Determining the ‘gold standard’ of due diligence, which defines the quality of competing citizenship by investment programmes
A much younger cohort of advisers and investors are taking their lead from the retail sphere and demanding a broader range of assets and information sources from their wealth manager.
Messages of acceptance from winners that could not make it to the ceremony in London. Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
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.
With many jurisdictions suspending citizenship applications from wealthy Russians, countries seeking to preserve reputations in a time of turmoil are also asking due diligence agents to ‘re-scrub’ existing investors who may be on sanctions lists