News, Comment & Analysis results for CISI

Investment Strategies
10 June 2014

UBP Smiles On European Central Bank's Policy Move

One of Switzerland’s more prominent banks has given a broad seal of approval – with some...

Surveys
2 June 2014

FOS Accused Of Ignoring Advisor Complaints Evidence

The Financial Ombudsman Service is at times failing to take evidence into account from advisors...

Technology
13 May 2014

Snags Cause Brewin Dolphin To Pull Plug On IT Project At Discretionary Wealth Arm

Brewin Dolphin expects a £32 million ($53.9 million) impairment this year because of a decision...

People Moves
7 April 2014

CISI Managing Director To Step Down In 2015

Ruth Martin, managing director at the Chartered Institute for Securities & Investment (CISI), has...

Offshore
11 February 2014

Swiss Vote For Immigration Curbs - Now The EU Backlash Begins

As expected, Swiss voters’ decision to support curbs on immigration from neighbouring European...

Financial Results
5 February 2014

UK's Hargreaves Lansdown Drops Investment Trust Charge; AuM Soars

The UK's Hargreaves Lansdown has reversed its controversial decision to increase investment trust...

Banking Crisis
4 February 2014

Barclays CEO Spurns Offer Of Bonus

The chief executive of Barclays, Antony Jenkins, has said he wont’ accept a bonus payment for...

People Moves
20 January 2014

Brown Shipley Names New Private Banking Head

The UK-based bank Brown Shipley, which saw its parent KBL European Banks acquired by Qatari-based...

M and A
6 January 2014

Falcon Private Bank Exits Hong Kong; Agrees To Refer Clients To EFG

Falcon Private Bank is exiting the Hong Kong private banking business in a decision to “sharpen...

Trust Estate
11 December 2013

Laven Partners On How Swiss Case Law Pressures Offshore Companies To Reinforce Operations

The issue of where a business operates on a day-to-day basis, which is an essential point in...

Comment & Analysis results for CISI