Barclays has launched its new Planning and Advice service, an initiative designed to provide Premier customers with enhanced access to professional financial experts and wealth management tools.
Ashish Gumashta, former India CEO at Julius Baer, has co-founded a new wealth management and business advisory firm, Veriqus Partners, along with fund manager Roshi Jain, Moneycontrol has reported.
Capital is working with Anthropic as it seeks to use AI to support client experience linked to alternatives, structured investments and annuities on its platform.