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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...
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. ...
As this news service shows in interviews with wealth managers, they see AI as a driving force for market performance. But there is a hurdle. After New York suspended construction of major data centres due to the...
The UK-listed banking group reported a mixed set of figures in the private banking and wealth management business. One factor was a rise in operating expenses amid continued investment to support business growth...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...
The firm said that the new head’s experience in building partnerships with some of Europe’s most important digital investment platforms will be invaluable as it accelerates its international Direct Retail an...
There is a change at the top of the London office for the Japanese investment business. ...
The merger is also an example of the kind of industry consolidation taking place in Switzerland, Europe and beyond. ...