Strategy
17 November 2023

UBS Favours Quality Bonds, Stocks In 2024

UBS Global Wealth Management’s chief investment office has just released the UBS Year Ahead 2024...

ESG
16 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Strategy
16 November 2023

UBP Eyes Further Hong Kong, Greater Bay Area Growth – Report

The Geneva-headquartered private bank has already set out its growth goals for Asia and, in this...

ESG
16 November 2023

Spotlight On Climate Change, ESG Investing – COP 28 Preview

After US climate envoy John Kerry said China and the US made progress in climate discussions, ahead...

People Moves
16 November 2023

Northern Trust AM Names Head Of International Quant Business

The international role embraces regions including Asia-Pacific, Europe, the Middle East and...

Compliance
16 November 2023

Conducting KYC Tasks Isn't Getting Easier – Study

For years, technology firms have argued that their solutions can ease the pain of KYC checks on...

People Moves
16 November 2023

Who’s Moving Where In Wealth Management? – Canaccord Genuity WM, Close Brothers AM

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Surveys
16 November 2023

Investors Increasingly Worried About Greenwashing – PwC Survey

PwC has just issued its 2023 Global Investor Survey, now in its third consecutive year. ...

Legal
16 November 2023

Top French Court Annuls Penalties Vs UBS In Tax Fraud Case; New Trial Expected

The Swiss bank is accused of helping wealthy clients in France evade taxes. ...

M and A
16 November 2023

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, LJ Fiduciary, Alvarium Private Office

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...