All articles by Patrick Brusnahan

AI in private banking: “big change” is coming

How will AI change a relationship business like private banking?

Edmond de Rothschild Asset Management joins environmental initiative

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.

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.

Mediobanca collaborates with Arma Partners for the digital economy