News, Comment & Analysis results for Archive

Compliance
23 October 2024

Drawn-Out KYC Is Costing Banks New Clients; Singapore Particularly Hit – Fenergo

Not for the first time, the need to balance efficiency and a positive client experience with the...

People Moves
23 October 2024

Lombard Odier Names New UK CEO

The new senior hire will oversee the London office's private client division team of bankers and...

People Moves
23 October 2024

New CEO, Private Bank Head Takes Helm At Geneva's CBH

The bank, founded in 1975, says it has one of the highest Tier 1 capital ratios – "shock...

ESG
23 October 2024

Wealth Managers Cautiously Welcome FCA's Sustainability Labels

The Financial Conduct Authority labelling regime aims to qualify sustainable investment funds,...

Strategy
22 October 2024

HSBC Restructures Business Divisions, Names New CFO

The banking group said the changes will remove overlap of roles and make it more nimble and...

Family Office
22 October 2024

Family Office Platform Closes Seed Funding Round, Eyes Sector Disruption

The business says it aims to transform the world's family office space as these organisations...

New Products
22 October 2024

What’s New In Investments, Funds? – Janus Henderson

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

People Moves
22 October 2024

Who's Moving Where In Wealth Management? – State Street, Charles Russell Speechlys, Others

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

Compliance
22 October 2024

Compliance Corner: Mourant, CSSF, Luxembourg

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
22 October 2024

ZEDRA Names New Luxembourg Managing Director

ZEDRA, a global specialist in active wealth, corporate and global expansion, fund solutions and...

Comment & Analysis results for Archive