Compliance
13 October 2022

Financial Institutions Mishandle KYC, Client Management Tasks – Fenergo

Onboarding clients efficiently in ways that maintain standards without causing heavy costs and...

People Moves
15 September 2022

Boardroom Reshuffle At France's Rothschild & Co

The business, which is the French branch of the venerable banking dynasty, has announced a change...

People Moves
14 September 2022

EFG's Classen, Collardi Proposed For Board Seats, Compensation Hike

Both men have joined the Swiss bank having worked in senior roles at a number of rival firms. ...

People Moves
8 September 2022

Pictet Board Changes

The latest moves and appointments at the Pictet Group, a wealth and asset manager, based in...

People Moves
14 July 2022

Change At Top Of UBS Wealth Management

UBS has announced an executive board reshuffle, as Tom Naratil steps down after 39 years at the...

Client Affairs
14 July 2022

Exclusive: Inflation Is Transitory – BRI Wealth Management

Dan Boardman-Weston, CEO and CIO at BRI Wealth Management, discusses with WealthBriefing the...

ESG
28 June 2022

How Diverse Are Europe's Financial Boardrooms? – Here's The Data

There's much talk about diversity in the world of finance, but sometimes not much concrete evidence...

Technology
12 May 2022

Northern Trust, Fenergo Ink Onboarding Pact

The partnership focuses on private capital funds, a fast-growing area creating specific...

ESG
12 May 2022

Entrepreneur Launches Fund That Challenges "Woke" Boardrooms – Media

There has been such a concentrated push towards ESG investing, with arguably more focus on social,...

People Moves
4 May 2022

UK Wealth Manager Adds Senior Industry Figure As Non-Executive Director

Among other positions, Breedy is a member of this news service's editorial advisory board. ...