New Products
7 July 2023

What’s New In Investments, Funds? – UBS AM

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

People Moves
7 July 2023

Who’s Moving Where In Wealth Management – Brooks Macdonald, Ocorian, Others

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

Compliance
7 July 2023

OPINION OF THE WEEK: Politically-Exposed Persons And "De-Banking"

The idea of the "Politically-Exposed Person" is not a familiar one to the broad public but that...

Compliance
7 July 2023

Compliance Corner: FCA Meets UK Banks Over Savings Rates

The latest compliance news: regulatory developments, punishments, guidance, permissions, new...

Compliance
7 July 2023

FCA Review Suggests Long-Term Asset Fund Not Yet Retail-Ready – Comment

The UK watchdog issued a report this week saying that asset managers must be better at managing...