News, Comment & Analysis results for Archive
Swiss Multi-Family Office Eyes AI Productivity Revolution
While reports say that adoption rates of AI are accelerating, the Swiss group reckons that it has...
Buy-Side Firms Rapidly Speed Up AI Adoption – Survey
Compared with the picture painted a year ago, the use of AI by organisations such as asset managers...
AI Hasn't Yet Set Corporate Revenues Alight As Geopolitical, Trade Risks Swirl – PwC
For private banks and wealth managers, the findings are a reminder that identifying the use cases...
Who’s Moving Where In Wealth Management? – Quilter Investors, Winckworth Sherwood, Others
The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...
Bank Of Singapore Names New Global CFO
The Singapore-headquartered private bank, which operates in a number of regions, has appointed one...
Comment & Analysis results for Archive
Transparency International – The Latest Lessons For Wealth Managers
Transparency International's recently-published Corruption Perceptions Index, used by compliance...
Wealth Asset Allocators: We Need To Talk About Defence
With geopolitical shifts of the magnitude of the US stance on Ukraine, Russia and other events...
Private Banks' Onboarding Limitations Revealed – And How To Fix Them
Client onboarding in private banking is riddled with inefficiencies – not just for high-risk...
The Soaring Trend Of AI "Co-Pilots" In Wealth Management
We hear much commentary today about the use of AI "co-pilots" in financial services. What do they...
A Fund For All Seasons: Mixing Investment Styles At UK's Nutshell
A City financial trading background, added to a disciplined investment mindset, appears to be...