Companies
Swiss private bank targets key segment with platform roll-out
It aims to strengthen its global coverage of independent asset managers
Dubai real estate investors offered Moldovan passport
As long as they invest at least £1m
Firms struggle to meet economic substance rules
With clients urged not to go ‘jurisdiction shopping’ to find the most attractive regime
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
Who is advising Asia’s ultra wealthy?
An expanding pool of rich people is drifting out of reach of financial advisers and wealth managers