Company Profiles
1 September 2022

Outsourcing And Other Wealth Firms' Challenges: The View From Two Players

We talk to two technology firms which work with private banks and wealth managers – Objectway and...

Investment Strategies
31 August 2022

Credit Suisse Goes Underweight Equities

The Swiss bank is taking some risk off the table following the recent hawkish-sounding comments in...

ESG
31 August 2022

The ESG Phenomenon: UBS, Carbon Capture Collaboration

The latest developments in the ESG space. ...

Client Affairs
31 August 2022

Rothschild Targets Israel Market

Rothschild & Co, a global financial services group, has opened a new office in Israel to strengthen...

M and A
31 August 2022

Deals Of The Day: The Latest In Wealth Management M&A – ZEDRA, BNP Paribas Jersey Trust Corp

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

Strategy
31 August 2022

Oak Group Refreshes Image

The organisation is based in a number of international financial centres in Europe and Mauritius. ...

Emerging Markets
30 August 2022

KKR Targets India's Infrastructure Potential

The launch of the trust takes place on the back of growing demand to expand India’s road network,...

M and A
30 August 2022

European Data Business Agrees To Buy Switzerland's Assetmax

The Swiss asset management sector is going through a period of regulatory change, with a new regime...

Legal
30 August 2022

Reforms To Lasting Powers Of Attorney – Do They Go Far Enough?

The author notes that LPAs are often compared with insurance policies where one only needs to pay...

Compliance
30 August 2022

Regulators Imposed Fewer, Smaller Penalties On Financial Miscreants In H1 2022

Figures might suggest that financial wrongdoing fell, but a backlog of cases that piled up during...