News, Comment & Analysis results for Archive
What’s New In Investments, Funds? – Aberdeen Investments Partners With Prudential Hong Kong
The latest news in investment offerings, financial products and other services relevant to wealth...
SagePoint Targets Family Office Efficiency, Keeps AI Options Open
This article draws on interviews for an upcoming report. The material explores how firms translate...
Middle East-Based Family Office Names Global Private Equity Head
A former senior figure at UNC Management Company, which is based in the US, has joined Miras...
HSBC Private Bank Names Global Marketing Head
The new marketing boss for the private bank has worked at a variety of firms including JP Morgan...
ANALYSIS: Removing AI Gender Biases In Wealth Sector
Women typically outlive men and their financial needs can differ, but without due care, wealth...
Comment & Analysis results for Archive
Handling HNW Clients' Data Via Tokenization – An Overview
Banks and other players in the wealth management space transfer data across borders – a fact...
New Report: How Wealth Ecosystem, Healthcare Interact
The boundaries between health and wealth increasingly intersect and a new report from China's Hywin...
Family Offices Aren't Shunning Risk, But Getting Smarter – Citi Private Bank
After its survey emerged a few weeks ago, Citi Private Bank spoke again to this news service about...
Winning Women In MENA: How Wealth Managers Can Help Further Female Empowerment
A new report from this news service, in partnership with First Abu Dhabi bank, explores what HNW...
Learning The Legal Lessons From “Succession”
In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire...