George Relish Editorial Director at Quidable
Finding the Best Wealth Advisor Selecting the right wealth advisor is more than just a strategic choice – it's a commitment that shapes the financial futures of corporations, financial institutions, and their clients. A wealth advisor's role extends beyond simply managing financial portfolios. It's about envisioning a trajectory of growth that co...
12 December 2023 /wealth Financial Inclusion
Student Loan Debt Crisis Worsens as Interest Rates Rise The student loan crisis is growing in the UK. In 2023, the average student loan debt was over £44,000 per student. Beyond this, rising interest rates mean that costs are rising even higher all the time. For many people, this means a lifetime of potential debt repayments. How did the situat...
11 December 2023 /wealth Banking and Lending Solutions
Nigel Semitecolos Head of WM IAG at TCS
Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individuals and a further £1.9trn sitting in defined benefit pension liabilities. (Source: LEK UK Wealth Management: Spotlight on Value Creation), but it is...
07 December 2023 /wealth
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer centric business model as it allows to drive business growth by attracting new clients and prospects. The key drivers that propel firms to con...
06 December 2023 /wealth Capital Markets Technology
Suman Rao UK managing director at Avaloq
Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of pioneering products like the first mouse for Apple. In recent years, it has become increasingly popular in the financial industry and big financial pl...
30 November 2023 /wealth Digital Banking
Retired Member
In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been causing some fanfare. Let's decode this concept together. Understanding Impact Investing Envision the melding of social conscience with investment st...
27 November 2023 /wealth /sustainable Business
Julia Khandoshko CEO at Mind Money
Irrespective of the industry, AI and ML are now all the rage, and asset management is no exception. By 2027, around 16% of asset managers will supposedly disappear due to a paradigm shift in technological advancements and investor expectations. AI and ML technologies are being used in various aspects of the financial industry. It’s all about adopt...
09 November 2023 /wealth /predictions Artificial Intelligence and Financial Services
Harriet Christie Chief Operating Officer at Mirrorweb
When JP Morgan Chase was fined $200 million for recordkeeping failures in 2021, it felt monumental. While ‘ephemeral messaging’ penalties were admittedly a new proposition, the size of the levy should have drawn a line in the sand and led to a tectonic shift in compliance procedures for financial services organizations. What has unfolded since has...
08 November 2023 /regulation /wealth Regulatory Reporting
Tommaso Migliore CEO & Co-Founder at MDOTM Ltd
Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency. The remarkable application of such technology in this field has then grabbed substantial attention, particularly from large financial institutions, to the point that...
08 November 2023 /wealth
Darren Winfield Insight Consultant at Defaqto Ltd
Robo-advice, or digital wealth management, is gaining popularity, particularly with Gen Z, as a way for individuals to receive financial advice and invest their money using algorithms and technology through apps and web-based platforms rather than human financial advisors. As Gen Z continues to gain financial knowledge and independence, the adopti...
06 November 2023 /wealth /predictions Digital Banking, Mortgages and Savings
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