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Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
With Hong Kong now pulling ahead of Switzerland as the world's largest cross-border financial hub, it seems appropriate for this news service to interview a firm right in the centre of the action in the Asian ci...
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...
After major central banks, the Bank of Japan, the Bank of England, the European Central Bank and the US Federal Reserve, kept interest rates on hold last week, as expected, wealth managers discuss the impact on ...
We look at the example of the high market volatility in an Asian country's equity markets, and other developments, to grapple with the argument that active management is well and truly back as a valued part of t...
The merger, which appears not to cover areas such as wealth management, covers markets in the Netherlands, Belgium and Germany. ...
Research among family offices managing a combined $119.37 billion found that a clear majority expect to use more outsourced expertise as demand for sophisticated services gains ground. ...
After a period of sharp selling of semiconductor stocks and continued geopolitical volatility, HSBC's wealth and private banking business considers where it is positioning its portfolios. ...
The UK banking group set out its interim results last week and detailed some of the costs and changes associated with its full acquisition of Schroders Personal Wealth, now known as Lloyds Wealth. It also shed l...