Vanya Damyanova

A significant increase in regulatory requirements may constrain UBS' financial flexibility, increase its cost of capital and put it at a disadvantage to global peers, analysts said.

Europe's largest lender is seeking further expansion in Asian wealth management as its second home market, Hong Kong, is expected to become the world's largest cross-border financial hub by 2030.

Lenders including Rabobank, CaixaBank and Monte dei Paschi expect positive day-one effects from the implementation of the final capital reforms.

While US bulge-bracket firms will remain global market leaders, European investment banks are in good shape to regain market share lost since the 2008 financial crisis as they are now higher returning and focused on areas of competitive advantage.

The largest UK banks ramped up 2023 distributions on bumper profits driven by rising rates and vowed to pay out billions to shareholders over the next three years.

Green shoots of M&A and IPO activity in the third quarter, and expectations that clients are adjusting to pricing in a higher rate environment, have sparked optimism about advisory and underwriting revenues in the new year.

UBS is in a good position to revamp Credit Suisse's beleaguered investment banking unit quickly and keep parts of the business that strengthen its competitiveness in strategic markets, analysts said.

The case has been a wake-up call for investors over the risk-return dynamics of Additional Tier 1 bonds, market observers said.

Fitting Credit Suisse's wealth management and investment bank businesses into the UBS franchise will be expensive, time-consuming and could weaken UBS in the short term, analysts said.

Western banks’ exposures to Russia are at their lowest level in nearly 20 years following the Ukraine invasion, while big Russian lenders have had to abandon key European markets amid a slew of western sanctions.

Western banks' exposures to Russia are at their lowest level in nearly 20 years following the Ukraine invasion, while big Russian lenders have had to abandon key European markets amid a slew of western sanctions.

U.S. and Asian banks now play a bigger role in global financial markets than their European counterparts, the latest regulatory data shows.

There are early signs of stress in European bank loan books suggesting sector performance may weaken in the coming quarters, the European Banking Authority said in its latest risk assessment.

Rate hikes and successful restructurings have boosted the prospects for both German banks for full years 2022 and 2023, but rising costs due to inflation may stem future profit growth.

With deal advisory and securities underwriting revenue nearly halving year-to-date, major U.S. and European groups are expected to cut 2022 investment banking bonuses by up to 45% and reduce headcount in 2023.

While the U.K. government did not directly go after banks’ excess profits, changes introduced in the latest budget would still raise the tax burden for the sector, with larger players bearing the brunt.

Third-quarter profits fell at most big U.K. banks as they ramped up loan loss provisions amid a deteriorating economic outlook. Lloyds posted the sharpest year-over-year increase in provisions.

Macroeconomic risks and valuation gaps are keeping international investors away from Turkey’s growing nonperforming loan market for now, but market observers hope new legislation will help turn the tide.

U.K. bank profits are expected to be strong in 2022 thanks to higher interest rates, but a worsening economic outlook and political uncertainty mean the positive effect may fizzle out as pressure on asset quality grows.

A Russian gas supply stop will rock the German economy, but large domestic banks are well positioned to manage the impact of this extreme and still unlikely scenario, sector executives and market observers said.