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 …

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…
Greater scrutiny of tax structures and offshore financial centres has increased the pressure on family office advisors to propose schemes for their wealthy clients that are compliant as well as effici…