The founders aim to expand their business by attracting talent from established banking institutions. Garcia project’s the business’ assets to grow quickly as a result of “pipeline discussions” with ...
The winners of the 36th annual PBI Global Wealth Awards have been announced, with this year’s results highlighting the growing emphasis on measurable outcomes across private banking and wealth ...
UBS executives had restarted discussions about reducing the bank’s exposure to Swiss regulation. Credit: Judith Linine/ Shutterstock.com. At least eight international banks have indicated they may be ...
Richard Oldfield will remain as CEO of Schroders. Credit: Piotr Swat/ Shutterstock.com. Nuveen has reached an agreement to purchase Schroders for about £9.9bn ($13.5bn), covering the entire issued and ...
Swiss financial watchdog FINMA has concluded an enforcement action against Julius Baer, determining the bank committed “serious” breaches of regulatory provisions concerning money-laundering ...
From June 2026, Barclays removed the monthly customer fee for Direct Investing. Credit: Barclays. Barclays has secured approval from the UK’s Financial Conduct Authority (FCA) to provide targeted ...
Allspring oversees $642bn in assets. Credit: Funtap/ Shutterstock.com. Allspring Global Investments, once part of Wells Fargo, is being prepared for a potential sale by its private equity owners, ...
DTCC and iCapital will also examine the use of current and emerging technologies in alternative investments. Credit: FON’s Fasai/ Shutterstock.com. The Depository Trust & Clearing Corporation (DTCC) ...
Banks and authorities recovered approximately €53m, leaving about €36m unaccounted. Credit: HelgaQ/ Shutterstock.com. Fraudsters posing as senior executives used AI to take €95m ($108m) from Fideuram, ...
HSBC withdrew from India’s retail brokerage and depository operations in 2013. Credit: FotoField/ Shutterstock.com. HSBC is preparing to return to India’s equity broking market after more than 10 ...
NCM operates from Edinburgh, London, Jersey, and Guernsey. Credit: Alicia97/ Shutterstock.com. Standish Management has agreed to acquire NCM Fund Services, which provides fund administration for ...
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