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Blogs
Raktim Singh

Tokenization of Assets

Asset tokenization refers to representing digital tokens on a blockchain, which confirms the rights of ownership of real-world assets. Many of us want to own a piece in various types of masterpieces....

19 Dec 2023
Tokenomics
James Barker

Monzo vs Chase vs Revolut: Battle of the Embedded Wealth solutions

Banks are finally starting to adopt wealth management alongside their daily banking capabilities. Frankly, it's about time! The notion that a bank relationship would be limited to spending and borrow...

18 Dec 2023
Banking
Kuldeep Shrimali

Transform thematic investing leveraging AI

Prologue The thematic investing allows clients to invest in long-term ideas and trends and enables them to capture potential opportunities emerging due to economic, technological, and social changes. ...

18 Dec 2023
Capital Markets Technology
Jeremy Takle

Automated Wealth Management: how AI is revolutionising personal finance

In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In thi...

14 Dec 2023
Artificial Intelligence and Financial Services
Nigel Semitecolos

Wealth Management in the UK – Part II

In my previous blog, I explored the UK Wealth Management market, and delved into one of the key themes I identified. Specifically, this looked at the hybrid digital advice journey, supporting both e...

14 Dec 2023
Darren Winfield

Platforms and SIPPs - cash are they not interested!

On the 12th December 2023 the FCA have written to adviser platforms and SIPP operators to ask why the interest rates on cash balances are so low in comparison to the Bank of England base rate (current...

12 Dec 2023
Personal Finance
George Relish

Finding the Best Wealth Advisor

Finding the Best Wealth Advisor Selecting the right wealth advisor is more than just a strategic choice – it's a commitment that shapes the financial futures of corporations, financial institutions, a...

12 Dec 2023
Financial Inclusion
George Relish

Student Loan Debt Crisis Worsens as Interest Rates Rise

Student Loan Debt Crisis Worsens as Interest Rates Rise The student loan crisis is growing in the UK. In 2023, the average student loan debt was over £44,000 per student. Beyond this, rising interest ...

11 Dec 2023
Banking and Lending Solutions
Nigel Semitecolos

Wealth Management in the UK – Part I

Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individ...

07 Dec 2023
Kuldeep Shrimali

Client onboarding an everlasting priority for wealth firms

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of cu...

06 Dec 2023
Capital Markets Technology
Suman Rao

How design thinking can transform user experience in wealth management

Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of p...

30 Nov 2023
Digital Banking
A Finextra Member

What is Impact Investing and 7 Companies That are Transforming the Future

In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been c...

27 Nov 2023
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