News results for Strategy

8 February 2021

Barclays CEO Upbeat On London's Financial Future

Although some staff and assets have been shifted to the EU, the head of the London-based banking...

1 February 2021

French Banks Ink Back-Office, IT Collaboration

The Paris-based groups would, if the agreement wins regulatory approval, reach an arrangement under...

15 January 2021

Citigroup's Wealth Reorganisation Aims To Fill Gaps

Citi Global Wealth - as the new entity is called - is a "single, integrated platform serving...

15 January 2021

SJP To Cut About 200 UK Jobs

St James's Place, one of the more high-profile wealth management brands in the UK, is to shed about...

13 January 2021

Schroders Partners With Citigroup For DFM Offering

The alliance is the kind of partnership that Schroders is building in the UK and internationally....

15 December 2020

Liechtenstein's VP Bank Trumpets Future IT Transformation

The Europe-based private bank, which operates in a number of regions, including Asia, talked about...

8 December 2020

Pandemic Accelerates Team Mentality Towards Clients - RBC Wealth Management

The pandemic, and all the changes it has prompted, has shown that managers cannot claim exclusive...

25 November 2020

UK's Heartwood Rebrands Under Handelsbanken Name

Handelsbanken acquired the UK-based wealth and asset management organisation in 2013. ...

19 November 2020

Greening The UK: Sector Responds To PM's 10-Point Plan

We're not out of the woods yet but governments are keen to set a new post-COVID green agenda. The...

11 November 2020

Want To Manage Risk Better? Build "Institutional Memory"

This news service speaks to Stonehage Fleming, the MFO, about the value of long-standing family...

Comment & Analysis results for Strategy

5 November 2014

EXCLUSIVE: Why Insurance Should Be In Every Wealth Manager's Toolbox - Vie

As the business of wealth planning becomes more challenging when revenue-hungry governments shut...

28 March 2014

WHAT THE CONSULTANTS SAY: PwC On Issues Facing Wealth Managers

As part of a continuing series, here are views on the global wealth management industry from PwC. ...

19 March 2014

WHAT THE CONSULTANTS SAY: McKinsey Looks At Global Wealth Management Landscape

McKinsey is among a number of global consultancies that shared their views with this publication...

12 March 2014

WHAT CONSULTANTS SAY: A Look Back At M&A In Wealth Management

This article is by Fred Hansson, a partner at IMAS. He examines the latest developments in mergers...

10 March 2014

EXCLUSIVE INTERVIEW: The High Tech Frontier With

This publication recently spoke to Toby Hughes, chief executive of, a UK-based...

12 December 2013

The Role Of Technology In Enterprise Risk Management - White Paper

A new white paper looks at the growing significance of "enterprise risk management" - one of the...

28 November 2013

BREAKFAST BRIEFING: Measuring The Impact Of Technology On Wealth Management

Wealth management industry professionals recently gathered in London to discuss how to deal with...

22 October 2013

CONFERENCE REPORT: Is A Full-Service Model Possible After The UK's RDR?

Delegates at the recent WealthMatters conference in London heard experts talk of how UK regulations...

22 October 2013

FEATURE: Moving On From Legacy Technology Systems In Wealth Management

Most wealth management firms are still deploying capital in a “fragmented fashion” when it...

17 October 2013

WEALTHMATTERS CONFERENCE: Take Client Feedback Seriously, Speakers Say