New Products
19 October 2023

What's New In Investments, Funds? – UBS, Columbia Threadneedle, Brooks Macdonald

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

Strategy
18 October 2023

Webinar: Eleventh WealthBriefing & SS&C Advent Tech & Ops Research Report 2023

A video recording of this news service's recent webinar alongside SS&C Advent. ...

Financial Results
18 October 2023

Wealth, Asset Revenues Slip At Goldman Sachs

The results come in a quarter that has seen Goldman Sachs make a number of transactions, such as...

ESG
18 October 2023

Edmond de Rothschild AM Launches Climate-Focused Fund

Paris-based Edmond de Rothschild Asset Management steps up its commitment to combat climate...

People Moves
18 October 2023

Indosuez Wealth Management Names New Risk Management Head

The French banking group has made a senior appointment covering risk management. ...

Strategy
18 October 2023

DWS Positive On Japanese Equities, IG Bonds In 2023

German asset manager DWS, previously part of Deutsche Bank, discusses the macroeconomic outlook,...

Compliance
18 October 2023

OPINION OF THE WEEK: Geopolitics Turmoil Puts AML, KYC Under Spotlight

After the 7 October attacks on Israel, and the subsequent events, I try to examine what people...

People Moves
18 October 2023

UBS Strengthens Regional Presence In North East

The hires represent UBS’s commitment to the local market by appointing staff with local...

Surveys
18 October 2023

Equities Remain Most Popular Asset Class In 2023 – Avaloq

Digital banking and wealth management technology provider Avaloq published results this week of a...

Financial Results
17 October 2023

Personal Banking, Wealth Revenues Rise At Citigroup In Q3

The results come a month after the bank unveiled a number of changes to its structure. ...