08/04/2025
Nucleus appoints Andrew Ring as Chief Financial Officer
He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.
Wealth and Asset Management
08/04/2025
UBS resolves legacy Credit Suisse matter with US Department of Justice
With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.
08/04/2025
BUX launches Europe’s first self-directed active ETF portfolios in partnership with J.P. Morgan Asset Management: BUX Prime Investment Plans
With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.
08/01/2025
SJP claws back £85m after reviewing ongoing advice compensation
This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.
08/01/2025
7IM works with fintech Tikker - supporting advice firms with operational resilience
The time taken between making an adjustment and executing it could span multiple trading windows.
08/01/2025
PRA Regulatory Digest - July 2025
The PRA Regulatory Digest is for people working in the UK financial services industry and highlights key regulatory news and publications delivered for the month.
08/01/2025
Praxis’ Private Wealth teams recognised in Chambers High Net Worth Guide 2025
The recognition is an independent endorsement of Praxis’ technical expertise and consistent client-first delivery.
07/31/2025
HSBC Holdings plc Interim Results 2025
Target basis operating expenses were $0.4bn or 3% higher than in 1H24, primarily due to higher spend and investment in technology and the impacts of inflation.
07/31/2025
Citi Proud to Continue Supplying Services to UK Government
The new agreement encompasses a suite of services including Overseas Payments, Automated Clearing House (ACH) network services as well as FX Advisory and spot FX services.
07/31/2025
SJP claws back £85m after reviewing ongoing advice compensation
The money, which equates to £63.4m after tax, will be returned to shareholders through its buy-back scheme.
07/31/2025
Schroders Half year results to 30 June 2025 (unaudited)
Strong progress on transformation; adjusted operating profit up 7%
07/31/2025
Interim results of the Swiss National Bank as at 30 June 2025
The SNB's financial result depends largely on developments in the gold, foreign exchange and capital markets.
07/31/2025
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2025
A reconciliation of restructuring and other items excluded from underlying results is set out on page 24.
07/31/2025
JTC and UBP Reach Agreement on JTC’s Proposed Acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK
In addition, KHT also provides offshore share scheme and pension scheme administration services to several high-quality global corporate clients, which enhances and supports JTC’s leading Employer Solutions service offering.
07/31/2025
JTC and UBP reach agreement on JTC’s proposed acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK
The acquisition is subject to regulatory approvals and standard closing conditions.
07/31/2025
GKB on track: Half-year results confirm expectations
The half-year results confirm the outlook for the 2025 fiscal year, with a consolidated profit of between CHF 210 and 230 million.
07/31/2025
How Julius Baer runs discretionary mandate sales
Head of CIO office sales Beyazit Guzelyagdoken explains his first steps in a new role at the private banking group.
07/31/2025
Investors put off by complicated wealth management tools
Two thirds of UK investors believe not enough people invest due to being unable to use complicated wealth management tools, according to research from wealth management platform Stratiphy.
07/31/2025
Family office founder reshapes the private equity playbook
Focusing primarily on fintech and pharmatech, he outlines why these innovation-led sectors are particularly resilient and well-suited to his investment strategy.
07/30/2025
Coutts: Q2 earnings season preview – modest expectations set the stage
Trade policy uncertainty has lowered the bar coming into this earnings season.