News Team on 21/03/2023
Wealth managers are struggling to find MiFID II compliant solutions that accurately assess client risk suitability and ESG sustainability preferences whilst meeting the regulation, according to a report from behavioural finance specialists Oxford Risk.
News Team on 09/03/2023
Schroders Personal Wealth (SPW), the joint venture between Lloyds Banking Group and Schroders, has partnered with AI fintech Aveni to transform its compliance function.
News Team on 14/02/2023
The management team of global investment consultancy bfinance has undertaken a buyout of the firm, with the purchase of a 51 percent stake formerly held by venture capital investor Baird Capital.
News Team on 02/02/2023
The UK government has announced plans to regulate cryptoasset activities, aiming to provide clarity and protection for consumers and businesses alike.
News Team on 01/02/2023
Mirabaud has appointed Patrick Hauri as global head of risk and compliance.
News Team on 25/01/2023
The Swiss financial regulator FINMA has outlined its expectations surrounding climate-related financial risk management.
News Team on 16/01/2023
WWF has launched its ‘biodiversity risk filter’ - a new tool to help companies and investors better understand their impacts and dependencies on nature.
Ethan Almond on 20/12/2022
Once again, climate change was the primary focus of environmental, social, and governance (ESG) discussions this year. And the next year is unlikely to be any different.
News Team on 07/12/2022
The Financial Conduct Authority (FCA) has proposed new measures to clamp down on illegal, unfair or misleading financial marketing.
News Team on 30/11/2022
The Swiss Financial Market Supervisory Authority FINMA has analysed how the largest banks and insurance companies disclose their climate-related financial risks in accordance with the FINMA disclosure circulars.
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