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. ...

Technology
17 October 2023

Digital Digest: The Latest Tech News – Canoe Intelligence

The latest technology news in the wealth management sector from around the world. ...

People Moves
17 October 2023

Who's Moving Where In Wealth Management? – Succession Wealth, MEIRA, Sienna Real Estate

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

ESG
17 October 2023

The ESG Phenomenon: Nikko Asset Management

The latest developments in the ESG space. ...

People Moves
17 October 2023

Oak Group Names New Group CEO

The firm said that the new CEO is well-positioned to have a big impact on the strategic direction...

Fund Management
17 October 2023

Quaero Capital Highlights Top ESG-Focused Stock Picks

As investors face a number of challenges, notably climate change, portfolio managers of the...

Wealth Strategies
16 October 2023

WEALTH TALK: Succession Planning: How To Preserve Wealth For Next Generation

...