By Julian Davies, Head, Private Banking UK and Jersey, Standard Chartered. HMRC figures show significant contribution by non-dom taxpayers, and with new arrivals to the …
Benefits of goal-based advisory built on risk framework
We believe that goal-based advice is superior to any other form of investment advice as clients always have financial goals. All clients have at least …
Robo Advice and beyond. What are the gains?
Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several ways. These along with the …
The importance of customer journey in financial services
Today, the way a company deals with its customers determines its success and growth more than ever. For financial institutions it is also extremely important …
Human intelligence in the bank compliance risk model
Advancements in artificial intelligence (AI) and machine learning have streamlined the compliance process utilizing algorithms designed to identify general risk categories. While these advancements h…