News, Comment & Analysis results for CISI

1 December 2022

UK Fines Julius Baer £18 Million

The watchdog also banned three former senior figures who had handled clients from Russia and...

People Moves
29 September 2022

Who's Moving Where In Wealth Management? – Evelyn Partners, Decisive, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Investment Strategies
21 September 2022

Stonehage Fleming Manager Explains Japan Equity Play

An investment figure at the UK-based multi-family office talks about a recent specific stock market...

9 August 2022

New York Court Overturns Verdict Against UBS In Employee Case

The bank reportedly said it is pleased with the court's decision. A new trial is being planned. ...

New Products
6 April 2022

CISI Targets Financial Literacy

The new body is setting out to improve financial literacy skills as well as the outcomes of...

Banking Crisis
2 March 2022

Saxo Bank Closes Rouble Forex Pair Trading

The rouble has collapsed in value against major currencies after the European Union, the UK, the US...

M and A
25 January 2022

Geneva-Based Decisive Capital Management Buys Artorius's Zurich Business

Decisive said the acquisition will strengthen its footprint in Zurich. ...

21 December 2021

UBS To Appeal French Court's Decision

The legal wrangle between the Swiss bank and French legal system continues. ...

17 November 2021

Compliance Corner: SCA, United Arab Emirates, CISI

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

People Moves
3 November 2021

Who's Moving Where In Wealth Management? - BMO Global Asset Management, CISI

The latest senior moves in wealth management in Europe, Middle East and select other locations. ...

Comment & Analysis results for CISI

Family Office
10 March 2008

Single Family Offices Look to Alternatives

Merrill Lynch and Campden’s recent European Single Family Office Survey 2008, Preserving Family...

13 August 2007

Win by Focusing on Educating the Children of the Wealthy

Private banks assisting in the financial know how of their clients’ offspring to prepare them for...

Asset Management
19 March 2007

New Developments in HNW Structured Notes

The market for structured notes targeted to high net worth investors and private banks has seen a...

Alt Investments
2 October 2006

SEC Concedes Defeat on Hedge Fund Registration Rule: Should Managers Now Deregister?

US regulator, the SEC announced in August that it would not appeal the June court decision...

2 June 2006

Crumbs of Comfort? The Decisions in the Miller and McFarlane Cases

Last week the Law Lords heralded a new approach for the fair division of assets on divorce in the...

Client Affairs
3 March 2005

Wealthy Break Silence on Private Decisions Over Succession

“The Succession Project” was commissioned by Saffery Champness to confirm our understanding of...

25 November 2001

Affluent women begin to make their mark felt

Both the ranks of affluent women and those among that number who are responsible for financial...