Wealth and Asset Management

Fairstone reaches 100th DBO milestone with Halifax IFA

London VC head moves to Geneva as private wealth adviser

BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany

UBS Group Retains Outperform Rating at RBC Despite TBTF Regulatory Concerns

Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range

The Royal Mint launches new Britannia ‘secure’ gold bars

Executive Moves

Liberty Rock Property names new managing director

BII Appoints Sylvia Monthe as Coverage Director for Francophone West and Central Africa

BNP Paribas announces leadership transition for Securities Services

Goldman Sachs: New General Manager in Zurich

Tandem Bank names new CEO Neil Chandler to lead green banking

Teneo Appoints Frances Fitzgerald and Arnaud Danjean as Senior Advisors in Europe

Legal, Regulation & Compliance

UK reforms AML rules for business services

Living between Dubai and Milan, but litigating in London

Calls to reform Lifetime ISAs over ‘nonsensical’ rules causing savers to lose their own money

Upper Tribunal upholds Jes Staley ban

FCA chief Rathi signals pivot from risk aversion to growth

FCA continues mortgage rule review to boost home ownership and support growth

FinTech

Are London Companies Embracing Bitcoin Treasury Holdings?

BBVA launches a 100% digital bank in Germany, offering an interest-bearing checking account with no fees

Optio acquires share plan platform from Investec Wealth & Investment International

Verso’s strategic platform partnership with Nucleus helping to power its growth plans

BIBA issues AI guide for British insurers

LGT and iCapital Join Forces for Alternatives Investing

Alternative Investments

Barings sees rare interest in Europe as Asian investors diversify

Property transactions rebound in May but remain below long-term average

UBS AM endorses European equities

Liquidity crisis support made in Switzerland and the too-big-to-fail subsidy

Martin Gilbert-backed VC firm on buying assets at 50% discount

Luxembourg finds ways to maintain leadership in fund tokenisation

Investment Banking

Mediobanca pledges 4.9 billion euro shareholder reward to counter MPS bid

J.P. Morgan Elevates Its Swiss Presence

Barclays engages McKinsey to help optimise investment banking division

BNP Paribas receives multiple accolades at the GlobalCapital Bond Awards 2025

1,600 BBVA employees met in Madrid to advance the bank’s 2025-2029 strategy

UBS hires BNP Paribas dealmaker Spens to bolster Nordic team

Comment, Analysis & Research

Number of highly vulnerable clients falls over the past year

Ex-Baillie Gifford manager's platform shuts after funding blow

Investing in luxury assets: watches, wine and real estate for passion, prestige and portfolio diversification

Ten Investment Convictions for H2 2025

Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions

Schroders wins ‘Best Overall’ at the INSEAD Business In Balance Awards 2025

Tax

Managing the tax tail: how Gilts can aid inheritance planning

The eternal dilemma of how to tax the super-rich

Rethink your tax strategy in the new financial year

New HMRC data show over 6 million more taxpayers since threshold freeze

‘Way too cheap’ – Tax experts question Reform’s £250K non-dom plan

Wealth advisers helping tax evasion face fresh fines

Retail Banking

ALEX BRUMMER: Beware of bank mergers - they can go horribly wrong

Council of Europe Development Bank Partners with TCS to Transform Reconciliation Processes

Lloyds group slashes overdraft fees – borrowers to save up to £299 a year

Allied Irish Banks return to private ownership

TSB could be sold off by Spanish owner Banco Sabadell

Millions of Nationwide customers to wake up to £100 bonus payments

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

The growing appeal of green and sustainability-linked loans

Impact Report 2024: Sustainable investment as relevant as ever

ESG insights for 2025 and beyond

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