News, Comment & Analysis results for Archive

Compliance
13 October 2022

Financial Institutions Mishandle KYC, Client Management Tasks – Fenergo

Onboarding clients efficiently in ways that maintain standards without causing heavy costs and...

Real Estate
13 October 2022

Another UK Property Fund Suspension Raises Liquidity Challenge Again

In recent years the suspension of redemptions in open-ended property funds and certain other...

Philanthropy
13 October 2022

Moonfare Joins Financial Sector Houses In Education Philanthropy

The organisation receiving the funds combines philanthropy and private equity expertise in...

People Moves
13 October 2022

Zurich-Based Syz Capital Names Liquid Alternatives Head

The term "liquid alternatives" typically refers to a class of mutual funds that use alternative...

Industry Surveys
13 October 2022

HNWIs Rely On Housing Wealth For Retirement – Saltus Wealth Index

A new report by wealth manager Saltus, which surveys high net worth individuals on how they will...

People Moves
13 October 2022

Who's Moving Where In Wealth Management? – Artorius, Evelyn Partners

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

People Moves
13 October 2022

New EMEA CIO At Deutsche Bank

The latest moves and appointments at Deutsche Bank. ...

Compliance
13 October 2022

Switzerland's Leonteq Refutes Claims Over Transactions; Shares Fall

The Swiss firm said it "strongly refutes" allegations about its two products and its reporting of...

New Office
13 October 2022

HSBC Expands Presence In China

HSBC China has extended the coverage of its global private banking business to six cities in...

ESG
12 October 2022

The ESG Phenomenon: Liechtensteinische Landesbank

The latest developments in the ESG space. ...

Comment & Analysis results for Archive