People Moves
21 April 2023

ThomasLloyd Appoints New CIO

Zurich-based ThomasLloyd, an independent impact investment solutions provider, advisor and asset...

Strategy
17 February 2023

Japanese, Swiss Firms Extend Strategic Pact

Following an alliance with Lombard Odier in Singapore, Mizuho is targeting the HNW Japanese market...

Technology
8 February 2023

Conquest Planning Closes $24 M Series A Raise To Expand Into US, UK

New capital has come from existing investors Portage and Fidelity International Strategic Ventures...

Financial Results
24 November 2022

Credit Suisse Says Net Outflows Have "Reduced Substantially"

The Swiss banking group updated markets about progress in reviving its fortunes, including giving...

Strategy
30 August 2022

Citigroup To Wind Down Russian Consumer Banking

The bank has explored multiple strategic options to sell its Russia-based businesses over the past...

Strategy
27 June 2022

Bank Of America Takes Strategic Stake In iCapital

The rise of iCapital speaks to a wider story of how firms, using technology, are widening investor...

Asset Management
10 May 2022

Amati Announces New Strategic Innovation Fund

Specialist asset manager Amati Global Investors has announced a new strategic innovation fund, due...

Family Office
12 April 2022

Why Bill Payment Is The Technological Weakest Link

Bill pay can be a real value-add to family office clients, but it is frequently beset by...

Technology
7 April 2022

The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity

The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...

Reports
31 March 2022

Citigroup Names Wealth, Strategic Investments Group Head

The move comes at a time when the US banking group has been pivoting towards wealth management as a...