Cryptocurrency is one of the hottest topics in the Fintech world ever since Bitcoin was first released in 2013. Opinions on this subset of Digital Asset varies widely from people who think it is a scheme to those who believe it will revolutionize the finance industry and most of these opinions...

Wealth Management is fast gaining popularity in India as more and more Indians are joining the millionaires' club. Rising salary levels and the booming economy are further expected to churn out more millionaires. However, managing the moolah on his/her own is not possible for every millionaire....

This paper examines the different fiduciary and regulatory standards applicable to bank trust departments, securities brokers, and investment advisers and suggests guidelines for managing conflicts of interest in the wealth management business

Wealth management is both an art and science. It involves understanding the client very well. Effective wealth management should be broad – in the sense that it takes into account all aspects of a client's financial life – and deep – through an awareness of a client's values and...

The paper examines the features of private banking business focusing on the substantial growth in private banking over the last decade as commercial banks have targeted upmarket high net worth individuals. The accumulation of wealth has prompted the development of private banking services for...

The case describes the challenges that UBS faced as a result of the U.S. Department of Justice (DOJ) investigation for tax fraud, that claimed that UBS had helped some 52,000 U.S. residents hide billions of dollars in untaxed assets in secret Swiss accounts between 2000 and 2007, depriving the...