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314 Results from /wealth

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Direct indexing – Bolstering client’s demand for affordable hyper personalized investments

Abstract Direct indexing as an investment product allows clients to hold individual securities that are part of an index, unlike a mutual fund or an exchange traded fund where client own shares of the fund but not the underlying individual securities within the fund. It also offers additional flexibility, such as tax optimization and security lev...

/wealth Banking Strategy, Digital and Transformation

Konstantin Rabin

Konstantin Rabin Head of Marketing at Kontomatik

How is traditional wealth management competing with Robo advisory

Technologies have advanced tremendously over the last few years and it comes as no surprise that we witness more and more algorithmic solutions to our problems. The financial sphere has also implemented electronic trading tools and digital signatures in order to help people invest money in the appropriate direction. The majority of traders, especi...

/wealth

Sarah Carver

Sarah Carver Head of Digital at Delta Capita

Digital transformation in Financial Services: how to plan your spend for maximum impact

Every financial institution is prioritising digital transformation as an essential part of their strategy. The challenge is which areas to change first. Digital transformation can involve a multitude of projects and outcomes. For example, it can involve incremental improvements improve process automation, form digitisation, data collection, custome...

/wealth /retail Women in FinTech

Luigi Wewege

Luigi Wewege President at Caye International Bank

Offshore Investment Benefits That Come with Obtaining Dual Citizenship

Some believe they can only hold citizenship in one nation. In some cases, that's true. Not all nations allow their citizens to enjoy this status. But in nations that do, it’s worth the time and effort to learn more about how dual citizenship works and why it might be ideal for you. Here are some basics that will help you get started. What is Dual ...

/people /wealth Alternative Investments

Luigi Wewege

Luigi Wewege President at Caye International Bank

How Can Offshore Saving and Investing Help Build a College Fund?

There are many reasons for establishing and growing offshore bank accounts. For some, the goal is to set aside resources for retirement. Others may have other plans, like funding their children's continuing education. Opting to set up offshore banking and investment accounts provides the ideal platform for this savings goal. You may even find it a ...

/wealth /markets Behavioral Economics in Banking

Yuliya Barabash

Yuliya Barabash Managing Partner at SBSB Fintech Lawyers

Where to relocate your business? Where to start a new one?

The focus of SBSB activity is the support of fintech and crypto projects. However the requests of business relocation from Ukraine to some other countries became more frequent lately, because of ongoing military operations. One of my recent clients and a friend of mine, Dmitry, had the same request. It motivated me to write an article with some gen...

/wealth /markets Business

Philipp Pieper

Philipp Pieper Co-founder at Swarm Markets GmbH

Worried about the crypto bubble bursting? It’s time to zoom out

Investors concerned about the apparent ‘bursting’ of the crypto bubble need to zoom out from short-term pain and look at past experiences of fast-moving technological markets. Who remembers Lycos? A darling of the tech bubble of the early 2000s, it is now consigned to little more than a footnote in the history of the internet. The firm sold for a...

/wealth /crypto Decentralized Finance (DeFi)

Karthikeyan Rengasamy

Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services

Leap Forward with Quantum Algorithms in High Frequency Trading

For almost half a century, scientists across the world have put significant efforts in building quantum computers and were looking at use cases for wider adoption. Quantum Computing is a parallel computing system in nature, so it is of no surprise that it is gaining traction in a wide variety of businesses, especially in the financial services se

/wealth /markets Capital Markets Technology

Daire Ferguson

Daire Ferguson CEO at AvaTrade

How can traders beat inflation?

Around the world, inflation rates are surging, rising to near unprecedented levels. Last month, it was revealed that inflation in the UK had surged, hitting a 40-year high of nine per cent. What’s more, inflation in the Eurozone hit a new record high of over eight per cent, while the Federal Reserve recently raised its benchmark policy rate by 0.7...

/wealth /markets Personal Finance

Tatsiana Kuchminskaya

Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen

IoT in Banking and Finance: Capacities and Prospects of Wearable Devices

20 years ago, one bank was enough for our parents to manage money transactions, from savings to insurance. The situation changed dramatically when there emerged more financial companies and competition for clients began. Suppliers offer to switch banks enticing people with favorable savings rates, gift cards, or bonus systems. The leader is the on...

/wealth /retail Digital Banking Trends

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