PBI London and Switzerland 2020 and what to expect
December 2020 brings two huge conference for the sector: Private Banking London 2020 and Private Banking Switzerland 2020. These conferences will be moving virtual for the first time and the...
Latest Deals
View More
UBS touts 5G as “Next Big Thing” for 2021 investment opportunity
Investors looking for the “Next Big Thing” should seek opportunities in 5G, amongst others in fintech, greentech or healthtech, according…
Latest News
View More
Brown Shipley appoints new head of London and International
Brown Shipley – a Quintet Private Bank – has appointed Elizabeth Weir as the new head of London and International client relationship teams. Weir will…
Robo adviser Wealthify appoints new chairman
Cardiff-based robo adviser Wealthify has named Ben Luckett, the former strategy director for Aviva’s UK general insurance, as its chairman. Luckett, who has been on…
Liontrust profit slips though Architas business takeover aids asset growth
Liontrust Asset Management has reported a fall in profit though assets grew supported by the acquisition of Architas’ UK investment…
Church House Investments announces new partnership with Multrees
Church House Investments (CHIM) has appointed Multrees Investor Services as its new strategic service provider. The partnership with Multrees will…
EFG International names new head for Continental Europe & Middle East Region
Swiss private bank EFG International has named Patrick Ramsey as the new head of Continental Europe & Middle East Region,…
Brewin Dolphin reports rise in profit despite Covid-19 headwinds
British wealth manager Brewin Dolphin has registered a rise in profit as market recovers from lows induced by the Covid-19 crisis.…
Expert Commentary & Analysis
View MoreCybersecurity poses increased concern amid COVID-19 outbreak
Cybersecurity will become more of an issue to financial services institutions thanks to the increased usage of digital channels, as COVID-19 necessitates continued lockdowns and social distancing mandates. Implementing additional…
COVID-19: UK wealth managers must focus equity investors on the long term
The coronavirus pandemic has been the catalyst for global stock markets to crash. Declines in the FTSE 100 are mirroring the 2008 financial crash and wealth managers will be put…
Australia’s COVID-19 recession will heavily impact banks
The medical effects of COVID-19 on Australia are still building, with caseloads rising and likely to continue doing so for some time. GlobalData examines the effects of the global financial…
Latest Tech
View More
SmartStream’s Air 2 makes banking reconciliation a data-driven breeze
IN ASSOCIATION WITH SMARTSTREAM It’s often said that the sequel is never as good as the first cult hit, and while that’s often true in…
Jelf founder establishes new wealth management fund
Integrity365 announced the launch of its new wealth management firm this week, recording more than £320m ($417m) of funds under management since its inception. Led…
Avaloq releases ESG investment solution for wealth managers
Avaloq has launched an ESG investment solution for banks and wealth managers that allows them to build personalised portfolios for…
Lombard Odier to simplify investment and risk management workflows with Bloomberg
Lombard Odier Investment Managers, the asset management business of the Lombard Odier Group, has extended its partnership with Bloomberg to…
Coronavirus timeline: how has it affected financial services?
Here is the definitive timeline exploring coronavirus (COVID-19) from its initial outbreak to today, taking a precise look on its…
Brooks Macdonald partners with SS&C for wealth transformation
Wealth manager Brooks Macdonald has collaborated with SS&C Technologies to transform its wealth business in the UK. The partnership involved…
Company Whitepapers
View MoreCompany A-Z
View More
Broadridge Financial Solutions
Investor Communications, Technology and Operations, Data and Analytics
COVID-19: Despite the virus, Italy’s retail wealth is remarkably stable
The economy in Italy has been shrinking for several years, having a negative impact on the country’s savings and investment market, now Covid-19 is affecting retail wealth. However, Italian investors’…