Company Profiles
6 January 2022

Ironing Out Conflicts Of Interest, Other Glitches – GCW Interview

We interview a relatively new kid on the world's wealth management block, and one of its top...

M and A
6 January 2022

Deals Of The Day: The Latest In Wealth Management M&A – Delta Capita, JDX Consulting

The latest transactions in the wealth management industry around the world. ...

Strategy
6 January 2022

Deutsche Bank Reportedly Mulls Chinese Wealth JV

A number of Western financial groups are trying to tap the fast-rising wealth of a new Chinese...

People Moves
6 January 2022

Harneys Unveils Leadership Changes, Promotions

The global offshore firm advises on BVI, Cayman Islands, Cyprus, Luxembourg and Anguilla law. ...

People Moves
6 January 2022

Who's Moving Where In Wealth Management? – Guernsey Finance, YFM

The latest moves in wealth management from across Europe and the UK. ...

M and A
5 January 2022

Swiss Bank Syz Expands Home Operations With Acquisition

The Swiss private banking and wealth management group is planning further acquisitions to...

Legal
5 January 2022

Morgan Stanley Settles Lawsuit Over Privacy Failings

The story shines another light on the importance of handling clients' financial information...

People Moves
5 January 2022

IQ-EQ Names Group Chief Commercial Officer

The group has been expanding briskly. For example, it has pushed into the US market with...

Wealth Strategies
5 January 2022

Inflation, Omicron And Markets - 10 Invesco Predictions

One of the larger investment houses sets out its ideas for the big macro and market themes for the...

Compliance
5 January 2022

UAE Under A Cloud Over AML Compliance - Report

The global watchdog is considering whether to add the UAE, a major financial hub, to its list of...