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. ...

People Moves
15 November 2023

UK Whisky Cask Broker Expands Team

The London based whisky cask broker VCL Vintners makes senior hire. ...

Fund Management
15 November 2023

What's New In Investments, Funds? – Robeco

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
15 November 2023

SEI Names Wealth Leader For UK, EMEA And Asia

The firm has also announced a number of other important roles as it seeks to realign its resources...

People Moves
15 November 2023

Who’s Moving Where In Wealth Management – Aviva Investors, Kroll, PAM

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

M and A
15 November 2023

Deals Of The Day: The Latest In Wealth Management M&A – AirFund, Amundi, Indosuez

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