Wealth Management
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
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists