This publication interviewed SEI's wealth business about effects of regulation on wealth managers, technology and how the firm says it can ease the pain of M&A transitions.
The private bank's Hong Kong CEO sees fast growth in headcount in the Asian jurisdiction.
This publication recently sat down with Xpedition to discuss how it helps clients resolve technology issues following a merger or acquisition.
Private banking operations across Europe are being placed into a single EMEA structure, the group announced today.
A new report shines a light on how much financial institutions are spending each year keeping abreast of disjointed global regulations.
What can private banks do to help educate clients navigate the reefs and shoals of complex wealth management? This publication spoke to industry figures to find out.
Total assets under supervision have reached $1.5 trillion. ...
The firm, which was formed more than six years ago and which works in spaces such as wealth management, has created the position of chief revenue officer. ...
The current CEO has been at the UK private bank since April 2016. ...
The European Commission has proposed a raft of new rules designed to unify cross-border money laundering regulations in the wake of a string of scandals in several member states. ...
The latest moves in wealth management across the UK, Europe, Middle East and Africa. ...
A recent conference held by this news service drew practitioners from the UK and European wealth industries to discuss the effects of major data protection rules due to take effect in May. ...
Here is an updated list of various courses, mostly of postgraduate and MBA level, that are relevant to people pursuing or contemplating a career in wealth management. ...
Exclusively available as part of your WealthBriefing membership, we bring you cutting-edge insight and thought leadership with the publication of the latest WealthBriefing Round Table. ...
This publication looks into the financial education of wealth management and private banking clients, who are said to be taking a more DIY approach to money management than ever before. ...
The market for real estate lending to high net worth individuals in the UK is changing, with some specialist firms pushing into the space. ...