Wealth and Asset Management

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

7IM outflows drop 21% amid record platform sales

AFH adds £750m AUM with acquisition of Herts Planner

Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC

Q3 2025 update: net inflows and supportive markets lift AUM to new high

Coutts assets rise as markets boost wealth managers

Executive Moves

EFG International creates new sustainable investing chief role for insider

HSBC Private Bank names interim Swiss CEO

Changes to the UBS Board of Directors

We are delighted to announce the appointment of Jonathan Ginnelly as Partner of Private Client Tax Services

Quilter Cheviot International welcomes Maria Gardner as investment director in Jersey

Brown Advisory appoints Nick Kirrage to lead global value strategies

Legal, Regulation & Compliance

Tariffed with the same brush: confronting today’s challenges to trade − speech by Swati Dhingra

Goodbye, tax havens? OECD and EU tightening on new tax rules.

FCA bans and fines advisor £100,281 for insider dealing

Berne Financial Services Agreement for UK and Swiss firms

UK government gives green light to expand CDC pension schemes

FCA signals rewards for firms that ‘do the right thing’

FinTech

Federal Council moves forward with stablecoins and crypto: consultation launched

Clearstream, Standard Chartered pilot digital fund platform

Data: a strategic asset that goes far beyond technology

Lloyds Banking Group scales adoption of Microsoft 365 Copilot to supercharge their AI transformation

UK's Biggest Retail Investment Platform Warns Against Including Bitcoin In Your Portfolio: 'Not An Asset Class,' 'No Intrinsic Value'

BlackRock brings Bitcoin exposure to UK retail investors

Alternative Investments

Housing market treads water as buyers await Budget clarity

L&G announces £2bn impact investment to drive regional growth across the UK

Raffeisen pension fund joins EBRD, EU on large-scale Croatia BESS and VPP investment

BVI launches research series on German ETF market

PAI Partners Enters into Exclusive Negotiations to Acquire Cyrus

France’s debt puzzle

Investment Banking

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

Piraeus Bank Wins Three Euromoney Awards

Citigroup taps Barclays, Nordea executives to head Nordic investment banking

Intesa, UniCredit, and Rome's Strategy for Generali

Barclays' co-head of FX trading left for Citi. His juniors are doing fine

Europe’s ‘climate bank’ maintains green finance target, tilts towards adaptation

Comment, Analysis & Research

Matching Adjustment Investment Accelerator

State pensioners awaiting triple lock boost could claim extra £4,000 from DWP

Quilter sets out its four asks for the Budget

Almost half of clients would like to meet adviser more often

Britain’s high borrowing costs offer chance for pensioners

Confidence despite global uncertainties

Tax

LLP tax ‘not rooted in fairness’ and could impede economic growth

PwC report highlights the opportunity for Channel Islands wealth managers to ‘step-up’ the pace of transformation

HNWs brace for rising burden as pensions fall into inheritance tax scope

Federal Council initiates consultation on Amending Protocol to Agreement between Switzerland and EU on automatic exchange of information in tax matters

IHT receipts for April-September rise to £4.4bn

Tax take swells on fiscal drag ahead of Budget but genuine growth remains elusive

Retail Banking

RBS joins NatWest in bringing in 'UK first' for banking customers

ABN AMRO Bank introduces the new Debit Mastercard in the Netherlands

Santander expands investment arm with ultra-high-net-worth focus

mBank sets new standards in Europe

Lloyds to put chief executive and all top bosses through six-month AI course

Lloyds puts chief executive and all top bosses through six-month AI bootcamp

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

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

Banks stick to ESG bonds, EU GBS yet to gain traction

Schroders sources 100% renewable electricity

Bridges to a sustainable economy – interview with Patrick Odier and Manuel Rybach

Switzerland signs agreements with Denmark on carbon storage