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313 Results from /wealth

Retired Member

Retired Member 

Bricking it - the truth about Consumer Duty and wealth management

In the middle of the great financial crisis I remember listening to Bill Mott, one of the leading fund managers at the time, discussing the challenging task central banks had ahead of them. He called it the “biggest financial experiment in history” and related the challenge to pulling a brick with a piece of elastic. There is some effort required...

/regulation /wealth Banking Strategy, Digital and Transformation

Eric Mellor

Eric Mellor Wealth Management Specialist at Temenos

5 Key Trends Driving Wealth Management in 2023

2022 was an important year for the global wealth management sector. The global pandemic saw wealth managers scramble to digitize service offerings and enable both remote servicing and distribution. Political challenges saw an increase in global mobility and record cross border asset flows as investors sought safe havens for their capital. Looking a...

/wealth /predictions Banking Strategy, Digital and Transformation

Preeti Mishra

Preeti Mishra Senior Director- Capital Markets Practice at Virtusa

Hyper-personalization: A Holy Grail to Success in Wealth Management

The changing contours of the wealth management industry The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations of a new generation of investors, a continuous influx of innovative products and a number of new and disruptive technologies. Additionally, increased regulatory thr...

/wealth /markets Finextra site news

Rahul Kambli

Rahul Kambli Sr. Product Owner at Genesis Global

Ending technology asymmetry in primary markets for bonds

Accessing the primary market for corporate bonds can be lucrative for asset managers astute about pricing and credit quality. However, surveilling the market, managing data on new issues and making investment decisions quickly enough are challenges for most buyside institutions. In contrast, on the sell side of the new issue market, syndicating ...

/wealth /markets

Karthikeyan Rengasamy

Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services

Reinvent option pricing in capital markets using quantum computing

Introduction Derivatives have a huge impact on modern finance as the financial markets are benefited by them in several ways. Derivative contract is a financial instrument whose value is determined from the price of one or more underlying assets. Typically, it is issued between an issuer and the holder with a contract expiry date, which is valid u...

/wealth /markets Capital Markets Technology

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Maximize value across wealth customer journey through insights

The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much higher expectations, hybrid advisory model powered by technology, regulatory change, geopolitical volatility and aggressive fintech with efficient digital business models. The leading wea...

/wealth Banking Strategy, Digital and Transformation

Luigi Wewege

Luigi Wewege President at Caye International Bank

Insights on Wealth Management and Asset Protection Trends

Success frequently comes with a significant drawback: it can make you a potential lawsuit target! This includes unfounded and frivolous lawsuits that can devastate your financial well-being. That means you must take precautions to keep the assets you've toiled to acquire from being taken unfairly. Asset protection is not about "hiding money&q...

/people /wealth Trends in Financial Services

Elena Berestovaya

Elena Berestovaya Owner, Chief Marketing Officer at Ubanksy.com, UpTrader Software Design

Be Picky! - A Working Marketing Strategy for New Forex Startups

At UpTrader, we often come across forex brokers who struggle with stagnant sales growth. To address this challenge, they may try various approaches such as improving their software, adding new assets, changing their workforce, or seeking out new Forex CRM systems. While all of these strategies have their merit, let's explore some marketing advice ...

/wealth /startups Marketing in Financial Services

Gery Zollinger

Gery Zollinger Head Data Science & Analytics at Avaloq

UK financial regulators have an opportunity to unlock AI’s potential

Adoption of AI technology has come a long way in recent years, especially in the back and middle office of financial institutions where the ability of AI to sort vast quantities of data, automate repetitive processes and accurately identify outliers is particularly valuable. From anti-money laundering to payment fraud prevention, AI is helping fin...

/regulation /wealth Artificial Intelligence and Financial Services

Srinivasagopalan R

Srinivasagopalan R Principal Consultant at Tata Consultancy Services

Can Transformers accelerate the evolution of an Intelligent Bank? – Exploring recent research trends

Machine Learning (ML) has transformed the Banking landscape over the last decade powering organizations to understand customer better, deliver personalized products and services and transform the end-customer experience with them. However, the efficiency of ML was limited by the volume and quality of training data and the time to train the models....

/wealth /retail Artificial Intelligence

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