News, Comment & Analysis results for Archive

People Moves
22 September 2022

EXCLUSIVE: Julius Baer Names New Deputy CFO

This news service reports on two senior appointments at the Swiss private banking group. ...

New Products
22 September 2022

What's New In Investments, Funds? – Kleinwort Hambros

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

Company Profiles
22 September 2022

Building Culture For Loyal Clients, Staff In Channel Islands

In an island jurisdiction such as Jersey where unemployment is just 1 per cent, availability of...

Asset Management
22 September 2022

Australia's Bell AM Delivers For Union Bancaire Privée

Switzerland's Union Bancaire Privée has been working over the past two years with Australia-based...

People Moves
22 September 2022

Who's Moving Where In Wealth Management? – Edmond De Rothschild, Fidelity International, Lincoln

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Alt Investments
22 September 2022

Fine Print Sours Alternative Funds Investors – Preqin

The fine print around alternative investment funds such as private equity, debt and venture capital...

M and A
22 September 2022

Julius Baer Buys Stake In Chinese Investment House

This week, Swiss bank Julius Baer has partnered with GROW Investment Group, a China-based domestic...

ESG
22 September 2022

Focus On Schroders’ Sustainable Bond Fund

Despite the challenges of investing sustainably in sovereign debt, Paul Grainger, head of global...

People Moves
21 September 2022

Bank Syz Appoints Former Pictet Senior Figure

The appointment adds to a number of recent hires by the Switzerland-based group. ...

Compliance
21 September 2022

KYC Checks Create Financial Inclusion Headache – Study

Know your client (KYC) tests are important, as the wealth industry knows. Beyond the ranks of high...

Comment & Analysis results for Archive