314 Results from /wealth
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
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...
29 August 2022 /wealth Banking Strategy, Digital and Transformation
Konstantin Rabin Head of Marketing at Kontomatik
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...
22 August 2022 /wealth
Sarah Carver Head of Digital at Delta Capita
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...
18 August 2022 /wealth /retail Women in FinTech
Luigi Wewege President at Caye International Bank
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 ...
06 August 2022 /people /wealth Alternative Investments
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 ...
04 July 2022 /wealth /markets Behavioral Economics in Banking
Yuliya Barabash Managing Partner at SBSB Fintech Lawyers
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...
04 July 2022 /wealth /markets Business
Philipp Pieper Co-founder at Swarm Markets GmbH
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...
30 June 2022 /wealth /crypto Decentralized Finance (DeFi)
Karthikeyan Rengasamy Chief Architect and Research Scholar at TATA Consultancy Services
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
27 June 2022 /wealth /markets Capital Markets Technology
Daire Ferguson CEO at AvaTrade
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...
22 June 2022 /wealth /markets Personal Finance
Tatsiana Kuchminskaya Chief Financial Officer (CFO) at Andersen
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...
03 June 2022 /wealth /retail Digital Banking Trends
Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.
Please read our Privacy Policy.