Wealth Management
Canadian firm unites global wealth and asset management arms
The operational changes will make it ‘better positioned to organically grow assets’
How to be a wealth manager to the stars
Managing the financial affairs of celebrities can be ‘challenging and cumbersome’
AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
Third of female advice clients feel patronised
With heavy use of jargon throwing up even more barriers to women engaging with financial planning