PWM17 小时
Driving innovation, data analysis and digital portfolios: PWM Tea Break
Sharmil Patwa, founder of the Opus Una WealthTech consultancy in London, and a former technology leader with Barclays Wealth ...
PWM20 小时
Wealth managers begin journey towards tech-led portfolio allocation
As AI innovations gather pace, wealth firms must learn to manage the expectations of private clients who believe their ...