News, Comment & Analysis results for Archive

Offshore
1 April 2022

Claims Over European "Tax Havens" Swirl Amid Sanctions

A firm specialising in AML work has seized on the crackdowns against Russian oligarchs to say how...

Surveys
1 April 2022

Rising Inflation, Ukraine Crisis Hit Global Investor Sentiment

Geopolitics, surging energy and other prices spooked investors in all major developed regions...

M and A
1 April 2022

Deals Of The Day: The Latest In Wealth Management M&A – Highvern, Noble Trust

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

ESG
1 April 2022

The Clock Is Ticking On ESG

The author argues that although it is fairly easy to make the right noises on sustainable...

Technology
1 April 2022

Technology Innovation Is In-House Affair For Lombard Odier

This news service spoke to the tech and ops chief for the Swiss private banking group to find out...

Client Affairs
1 April 2022

What's New In Investments, Funds? – iCapital, Pemberton

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

Technology
1 April 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...

M and A
31 March 2022

RBC Agrees £1.6 Billion Takeover Of Brewin Dolphin

The transaction is one of the larger M&A deals to be proposed in the UK’s wealth management arena...

Legal
31 March 2022

Investigators Probe Pictet Offices Over Petrobas Affair; Bank Says Matter Resolved

The Swiss bank pointed out that the probe is about matters taking place as far back as 2005, and...

Compliance
31 March 2022

UK Regulator Names Greensill In GIML Fines Case

The FCA said it was not able to name Greensill Capital as a party in the matter until now....

Comment & Analysis results for Archive