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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. ...
A challenge for China has arguably been unsustainable property sector growth and the ensuing hangover of unsold units and bad debt. A new paper from a European bank notes that the sector isn't as important, rela...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
A global roundup of all the senior executive moves, appointments and personnel changes in the world's wealth management sector. ...
One of the most prominent arrivals at Schroders is that of former Standard Chartered, JP Morgan and Coutts senior executive Peter Flavel, who will be taking on the roles of chair and independent non-executive on...
As the UK wealth market undergoes significant consolidation, Columbia Threadneedle Investments has created a new wealth solutions role to drive sales growth and deepen advisor partnerships. ...
This publication is delighted to announce that its awards programme for Swiss external managers is open for entries, with winners to be announced on 4 March. ...