News, Comment & Analysis results for Archive
Avaloq Enters US Wealth Market
The technology firm is targeting US wealth managers that want to modernise investment technology...
Highvern Gets A Brand Makeover
The group has put all its businesses under a single, new brand. ...
Raymond James Names Merged UK Wealth Division Head
The UK arm of Raymond James Financial has named Dave Pederson chief wealth management officer,...
What’s New In Investments, Funds? – Wedbush Fund Advisers, HANetf, Others
The latest news in investment offerings, financial products and other services relevant to wealth...
Who’s Moving Where In Wealth Management? – Quilter
The latest moves and appointments for wealth management roles in the UK, and other parts of Europe,...
Comment & Analysis results for Archive
Trusted Relationships, Not Transactions – In Conversation With Meta Octav
WealthBriefing recently visited the Geneva-headquartered boutique advisory and fiduciary firm that...
Adverse Media Checks A Major Compliance Task, Puts Spotlight On Tech
In this article, we talk to smartKYC, an enterprise solution for KYC due diligence automation. One...
Wealth Managers Discuss Brexit Impact 10 Years On
On the 10-year anniversary of the Brexit referendum this week, Hetal Mehta, chief economist at UK...
ANALYSIS: What Advisors Should Tell Clients Who Use AI For Guidance?
The editor looks at clients' use of AI tools to research financial material and even suggest ideas...
Huge Valuation Gap Hampers AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –...