All articles by Patrick Brusnahan
Editor of Private Banker International.
AI in private banking: “big change” is coming
How will AI change a relationship business like private banking?
Quilter Cheviot investment manager becomes president of CISI branch
The Chartered Institute for Securities & Investment (CISI) in Birmingham has appointed Tom Perks, investment Manager at Quilter Cheviot, president of its branch
UBP snaps up Angel Japan Asset Management
Union Bancaire Privée (UBP) announced that it has acquired 100% of the shares issued by Angel Japan Asset Management.
Perpetual appoints head of distribution for the Americas
Autralia-based Perpetual has announced the hiring of Mickey Janvier as head of distribution for the Americas.
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Weatherbys Banking group reports record profit in 2022
Weatherbys Banking Group’s pre-tax profits more than doubled in 2022 year-on-year.
AltTab Capital expands with London office
Digital asset hedge fund AltTab Capital has launched an office in London, UK, to expand its network.
Westpac to block cryptocurrency to prevent scam losses
Westpac has begun testing new customer protections for certain cryptocurrency payments to reduce scam losses.
Choreo launches alliance to improve wealth management and client-service solutions
Choreo has launched the Choreo Partner Alliance, a programme built to allow industry CPAs the opportunity to better serve their clients.