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313 Results from /wealth

Andrew Beatty

Andrew Beatty Head of Wealth, Retirement & International at FIS

2023 Banking Trends: Architecting the Future of Banking and Wealth Management

These are difficult times for the global economy. With an economic slowdown in most major economies, along with high inflation and escalating cost of living, reasons to be cheerful about the economic outlook – and its impact on banks and wealth managers – may seem scarce. However, as the saying goes, “The best generals are made in battle.” The cur...

/wealth /retail Banking Strategy, Digital and Transformation

Bo Harald

Bo Harald Chairman/Founding member, board member at Trust Infra for Real Time Economy Prgrm & MyData,

My e-Journey - over 40 years. Part 2. All banking.

So once we in the early 80s saw how customers - with delight - started to use e-banking for bill payments and balance checking, we started to ponder what other services could be built on the economy of trust and economy of habit created. Adding economy of scope (buy more in one-stop shopping) and economy of repetion (learn once - use for more servi...

/wealth /retail Banking Strategy, Digital and Transformation

Kristoffer Fürst

Kristoffer Fürst Founder at Limina Financial Systems

Cost of an Order and Portfolio Management System

Order and portfolio management systems, such as the Limina Investment Management System, Charles River Development and Bloomberg AIM are essential for asset managers and asset owners. However, understanding the total cost of ownership (TCO*) of these systems can often be difficult. In this article we look into what can, and ultimately will, impact...

/wealth /cloud Fintech

Jacob Katz

Jacob Katz Detroit Leader of Valuations Practice at UHY Advisors

Understanding How Alternative Valuation Dates Can Save Money

If you or an advisor must file a Form 706 with the IRS to report estate or generation-skipping tax, understanding the IRS’ allowance for use of an Alternative Valuation date may be critical during a declining stock market or a recessionary period. Generally, those estates filing a Form 706 must do so within nine months of the death of the estate o...

/wealth

Retired Member

Retired Member 

The climate reporting challenges facing the financial services sector

In November, digital transformation companies, fund operators and other key stakeholders convened at the annual Fund Operator Summit to consider the major challenges facing the financial services sector in the coming years. One of the key themes of the discussions that took place emphasised how climate reporting is now more critical than ever. I...

/regulation /wealth Financial Services Regulation

Hirander Misra

Hirander Misra Chairman and CEO at GMEX Group

Can blockchain facilitate sustainability and ESG friendly investing?

Can blockchains be used as incentive networks for encouraging green activity and renewables? ESG is an important use case for blockchain. Regulators are understandably concerned about green investing and specifically, greenwashing, and the chain doesn’t lie, so blockchain technology is entirely aligned with achieving ESG objectives and guidelines. ...

/wealth /sustainable Blockchain Observations

Maryna Chernenko

Maryna Chernenko Managing Director at UFG Capital

Venture capital industry continues to grow despite an end to easy money

The venture capital industry is one of the most important aspects of global finance today and is at the forefront of the most significant trends that emerge around the world. For instance, in recent years, the emergence of ESG and the global race to achieve net zero emissions have led to burgeoning investments in clean energy, while the pandemic h...

/wealth /markets Alternative Investments

Sean Gilbert

Sean Gilbert Chartered Financial Planner at Select Wealth Managers

Investing: Active or Passive?

The merits of active and passive investment have been debated for years, an average of 35 per cent of active equity funds outperformed their passive peer in the 12 months to June this year, according to Morningstar’s Active/Passive Barometer, which tracks the performance of 30,000 Europe-domiciled funds running €7tn (£6tn) in assets. Active and Pas...

/wealth /markets Personal Finance

Retired Member

Retired Member 

Why a slow uptake of Embedded Wealth is an FI problem, not a tech problem

If the confrontational posture of the title to this blog has you reading this opening sentence, then it can lay claim to having performed its job. However, it’s worth quickly explaining that it was only intended as a playful device to draw you towards a current sticking point within the broader wealth management industry: That financial institutio...

/wealth Embedded Finance

Retired Member

Retired Member 

How to Accelerate Digital Transformation in the Financial Enterprise

The digital revolution has been around for quite some time. Yet, there is still so much to learn on the best practices for carrying out digital transformation within the context of your business. Because of that, the demand for fintech solutions is increasing, presenting both a challenge and an opportunity for those looking for the most suitable i...

/wealth /wholesale Fintech

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