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Latest /wealth expert opinions

Alistair Catto

Alistair Catto Managing Director at Beyond

5 initiatives to improve the digital experience of clients in Asset Management

Digital technologies are revolutionising the Asset Management industry. From the development of digital first customer journeys to the automation of critical back-office functions, the influence of digital is now being felt across every aspect of these organisations. It’s no surprise why, KPMG report that between 2017 and 2020, digitally mature or...

/wealth /markets Trends in Financial Services

Chris Harmse

Chris Harmse VP at BVNK

Why blockchain-based banking is better banking

Cryptocurrency-based financial service providers are rebuilding banking from the bottom up. Unsurprisingly, they’ve made a few improvements. It’s safe to say the traditional banking sector doesn’t get a lot of love from its customers. Consumers and business customers alike often view dealings with banks as a necessary evil. There are good reasons f...

/wealth /crypto Cryptocurrency Insights

Luigi Wewege

Luigi Wewege President at Caye International Bank

10 Top Features of the Best Offshore Banks

You wouldn’t dream of assuming that all domestic banking institutions are the same, so why lump all offshore banks together? The fact is that not all banks offer the same features or the same level of service. Before choosing an international bank to house part of your assets, compare different banks to see what each offers. Be sure the following f...

/wealth /retail Banking and Lending Solutions

Luigi Wewege

Luigi Wewege President at Caye International Bank

Your Financial Future: Exploring Options for Offshore Investments

Investing is one of the most effective ways to build wealth and enjoy a secure financial future. You don’t have to limit your investment activity to opportunities found at home. It’s also possible to include offshore investments as part of the planning. Knowing more about what sort of offshore investment options are available will make it easier to...

/wealth /markets Banking and Lending Solutions

Retired Member

Retired Member 

The Lance Armstrong guide to wealth management operations

Grand Tour cycling experienced a global boom in the late 90’s and early 2000’s largely down to what are now known to be chemically enhanced heroics of the disgraced rider Lance Armstrong. In the dark years when most of the Peloton was chemically turbo charged it was easy to forget that for success in a Grand Tour, such as the Tour de France, a tea...

/wealth /predictions Digital Sales

Tatsiana Kuchminskaya

Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen

How Personalized Banking Helps FinTech Companies to Retain Clients

In 2021, the international consulting company Capco prepared a review Insights for Investments to Modernize Digital Banking. Researchers found that 86% of customers see personalization as the basis of their relationship with banks. Consumers are ready to give annual feedback on the work of financial institutions to improve the quality of services...

/wealth /retail Banking Strategy, Digital and Transformation

Julie Morozova

Julie Morozova Senior Developer at DataArt

Intelligently Organized Payments – Payment Hubs and Orchestration

In the world of growing instability, payments, especially cross-border, is one of the most susceptible spheres. That is why the necessity to have a modern and smart way to manage payments comes to the fore now. The more so, the payments technology landscape is complex and full of legacy solutions that are fragmented by instrument, payment type, cu...

/payments /wealth Payments strategies 2015-2020-2030

Tatsiana Kuchminskaya

Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen

Why Do Companies Need Insurance Ecosystems?

Businesses are gradually beginning to realize that digital ecosystems (DEs) are the right course of development. Companies that cooperate with each other can provide customers with better services. Amazon, Apple, Uber, and other brands are no longer associated solely with sales, smartphones, and taxi services. These corporations have evolved into ...

/wealth /markets Open Innovation Ecosystem

Luigi Wewege

Luigi Wewege President at Caye International Bank

Offshore Real Estate Investment Considerations for 2022

Not all plans for wealth building are confined to your home country’s borders. There are plenty of international options that you can consider. One of them happens to be offshore real estate. If this is an idea you want to investigate further, it’s important to know how to make the most of this approach to add to your wealth. Here are several point...

/wealth /markets Marketing in Financial Services

Jacqueline Durbin

Jacqueline Durbin Global Head of Product - Life, Pensions & Mortgage at Iress

Word of The Year

This time of year is traditionally one for self-reflection and resolving to make changes or improvements. Many of us set ourselves goals or promise to do something specific - give up smoking, lose a stone in weight, go to the gym 3 times a week. My issue with this is that, while goal setting can be useful, New Year resolutions can be far too big t...

/wealth Personal Finance

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