News, Comment & Analysis results for Archive

M and A
31 July 2025

Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, Finance Shop, FS Wealth Management

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Financial Results
31 July 2025

HSBC’s Profits Plummet In Q2 2025

Yesterday, London-headquartered HSBC posted financial results for the second quarter of 2025,...

People Moves
31 July 2025

Who’s Moving Where In Wealth Management? – Canaccord Wealth, Charles Stanley, Ocorian

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...

Tax
31 July 2025

UK Changes Announced To Carried Interest

The UK is looking into making changes to the way carried interest is taxed – a major issue for...

Investment Strategies
31 July 2025

Lombard Odier Takes Some Risks Off The Table

Developed economies' equity valuations are looking full at the moment, with limited upside left,...

Financial Results
30 July 2025

UBS Profits Up In Q2 2025

Profits at Swiss private bank UBS climbed by more than expected in the second quarter of 2025. ...

Surveys
30 July 2025

IFAs' Changing Sentiment; US Versus European Equities – Franklin Templeton

Despite moves towards European equities, a new survey released by California-based investment...

Legal
30 July 2025

Group Of Credit Suisse AT1 Bondholders In Asia Urged To Join Class Action Lawsuit

More than two years after the "shotgun wedding" between UBS and crisis-hit Credit Suisse, those who...

Strategy
30 July 2025

FROM THE EDITOR'S CHAIR: Robust Banks, Fast-Moving AI, Private Market Hype, And More

The editor takes a look back to the start of the year and subsequent events to run through what...

Wealth Strategies
30 July 2025

OPINION OF THE WEEK: Concentration Risk Remains, But Maybe Not As Severe

For all the sound and fury of political events this year, one theme emerging is that the...

Comment & Analysis results for Archive