Wealth and Asset Management

Julius Baer fined over lapses in AML controls

Results of the Annual General Meeting of GAM Holding AG

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

From dancing to banking: The value of diverse skills

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

Executive Moves

Apex Group appoints new Global Head of Fintech

Oak strengthens governance services offering with key appointment in Guernsey

Alvarez & Marsal Appoints Dr. Gion Job Senior Director to Bolster Tax Practice in Switzerland

Morrissey becomes Country Head for Ireland at ONE

Mirabaud AM promotes bond chief to CIO

7IM makes double senior appointment

Legal, Regulation & Compliance

Central Bank of Ireland publishes Markets Update No 4 of 2025

IONITY with record financing to expand critical infrastructure for Europe’s electric future

The EBA updates list of other systemically important institutions

Harnessing the digital future of payments: Europe's path to sovereignty and innovation

Simplify Consulting on FCA Survey about one-in-10 have no cash savings

QB Partners’ Gerry Brown sheds light on reservation of benefit case

FinTech

Maverix Announces Partnership to Drive Growth in Regulated Digital Asset Solutions

UK Government to pass legislation for private market platform Pisces

Lloyds Banking Group rolls out AI-driven transaction categorisation tech

ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund

Arion Bank Strengthens Compliance With Volante Technologies’ Payments as a Service

Finanz Informatik and IBM extend and expand collaboration

Alternative Investments

Switch to bespoke boosting adviser profitability, study shows

Swiss Re reports a first-quarter net income of USD 1.3 billion

EBRD and GCF support green investments in Armenia

Square Mile adds eight fund ratings to Academy

Parmenion adds five funds to ESG portfolios

Allianz reports record operating profit and is fully on track to achieve full-year outlook

Investment Banking

Bank of America picks up quant MD in London courtesy of Japanese bank

Standard Chartered and Plan International UK renew partnership to tackle youth unemployment in Asia

European bank traders deliver best results in more than a decade

Saxo Bank Switzerland is moving forward

Danske Bank posts profit beat and expects moderate tariff impact in Nordic market

SocGen's BNP hire hasn't helped trading revenues, but that's ok

Comment, Analysis & Research

Reporting employment related securities: 6 July 2025 deadline

A system-wide approach to system-wide resilience: CCPs and their users − speech by Sarah Breeden

Portugal: Europe’s new destination for HNW expats and investors

The Gavekal Angle: value investors set to rise like a phoenix

UK unemployment rate rises to 4.5% as labour market begins to weaken

2025 European Asset Management Landscape

Tax

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

Inside the European centres favoured for cross-border tax planning

How a wealth tax could work in Britain

Caitlin Southall: Pension reform or punishment? Unpicking the IHT debate

Labour taxes edge up in the OECD as real wages recover in 2024

FOI data shows just 2% of estates use this IHT mitigation rule but its use set to skyrocket

Retail Banking

VIVID and Barclays deliver first ever loan to retrofit social housing under £1.3bn NWF scheme

DWP hunts ‘strategic supplier’ of open banking tech for Universal Credit

Santander rejected £11 billion bid from NatWest for UK arm

CaixaBank re-elected Best Digital Private Bank in Europe by PWM (Financial Times Group)

Commerzbank delivers strong quarterly results

DenizBank partners with Konsentus to enhance open banking operations

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

BNP Paribas targets 400 000 energy-efficient home renovations in Europe by the end of 2026

Successful exit for ABN AMRO Sustainable Impact Fund

Macquarie Asset Management acquires additional stake in Island Green Power

Maintaining Momentum: Managing Climate risk in a changing world − speech by David Bailey

Schroders and Cornell University publish stewardship framework on climate risk resilience and adaptation

ESG Economist – Is there a business case for sustainability?