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313 Results from /wealth

Simon Dimoni

Simon Dimoni Remittance and Crypto Payments at HollaPay

Australia's Potential as a Crypto Capital: A Guide for Family Offices and Hedge Funds

Australia's rapid rise from a convict colony to a regional financial powerhouse has captured the attention of investors worldwide. With over a dozen unicorns, including Canva, SafetyCulture, and Airwallex, and 5 of the 11 most liveable cities globally, the country is now recognized as a potential crypto capital for family offices and hedge funds i...

/wealth /crypto Alternative Investments

Luigi Wewege

Luigi Wewege President at Caye International Bank

Polls Reveal Americans Panic About Bank Deposit Safety: A Closer Look With Robert Cannon

This week I was fortunate to do an exclusive interview with Robert Cannon, a financial advisor and fiduciary with over 25 years of experience in the US market. As CNBC pointed out concerns about the safety of bank deposits rising to levels not seen since the 2008 financial crisis, I felt compelled to sit down with Mr. Cannon to explore the curren...

/wealth /predictions Business

Alan Quinlan

Alan Quinlan CEO at dimply

The Importance of Fintech Partnerships

In an era where customers' expectations are quickly rising, it's more important than ever for financial enterprises to offer great experiences. Other industries, such as travel and e-commerce are blazing the trail in delivering fast results, and it's crucial that financial enterprises aren't left behind. Offering smart, data-driven digital experie...

/wealth /retail Banking Strategy, Digital and Transformation

Andrew Beatty

Andrew Beatty Head of Wealth, Retirement & International at FIS

Can Banks Capitalize on Web3 Technologies?

The power and possibilities of Web3 represent a compelling opportunity for banks and financial services firms to consider. These emerging technologies are here to stay, and potentially transformational. So, what exactly is Web3 and what can it deliver? Web3 is a new iteration of the Web, and it is a work in progress. While there’s plenty of infor...

/wealth /retail Blockchain in Banking and Financial Services

Luigi Wewege

Luigi Wewege President at Caye International Bank

Is Lithium Really The New White Gold? An Investment Perspective

Lithium has been dubbed the "new white gold" due to its increasing importance in the global economy and its potential to revolutionize various industries, particularly electric vehicles (EVs) and renewable energy. This nickname stems from the article's assertion that lithium is poised to become a vital resource in the shift towards clean...

/wealth /predictions Business

Retired Member

Retired Member 

Investing in Dual Citizenship: All the Benefits of CBI Programs for High Net-Worth Investors

These days, there are many travel programs available that allow people to move around from country to country with greater ease. This phenomenon has opened many different opportunities for people to explore. Over the years, many people have benefitted from migrating to new places. Some people do it because of their circumstances, while others do it...

/wealth Bigger than Technology

Nathan Stevenson

Nathan Stevenson CEO and founder at ForwardLane

Unlocking the potential of GPT technology for financial advisors

Financial advisors are increasingly turning to technology to help them provide the best advice for their clients in the most efficient manner possible. One of the most effective tools for this task is Generative Pre-trained Transformer (GPT) chatbot technology. GPT technology can provide tailored guidance that takes into account individual client ...

/wealth Artificial Intelligence and Financial Services

Ravishankar Poonjolai

Ravishankar Poonjolai Consulting Partner at TCS

UK Consumer Duty Regulation – Impact on buy side firms

The Consumer Duty regulation sets higher and more defined standards of consumer protection across UK financial services sectors and requires FCA (Financial Conduct Authority) regulated firms to put their retail market customers’ needs first. This affects financial service providers such as banks, building societies, insurance, life & pension f...

/regulation /wealth Banking Regulations

Simon Gegen

Simon Gegen Financial cloud services and wallet solutions at Holla-Tech

ETFs and diversification: How to build a well-rounded portfolio

Investing in the stock market can offer excitement and potential financial gain, but it's essential to recognize that all investments carry inherent risks. There are a few certainties regarding managing your money and navigating the stock market. That said, reliable investment columns will always emphasize the importance of understanding and mana

/wealth Capital Markets Technology

Diederick Van Thiel

Diederick Van Thiel Visionary Board Member | CEO | NED at AdviceRobo | Ecology Innovations | IKANO | Channel

Urgently Resetting Banks' Growth Strategy in the Current Climate

The current banking climate is facing a lot of changes and challenges that banks need to address urgently. Credit Suisse was recently acquired by UBS for $2 billion, while Silicon Valley Bank was split over First Citizens and HSBC. Additionally, the FED and ECB have raised interest rates, and the global workforce is shifting towards being mostly m...

/wealth /retail Banking Strategy, Digital and Transformation

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