Wealth and Asset Management

Nearly half of global family offices to reallocate to private equity, report finds

How to avoid cashflow pitfalls when selling your business

Wealth firm Perspective celebrates deals century

A call for change: three main challenges that the wealth management industry has to address

Before AI met wealth management & the tech challenges we forget about

Carne: 82% of UK asset managers considering LTAF launch

Executive Moves

Mercer & Hole appoints KPMG Partner and former London Head of Family Office and Private Client

Angela Petruzzi proposed as new member of the Board of Directors of Glarner Kantonalbank

Experienced wealth management trio join IAM

Ex-Lombard Odier distribution head joins quant adviser’s board

Heleine joins AXA Investment Management

Urs Monstein becomes Chief Executive Officer of VP Bank

Legal, Regulation & Compliance

Three individuals and two firms charged over alleged unauthorised business activities

Swiss Re Agrees to Sell iptiQ’s European P&C Business to Allianz Direct

Former Ireland rugby player Brendan Mullin found guilty of stealing hundreds of thousands from Bank of Ireland Private Bank

Court confirms CS cartel fine

CS espionage legacy keeps UBS lawyers busy

FCA welcomes Project Guardian’s first industry report on tokenisation

FinTech

First UK pension scheme dives into Bitcoin, but don’t expect a stampede

Scottish Widows launches new IP product through Iress’s The Exchange

Kin + Carta supports new AI search function at GOV.UK

Invesco launches defence, cybersecurity and AI ETFs

Engaging with the machine: AI and financial stability − speech by Sarah Breeden

GenTwo Officially Launches UK Operations, Bringing Innovative Assetization Platform to London

Alternative Investments

UK Autumn Budget – information overload for businesses?

One Four Nine kickstarts next phase of growth with 10th acquisition

ISS MI: Multi-asset fund sales rise 25%

Investment can boost growth – if it comes with technological progress

Standard Chartered and British International Investment renew commitment to support trade finance in frontier and emerging markets in Africa and South Asia

What should the investment industry expect from COP29?

Investment Banking

UniCredit Says Needs A Year To Decide Commerzbank Deal

HSBC Channel Islands and Isle of Man receives ‘Top Employer’ certification

CaixaBank reports a net profit of €4.25 billion in the 9 months to September

Barclays shares soar to 9-year high as bank posts 23% profit rise

Disposal of non-performing Italian mortgage portfolio

Britain's Lloyds Bank Q3 profit holds flat, beating forecasts

Comment, Analysis & Research

Waystone tops independent ManCo/AIFM rankings in the UK

Why investment bankers struggle to cross-sell wealth management

Talk Money Week: ‘Do one thing’ – check your pension statement

Infrastructure: The new, sought-after safe haven?

UK Budget holds the ship steady, keeping our Gilt preference intact

The top 3 reasons family offices use cell companies for their investments

Tax

IHT on pensions disincentivises retirement saving, says RSM UK

UK tax plan for wealthy foreigners risks turning London into ‘bigger version of Bahamas’

UK’s Richest Man Says ‘Spiteful’ Tax Hikes Will Kill Off Growth

Brits face 'double whammy tax hit' after Budget pension changes

Changes to IHT and pensions risks becoming ‘a bureaucratic nightmare’

Investment Association comment on the Autumn Budget

Retail Banking

Completion of the acquisition of Tesco's retail banking business and commencement of long-term strategic partnership with Tesco

Barclays completes Tesco Bank acquisition

Banco Santander to cut UK jobs as part of cost-saving efforts

NatWest launches building efficiency assessment tool

These neobanks score points in retail banking

Santander scoops best ESG initiative in payments prize at Pay360 Awards

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

From geopolitics to AI – entrepreneurs and family businesses rethink a changing world at LO Generations 2024

Raising the bar again: ABN AMRO takes next step in climate strategy

Aviva Investors launches Carbon Removal Fund

Tracking timber: scientific and digital innovations promise wood supply chain transparency

Nordea Asset Management wins 2024 PRI Award for engagement on methane emissions

Balance of power: how EVs will help regulate tomorrow’s energy system