News, Comment & Analysis results for CISI
Switzerland's Leonteq Shrinks Executive Committee, Extends Senior Team
Leonteq, which is seeking to improve its financial performance, announced a cut in its committee...
How Investors Play "Nearshoring" Trend As Globalisation Shifts – PGIM
In an investment commentary, the US-headquartered firm talks about the decisions that asset...
Who’s Moving Where In Wealth Management? – Principal Asset Management, CISI, Others
The latest moves, appointments and personnel changes among wealth management and related...
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...
Who’s Moving Where In Wealth Management? – CISI, Carmignac, Crestbridge
The latest moves, appointments and personnel changes among wealth management and related...
AllianzGI Smiles On US Equities, Infrastructure In 2025
After a decisive result in the US election, the outlook for risky assets seems positive in 2025...
EFG Harris Allday Names New Managing Director
There's change at the top of a business that in June obtained CISI Chartered Firm™ status. ...
Compliance Corner: FCA Fines Barclays £40 Million Over 2008 Qatari Capital
Barclays said that it wanted to "draw a line" under the issues and did not want to contest the...
Swiss Lawmakers Reject Inheritance "Solidarity" Tax
The decision to reject the ideas come as Switzerland is mindful of trying to bolster its...
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...