Family offices are increasingly recognising private equity co-investments as a means of generating strong returns while exercising greater control over their portfolios, although this approach …
Originally developed for retail banking, chatbots are beginning to be adopted in wealth management. Robin Arnfield talks to key developers that are testing chatbots for …
Artificial Intelligence (AI) is emerging as a key technology for the North American wealth management industry. Alongside the rise of chatbots, AI is being deployed …
As private banks’ product offerings become ever more homogenous, and digital channels become more sophisticated and commonplace, is the emotional intelligence of advisors the special …
The Isle of Man (IOM) is looking to diversify away from financial services as banks on the island have been consolidating since 2008. A number …
The boom-years seemed unstoppable. Africa was once the new China. Private wealth was surging and a new entrepreneurial class of African HNWI were ready to be private banked. But that boom did stop. No…
Family offices tend to have a reasonably sound appreciation of investment risk, but anecdotal evidence suggests that when it comes to assessing operational risk factors, many would benefit from a more…
As the world watches every move (and tweet) of the new Trump administration, they may have not noticed one thing: The biggest benefactors since his elections have not been America’s middle classes, bu…
In an age of instant gratification and digital domination, client-onboarding still remains a time consuming and highly manual process for private banks, writes Meghna Mukerjee…
Economists can’t explain why investors everywhere overweight their home market; psychologists, however, just might have the answer, writes Stefan Van Geyt, Group Chief Investment Officer at KBL Europe…
Turkey in crisis: what does it mean for wealth management? September 10, 2018 
Conscious coupling: Family office and private equity co-investing July 14, 2017 
Wealth management chatbots gain popularity June 14, 2017 
