Wealth and Asset Management

Schroders to close UK Multi-Cap Income fund

AFH Wealth Management publishes first IFA acquisitions white paper

$2bn Vontobel credit flagship outwits 'Pavlovian dogs' to double assets

Entrepreneurial wealth in motion

Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning

Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe

Executive Moves

Prominent Departure at the Top of Swissquote

Mattioli Woods founder steps back as Mann becomes CEO

Julius Baer announces new leadership for its home market Switzerland

ZKB Asset Management appoints new Head of Index Solutions

Freiburg Cantonal Bank: COO resigns

Broadridge Appoints Richard Street as Head of International Sales

Legal, Regulation & Compliance

Navigating consolidation in the financial advice and wealth management sector: Key insights from the FCA’s multi-firm review

FCA partners with Singapore to drive growth and AI innovation

FCA review finds CFD providers may be failing to deliver fair value to consumers

International: HR issues in the family office context — Retention and remuneration of family office personnel

Paraplanners increasing AI usage to tackle regulation pressure

Strengthening market resilience: navigating evolving dynamics in sovereign markets − speech by Lee Foulger

FinTech

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

Var Group announces business combination with 4IT SOLUTIONS

ECB’s digital Euro moves into build phase as Italian banks push for staggered rollout

Czech startup Flowpay launches in the Netherlands with €30 million backing to close Europe’s SME financing gap

AI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo Quang

Wealth management and the tokenised future

Alternative Investments

Allianz reports strong 9M results and increases outlook for full year 2025

Financial Information as of September 30th 2025 (1)

Platforum: Bespoke deals shape adviser platform pricing

Aviva plc In Focus and Q3 2025 Trading Update

Keep Britain Working: managing employees on long-term sick leave

Landsec raises guidance but leaves a complicated picture

Investment Banking

Putin greenlights Citi’s Russia exit as part of bank's worldwide reorganization

Danske Vækstkapital IV kicks off: DKK 1.7 billion raised for investments in start-ups and growth companies

Crédit Agricole CIB Financial results for the third quarter and first nine months 2025

Mediobanca Annual General Meeting and Board of Directors’ Meeting

BBVA soars on the stock market and Sabadell plummets after the failed takeover bid.

Piraeus Bank Wins Three Euromoney Awards

Comment, Analysis & Research

Driven by optimism, powered by AI: the future of an essential business with Racem Flazi, Founder of LegalPlace

ABN AMRO helps clients improve their financial health

Do tariff cuts cut prices?

Strong majority of LGPS expect further pool consolidation, Schroders and Room151 survey reveals

U.S. Treasury Central Clearing Survey: U.S. Firms Have High Degree of Confidence in Readiness While Europe and Asia Lag; Regulatory Clarity is a Key Factor

BoE set to deliver rate cut for Christmas as unemployment rises and wage pressures ease

Tax

Tariffs could force multinationals into costly year-end true-ups

Russia to remove UAE from tax haven blacklist Jan 1

One in eight business chiefs set to leave UK over tax burden

Wealth industry slams ‘reckless’ 20% ‘exit tax’ proposal

P1 Platform halves pension drawdown fee and lowers minimum charges

UK sees sharpest fall in millionaire numbers as tax reforms drive wealth abroad

Retail Banking

TSB’s profit soars ahead of Santander takeover

Lloyds' use of staff bank data during pay talks 'concerning'

ABN AMRO to acquire NIBC Bank

Nationwide promises to keep ALL branches open until at least 2030 in boost to high streets

State Street to Extend Strategic Relationship with Intesa Sanpaolo

BBVA Switzerland launches an interactive experience to understand our investment behavior

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

Integrating sustainability risks, a major challenge

Our Net Zero Transition Plan 2025

Ten years on from the Paris Agreement, rich countries’ pitiful climate targets fall drastically short

ABN AMRO Sustainable Impact Fund publishes 2024 Impact Report

Defending the grid – renewables on the frontline as nations invest to build energy security

Unlocking green growth: Why the UK is the smart bet for sustainable finance