Wealth and Asset Management

Brooks Macdonald opens Glasgow shop for ex-RBC Brewin team

Beyond inheritance: UBS on preparing families, not just fortunes

Swiss proposal mandates UBS to boost capital by $26bn

True Potential drops 7IM from £1.1bn mandate

AI-Personalised Video Technology

Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective

Executive Moves

Schroders value manager Andy Evans exits

Jupiter's new European team joins from Gam

Pictet Wealth Management appoints HR head

Suisse stalwart to head business transformation

Leonteq appoints three new sales managers for Switzerland

Vontobel Poaches New Mittelland Institutional Clients Head From UBS

Legal, Regulation & Compliance

FCA leads international crackdown on illegal finfluencers

ECB to add new reporting agents to the €STR

ECB cuts to 2%, but trade uncertainties keep markets guessing

White & Case Advises Bryan, Garnier & Co. on Its Acquisition by Stifel Financial Corp.

ECB likely has more to do, despite hints it is nearing the end

‘Game-changing’ UK Pension Schemes Bill: industry commentators have their say

FinTech

FCA to lift ban on crypto ETNs to support UK growth and competitiveness

LHV survey: Digital banks should pass savings from not operating physical branches to consumers

Bank of Ireland warning of spike in ‘safe account’ scam

Raisin debuts retail deposit product

Jacobi Bitcoin ETF expansion ‘a major step forward for Guernsey’

Wealthtech for the new generation of banks and brokers

Alternative Investments

Elliott Calls for Further Action to Enhance Corporate Value and Strengthen Corporate Governance Ahead of Sumitomo Realty's 2025 Annual General Meeting

HSBC AM launches five active equity ETFs

Royal London’s Lowson: ‘Expect to see an exodus from AIM over the next year’

UK equity outflows ease, bond demand rises

UK targets rogue 'finfluencers' in joint action with foreign regulators

Housing market holds firm for now despite cooling demand

Investment Banking

EU’s investment bank ‘ready’ to triple funding for defense projects this year

BancTrust downsizes London headquarters in latest cost-cutting measure

Eurozone inflation fall intensifies

JP Morgan launches risk-rated investment portfolios

Lloyds, BNP Paribas launch new FX algorithmic execution service

BNP Paribas appointed global custodian for Oak Pensioenfonds

Comment, Analysis & Research

More people managing personal wealth through active, bespoke investment management services

Small firms feel the crunch when reviewing investment partners

Understanding private markets, their benefits and challenges

UK households who have £10,000 in bank account warned 'move your cash'

North America high-net-worth individual population surges, while Europe and Middle East shrink

Steven Levin: Strengthening support for pension freedoms

Tax

How escrow and paying agent solutions can save your next M&A deal

Wealthy UK Business Owners Report Tax Risk Motivators, Barriers

Reaction as IHT receipts rise again

Inheritance Tax receipts for April 13.8% higher than April 2024

Clarity on Swiss Taxes

Tax dodging by rich could be ‘much greater than thought’, says UK audit office

Retail Banking

UK’s Starling Bank Reports Business Growth and Global Expansion Plans

Lloyds taps BNP Paribas to power FX algo offering for clients

Luxembourg left out of Revolut’s new payment rollout

Santander partners with Worldpay to support business banking and corporate customers

ABN AMRO launches neobank BUUT

Lloyds launches market leading FX execution algorithms

Pensions

ESG considerations driving food and drink industry acquisitions

Schroders Greencoat eyes deal for scandal-hit solar operator – reports

Pensions allowance tax charges hit record high

Pensions industry fires back at Opperman criticism

XPS partners with Abrdn to launch DB pensions master trust

Pension providers call for personalised advice rules

Planet SOS

How should asset managers balance sustainability and investor returns?

The rising cost of climate catastrophes – how should investors respond as extreme weather becomes the new normal?

Schroders publishes first Group Nature Report

Barclays Climate Ventures enables half a billion pounds of climate tech investment since 2020

Managing the growing challenge of global waste

Driving change: inside Mercedes-Benz’s bold plan to build carbon-neutral cars