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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...
The deal is designed to enable FNZ, a London-headquartered global wealth management platform, to focus on its wealth tech business. ...
The CEO is taking the role at a digital assets bank at a time when this area remains a busy one in Asia and other regions. ...
The move is another example of private equity money entering the M&A sector for wealth management and the professional services sector. ...
A prominent Swiss lawyer points to a recent OECD report on how dozens of jurisdictions perform regarding beneficial ownership data. The organisation was critical of the US, stating that the Corporate Transparen...
The acquisition reflects Pacific's commitment to investing in high-quality specialist investment teams and expanding its offering across public markets. ...
The incident, as disclosed by the European principality this week, is part of a pattern that continues to put compromises to privacy high up on the private banking and wealth management agenda. We list a few rec...