News, Comment & Analysis results for Archive

People Moves
27 November 2024

Citigroup's "Wealth At Work" Arm Makes Leadership Changes

The US bank has made a number of changes at a unit which is part of Citi Global Wealth. The group...

Strategy
27 November 2024

Swiss Wealth Manager Rebrands As LeoVest Partners AG

The rebranded business, which operates in areas such as wealth planning, succession planning and...

New Products
27 November 2024

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

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

New Office
26 November 2024

Barclays To Build Singapore Booking Centre

The new booking centre in Singapore is expected to be operational by 2026, Barclays said. ...

People Moves
26 November 2024

Change At The Top Of Switzerland's Banque Bonhôte & Cie

The new CEO, who joined as chief operating officer a year ago, is taking over from the man who has...

M and A
26 November 2024

Canada's CI Financial Goes Private In C$4.7 Billion Deal

The Toronto-listed banking group, operating in Canada and the US and also a significant acquirer of...

M and A
26 November 2024

UK's Evelyn Partners Spins Off Professional Services Arm

The transaction, involving a sale to funds advised by Apax Partners, creates two standalone...

People Moves
26 November 2024

UK Law Firm Leans Into Italy's HNW Charms With Milan Office

Since 2017 Italy has operated a residency system aimed at encouraging HNW foreigners to locate to...

Compliance
26 November 2024

Non-Financial Sector Feels Compliance Heat, KYC Workload Soars – Study

With many firms operating under age restriction regulations, the need for KYC and related checks is...

Compliance
26 November 2024

Compliance Corner: FCA Fines Barclays £40 Million Over 2008 Qatari Capital

Barclays said that it wanted to "draw a line" under the issues and did not want to contest the...

Comment & Analysis results for Archive