Family Office
12 April 2022

Why Bill Payment Is The Technological Weakest Link

Bill pay can be a real value-add to family office clients, but it is frequently beset by...

Technology
7 April 2022

The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity

The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...

Reports
31 March 2022

Citigroup Names Wealth, Strategic Investments Group Head

The move comes at a time when the US banking group has been pivoting towards wealth management as a...