Peter Davidson Business Consultant at Self Employed
While some countries are gradually easing lockdown measures (with some restrictions remaining in place), other countries, such as the United Kingdom or India, are extending coronavirus lockdown to better protect their population and stop the propagation of the virus. When Covid-19 quickly spread outside of China to the world earlier this year, m...
19 September 2020 /wealth /covid-19 Personal Finance
Achin Puri Co-founder and CEO at Catalyyze
When it comes to saving money, it doesn’t matter whether you are rich, poor or whatever economic class you belong to. Besides being the crucial thing for an economically backward class to save money for their food, clothing and shelter, it is also a necessary activity that needs to be cultivated by the economically stronger section. There is no gu...
28 August 2020 /wealth /inclusion Behavioral Economics in Banking
Matthew Ruoss CEO at Scorpeo UK
ESG screens are common among asset managers today, in response to growing client demand for investments that align with their values. Much of the buzz has focused on the ‘E’ and ‘S’ of ESG, as managers dumping fossil fuels and other ‘vice’ stocks have grabbed headlines. And while early studies are pointing towards the potential outperformance of ES...
05 August 2020 /regulation /wealth Capital Markets Technology
Gary Linieres CEO & Co-founder at Wealth Dynamix
Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putting their business at risk. In January we released an e-book my colleague spoke to them about the need to see client lifecycle management (CLM) for wh...
30 July 2020 /wealth /covid-19 Capital Markets Technology
Eugene Rudenko Marketing manager at Aetsoft
In the face of the worsened economic situation conditioned by the pandemic, many fintech companies now reconsider their processes. A particular focus is put towards more practical approaches in areas where the outbreak hit the most. The first two actions every reasonable business owner should take are to elaborate the current crisis management plan...
02 July 2020 /wealth /covid-19 Financial Risk Management
Joris Lochy Product Manager at Intix | Co-founder at Capilever
The Baby Boomer generation (i.e. the generation born between 1946 and 1964 - so between 55-75 years old) is retiring in record numbers. In the US alone, about 10.000 baby boomers will retire every day. Such an enormous retirement wave will have enormous impacts on the economy: An enormous amount of jobs will need to be replaced, resulting in a va...
09 June 2020 /wealth /retail Capital Markets Technology
Chris Principe CEO at APB, Inc.
Bond-Fires of the Vanities, The US Government plan to save the Bond Market, Many of you may remember the 1987 Tom Wolfe book that became the 1990 movie “Bonfires of the Vanities”. The story is about a Wall Street hotshot who watches as his high-flying lifestyle goes down in flames. The origin goes back to Florence, Italy, 1497, when the spiritua...
08 June 2020 /wealth /crypto The Payments Business
Retired Member
Coming into 2020, many wealth management firms have already embarked on digital transformation projects, while others have been slow to evolve. And while digitising the client experience, addressing data management and technological infrastructure, and streamlining operations through automation have been popular areas to focus on, the needs of rel...
01 June 2020 /wealth Trends in Financial Services
In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no idea that within weeks our world would be turned upside down by a pandemic as voracious as COVID-19. In hindsight, the quote I referenced at that time from Jim Marous, Ed...
14 May 2020 /wealth /markets Trends in Financial Services
For companies a financial balance sheet (i.e. the statement of the financial position at a certain date) is common practice and for the majority of companies even mandatory to create one as part of their annual reporting. In such a balance the assets are put against the liabilities, with the sum of the assets always equal to the sum of the liabilit...
05 May 2020 /wealth /retail Trends in Financial Services
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