News, Comment & Analysis results for Archive

Fund Management
November 10, 2022

Credit Suisse Completes Supply-Chain Fund Liquidation

Three more of these funds remain to be liquidated. A Luxembourg fund is due to be wound up as soon

Technology
November 10, 2022

Digital Digest: The Latest Tech News – Proteus, M Financial

The latest technology news in the wealth management sector from around the world.

Legal
November 10, 2022

Eight-Year-Old Legal Case Still Weighs On Credit Suisse – Report

To underline the importance of the case, the bank's new legal counsel has attended Department of

People Moves
November 9, 2022

Who's Moving Where In Wealth Management? – Los Angeles Capital Management, Raymond James

The latest senior moves in the North American wealth management sector.

People Moves
November 9, 2022

Bank Of America Beefs Up Family Offices Business

The appointment is an example of how private banks regard family offices as important clients and

People Moves
November 9, 2022

Changes To UBS Executive Board

The latest moves and appointments at Swiss bank UBS.

New Products
November 9, 2022

Ameriprise Develops Military Financial Advisor Program

The certification program is an example of how financial firms can encourage military personnel to

Investment Strategies
November 9, 2022

Political Shifts In Congress As Votes Come In – Reactions

As FWR goes to press, most of the results of the midterm elections are in, pointing to Republicans

Legal
November 9, 2022

BMO Sets Aside C$1.12 Billion After Court Case; To Appeal Verdict

The case involves a Ponzi scheme that had been facilitated by organizations prior to their

Awards
November 8, 2022

Nominations Open For WealthBriefing Wealth For Good Awards 2023

Categories include client-facing propositions, investment and asset management, as well as best

Comment & Analysis results for Archive