn-hit-amid-sharp-fall-in-money-left-in-wills Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025. Comment, Analysis & Research The future of Private Wealth: Insights from the Equiom Monaco Team News Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127287/the-future-of-private-wealth-insights-from-the-equiom-monaco-team With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes. Comment, Analysis & Research Families, philanthropy and festive gatherings: PWM Tea Break News Aggregation Team Wednesday, December 17, 2025 12:00 am https://europe.managersofwealth.com/article/127307/families-philanthropy-and-festive-gatherings-pwm-tea-break Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM Comment, Analysis & Research Geneva’s L’Escalade festival: a spirit of resistance and independence News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127262/genevaamprsquos-lamprsquoescalade-festival-a-spirit-of-resistance-and-independence For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition. Comment, Analysis & Research Looking ahead: What to expect for the pensions industry in 2026 News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127265/looking-ahead-what-to-expect-for-the-pensions-industry-in-2026 These must have at least £25bn of “qualifying” assets under a common investment strategy by 2030 to continue. Comment, Analysis & Research Will Norges Bank Cut Interest Rates in December? News Aggregation Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127274/will-norges-bank-cut-interest-rates-in-december Economists are analyzing inflation trends ahead of Norges Bank’s final policy decision of the year. Comment, Analysis & Research Selection of board members representing pension beneficiaries as of 1 July 2026 News Team Tuesday, December 16, 2025 12:00 am https://europe.managersofwealth.com/article/127283/selection-of-board-members-representing-pension-beneficiaries-as-of-1-july-2026 These board members are selected by the pension beneficiaries. Comment, Analysis & Research Modern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping) News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127218/modern-classics-supercars-and-ferraris-why-the-classic-car-market-is-booming-and-shows-no-sign-of-stopping For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management. Comment, Analysis & Research Half of consumers would use targeted support, Dynamic Planner reveals News Aggregation Team Thursday, December 11, 2025 12:00 am https://europe.managersofwealth.com/article/127191/half-of-consumers-would-use-targeted-support-dynamic-planner-reveals The study, conducted in conjunction with behavioural consultancy Humans and Money, found that 52% of consumers would engage with targeted support. Comment, Analysis & Research Old Mill proud to be part of Kinbrook Group’s national ranking News Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127225/old-mill-proud-to-be-part-of-kinbrook-groupamprsquos-national-ranking This national recognition reflects the strength and momentum of the Group as it brings together a growing network of high-performing firms delivering expert accountancy, wealth management, financial planning, legal, and advisory services across the UK. Tax HSBC to pay about $300 million to settle French tax probe, Bloomberg News reports News Aggregation Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127173/hsbc-to-pay-about-300-million-to-settle-french-tax-probe-bloomberg-news-reports HSBC, in October, said it ​had made a $300 million provision against the investigations. Tax How you can beat the 60% tax trap News Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127161/how-you-can-beat-the-60-tax-trap Believe it or not, there can be a downside to having income of £100,000 or more – a 60% tax bill. As an increasing number of people get caught in the 60% tax trap, we outline some simple steps to help you avoid it. Tax HNWIs have no written record of what they have gifted to loved ones complicating IHT News Aggregation Team Tuesday, December 09, 2025 12:00 am https://europe.managersofwealth.com/article/127162/hnwis-have-no-written-record-of-what-they-have-gifted-to-loved-ones-complicating-iht This is a smart way to manage inheritance tax (IHT), but only if the right records are kept and put in writing. Tax Autumn Budget 2025 deep dive: What Rachel Reeves’ tax reforms mean for private wealth and high-value property News Aggregation Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127065/autumn-budget-2025-deep-dive-what-rachel-reevesamprsquo-tax-reforms-mean-for-private-wealth-and-high-value-property Her point is hard to dispute. One of the most eye-catching measures is probably the so-called Mansion Tax, an annual council tax surcharge of at least £2,500 on properties valued above £2 million. Tax Over £1 million in investments? What the Budget means for your finances News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127066/over-amppound1-million-in-investments-what-the-budget-means-for-your-finances The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years. Tax The end of the UK Non-Dom Regime and other UK tax changes News Team Tuesday, December 02, 2025 12:00 am https://europe.managersofwealth.com/article/127016/the-end-of-the-uk-non-dom-regime-and-other-uk-tax-changes Discover the UK tax changes and why Switzerland is the smart alternative for global private clients. Tax High earners to be £28k worse off by 2030 from frozen thresholds News Aggregation Team Tuesday, December 02, 2025 12:00 am https://europe.managersofwealth.com/article/127029/high-earners-to-be-amppound28k-worse-off-by-2030-from-frozen-thresholds HENRYs were among the hardest hit by this Budget Tax Swiss reject millionaire inheritance tax fearing wealth exodus News Aggregation Team Monday, December 01, 2025 12:00 am https://europe.managersofwealth.com/article/126986/swiss-reject-millionaire-inheritance-tax-fearing-wealth-exodus The plan ran into staunch opposition from the government and all parties aside from the left. Tax Budget boost for UK wealth managers News Aggregation Team Monday, December 01, 2025 12:00 am https://europe.managersofwealth.com/article/127007/budget-boost-for-uk-wealth-managers Plus, NYC pension warning, UK borrowing and Salvador Dalí at the Shapero Modern Tax Generali and France's BPCE scrap plans to merge asset management units News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127223/generali-and-franceamp039s-bpce-scrap-plans-to-merge-asset-management-units Generali in January signed a non-binding accord with BPCE to combine their asset management units - Generali Investment Holding and Natixis Investment Managers - and create Europe's largest asset manager by revenue. Retail Banking StreamBank unveils simplified bridging product range News Aggregation Team Friday, December 12, 2025 12:00 am https://europe.managersofwealth.com/article/127224/streambank-unveils-simplified-bridging-product-range Loans are available from £100,000 to £3 million, with options for both FCA regulated and unregulated cases. Retail Banking NatWest Group joins finance firms to launch UK Retail Investment Campaign News Team Wednesday, December 10, 2025 12:00 am https://europe.managersofwealth.com/article/127186/natwest-group-joins-finance-firms-to-launch-uk-retail-investment-campaign The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat. Retail Banking Lloyds completes its first India–UK digital Letter of Credit on WaveBL News Team Thursday, December 04, 2025 12:00 am https://europe.managersofwealth.com/article/127072/lloyds-completes-its-first-indiaampndashuk-digital-letter-of-credit-on-wavebl It was executed entirely through the WaveBL platform and demonstrates how digital trade is shifting from long processing cycles to almost real-time execution. Retail Banking NatWest signs four university partnerships to fuel UK entrepreneurial growth News Team Friday, November 28, 2025 12:00 am https://europe.managersofwealth.com/article/126968/natwest-signs-four-university-partnerships-to-fuel-uk-entrepreneurial-growth Universities of Oxford, Manchester, Brighton and York sign Entrepreneur partnerships with Britain’s biggest bank for business. Retail Banking Tietoevry Banking publishes insight report on card transformation for leading banks News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126749/tietoevry-banking-publishes-insight-report-on-card-transformation-for-leading-banks These are the four factors behind successful banking transformation Retail Banking International Banker 2025 Western & Eastern European Awards Winners News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126704/international-banker-2025-western-ampamp-eastern-european-awards-winners The turmoil has prompted investors to sell off French assets, raising domestic financing costs relative to those of its European peers. Retail Banking London calling: HSBC decision makers mull next steps for retail biz News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126708/london-calling-hsbc-decision-makers-mull-next-steps-for-retail-biz The sale process has been playing out under much secrecy since it was launched in July, part of a global clean-up of the bank by new chief executive Georges Elhedery. Retail Banking TSB’s profit soars ahead of Santander takeover News Aggregation Team Friday, November 14, 2025 12:00 am https://europe.managersofwealth.com/article/126695/tsbamprsquos-profit-soars-ahead-of-santander-takeover It came as the bank drastically slashed costs, falling 7.5 per cent to £581.7m. Retail Banking Lloyds' use of staff bank data during pay talks 'concerning' News Aggregation Team Wednesday, November 12, 2025 12:00 am https://europe.managersofwealth.com/article/126622/lloydsamp039-use-of-staff-bank-data-during-pay-talks-amp039concerningamp039 The UK's biggest lender compared its employees' spending habits to the wider public to show if they weathered the cost-of-living crisis better. 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 Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127319/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News Team Friday, December 05, 2025 12:00 am https://europe.managersofwealth.com/article/127091/bridging-the-gap-aligning-insurance-portfolios-with-sustainable-outcomes Recognising the importance of this challenge, Mercer are pleased to support Insurers For Purpose in producing a report on sustainability integration within the insurance sector. Planet SOS European Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fund News Team Wednesday, November 26, 2025 12:00 am https://europe.managersofwealth.com/article/126901/european-investment-fund-pledges-ampeuro70-million-to-klima2-alantraamprsquos-next-energy-transition-growth-fund The fund will leverage the Klima team’s extensive pan-European experience in energy investments and its network of sector and operational partners across the energy transition ecosystem. Planet SOS Europe leads pledging effort in campaign mobilising €15.5 billion for clean energy in Africa News Team Tuesday, November 25, 2025 12:00 am https://europe.managersofwealth.com/article/126875/europe-leads-pledging-effort-in-campaign-mobilising-ampeuro155-billion-for-clean-energy-in-africa The European Union led the pledging effort, with more than €15.1 billion. Planet SOS Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF News Team Thursday, November 20, 2025 12:00 am https://europe.managersofwealth.com/article/126792/investec-sole-mla-ampamp-bookrunner-on-amppound360m-amp-clean-energy-debt-for-asterion-ampamp-nwf AMP is a diversified distributed energy company with ~300MW of installed capacity in the UK across heat production, electricity production, and electricity storage. Planet SOS ESG Economist - Natural gas remains an industrial lifeline News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126768/esg-economist-natural-gas-remains-an-industrial-lifeline In this analysis, we examine the largest sources of CO2 emissions in manufacturing, particularly from companies in energy-intensive industrial subsectors in the EU. Planet SOS EBRD backs cement leader in push for low-carbon future News Team Wednesday, November 19, 2025 12:00 am https://europe.managersofwealth.com/article/126786/ebrd-backs-cement-leader-in-push-for-low-carbon-future In 2024, the EBRD successfully provided a €25 million loan to finance investment in the decarbonisation of Çimsa’s plant in Eskişehir – the first time the EBRD had invested in the Turkish cement sector. Planet SOS Deutsche Bank sets new 2030 sustainable and transition finance target, and publishes its initial Transition Finance Framework News Team Tuesday, November 18, 2025 12:00 am https://europe.managersofwealth.com/article/126730/deutsche-bank-sets-new-2030-sustainable-and-transition-finance-target-and-publishes-its-initial-transition-finance-framework The bank underpinned its focus on nature-related solutions with a new nature transaction ambition. Planet SOS European Commission announces Sustainable Transport Investment Plan to advance low-and-no-carbon fuels News Aggregation Team Monday, November 17, 2025 12:00 am https://europe.managersofwealth.com/article/126702/european-commission-announces-sustainable-transport-investment-plan-to-advance-low-and-no-carbon-fuels A key focus of the package is to support production of e-fuels, a pathway considered critical to decarbonising air and sea transport, but with no European projects yet achieving final investment decision. Planet SOS Integrating sustainability risks, a major challenge News Aggregation Team Monday, November 10, 2025 12:00 am https://europe.managersofwealth.com/article/126585/integrating-sustainability-risks-a-major-challenge The insurance world was one of the first to integrate climate risk into its approaches. Planet SOS