People Moves
25 February 2021

Saxo Bank Proposes Boardroom Reshuffle

The Copenhagen-based group, which provides platforms for financial trading and transactions, said...

People Moves
20 January 2021

Julius Baer Recruits Six-Person Hispanic American Team

The team, which serves a range of people linked to Latin America and the nearby region, is based in...

People Moves
26 November 2020

Stonehage Fleming Names New Advisory Board

The large manager-owned family office has appointed the first members of a new advisory board...

Alt Investments
26 November 2020

Gold: Why Modern Wealth Managers Haven't Missed The Boat

As central banks push systems to the limit to stimulate flailing economies, the environment remains...

People Moves
16 October 2020

UniCredit Reshuffles Boardroom With Chair-Elect

The bank also named a new boss for its private banking and wealth management arms. ...

Company Profiles
21 August 2020

DART Raises Executive Search Game As Swiss Rules Bite

Switzerland's wealth managers must show that they have independent boards under new rules, and that...

Financial Results
30 July 2020

Profits, Revenues Rise At Credit Suisse

Switzerland's second-largest bank reported a broadly stronger set of financial figures for the...

People Moves
11 June 2020

Tiedemann Constantia Adds Wealth Sector Luminaries To Board

The organisation, which is based in Switzerland, was formed out of a partnership between US wealth...

M and A
3 June 2020

US Investment House Makes Big Appway Stake

Appway has been something of a trailblazer in harnessing technology to handle the onboarding chores...

Technology
27 May 2020

Equifax Teams With HooYu To Smooth Customer Onboarding

The pandemic has highlighted those in the fast lane and those playing catch up in onboarding...