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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. ...
Many wealth managers, private bankers and advisors are familiar with non-competes and the other contractual clauses that limit their freedom of action in certain ways. At times they’re controversial. The UK go...
A wealth management and private banking figure uses her understanding of structural mispricing in capital markets to identify a systemic problem. Women's health is an example, she says – and that creates oppor...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The deal is an example of the kind of consolidation taking place in parts of the European and international banking sector. ...
The rise of "continuation" investments in the private markets sector speaks to the maturation process, evolution of approaches to liquidity, and more. ...
Schroders has agreed to sell its Benchmark business to Sweden's Söderberg & Partners at a time when the former business is itself being acquired by US-headquartered Nuveen. The Scandinavian firm said it wants t...
A new CFO is coming to the Swiss private bank, following a brisk period of change in that role at Standard Chartered this year. ...
Swiss private bank Lombard Odier outlines its 10 investment convictions for the second half of 2026. Its outlook is broadly constructive, favouring emerging market equities, while noting that volatility is likel...