News, Comment & Analysis results for Archive

People Moves
2 July 2025

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Evelyn Partners, Others

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

People Moves
2 July 2025

EFG Appoints Americas CIO, Deputy Chief Executive For Miami RIA Business

The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said. ...

New Products
2 July 2025

What’s New In Investments, Funds? – Citi Wealth, Allfunds

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

Legal
2 July 2025

Standard Chartered Says 1MDB Lawsuit "Without Merit"

A legal case in Singapore has been brought against the UK banking group over a case linked to the...

Compliance
2 July 2025

As New UK "Failure To Prevent Fraud" Law Looms, How Ready Are Firms?

With just under two months to go, a new UK law is about to take effect that will punish firms...

Comment & Analysis results for Archive

Compliance
15 November 2023

Can Rapid Account-Opening Coexist Alongside Heightened Compliance?

The approach that banks and other wealth management industry players take towards handling...

ESG
14 November 2023

How Blending Philanthropy, Investment Creates "Win-Wins" – Pictet

This news service recently spoke to a senior Pictet figure about the work it does on...

ESG
14 November 2023

"Greenwashing" Controversies Focus Minds On What Investors Own

This news service talks to the MFO – born from a series of corporate mergers and acquisitions –...

Compliance
9 November 2023

FINMA's Cryptocurrency Stance Makes Swiss Industry Nervous

Switzerland has made waves in the world of cryptos and digital assets. Its "crypto valley" in Zug...

Family Office
25 October 2023

EXCLUSIVE: A Walk Around Germany's Single-Family Offices Sector – Part 2

In part one of this two-part feature, this publication talked to German banks about their work with...