New Products
24 October 2024

What’s New In Investment, Funds? – Franklin Templeton

The latest news in investment offerings, financial products and other services relative to wealth...

Strategy
23 October 2024

Standard Chartered Freshens Up Global Indian Proposition

The bank says the refresh of this channel involves it making greater use of international wealth...

Legal
23 October 2024

Terminally Ill Adults (End of Life) Bill: What Might We Expect?

The author of this article says that the balance of presenting an individual’s right to seek to...

Tax
23 October 2024

Inheritance Tax, CGT Receipts Rise Ahead Of UK Budget – Wealth Managers React

Wealth managers react to the latest figures from HM Revenue and Customs – showing another rise in...

Compliance
23 October 2024

Drawn-Out KYC Is Costing Banks New Clients; Singapore Particularly Hit – Fenergo

Not for the first time, the need to balance efficiency and a positive client experience with the...

People Moves
23 October 2024

Lombard Odier Names New UK CEO

The new senior hire will oversee the London office's private client division team of bankers and...

People Moves
23 October 2024

New CEO, Private Bank Head Takes Helm At Geneva's CBH

The bank, founded in 1975, says it has one of the highest Tier 1 capital ratios – "shock...

ESG
23 October 2024

Wealth Managers Cautiously Welcome FCA's Sustainability Labels

The Financial Conduct Authority labelling regime aims to qualify sustainable investment funds,...

Strategy
22 October 2024

HSBC Restructures Business Divisions, Names New CFO

The banking group said the changes will remove overlap of roles and make it more nimble and...

Family Office
22 October 2024

Family Office Platform Closes Seed Funding Round, Eyes Sector Disruption

The business says it aims to transform the world's family office space as these organisations...