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Hearsay rolls out new enterprise compliance platform

  • 13,39,27,03,2017

US-based financial technology provider Hearsay has unveiled the next generation of its enterprise compliance platform to better counter social and digital risk. read more

UBS deploys electronic signature service

  • 13,31,27,03,2017

Swiss banking giant UBS has deployed the Qualified Electronic Signature (QES) service from Cryptomathic and SwissSign to strengthen security and control of its document management. read more

Raymond James appoints new financial institutions division head

  • 13,19,27,03,2017

Raymond James Financial has appointed Tim Killgoar as head of the financial institutions division (FID), replacing John Houston, who is stepping down from his position to take on the role of FID eastern division director. read more

Credit Suisse loss deepens after settling mis-selling scandal

  • 08,45,27,03,2017

Credit Suisse has reported that it loss for 2016 and the fourth quarter of 2016 broadened than the originally reported figure after adding provisions to settle a residential mortgage-backed securities (RMBS) case with the National Credit Union Administration Board (NCUA). read more

P1 Investment Management unveils structured product managed portfolio service

  • 08,37,27,03,2017

P1 Investment Management, a UK-based adviser-led discretionary fund management proposition, has teamed up with CUBE Investing to introduce a new structured product managed portfolio service. read more

China’s HNA Group to buy 25% stake in Old Mutual’s US fund unit

  • 07,21,27,03,2017

Chinese conglomerate HNA Group has agreed to acquire a 25% stake in Old Mutual’s US asset management arm in a deal worth around $446m. read more

Latest Special Reports More

UBS's gargantuan technology overhaul

  • 17,34,15,03,2017

UBS is widely seen in the industry as being at the forefront of innovation in the wealth space. Dirk Klee, UBS Wealth Management COO, tells PBI about the changes that are being made to its IT systems, and why it is not all about apps at the Swiss bank. John Schaffer reports read more

Belgium’s conservative investors begin recovery

  • 00,00,13,03,2017

The wealth market in Belgium has experienced a rocky road in 2016. The ripple effect of the March terrorist attack paired with a volatile stock market has put the country into recovery mode. PBI digs deeper into a recent GlobalData report read more

CEO INTERVIEW: A re-defined Eurozone focus for ABN AMRO

  • 10,00,9,03,2017

After consolidating its private banking business through exiting Asia and the Middle East, the largest Dutch private bank is concentrating its efforts on north-west Europe. John Schaffer speaks with Jeroen Rijpkema, CEO, private banking international at ABN AMRO, to gather the details read more

Latest Opinions More

The only way is up: Demand for investment services is expected to climb

  • 11,15,23,03,2017

When it comes to managing their wealth, HNW individuals most often seek the advice of a professional to make investment decisions and ensure their portfolio stays on track. With wealth managers around the world expecting demand for investment services to increase over the next year, they will do well to adapt their proposition to cater to the range of HNW investor needs, according to GlobalData Financial Services read more

Personalised wealth management finds a partner in big data

  • 16,59,14,03,2017

Big data is much more than just a way to put people into a box. In fact, recent developments in software analytics allow data to deliver unique services to satisfy each client’s preferences, according to GlobalData Financial Services read more

Advisers need to target female investors to increase assets under management

  • 15,12,14,03,2017

No matter where your advisory practice is in the world, you will find that most HNW individuals are male. However, this is bound to change. The number of female millionaires is fast increasing and customising the service proposition to target this growing segment is a great opportunity for wealth managers to grow their assets under management, according to GlobalData Financial Services read more

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