News, Comment & Analysis results for Archive

M and A
1 April 2022

Deals Of The Day: The Latest In Wealth Management M&A – Highvern, Noble Trust

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

ESG
1 April 2022

The Clock Is Ticking On ESG

The author argues that although it is fairly easy to make the right noises on sustainable...

Technology
1 April 2022

Technology Innovation Is In-House Affair For Lombard Odier

This news service spoke to the tech and ops chief for the Swiss private banking group to find out...

Client Affairs
1 April 2022

What's New In Investments, Funds? – iCapital, Pemberton

The latest news on investment offerings, financial products and other services relevant to wealth...

Technology
1 April 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...

M and A
31 March 2022

RBC Agrees £1.6 Billion Takeover Of Brewin Dolphin

The transaction is one of the larger M&A deals to be proposed in the UK’s wealth management arena...

Legal
31 March 2022

Investigators Probe Pictet Offices Over Petrobas Affair; Bank Says Matter Resolved

The Swiss bank pointed out that the probe is about matters taking place as far back as 2005, and...

Compliance
31 March 2022

UK Regulator Names Greensill In GIML Fines Case

The FCA said it was not able to name Greensill Capital as a party in the matter until now....

Awards
31 March 2022

EXCLUSIVE: Winners Of The Tenth Annual WealthBriefing European Awards 2022

Here are the winners of this year's annual WealthBriefing European Awards. Congratulations to all...

People Moves
31 March 2022

Former Senior Coutts Manager Takes Up Asia-Pacific Role

The new chairman, APAC, for the firm has served in senior roles at Coutts in Asia. ...

Comment & Analysis results for Archive