Elite clients: Turning against the banks

Despite heavy marketing from data and AI vendors, top advisers to the ultra-wealthy say artificial intelligence has yet to transform how new clients are won.

A Zurich-based multi-family office believes artificial intelligence offers a clear opportunity to pull ahead of a wealth management industry that is adopting the technology more

Panama’s residency-by-investment framework has become increasingly relevant to globally mobile leaders who evaluate jurisdictions through the lens of risk management, optionality, and long-term positioning rather