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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. ...
Congratulations again to all the worthy winners of these awards. ...
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
Luxembourg – home to a multi-trillion euro cross-border funds market, several banks and other financial institutions – remains uneasy about EU proposals to deepen capital market integration. It is the age-ol...
Continuing a series of articles about how clients' use of AI puts advisors under pressure to demonstrate their value proposition, we have this report on a survey from HSBC showing how people around the world use...
The new strategic partner firm brings a strong client base to Quilter along with ambition and the capability to increase business. ...
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations. ...