Join the Community

22,238
Expert opinions
44,206
Total members
424
New members (last 30 days)
214
New opinions (last 30 days)
28,750
Total comments

Latest expert opinions

clear
clear

313 Results from /wealth

Retired Member

Retired Member 

How Relationship Managers still hold the keys to wealth management success post-COVID

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...

/wealth Trends in Financial Services

Gary Linieres

Gary Linieres CEO & Co-founder at Wealth Dynamix

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

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...

/wealth /markets Trends in Financial Services

Joris Lochy

Joris Lochy Product Manager at Intix | Co-founder at Capilever

Your Personal Balance Sheet - Should everybody have one?

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...

/wealth /retail Trends in Financial Services

Retired Member

Retired Member 

What are the Key Strategies and Tools to help Wealth Management Through the Coronavirus Pandemic?

The wealth management sector is facing unprecedented challenges due to the outbreak of the global pandemic. As the coronavirus spreads, wealth managers’ business continuity plans need to include more of digital tools and strategies. It is precisely in this crisis situation, where remote working, or the practice of working for an extended period ou...

/wealth /covid-19 Capital Markets Technology

Retired Member

Retired Member 

CORONAVIRUS SURVIVAL GUIDE FOR WEALTH MANAGERS

The paradigm shift brought about by coronavirus is forcing the wealth management industry to formulate strategies and come up with better tools and solutions to survive in this crisis. Sustaining investor confidence, client retention and business survival should be the immediate priority for wealth managers in this coronavirus world. While the wor

/wealth /covid-19 Fintech

Matthew Ruoss

Matthew Ruoss CEO at Scorpeo UK

The billion-dollar oversight investment managers make every year

Every year, hundreds of Scrip dividends are issued by companies. Managers must make a relatively straightforward decision: take a cash dividend or take additional shares. It’s the duty of the manager to select the option that proves most lucrative to their clients. Unfortunately, many managers and advisers either opt for the less profitable option ...

/wealth /markets Post-Trade Forum

Daniel Fasnacht

Daniel Fasnacht CEO&Founder at EcosystemPartners AG

The Way Forward: 21 Ideas for Bank Leaders to Boost Business after the Crisis

In the hardest times, there is always a way to get better. With The Way Forward, I’d like to share disruptive changes that shape industries, businesses, and societies in the context of financial services. The 21 notes synthesise the findings of openness, flexibility, and customer-centricity in a digital world driven by platform business models and...

/wealth /inclusion Innovation in Financial Services

Domile And

Domile And Sustainable Finance, Impact Investing at Cyan Reef

Impact Investing - Friend or Foe?

Climate change, environment, pollution - all seem to be catch phrases now more than ever. Abbreviations such as SDG or the ESG gap are all over the internet and news. Even Davos, the world economic forum, had a very strong theme – climate change. By now almost everyone should be familiar with Greta Thunberg. Her activism and her straight to the po...

/wealth /sustainable Innovation in Financial Services

Henry Iversen

Henry Iversen Chief Commercial Officer and Co-Founder at Boost.ai

Conversational AI and the future of financial advice

Co-authored with Ramtin Matin, Lead Technological Strategist, SpareBank 1 SR-Bank Artificial intelligence is one of the key components behind the digital revolution in the banking and finance sector. From fraud protection to customer service, there is a seismic shift in how these companies are using technology—

/ai /wealth Artificial Intelligence and Financial Services

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Wealth Management Solutions: Going the Digital Way

Financial firms are increasingly leveraging digital technologies such as artificial intelligence, cloud and intelligent automation to hyper-personalize wealth management offerings. Our numerous interactions with global wealth firms indicate the move is driven by the need to achieve higher customer profitability, reduce customer churn and increase ...

/wealth Banking Strategy, Digital and Transformation

Now Hiring