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Risky business

For me, understanding behavioural risks is as at least as important as understanding any other type of financial risk. Why? Because these invisible risks live in the space between our unconscious and conscious mind. They are always there, guiding and influencing the decisions we make. So what are some of them, and what do we need to know about them? These invisible risks live in the space between our unconscious and conscious mind. They are always there, guiding and influencing the decisions we...
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PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth

Bank makes triple change in wealth unit, while Swiss group names COO of UK operation HSBC The banking group has made three senior appointments in its wealth and personal banking investment unit. Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions. Since joining ...
United Kingdom City Of James Grayson Patrick Boumalham Rupert Cecil Lindsay Spencer

Naughty or nice: Who made our 2020 list?

Naughty or nice: Who made our 2020 list? Checking it twice... Professional Adviser Father Christmas should already know which children have been good and bad this year, but he may need a nudge when it comes to financial services folks. So in the spirit of the season, PA has given the man in the red suit (and hopefully matching mask) a helping hand and compiled a list of those in the sector we believe have made the nice list - and those who may not have been so fortunate... Will it be a stocking...
United Kingdom Adrian Murphy Lawrence Cowan Matt Colley Sajid Javid Tom Ellis

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