313 Results from /wealth
Thomas Pintelon Head of Strategy at Capilever
With skyrocketing savings all over the world, an economic crisis is difficult to avoid as consumption drops and investments are generally postponed. While at first sight these unused savings seem to be a jackpot for banks in terms of increasing net interest income (= difference between credit interest payable, and debit interests receivable & l...
14 October 2020 /wealth /retail Personal Finance
Retired Member
I am of a generation who can remember the time before you could take your smart phone from your pocket, access an app and immediately see your bank account balances, make a payment or access additional services...whilst walking the dog! Why is this important? Because, as a wealth manager, if you do not offer me similar, immediate access to
14 October 2020 /wealth /inclusion Innovation in Financial Services
Now more than ever, financial services institutions need to move from legacy operational processes and compete with the fast-moving digital world, by putting a digital customer experience at the centre of their digital transformation game. In this article, we talk about why agile is key to Financial Institutions (FIs) successful digital transformat...
29 September 2020 /wealth /inclusion Fintech
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
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