News, Comment & Analysis results for Archive
VP Bank Singapore Names New Chief Risk Officer
The CRO comes to the role with a variety of senior compliance roles at private banks and wealth...
Who’s Moving Where In Wealth Management? – De Lisle Partners, Cypher Capital, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Deals Of The Day: The Latest In Wealth Management M&A – Titan Wealth, LTS Tax
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
UK Financial Regulator Names India, UAE Attachés
The FCA said the appointments will widen its international presence and support co-operation,...
French Ministry Data Breach Prompts Fresh EU Privacy Concerns
At the nub of the problem is that cyber attacks, campaigners say, demonstrate the dangers of mass...
Comment & Analysis results for Archive
Using Tech To Achieve Wealth Management Edge – In Conversation With InvestCloud
Finding new clients, attracting and keeping them requires a range of qualities, and intelligent use...
The Pandora Papers One Year On: Lessons Learned And To Learn
Today, the idea appears to grow that holding wealth is something deserving of opprobrium. The more...
New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis
This news service is joining forces again with FundCount to examine how technology is making family...
As Swiss EAM New Regulation Deadline Looms, Banks, Others Eye Big Changes
At the start of 2023, external asset managers in Switzerland will live in a new regulatory...
Shining A Light On Risk, Returns With Performance Watcher
We talk to Performance Watcher by IBO, a Swiss organisation that uses an open-source model to...