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313 Results from /wealth

Kristoffer Fürst

Kristoffer Fürst Founder at Limina Financial Systems

Start up vs legacy buy-side vendor, which is better?

When it comes to selecting a buy-side software provider, asset managers often find themselves weighing the pros and cons of choosing a smaller, emerging vendor over one that is more established and have been around for 30, 40 or even 50 years. This post looks at the key factors related to vendor size that should be considered when making this decis...

/wealth /startups Fintech

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Embedded investments – An industry view

Abstract The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the embed payments, insurance, and credit but are there opportunities to reimage other financial services offerings like investments and advisory services being embedded directly into the customer e...

/wealth Banking Strategy, Digital and Transformation

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

Beyond stocks and bonds: the world of alternative investments

Alternative investments, such as PE funds, differ from traditional investments, such as stocks, bonds or mutual funds. This article will focus on another alternative investment structure - hedge funds. Hedge funds in the 1990s By the early 1990s, investing had entered a golden age in the USA. More Americans owned investments than ever, pushing sto...

/wealth /startups Fintech innovation and startups

Tommaso Migliore

Tommaso Migliore CEO & Co-Founder at MDOTM Ltd

AI Adoption Increases AuM, Revenues, and Productivity - Research Finds

‍According to Deloitte, financial institutions that use AI in the investment process grow AuM by 8% and raise productivity by 14%. Now that financial markets have changed, Wealth and Asset Managers are racing to develop AI solutions that can assist their clients by successfully navigating through new market conditions. ‍ — ‍ As we are witnessing a ...

/wealth /markets Fintech

Sridhar Ramamurthi

Sridhar Ramamurthi Industry Advisor at TCS

Being purpose-led: Considerations for Financial Services firms – Customer and Provider Perspectives

In an earlier blog (titled: Being purpose-led: Considerations for Financial Services firms – What does it mean?), we explored what purpose-led means with a few examples. So far, the articulation of the (positive) impact of the aforementioned (earlier blog) financial service instances has been largely qualitative and subjective, making inferences a...

/wealth /retail Finextra site news

Jose Pierre

Jose Pierre CEO at Marketware International, Inc.

Wealth Management and Artificial Intelligence, the buzz continues for 2023

The world of wealth management is evolving rapidly in response to the changing landscape of technology and investment strategy. As artificial intelligence (AI) technology becomes more powerful and sophisticated, its use in the wealth management space is steadily increasing. As AI technology continues to expand its capabilities and is integrated in...

/wealth /retail Artificial Intelligence and Financial Services

Farouk Ferchichi

Farouk Ferchichi Group President, Envestnet Data and Analytics at Envestnet

The U.S. is One Step Closer to Making Open Banking a Reality

The CFPB paved the way for open banking rulemaking. Now is the time to expand on it. This year at Money 20/20, Consumer Financial Protection Bureau (CFPB) Director Rohit Chopra laid out plans to finalize open banking rulemaking, bringing the U.S. closer than ever before to developing an open banking ecosystem. If all goes according to plan, the CF...

/wealth /retail Open Banking

Dr Boris Rankov

Dr Boris Rankov Product Head of Digital Advisory & Portfolio at InvestCloud

How wealth managers can leverage AI-driven recommendations to provide personalisation at scale

The past three years have seen pretty much non-stop uncertainty and market turbulence. The pandemic, war, and the battle to keep inflation under control have all been a worry for investors concerned about the impact of volatility, interest rates and inflation on their portfolios. It is no surprise that clients are reaching out to their advisers w...

/wealth Artificial Intelligence and Financial Services

Sridhar Ramamurthi

Sridhar Ramamurthi Industry Advisor at TCS

Being purpose-led: Considerations for Financial Services firms – What does it mean?

Being purpose-led and ecosystem-driven is fundamentally transforming the way institutions in the financial sector function. But it is easier said and declared than done. Using six selective examples of recent innovative offerings, we explore what the shift means for financial institutions, the challenges they face and key considerations in becomin...

/wealth /retail Finextra site news

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

Exploring the Potential of Private Equity: Understanding the Risks and Rewards of Investing

Private equity is an investment asset class that involves the purchase of shares in private companies, typically those not listed on a public stock exchange. Professional investors such as venture capitalists and private equity firms make private equity investments, seeking to generate returns through active management of their portfolio companies...

/wealth /startups Asia Financial Services

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