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WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that also has a licensed business in Hong Kong. After a busy period of setting up and running the new business, WB fo...
This news service recently sat down with the head of the UK business arm of Mirabaud Wealth Management to discuss the approach to growth, the impact of recent changes in the UK tax and economic scene, and more. ...
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One important field is adverse media screening, and the ways that technology can assist in sifting through a mass of...
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK wealth manager St James’s Place, together with other wealth managers, discussed the economic and investment imp...
A new residency system, a desire for new lifestyles and opportunities, and a dislike of domestic US political and social trends is encouraging HNW Americans to look at the UK. ...
Lawyers comment on the implications of a recent divorce case in Israel where financial structures, including foreign corporations and trusts, were used to shield assets. ...
This year’s annual private wealth conference – to be held in London on 22 September – has attracted some high-profile guests over the years, and the endnote speaker this year is Louis Theroux, famous for i...
This paper from a law firm points out that family offices operate in a highly sensitive environment, where confidentiality, discretion and trust are paramount. At the same time, AI introduces a range of new and ...
There’s change at the top of the Malta-based wealth management organisation. ...
With an increasing number of US expats relocating to the UK, London-based private and commercial bank Arbuthnot Latham has launched a new service designed for US-connected investors living in the UK. ...
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset management results from the US group posted a strong gain in the quarter. ...
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets under management, has released a survey of strategists which highlights that market performance in the second half ...