Wealth Management
Global wealth manager to set up Qatar operation
It aims to open the office in Doha during the first half of 2021
Global wealth manager partners with investment firm
In a bid to expand its clients’ access to private markets
Hong Kong digital wealth firm forges Thai partnership
To provide technology for a discretionary portfolio management platform
US wealthtech platform expands to Europe and Asia
As it hires ex-Unicredit and Deutsche Bank WM employees to lead international growth strategy
How can the wealth industry improve client onboarding?
It has become an ‘increasingly onerous task for firms’ and a ‘source of frustration’ for clients