Wealth management: How to pass it on safely

The Family Office, a Gulf-based wealth management firm, has announced it will hold its upcoming investment summit, Investing Is a Sea, from 29 to 31

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