News, Comment & Analysis results for CISI

Strategy
21 September 2018

Free Financial Planning Sessions For UK Investors

The free, one-hour, confidential sessions put on by CISI certified financial planners are worth up...

Compliance
5 September 2018

Compliance Corner - CISI

The latest compliance issue in wealth management across Europe, Middle East and...

Banking Crisis
13 July 2018

Political Risk: What Advisors, Clients Need To Know - Part Two

This is the second half of a feature delving into how advisors and clients should regard political...

Technology
11 July 2018

Standard Chartered's AI Approach To Foiling Financial Crooks

The bank argues that such technology makes it easier for analysts to make quick decisions - and in...

Wealth Strategies
3 July 2018

Political Risk - What Advisors, Clients Need To Know - Part One

This is the first half of a feature examining how advisors and clients should think about political...

Legal
25 June 2018

Credit Suisse Wins $300 Million Brokerage Case

The Swiss bank has won a case in the US stemming from a decision it took in 2015 to shut private...

Industry Surveys
12 June 2018

ESG Goals Increasingly Take Priority For Some Business Owners - Study

HSBC PB surveyed 3,725 respondents all of whom were major shareholders and active decision-makers...

Fund Management
11 May 2018

BNP Paribas Hails China's Investor Quota Regime

Giving this publication more detail on a new fund launch, the financial group has also lauded...

Industry Surveys
29 March 2018

Investors Willing To Ditch Firms With Gender Gaps - Survey

A finance website aimed at women called SavvyWomen surveyed 2,005 UK adults on whether the gender...

Legal
16 March 2018

Coutts Punished Senior Banker Over Harassment Claims

The bank said it took decisive action following complaints about inappropriate behaviour within a...

Comment & Analysis results for CISI