Managers of Wealth - Europe https://europe.managersofwealth.com/ Thu, 30 Apr 2026 08:19:53 BST part of MediaG8way Group https://europe.managersofwealth.com/ https://europe.managersofwealth.com/assets/images/logo.png Managers of Wealth - Europe KohanaPHP Lombard Odier, a leading private bank for high-net-worth individuals and families News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129540/lombard-odier-a-leading-private-bank-for-high-net-worth-individuals-and-families This is where a specialist private bank’s expertise in wealth management, wealth structuring, and international tax strategies can add real value. Wealth and Asset Management Top wealth planning strategies for high-net-worth individuals in 2026 News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129541/top-wealth-planning-strategies-for-high-net-worth-individuals-in-2026 With new tax regulations such as the removal of the non-domicile tax regime and changes to IHT and CGT, minimising tax liabilities by employing the most tax-efficient and compliant solutions is essential for HNWIs. Wealth and Asset Management Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129542/partners-group-invests-in-fleet-expansion-of-portfolio-company-north-star-a-leading-offshore-infrastructure-services-provider The transaction closed in April 2026. Headquartered in Aberdeen, North Star provides maintenance and emergency response services to the energy industry. Wealth and Asset Management Amundi: First quarter 2026 results News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129543/amundi-first-quarter-2026-results Inflows at the highest level at +€32bn and net income¹ up +15%² year-on-year Wealth and Asset Management CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129544/caixabank-posts-a-net-income-of-ampeuro157-billion-in-the-first-quarter-7-yoy-driven-by-business-growth The bank continues to grow in Spain, having added 372,000 net new customers over the past 12 months, while maintaining strong market shares and improving customer engagement and experience across all channels. Wealth and Asset Management Netherlands’ Plan for Tax on Wealth Sparks Fierce Opposition News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129513/netherlandsamprsquo-plan-for-tax-on-wealth-sparks-fierce-opposition An investment tax has been unpopular with wealthy people in the Netherlands for years, but critics say a planned revamp is even worse. Wealth and Asset Management Redemption of UBS Group AG additional tier 1 capital instrument News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129514/redemption-of-ubs-group-ag-additional-tier-1-capital-instrument The last trading day of the Notes will be 29 May 2026. Wealth and Asset Management UBS's first-quarter 2026 results News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129515/ubsamp039s-first-quarter-2026-results Successful completion of client account migrations following the transfer of all Swiss-booked clients onto UBS platforms, paving the way to substantially complete the integration by year-end and unlocking potential for further growth and efficiency gains. Wealth and Asset Management Santander adds eight million customers, with revenue up 4%, costs down 3% and underlying EPS increasing 17% News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129519/santander-adds-eight-million-customers-with-revenue-up-4-costs-down-3-and-underlying-eps-increasing-17 Underlying results exclude non-recurring items and perimeter changes, which in this quarter consist of the capital gain from the sale of Poland, providing a consistent view of operating performance and enabling like-for-like comparison between periods. Wealth and Asset Management Record gold prices continue to shift demand dynamics News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129533/record-gold-prices-continue-to-shift-demand-dynamics Physically-backed gold ETF demand remained positive in Q1: holdings increased by 62t, largely supported by continued strength across Asian-listed funds, which added 84t over the quarter. Wealth and Asset Management LCM Family Limited enters administration News Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129547/lcm-family-limited-enters-administration The joint administrators are responsible for managing the affairs of the firm during the administration process. Executive Moves Aviva makes Michelle Leahy head of insurance operations News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129516/aviva-makes-michelle-leahy-head-of-insurance-operations She brings over 25 years' experience leading pricing, underwriting and strategic insurance functions across Ireland and Europe. Executive Moves Miller names Lockton veteran Graham Wynes as head of claims News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129517/miller-names-lockton-veteran-graham-wynes-as-head-of-claims New appointment comes as rising claims complexity and litigation risk put greater pressure on brokers Executive Moves FNZ appoints Andy Brodie as Group Head of FNZ UK News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129531/fnz-appoints-andy-brodie-as-group-head-of-fnz-uk Andy brings significant delivery discipline and technical integrity to the business, together with strong experience working with UK regulators. Executive Moves High-Profile Change on the Board of Directors of AXA Switzerland News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129537/high-profile-change-on-the-board-of-directors-of-axa-switzerland Former Federal Councillor Ruth Metzler-Arnold is stepping down from the Board of Directors of AXA Switzerland after 14 years in order to focus on her role as President of Swiss Olympic. Her successor previously held a management position at competitor Zur Executive Moves Jason Burgoyne joins Highvern and Permian as Group COO News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129491/jason-burgoyne-joins-highvern-and-permian-as-group-coo His appointment reflects our ongoing commitment to scaling our capabilities and delivering the highest standards for our clients across the Group. Executive Moves Kaiser Partner Privatbank AG strengthens its Board of Directors with Thomas Süssli News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129494/kaiser-partner-privatbank-ag-strengthens-its-board-of-directors-with-thomas-sampuumlssli His core areas of expertise include geopolitics, security and cybersecurity, as well as digital transformation. Executive Moves The Board of TradeXBank AG appoints Florian Lang as its new Chief Executive Officer effective 1 June 2026 News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129501/the-board-of-tradexbank-ag-appoints-florian-lang-as-its-new-chief-executive-officer-effective-1-june-2026 Florian Lang joins TradeXBank from UBS, where he was a senior member of the Commodity Trade Finance team. Executive Moves Generali Investments Appoints Chief AI Officer to Advance Artificial Intelligence Strategy News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129508/generali-investments-appoints-chief-ai-officer-to-advance-artificial-intelligence-strategy Ole Jorgensen will oversee the integration of AI capabilities across Generali Investments’ global platform Executive Moves FCA Board appoints 2 new members to the Regulatory Decisions Committee News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129473/fca-board-appoints-2-new-members-to-the-regulatory-decisions-committee The RDC is responsible for taking certain regulatory decisions on behalf of the FCA relating to contested enforcement action. Executive Moves PRA publishes plans to support resilience in the life insurance industry News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129527/pra-publishes-plans-to-support-resilience-in-the-life-insurance-industry Funded reinsurance transactions involving UK life insurers will face enhanced regulatory requirements under new proposals unveiled today by the Prudential Regulation Authority (PRA). Legal, Regulation & Compliance Monetary developments in the euro area: March 2026 News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129529/monetary-developments-in-the-euro-area-march-2026 The annual growth rate of marketable instruments (M3-M2) increased to 4.5% in March from -1.3% in February. Legal, Regulation & Compliance FCA reviewing whether APRs support consumers’ choices News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129539/fca-reviewing-whether-aprs-support-consumersamprsquo-choices The Discussion and Consultation Paper closes on 17 June 2026. Legal, Regulation & Compliance Addleshaw Goddard advises ING Bank Śląski S.A. on taking full ownership of Goldman Sachs TFI News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129487/addleshaw-goddard-advises-ing-bank-%C5%9Bl%C4%85ski-sa-on-taking-full-ownership-of-goldman-sachs-tfi Goldman Sachs TFI is a major player in the Polish asset management market with assets under management totalling PLN 48 billion. Legal, Regulation & Compliance UK government updates its telecoms priorities News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129488/uk-government-updates-its-telecoms-priorities The SSP follows a public consultation held last year. Legal, Regulation & Compliance FCA consults on changes to IPO research rules News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129489/fca-consults-on-changes-to-ipo-research-rules Removing these requirements would simplify the IPO process and improve the conditions for listing in the UK. Legal, Regulation & Compliance ECB signs agreements with European standard setters to facilitate digital euro payments News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129458/ecb-signs-agreements-with-european-standard-setters-to-facilitate-digital-euro-payments The benefits of the digital euro standard will materialise ahead of digital euro issuance. Legal, Regulation & Compliance Close Brothers also declines to challenge car finance redress News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129457/close-brothers-also-declines-to-challenge-car-finance-redress The regulator confirmed last month that firms are expected to pay out compensation totalling around GBP7.5 billion, down from a previous estimate of GBP8.2 billion, with the total bill rising to GBP9.1 billion when including the cost of running the scheme Legal, Regulation & Compliance Swiss money laundering trial of Uzbekistan's Karimova and Lombard Odier begins News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129468/swiss-money-laundering-trial-of-uzbekistanamp039s-karimova-and-lombard-odier-begins Geneva-based Lombard Odier and an ex-employee of the bank are suspected of having ​played a decisive role in enabling ​the concealment of proceeds of Karimova's alleged criminal activity. Legal, Regulation & Compliance FCA calls on law firms and claims management companies to consider the position of their clients News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129435/fca-calls-on-law-firms-and-claims-management-companies-to-consider-the-position-of-their-clients At the very least, they should write to those clients to explain they’re involved in a challenge that’s likely to delay compensation. Legal, Regulation & Compliance Broadridge Transforming Financial Literacy in Ireland Through AI-Powered Communication News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129483/broadridge-transforming-financial-literacy-in-ireland-through-ai-powered-communication Helping Irish savers better understand investment products, Broadridge is developing innovative language simplification technology FinTech Banking Circle Launches Stablecoin Settlement Services News Aggregation Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129485/banking-circle-launches-stablecoin-settlement-services Stablecoins are quickly emerging as an always-on settlement layer that is becoming standard in cross-border payments. FinTech Temenos Named a Leader in Digital Banking Engagement Platforms News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129492/temenos-named-a-leader-in-digital-banking-engagement-platforms Temenos recognized for its strong out-of-the-box solutions and multi-channel support, supporting banks in every region. FinTech Castle Trust Bank taps Monument for cloud banking upgrade News Aggregation Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129454/castle-trust-bank-taps-monument-for-cloud-banking-upgrade The implementation is currently under way, with completion targeted for early 2027. FinTech UK authorities target P2P crypto trading News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129404/uk-authorities-target-p2p-crypto-trading Peer-to-peer trading is when people buy and sell crypto directly with each other, rather than using a centralised exchange and requires appropriate registration. FinTech iFAST Global Bank Implements Open Banking v4.0 Standard Uplift in Collaboration with Ozone API News Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129426/ifast-global-bank-implements-open-banking-v40-standard-uplift-in-collaboration-with-ozone-api The partnership enables iFAST Global Bank to offer its new digital multi-currency current accounts for individuals and businesses with secure, standards-compliant Open Banking APIs. FinTech Euro's $650 Million Stablecoin Problem Gets a Twelve-Bank Solution News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129376/euroamp039s-650-million-stablecoin-problem-gets-a-twelve-bank-solution Twelve of Europe's biggest banks are launching a MiCAR-compliant euro stablecoin, targeting a market where $650 million in euro tokens stands against $300 billion-plus in dollar equivalents. FinTech CMB Monaco completes strategic technology transformation with Deloitte Luxembourg News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129346/cmb-monaco-completes-strategic-technology-transformation-with-deloitte-luxembourg CMB Monaco and Deloitte Luxembourg announce the completion of a full lifecycle strategic partnership — from vendor selection through go-live — underpinning the bank's digital transformation. FinTech UK fintech backed to embrace future payments technology News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129358/uk-fintech-backed-to-embrace-future-payments-technology The UK’s payments sector is to be equipped for the future of rapid financial innovation through a new package announced today during Fintech Week in London. FinTech Revolut to open its Paris headquarters in the “Silicon Sentier” in 2027 News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129370/revolut-to-open-its-paris-headquarters-in-the-ampldquosilicon-sentieramprdquo-in-2027 Revolut is preparing to set up shop in the heart of Paris to expand its reach across Western Europe. FinTech How will the concept of portfolio diversification change in 2026? News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129518/how-will-the-concept-of-portfolio-diversification-change-in-2026 The new logic of diversification in a stressful market Alternative Investments PFS attracts 500 new members in nine months through talent drive News Aggregation Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129520/pfs-attracts-500-new-members-in-nine-months-through-talent-drive The programme has resonated strongly with younger entrants, with around three-quarters of new members aged 30 or under. Alternative Investments New Three Seas Initiative partnership to mobilise billions for strategic infrastructure across Central and Eastern Europe News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129530/new-three-seas-initiative-partnership-to-mobilise-billions-for-strategic-infrastructure-across-central-and-eastern-europe The initiative will mobilize public money for a broad range of infrastructure investment funds operating across the region. Alternative Investments Industry future features in Luxembourg report News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129502/industry-future-features-in-luxembourg-report Funds Europe attended the ALFI Global AM Conference and sought out Luxembourg industry vox-pops Alternative Investments Copenhagen’s Performativ raises €11.9 million Series A to scale its AI-native wealth management operating system News Aggregation Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129500/copenhagenamprsquos-performativ-raises-ampeuro119-million-series-a-to-scale-its-ai-native-wealth-management-operating-system The company states that it uses embedded AI agents to automate manual processes and improve operational efficiency across the investment lifecycle. Alternative Investments Schroders launches US Equity ETF as UCITS Active ETF range passes $2.8bn AUM News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129507/schroders-launches-us-equity-etf-as-ucits-active-etf-range-passes-28bn-aum The ETF will see its first listings today on Xetra and Borsa Italiana, followed by further listings on the London Stock Exchange and SIX Swiss Exchange over the coming weeks. Alternative Investments LCP warns against move to ‘mega funds’ in DC workplace pensions News Aggregation Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129509/lcp-warns-against-move-to-amplsquomega-fundsamprsquo-in-dc-workplace-pensions These trustees are of the seven largest master trusts. In most cases, roughly half a dozen people are charged with overseeing the activities of a rapidly growing scheme. Alternative Investments Performativ Raises $14m Series A Led by Large European Financial Infrastructure Provider News Aggregation Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129510/performativ-raises-14m-series-a-led-by-large-european-financial-infrastructure-provider Embedded AI agents automate the manual workflows that have defined inefficiency across the industry for decades. Alternative Investments BlackRock launches UK- and Europe-focussed ETFs News Aggregation Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129511/blackrock-launches-uk-and-europe-focussed-etfs This should allow investors to allocate more precisely when targeting either local growth dynamics or global earnings potential. Alternative Investments State Street to Launch Tokenized Fund Servicing from Luxembourg News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129512/state-street-to-launch-tokenized-fund-servicing-from-luxembourg State Street Investment Management is expected to be an early adopter of the service. Alternative Investments Barclays boosts profits with £4bn investment bank income, but sets aside £823m for loan losses News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129504/barclays-boosts-profits-with-amppound4bn-investment-bank-income-but-sets-aside-amppound823m-for-loan-losses Pre provision profit came in at £3.6 billion, a small miss versus consensus, although this would have been a modest 2% beat excluding the £105 million motor finance provision booked in the quarter. Investment Banking UniCredit SpA : Bafin prohibits impermissible advertising News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129470/unicredit-spa-bafin-prohibits-impermissible-advertising BaFin has ordered UniCredit SpA to refrain from inappropriate advertising in connection with the takeover process of Commerzbank AG . Investment Banking Deutsche Bank chief downplays fears over Anthropic's Mythos as European banks assess risks News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129359/deutsche-bank-chief-downplays-fears-over-anthropicamp039s-mythos-as-european-banks-assess-risks Anthropic has restricted access to Mythos to partners in its Project Glasswing initiative and around 40 additional organisations that build or maintain critical software infrastructure. Investment Banking World’s Best Investment Banks 2026: Western Europe News Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129368/worldamprsquos-best-investment-banks-2026-western-europe These top firms demonstrated their unmatched expertise and strategic execution across a variety of sectors and financial products in a year marked by both recovery and innovation. Investment Banking UniCredit outlines approach for acceleration of Commerzbank transformation into a new future-ready era News Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129341/unicredit-outlines-approach-for-acceleration-of-commerzbank-transformation-into-a-new-future-ready-era UniCredit sees significant upside and risk reduction potential for Commerzbank beyond its current Momentum strategy to create additional value. Investment Banking UniCredit selects Slate to deliver retail investment services News Aggregation Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129268/unicredit-selects-slate-to-deliver-retail-investment-services Operating across both Web and mobile channels, UniCredit's retail clients will be equipped with the ability to trade, invest across a range of portfolio solutions and monitor market trends in real time. Investment Banking BNP Paribas extends its multi-custodian Automated FX solution for securities transactions to continental Europe, with La Financière de l’Échiquier as first client in France News Team Tuesday, April 14, 2026 1:00 am https://europe.managersofwealth.com/article/129225/bnp-paribas-extends-its-multi-custodian-automated-fx-solution-for-securities-transactions-to-continental-europe-with-la-financiampegravere-de-lamprsquoampeacutechiquier-as-first-client-in-france This fully automated, multi-currency solution is designed to enhance FX execution efficiency for institutional clients. Investment Banking ABN AMRO launches Doorpakken: a growth platform for SMEs ready to scale News Team Friday, April 10, 2026 1:00 am https://europe.managersofwealth.com/article/129166/abn-amro-launches-doorpakken-a-growth-platform-for-smes-ready-to-scale In this early stage, the entrepreneur is closely involved in almost every aspect of the business. Investment Banking Aktia Bank Plc expands its distribution network in Europe through three new sales partnerships News Team Friday, April 10, 2026 1:00 am https://europe.managersofwealth.com/article/129168/aktia-bank-plc-expands-its-distribution-network-in-europe-through-three-new-sales-partnerships The new partners have a strong local presence and extensive experience in institutional sales. Investment Banking The Bank of France received nearly €13 billion following the repatriation of gold from the United States News Aggregation Team Tuesday, April 07, 2026 1:00 am https://europe.managersofwealth.com/article/129086/the-bank-of-france-received-nearly-ampeuro13-billion-following-the-repatriation-of-gold-from-the-united-states While the bank ended 2024 with a loss of 7.7 billion euros, thanks to “gold” profits, 2025 closed with a surplus of 8.1 billion euros. Investment Banking Spanish Inflation Unexpectedly Quickens Further Beyond 2% News Aggregation Team Thursday, April 30, 2026 1:00 am https://europe.managersofwealth.com/article/129545/spanish-inflation-unexpectedly-quickens-further-beyond-2 Spanish inflation unexpectedly accelerated further beyond the European Central Bank’s 2% target, supporting market expectations that interest rates will be raised this year due to the Iran war. Comment, Analysis & Research Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129524/budget-driven-tax-changes-spur-young-wealthy-britons-to-double-down-on-smarter-financial-planning In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far more quickly than their older counterparts. Comment, Analysis & Research Ludivine and Chloé - Two paths, one shared ambition: Empowering women to take action News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129536/ludivine-and-chloampeacute-two-paths-one-shared-ambition-empowering-women-to-take-action Chloé Pelle moves effortlessly between the rugby sevens fields, where she competed at the highest international level, and her role as a cybersecurity engineer at Societe Generale.. Comment, Analysis & Research How to Use Charitable Giving as Part of Your Philanthropy Strategy News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129484/how-to-use-charitable-giving-as-part-of-your-philanthropy-strategy That’s a welcome lifeline for many charities, as the number of regular donations is falling amid a cost-of-living crisis and lack of interest. Comment, Analysis & Research Is there a perfect time to enter the equity market? News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129490/is-there-a-perfect-time-to-enter-the-equity-market Changeable equity markets can feel unnerving but, over a longer time horizon, staying invested matters much more than trying to time the market to perfection. Comment, Analysis & Research Legacy rules ‘undermine’ Consumer Duty goals, research finds News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129463/legacy-rules-amplsquoundermineamprsquo-consumer-duty-goals-research-finds The findings are based on a three-arm randomised controlled trial of 1,500 UK savings customers. Comment, Analysis & Research Confidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UK News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129476/confidence-and-education-gap-not-access-is-the-biggest-barrier-to-investing-in-investment-trusts-in-the-uk The survey of more than 2,000 UK adults reveals a stark divide in financial literacy and confidence between investors and cash savers. Comment, Analysis & Research Strong UK savings culture – but persistent investment gap News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129477/strong-uk-savings-culture-ampndash-but-persistent-investment-gap Research by the campaign reveals around seven million adults in the UK hold at least £10,000 in cash savings. Comment, Analysis & Research Insurance CROs are faced with an evolving risk landscape defined by speed, volatility and interconnection – EY/IIF Survey News Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129482/insurance-cros-are-faced-with-an-evolving-risk-landscape-defined-by-speed-volatility-and-interconnection-ampndash-eyiif-survey At the same time, the risk landscape is becoming more complex, with cyber exposures increasingly linked to third-party dependencies, expanding data privacy requirements and more sophisticated attack vectors. Comment, Analysis & Research Transfer Pricing in Swiss Asset Management: Where challenges are likely to emerge in 2026 News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129436/transfer-pricing-in-swiss-asset-management-where-challenges-are-likely-to-emerge-in-2026 Switzerland remains a key jurisdiction in this landscape, combining heightened transfer pricing scrutiny with a pragmatic, facts- and circumstances-based approach. Comment, Analysis & Research Number of higher and additional‑rate taxpayers soar as frozen thresholds reshape the taxpaying public News Team Wednesday, April 29, 2026 1:00 am https://europe.managersofwealth.com/article/129538/number-of-higher-and-additionalrate-taxpayers-soar-as-frozen-thresholds-reshape-the-taxpaying-public This shift is no longer confined to traditionally high‑paid professions. Tax Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129460/wealth-specialists-warn-of-risks-to-estate-planning-as-iht-receipts-reach-record-amppound85bn Fifth consecutive year of record growth for IHT receipts Tax Aberdeen ramps up support as tax year demand rises News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129360/aberdeen-ramps-up-support-as-tax-year-demand-rises The provider said the rise reflects the increasing complexity of financial planning, with advisers requiring more support during a busy and time-sensitive period. Tax Wealth taxes face design flaws, compliance gaps, EU study finds News Aggregation Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129270/wealth-taxes-face-design-flaws-compliance-gaps-eu-study-finds It is published in two volumes, with the first surveying academic research across five categories of taxes and mapping wealth-related tax regimes in EU Member States. Tax UK inheritance tax: The mounting impact on British families News Aggregation Team Tuesday, April 14, 2026 1:00 am https://europe.managersofwealth.com/article/129215/uk-inheritance-tax-the-mounting-impact-on-british-families Inheritance tax (IHT) has quietly become one of the UK Treasury’s most reliable revenue raisers. Tax HS278 Temporary non-residents and Capital Gains Tax (2026) News Team Thursday, April 09, 2026 1:00 am https://europe.managersofwealth.com/article/129136/hs278-temporary-non-residents-and-capital-gains-tax-2026 There can also be tax payable on certain income accruing during a period of temporary non-residence. Tax Tax rules for employment intermediaries News Team Thursday, April 09, 2026 1:00 am https://europe.managersofwealth.com/article/129137/tax-rules-for-employment-intermediaries This Inbrief focuses on the employment intermediary or agency rules. Tax HMRC allowance to be slashed with six million UK households warned News Aggregation Team Thursday, April 02, 2026 1:00 am https://europe.managersofwealth.com/article/129069/hmrc-allowance-to-be-slashed-with-six-million-uk-households-warned Lubbock Fine Wealth Management data shows only 740,000 people out of 7.1 million savers who hold a cash ISA also have a stocks and shares ISA. Tax Andrew Tully: Pensions face a new tax reality News Aggregation Team Tuesday, March 31, 2026 1:00 am https://europe.managersofwealth.com/article/129023/andrew-tully-pensions-face-a-new-tax-reality Where a member has multiple pension pots, as many do, each scheme can only pay the IHT due in respect of its own value. Tax Grant Thornton plans 30% graduate hiring boost News Aggregation Team Monday, March 30, 2026 1:00 am https://europe.managersofwealth.com/article/129013/grant-thornton-plans-30-graduate-hiring-boost The private equity-backed accountancy firm bucks the trend with higher entry-level hiring Tax Nationwide Boosts Access To Cash With Deposits Now Available At 3,000 PayPoint Sites Alongside Its 605 Branches News Team Tuesday, April 28, 2026 1:00 am https://europe.managersofwealth.com/article/129499/nationwide-boosts-access-to-cash-with-deposits-now-available-at-3000-paypoint-sites-alongside-its-605-branches Customers can now pay cash into their Nationwide account at participating PayPoint stores, many of which are open early until late and seven days a week. Retail Banking Adyen agrees €750m deal for loyalty and incentives platform Talon.One News Aggregation Team Monday, April 27, 2026 1:00 am https://europe.managersofwealth.com/article/129459/adyen-agrees-ampeuro750m-deal-for-loyalty-and-incentives-platform-talonone The company is expected to generate approximately €60 million in ARR as of the end of this year. Retail Banking NatWest partners with AWS for launch of new venture banking business News Aggregation Team Thursday, April 23, 2026 1:00 am https://europe.managersofwealth.com/article/129427/natwest-partners-with-aws-for-launch-of-new-venture-banking-business Under the partnership with Amazon, NatWest Venture Banking clients will gain access to AWS’s technical capabilities and network, providing the tools, insight and support needed to build and scale. Retail Banking ClearBank names Tazapay as first Singaporean client, strengthening Asia–Europe payments corridor News Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129394/clearbank-names-tazapay-as-first-singaporean-client-strengthening-asiaampndasheurope-payments-corridor The partnership also builds on Tazapay’s expanding multijurisdictional regulatory footprint, with active licenses in Singapore, US, Canada, and Australia, and further approvals underway across Europe, UAE, and Hong Kong. Retail Banking Alfa-Bank and Belgazprombank halt Mastercard services in Europe News Aggregation Team Wednesday, April 22, 2026 1:00 am https://europe.managersofwealth.com/article/129377/alfa-bank-and-belgazprombank-halt-mastercard-services-in-europe In these countries, starting April 21, it will not be possible to pay with Alfa-Bank Mastercard cards in physical stores or online, withdraw cash from ATMs, or make card-to-card transfers through local services. Retail Banking Lloyds Banking Group, Connells and LMS launch fully digital homebuying service News Aggregation Team Tuesday, April 21, 2026 1:00 am https://europe.managersofwealth.com/article/129367/lloyds-banking-group-connells-and-lms-launch-fully-digital-homebuying-service The service runs on residential sale and purchase transactions within England and Wales, involving Connells branches, LMS panel conveyancers, and Lloyds Banking Group as the lender. Retail Banking Danske admits system upgrade exposed over 20,000 client addresses News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129322/danske-admits-system-upgrade-exposed-over-20000-client-addresses The bank became aware of the problem in October, and later checks found that a significant number of clients had been affected. Retail Banking NatWest giving clients case updates comes at brokers’ expense News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129333/natwest-giving-clients-case-updates-comes-at-brokersamprsquo-expense This includes communicating to applicants that the mortgage has been offered. Retail Banking Barclays delays ECB rate hike forecast to June and September 2026 News Aggregation Team Monday, April 20, 2026 1:00 am https://europe.managersofwealth.com/article/129343/barclays-delays-ecb-rate-hike-forecast-to-june-and-september-2026 The ECB interest rates market sits at 0.2% YES for a 50+ bps decrease at the April meeting, unchanged from 24 hours ago. Retail Banking BBVA with Six-figure Customer Base in Germany with 23% of Customers Holding Over 100,000 € News Team Thursday, April 16, 2026 1:00 am https://europe.managersofwealth.com/article/129280/bbva-with-six-figure-customer-base-in-germany-with-23-of-customers-holding-over-100000-ampeuro That strong early confidence is further underscored by the fact that 23% (as of early 2026) of BBVA’s customers in Germany hold more than €100,000 with the bank. Retail Banking Pension value to be put under the spotlight News Team Friday, January 09, 2026 12:00 am https://europe.managersofwealth.com/article/127553/pension-value-to-be-put-under-the-spotlight The proposals aim to make it clearer how pensions perform, what they cost and the quality of service. So that people can get good value, and so that poor performing schemes are pushed to improve. Pensions ESG considerations driving food and drink industry acquisitions News Team Monday, April 29, 2024 1:00 am https://europe.managersofwealth.com/article/116007/esg-considerations-driving-food-and-drink-industry-acquisitions Businesses are increasingly conscious of the importance of ESG in M&A. Pensions Schroders Greencoat eyes deal for scandal-hit solar operator – reports News Aggregation Team Monday, November 13, 2023 12:00 am https://europe.managersofwealth.com/article/112765/schroders-greencoat-eyes-deal-for-scandal-hit-solar-operator-ampndash-reports The infrastructure unit is a leading contender to buy Toucan Energy, which collapsed a year ago amid a local government scandal. Pensions Pensions allowance tax charges hit record high News Aggregation Team Thursday, March 24, 2022 12:00 am https://europe.managersofwealth.com/article/99923/pensions-allowance-tax-charges-hit-record-high The total value of LTA charges reported by schemes stood at £342mn in 2019-20. This is a 21 per cent increase from £283mn in the previous period. Pensions Pensions industry fires back at Opperman criticism News Team Wednesday, March 16, 2022 12:00 am https://europe.managersofwealth.com/article/99678/pensions-industry-fires-back-at-opperman-criticism Opperman’s remarks went down badly with a number of the industry’s leading voices. Pensions XPS partners with Abrdn to launch DB pensions master trust News Aggregation Team Tuesday, March 08, 2022 12:00 am https://europe.managersofwealth.com/article/99435/xps-partners-with-abrdn-to-launch-db-pensions-master-trust “This new solution should really help bring governance and efficiency improvements to the benefit of thousands of pension scheme members." Pensions Pension providers call for personalised advice rules News Aggregation Team Monday, March 07, 2022 12:00 am https://europe.managersofwealth.com/article/99382/pension-providers-call-for-personalised-advice-rules “UK’s advice rules (from MiFID) prevent firms providing personalised support to customers given the liability risk," it said in its submission. Pensions Government authorises use of dormant pension assets to "change people's lives for the better" News Team Thursday, March 03, 2022 12:00 am https://europe.managersofwealth.com/article/99279/government-authorises-use-of-dormant-pension-assets-to-ampquotchange-peopleamp039s-lives-for-the-betterampquot The UK Government has now announced an expansion of the scheme, which will be expanded to cover pensions, insurance, investment and wealth management accounts. Pensions €43bn pension fund cuts external fund exposure by half in two years News Aggregation Team Friday, February 25, 2022 12:00 am https://europe.managersofwealth.com/article/99130/ampeuro43bn-pension-fund-cuts-external-fund-exposure-by-half-in-two-years Assets under external management hit lowest levels for nearly a decade, as Swedish group focuses on interal efforts. Pensions Pensions platform Guiide considers institutional funding News Aggregation Team Thursday, February 24, 2022 12:00 am https://europe.managersofwealth.com/article/99063/pensions-platform-guiide-considers-institutional-funding Primarily the new funding will be used to develop Guiide+, an extension to its free online pension modelling tools. Pensions SEB Nordic Energy doubles capital – continues investing News Team Friday, April 24, 2026 1:00 am https://europe.managersofwealth.com/article/129434/seb-nordic-energy-doubles-capital-ampndash-continues-investing The funds can both decrease and increase significantly in value, and you may not get back the amount invested. Planet SOS Europe’s fossil fuel dependence poses risks to price stability News Team Tuesday, April 07, 2026 1:00 am https://europe.managersofwealth.com/article/129102/europeamprsquos-fossil-fuel-dependence-poses-risks-to-price-stability Europe’s energy dependence has become one of the critical vulnerabilities of our economy. Planet SOS LSEG launches ESG scores and sustainability analytics suite News Aggregation Team Friday, March 13, 2026 12:00 am https://europe.managersofwealth.com/article/128717/lseg-launches-esg-scores-and-sustainability-analytics-suite The model uses 220 standardised indicators and a sustainability-focused materiality framework that combines a revised industry classification with a double materiality approach at the business segment level. Planet SOS Investor climate concern high, but lack awareness of what funds are doing News Team Thursday, February 12, 2026 12:00 am https://europe.managersofwealth.com/article/128181/investor-climate-concern-high-but-lack-awareness-of-what-funds-are-doing The desire to invest in a responsible and sustainable way from consumers is still very much present. Planet SOS Schroders Greencoat signs strategic MoU with leading battery maker CATL and Lochpine Capital on battery storage in Europe News Team Monday, February 02, 2026 12:00 am https://europe.managersofwealth.com/article/127982/schroders-greencoat-signs-strategic-mou-with-leading-battery-maker-catl-and-lochpine-capital-on-battery-storage-in-europe The collaboration seeks to leverage the parties’ collective expertise in green energy infrastructure and technology Planet SOS 5 must-watch sustainable investing trends for 2026 News Team Friday, January 23, 2026 12:00 am https://europe.managersofwealth.com/article/127809/5-must-watch-sustainable-investing-trends-for-2026 The year began with President Donald Trump withdrawing the US from the Paris Agreement, an action he swiftly followed by revoking environmental subsidies and regulations. Planet SOS Gore Street Capital announces first close for energy storage fund News Aggregation Team Thursday, January 22, 2026 12:00 am https://europe.managersofwealth.com/article/127801/gore-street-capital-announces-first-close-for-energy-storage-fund The article 9 fund will focus on acquiring and managing battery storage projects with 80% minimum target exposure to EU member states. Planet SOS Investec arranges £80 million investment loan for office-led St. Pancras Campus News Team Thursday, December 18, 2025 12:00 am https://europe.managersofwealth.com/article/127319/investec-arranges-amppound80-million-investment-loan-for-office-led-st-pancras-campus The new three-year facility refinances a development loan provided by Investec in 2021, following W.RE’s successful delivery of the scheme in 2024. Planet SOS Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes News Team Friday, December 05, 2025 12:00 am https://europe.managersofwealth.com/article/127091/bridging-the-gap-aligning-insurance-portfolios-with-sustainable-outcomes Recognising the importance of this challenge, Mercer are pleased to support Insurers For Purpose in producing a report on sustainability integration within the insurance sector. Planet SOS European Investment Fund pledges €70 million to Klima2, Alantra’s next Energy Transition growth fund News Team Wednesday, November 26, 2025 12:00 am https://europe.managersofwealth.com/article/126901/european-investment-fund-pledges-ampeuro70-million-to-klima2-alantraamprsquos-next-energy-transition-growth-fund The fund will leverage the Klima team’s extensive pan-European experience in energy investments and its network of sector and operational partners across the energy transition ecosystem. Planet SOS