Data from a members’ club for family offices, shows a sharp rise in appetite for distressed and special situations and the UK, while support for first-time funds and emerging managers has fallen.
The Swiss regulator has revised its rules on video and online identification to accommodate electronic IDs, as firms weigh strict anti-money laundering checks against slow client onboarding.
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
This news service speaks to the head of the international private bank at Barclays to talk about its strategy and recent developments such as the opening of a booking centre in Singapore.
In line with a number of firms, Edmund Shing (pictured) at BNP Paribas Wealth Management is positive on the outlook for emerging market, US and Japanese equities.
That is the view of Kevin Andrews (main picture), chief operating officer at Bentley Reid, who has contributed to WealthBriefing’s forthcoming AI in Wealth Management research report . His ...