ESG
4 April 2022

How Wealth Managers Can Use ESG Regulatory Requirements To Enhance Customers' Experience

Focusing on ESG as a means of adding value for clients, rather than just a regulatory tick-box...

M and A
4 April 2022

Deals Of The Day: The Latest In Wealth Management M&A – BNP Paribas, Dynamic Group

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

Awards
4 April 2022

Victorious Swiss External Asset Managers Saluted In Acclaim

The awards reflect how the Swiss EAM market, covering thousands of firms, is in the public eye as...

People Moves
4 April 2022

Japanese Investment Titan Makes Top European Appointments

There are changes at the top of Japanese firm's business in Europe. ...

M and A
4 April 2022

Liontrust Completes Majedie M&A Deal

The transaction is an example of the M&A-driven consolidation taking place in the UK wealth and...

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...

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

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...

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...

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. ...