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...

M and A
31 March 2022

RBC Agrees £1.6 Billion Takeover Of Brewin Dolphin

The transaction is one of the larger M&A deals to be proposed in the UK’s wealth management arena...

Legal
31 March 2022

Investigators Probe Pictet Offices Over Petrobas Affair; Bank Says Matter Resolved

The Swiss bank pointed out that the probe is about matters taking place as far back as 2005, and...

Compliance
31 March 2022

UK Regulator Names Greensill In GIML Fines Case

The FCA said it was not able to name Greensill Capital as a party in the matter until now....

Awards
31 March 2022

EXCLUSIVE: Winners Of The Tenth Annual WealthBriefing European Awards 2022

Here are the winners of this year's annual WealthBriefing European Awards. Congratulations to all...

People Moves
31 March 2022

Former Senior Coutts Manager Takes Up Asia-Pacific Role

The new chairman, APAC, for the firm has served in senior roles at Coutts in Asia. ...

WM Market Reports
31 March 2022

Personalise Wealth Services To Stay Competitive, Report Urges

How to cover a wide number of clients efficiently without losing a personal touch? The answer, so a...

Reports
31 March 2022

Citigroup Names Wealth, Strategic Investments Group Head

The move comes at a time when the US banking group has been pivoting towards wealth management as a...

People Moves
31 March 2022

Who's Moving Where In Wealth Management? – Rothschild & Co, IQ-EQ

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

Technology
31 March 2022

Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM

CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...