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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. ...
Vistra has launched a new business unit for the Latin America market, and this news service recently interviewed the executive appointed to lead it. ...
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. ...
The senior appointments will bolster the investment manager’s global product, exchange traded funds and Asia Pacific capabilities. ...
UOB says an open-architecture approach to asset management choices for clients is an important factor in its thinking. The bank and Allianz Global Investors have agreed a strategic partnership arrangement. ...
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...