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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...
Swiss private bank Julius Baer has published its Global Wealth and Lifestyle Report 2026, delving into the lives and consumption trends of HNWIs in Europe, APAC, the Middle East, North America, and Latin America...
The new co-CEOs, already employed at the bank, are part of a build-out of its services, the group said. The roles are newly created. ...
The new offering has gone live in the UK and Switzerland, and will do so in Asia later this year. The UK-headquartered group has been sharpening its wealth management focus, as shown by its move to spin off a fi...
The latest compliance news: regulatory developments, punishments, guidance, permissions and authorisations for new product and service offerings. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
WealthBriefing recently spoke to the founder of an equities multi-manager fund and investment business about a particular approach taken towards areas such as the fees that it charges. ...