Compliance
9 January 2025

Compliance Corner: British Virgin Islands' New Beneficial Ownership Rules

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

Investment Strategies
9 January 2025

Standard Chartered Prefers US, Chinese, Indian Equities, Gold In 2025

Details of Standard Chartered’s chief investment office Outlook 2025 report show how investors...

Technology
9 January 2025

UK "Bank For Fintechs" Eyes Further Wealth Sector Growth

Last autumn, the firm opened its platform to UK fintechs and concluded its early-access programme....

New Products
9 January 2025

What’s New In Investment, Funds? – Amundi, First Eagle Investments, Ossiam

The latest news in investment offers, financial products and other services relevant to wealth...

M and A
8 January 2025

Julius Baer Sells Domestic Brazilian Wealth Business

The Swiss private bank said the deal will be accretive to its capital, and subject to customary...

People Moves
8 January 2025

Schroders Names New Chief Investment Officer Of Schroder Investment Solutions

The new CIO brings a wealth of knowledge and experience to the role that will significantly...

Uncategorised
8 January 2025

Change At Top Of UK's Close Brothers

Stepping down to focus on his health, the departing CEO at the UK banking and financial services...

Fund Management
8 January 2025

SEI Targets Luxembourg's Alternatives Funds Sector

The US firm has identified provision of depositary services for private market funds as an...

Company Profiles
8 January 2025

Lombard Odier Leans Into Middle East Growth Story

This news service recently met with the Swiss bank in Dubai to discuss its strategy, views about...

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...