News, Comment & Analysis results for Archive
Citi Wealth Appoints New Chief Investment Officer
There's a new CIO – formerly at BlackRock – at the wealth management arm of the US banking...
Citigroup's "Wealth At Work" Arm Makes Leadership Changes
The US bank has made a number of changes at a unit which is part of Citi Global Wealth. The group...
Swiss Wealth Manager Rebrands As LeoVest Partners AG
The rebranded business, which operates in areas such as wealth planning, succession planning and...
What’s New In Investments, Funds? – Franklin Templeton, Hargreaves Lansdown, SimCorp
The latest news in investment offerings, financial products and other services relative to wealth...
Barclays To Build Singapore Booking Centre
The new booking centre in Singapore is expected to be operational by 2026, Barclays said. ...
Change At The Top Of Switzerland's Banque Bonhôte & Cie
The new CEO, who joined as chief operating officer a year ago, is taking over from the man who has...
Canada's CI Financial Goes Private In C$4.7 Billion Deal
The Toronto-listed banking group, operating in Canada and the US and also a significant acquirer of...
UK's Evelyn Partners Spins Off Professional Services Arm
The transaction, involving a sale to funds advised by Apax Partners, creates two standalone...
UK Law Firm Leans Into Italy's HNW Charms With Milan Office
Since 2017 Italy has operated a residency system aimed at encouraging HNW foreigners to locate to...
Non-Financial Sector Feels Compliance Heat, KYC Workload Soars – Study
With many firms operating under age restriction regulations, the need for KYC and related checks is...
Comment & Analysis results for Archive
Banking In Turbulent Times – In Conversation With Arbuthnot Latham
This publication recently sat down with Arbuthnot Latham, the venerable UK private banking group...
Can Rapid Account-Opening Coexist Alongside Heightened Compliance?
The approach that banks and other wealth management industry players take towards handling...
"Greenwashing" Controversies Focus Minds On What Investors Own
This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...
How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet
This news service recently spoke to a senior Pictet figure about the work it does on...
FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous
Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2
In part one of this two-part feature, this publication talked to German banks about their work with...
EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 1
As it is high time that this news service took a deep dive into the German single-family offices...
UK's Oakley Capital Stays Nimble As Rates Affect Private Markets
After a decade or more of being told that private market investing was a hot area, drawing in...
Focus On Ireland As A Growing Financial Hub
Michael D’Arcy, former Irish minister of state at the department of finance, discusses the...
Research: Tech & Ops Wealth Trends In Wealth Management 2023
The 26-page report examines the issues and concerns affecting the shape of technology and...
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