News results for Archive

Company Profiles
13 January 2022

Barclays Celebrates 100th Anniversary Of Monaco Presence

The UK-based institution prides itself on being one of a handful of foreign banks to have operated...

People Moves
12 January 2022

Deutsche Bank IPB Names Global Products, ESG Head

The wealth and private banking arm of the German bank has made a senior hire in London as it...

M and A
12 January 2022

Authorities Green Light Swiss Finance Merger With REYL & Cie

The merger between the two Swiss institutions opens the door to both organic development and...

Strategy
12 January 2022

VP Bank Cranks Up Swiss EAM Work

With deadlines for Swiss regulations at the end of this year, external asset managers need to...

People Moves
12 January 2022

Citi Private Bank Makes Senior Investment Hires

The US-based private bank has made a number of senior appointments to its EMEA and OCIS divisions...

ESG
12 January 2022

SJP Doubles Down On Environmental Investment Drive

St James's Place, the UK-listed wealth management group, broadcast its ESG credentials in a...

People Moves
12 January 2022

Who's Moving Where In Wealth Management? - Crestbridge, Accuro

The latest moves in wealth management from across Europe and the UK and other select international...

Technology
12 January 2022

Digital Digest: The Latest Tech News – PassFort, Trulioo

The latest technology developments, product launches and business developments in and around the...

Legal
11 January 2022

Credit Suisse Clashes With SoftBank Over Greensill – Report

The after-shocks of the Greensill affair remain a headache for the Swiss bank, which is locking...

People Moves
11 January 2022

Deutsche's International Private Bank CEO In UK To Step Down, Successor Named

After more than four decades of working in the banking sector, one of the more prominent figures in...

Comment & Analysis results for Archive

Technology
1 April 2021

Boost Advice's Added Value With Goal Monitoring

Gearing advice to specific financial goals is a powerful way to demonstrate added value and...

Technology
31 March 2021

Get Right Balance Between Man And Machine

Wealth managers must implement efficient, scalable ways of working, while capitalizing on the human...

Family Office
30 March 2021

Family Offices’ Quiet Power Behind Life Sciences

A recently-announced major investment into the UK's life sciences sector by a Middle East sovereign...

Company Profiles
30 March 2021

Robo-Wealth Advisor Trend Has Big Upside Potential, Says Bambu

This publication recently spoke to the digital advisor business about prospects and what it thinks...

Technology
30 March 2021

Supercharging Client Engagement With Digital Financial Personality Profiling

Where it is used in client engagement efforts at all, technology tends to focus on the...

Technology
29 March 2021

How Low-Tech Compliance Hits Competitiveness

It is becoming increasingly apparent how costly a low-tech approach to compliance management can be...

Company Profiles
26 March 2021

London & Capital Grows AuM; Eyes Potential US Tax Hikes, Global Uncertainties

A London-based firm that has made a point of catering to HNW clients with a transatlantic...

Technology
25 March 2021

Hybrid Wealth: Are You Really Optimized To Get The Best From Digitization?

Digital banking is more than a mobile app, and wealth management is no exception: it is about...

Company Profiles
24 March 2021

Syz Group In Growth Mode After Business Revamp

The group’s three principal lines are now private banking/wealth management, private equity, and...

Technology
23 March 2021

Technology Traps Wealth Managers Must Avoid: Overview From EY

The 2021 edition of our "Technology Traps Wealth Managers Must Avoid" report, sponsored by EY, is...