The mechanics of due diligence - World in crisis: securing citizenship by investment CH1/4

10:18

PWM hears how due diligence agencies can help countries with citizenship by investment programmes avoid fraudulent applications and detect ‘red flags’ highlighting investors with questionable reputations

 

PWM Wealth Tech Awards 2022 Highlights

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
 

Fit for a purpose - Innovation in digital wealth management CH 3/4

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
 

Contrasting competing jurisdictions - World in crisis: securing citizenship by investment CH3/4

Determining the ‘gold standard’ of due diligence, which defines the quality of competing citizenship by investment programmes 
 

Future wealth managers - Innovation in digital wealth management CH 4/4

Human centricity and psychology is key to constructing new models which derive inspiration from the Big Techs while maintaining trust and longevity associated with private banks.