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Latest News

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Compliance - 1 April 2020

Turbulent Market Embarrasses Europe's MiFID II

The new rules that came into force at the start of 2018 produced a lot of commentary and reaction. One important feature is the requirement for firms to inform clients if their portfolios fall by more than 10 pe...

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People Moves - 1 April 2020

Vontobel Presses On With Italian Expansion - With Caveats

Proving that business marches on, be it in on a pending timeframe, Vontonbel is expanding its wealth management services to a new office in Milan, tapping a senior Credit Suisse figure to lead growth. ...

Comment and Analysis

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Alt Investments - 30 March 2020

Fee Compression And Why Alternative Investments Matter

With some parts of wealth management there's a "race to the bottom" on fees while firms are also trying to prove their added value propositions, including those alternative investment areas such as private credi...