Wealth Management
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
Swiss private bank sells off Bahamas wealth arm
As a ‘select number of key investment managers’ become minority shareholders at its Italian subsidiary