People Moves
3 December 2024

Summary Of Global Wealth Management Senior Moves – September 2024

As is usual after the August vacation season, the pace of moves and appointments increased in...

People Moves
2 December 2024

Standard Chartered Private Bank Names New Singapore Wealth Planning Head

Prior to Standard Chartered, the new wealth planning expert worked at Swiss private bank UBS,...

Investment Strategies
2 December 2024

Northern Trust AM Positive On US Equities, High Yield Bonds In 2025

Chicago-headquartered Northern Trust Asset Management has just released its 2025 Global Investment...

Legal
2 December 2024

Switzerland's OAG Charges Lombard Odier, Former Employee With "Serious Money Laundering"

The Office of the Attorney General said the bank and its former employee are suspected of having...

People Moves
2 December 2024

Who’s Moving Where In Wealth Management? – Cazenove Capital, ARK Invest, KKR

The latest moves, appointments and personnel changes among wealth management and related...

Technology
2 December 2024

Digital Digest: The Latest Tech News – Fenergo, Pictet

The latest technology news in the wealth management sector from around the world. ...

New Products
2 December 2024

What’s New In Investments, Funds? – Franklin Templeton

The latest news in investment offerings, financial products and other services relative to wealth...

Investment Strategies
2 December 2024

UBS GWM Sees Negotiation Room Around Trump's Tariff Threat; Eyes Volatility

Following US president-elect Donald Trump's vow to issue executive orders on the first day of his...

Investment Strategies
29 November 2024

Lombard Odier Outlines 10 Investment Convictions For 2025

Swiss private bank Lombard Odier has just published its 10 investment convictions for 2025. ...

Technology
29 November 2024

A Walk Around Use Cases For AI – The View From Broadridge

From AML controls to personalisation of the client experience, the use cases for AI are hot topics...