News, Comment & Analysis results for CISI

ESG
22 July 2025

New And Potent: UBP Eyes Opportunities In AI, "Precision Agriculture"

As artificial intelligence and nature-based investing impact the landscape of equity investing, UBP...

People Moves
7 July 2025

M&G Names New Chief Executive Officer Of responsAbility

The appointment follows Rochus Mommartz's decision to retire after 22 years with responsAbility. ...

People Moves
26 June 2025

Who’s Moving Where In Wealth Management? – Collas Crill, CISI, LLB Group

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
24 June 2025

Who’s Moving Where In Wealth Management? – Mourant, CISI

The latest moves, appointments and personnel changes among wealth management and related...

Surveys
18 June 2025

Most UK Financial Institutions Expect Business Growth Over Next 12 Months – Lloyds Survey

Lloyds Bank has launched its annual “Financial Institutions Sentiment Survey,” capturing the...

People Moves
9 May 2025

Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team

Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...

Wealth Strategies
25 March 2025

How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM

In an investment commentary, the US-headquartered firm talks about the decisions that asset...

People Moves
18 March 2025

Who’s Moving Where In Wealth Management? – Principal Asset Management, CISI, Others

The latest moves, appointments and personnel changes among wealth management and related...

WM Market Reports
6 March 2025

Women Still Lag Men In Wealth Accumulation, But There's Some Progress – Reports

A flurry of reports from wealth managers have come out ahead of International Women's Day on...

People Moves
8 January 2025

Who’s Moving Where In Wealth Management? – CISI, Carmignac, Crestbridge

The latest moves, appointments and personnel changes among wealth management and related...

Comment & Analysis results for CISI

Legal
4 January 2023

The Power Of Nuptial Agreements In English Courts

As the authors of this article explain, nuptial agreements are not automatically binding in the...

Technology
29 March 2022

An Overview From EY On Tech Traps Facing The Sector

EY has once again partnered with this publication on our must-read annual report "Technology Traps...

Legal
21 February 2022

The "ZXC" UK Court Decision Vs Bloomberg – What It Means For HNW Individuals

The UK Supreme Court has addressed a case regarding Bloomberg News publishing a highly confidential...