Technology sits at the intersection of every area in modern wealth management.
S-based wealth manager Zoe Financial has unveiled a new digital investment platform for its wealth management clients.
The recent bonus round at US investment banks was punishing for investment bankers. It was also punishing for some salespeople and traders.
Goldman Sach spent eight years attempting to expand its business beyond corporations and the wealthy.
Zoe Financial announced public launch of Zoe Wealth Platform. Zoe Financial is the platform where affluent clients find, hire, and grow wealth.