Technology
Morningstar unveils research portal for advisers
To help them provide personalised advice to their clients
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
GBST rolls out wealth management platform in the UAE
Middle East expansion was a ‘logical step in the company’s next phase of growth’
HSBC unveils hybrid advice service for private bank clients in Asia
It will be extended to retail banking customers in Hong Kong as well