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314 Results from /wealth

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

Andrew Beatty

Andrew Beatty Head of Wealth, Retirement & International at FIS

Is the Economic Outlook an Opportunity? Here’s 5 Ways Banks Can Help Customers at a Time of Need

It’s not news that bad news sells – and there’s certainly no shortage of gloomy global macroeconomic forecasts right now. But there IS an opposing view championed by the late journalist Norman Cousins: “Optimism doesn't wait on facts. It deals with prospects. Pessimism is a waste of time.” This blog discusses why bankers should be tech-forward opt...

/wealth /retail Banking Strategy, Digital and Transformation

Simon Zais

Simon Zais Senior Consultant at Capco

Going Far, Together: Incentivizing Advisors to Form Teams

In an attempt to marshal advisors ever more productively, wealth management firms are continuing their perpetual drive to get advisors to form teams. By building a thoughtful support apparatus and considerately harnessing behavioral finance in designing team incentives, managers can turn the wheel of progress within their firms. Major wealth manag...

/people /wealth Fintech

Retired Member

Retired Member 

Are you ready to prove the sustainability of your investment products?

Aiming to guarantee UK’s place in the forefront of sustainable investment internationally, the FCA has just launched their consultation paper on Sustainability Disclosure Requirements (SDR) and investment labels. According to the regulator, the market for UK-listed investments funds grew 64% in 2021 to reach 79 billion pounds ($89.34 billion). Ho...

/regulation /wealth Banking Regulations

Jonny Blausten

Jonny Blausten Co-founder and CEO at Sprout

VC funds: An alternative for private investors in an uncertain market

With annual returns in excess of 35% for over a decade from top quartile funds, venture capital (VC) has long been recognised as a top performing asset class, yet remains out of reach for most private investors. The best VC funds are only accessible to the minority of investors capable of writing cheques in excess of £1m+ (with some funds dema...

/wealth /markets Alternative Investments

Maryna Chernenko

Maryna Chernenko Managing Director at UFG Capital

Technology firms and startup investing continue strong momentum despite market turmoil

Despite the global market turmoil in H1 2022, investor demand for technology startups has shown no signs of abating. In H1 2022, US$133 billion of venture capital funding was raised globally. Considering that the total amount raised in 2021 was US$209 billion, a record high since 2000, 2022 looks primed to be another record-breaking year. We have...

/wealth /startups Alternative Investments

Karthikeyan Rengasamy

Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services

Accelerate Risk Management in Capital Markets using Quantum Risk Analysis

Stock markets volatility is commonly associated with investment risk. However, if the risk is effectively managed, it can also generate solid returns for investors. The investment managers and investors acknowledge that they must consider factors other than the expected rate of return for better prediction and decision-making. The decision-making ...

/wealth /markets Capital Markets Technology

Retired Member

Retired Member 

Why You Should Invest in Innovative Companies During a Commodity and Food Crisis

We are entering an almost unprecedented global situation created by three converging - and interconnected - crises. As we approach 2023, the world is facing major food shortages, a commodity crisis, and a financial crisis. The question focusing on many minds is whether it’s possible to make money as an investor in the markets during these challen...

/wealth /markets Personal Finance

Luigi Wewege

Luigi Wewege President at Caye International Bank

Exploring Strategies to Generate Profit Offshore

When people talk about setting up offshore companies, much of what they say focuses on the tax advantages. It’s true that several nations’ tax laws are designed to create a favorable setting for offshore business enterprises. Along with considering the laws that apply in a given nation, creating and successfully operating an offshore company involv...

/wealth /predictions Marketing in Financial Services

Tommaso Migliore

Tommaso Migliore CEO & Co-Founder at MDOTM Ltd

The Rise of No-Code AI Among Institutional Investors

As financial markets become increasingly complex, many financial institutions adopt new technologies – especially AI – to support their investment process. The combination of human intelligence and a rising maturity in AI is gradually building a novel approach to building uncertainty-proof portfolios, refining strategic and tactical asset allocati...

/wealth /predictions Artificial Intelligence and Financial Services

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