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Financial Services Industry › Wealth Management › Investment

Wilson Sonsini Goodrich & Rosati

The AI in Wealthtech Field Guide

Wilson Sonsini Goodrich & Rosati on

The wealthtech industry is deploying AI to create more efficient, bespoke, user-driven, and data-intensive portfolio management strategies, and to streamline analytics and administration. AI can be used in a vast number of...more

A&O Shearman

FCA findings on retirement income advice

A&O Shearman on

The UK Financial Conduct Authority (FCA) has published an article with findings from a thematic review assessing firms who provide retirement income advice (RIA). The review assessed how effectively firms are providing RIA...more

Walkers

Moving to the Channel Islands: A guide for asset managers

Walkers on

Jersey and Guernsey have long been recognised as leading international investment hubs, offering asset managers a compelling mix of professional and lifestyle advantages....more

A&O Shearman

Wealth management by "family offices" in Poland and the licensing requirements

A&O Shearman on

In recent years, there has been an increased interest in Poland in the services of so-called "family offices", ie private wealth management. Undoubtedly, the demand for such services has grown with the increased affluence...more

Robins Kaplan LLP

Should you take financial advice from Magnum P.I.?

Robins Kaplan LLP on

Unless you rely solely on streaming services, at some point in recent years, you have likely seen Tom Selleck pitching reverse mortgages as a retirement strategy. Is that a product for you? Or your parents? This article won’t...more

K&L Gates LLP

The Commencement of the Wealth Management Connect and the Long-Awaited Southbound China-Hong Kong Bond Connect Schemes

K&L Gates LLP on

In early September 2021, the deputy governor of the People’s Bank of China, the central bank of the People’s Republic of China (PRC), announced the impending launch of two new cross-border investment schemes: Wealth...more

Robins Kaplan LLP

Robo-Advisors Have the Ability to Meet Fiduciary Standards, but Not All Do

Robins Kaplan LLP on

Have you ever considered investing your money with a robot? A new category of investment advisers known as robo-advisors are automated, low-cost services that provide investment advice via web or mobile platforms....more

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