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...

Investment Strategies
29 July 2025

Wealth Managers React After EU And US Reach Trade Deal

After the US and the EU clinched an agreement to cap tariffs on most EU exports to the US at 15 per...

New Office
29 July 2025

New York-Headquartered Investment House Opens In UAE

The asset management house, which has $44.2 billion in AuM as at the end of June, serves clients...