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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. ...
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. ...
Gains in assets under management reflected positive market effects and investment performance, with some offsetting impact from disposals and net outflows. ...
The group has reportedly refunded some clients who have been charged twice. This week, the UK wealth manager set out its charging structure, while also reporting results for the first half of this year. ...
The banking group became the latest in a number of European lenders to announce second-quarter and half-year financial figures. ...
Canoe Intelligence sits at the centre of developments in the way alternative investments data is collected, processed and reported for wealth managers and other players in what is a growing field. ...
The bank reported a broadly positive set of results across business lines including the wealth business. At group level, pre-tax profit set a record and earnings per share came out ahead of forecasts, helping it...
The Singapore-headquartered group has launched a cross-border wealth management platform targeting non-resident Indians, alongside a new India-domiciled global equities fund. ...