87 Results from 2023, /wealth
Luigi Wewege President at Caye International Bank
Lithium has been dubbed the "new white gold" due to its increasing importance in the global economy and its potential to revolutionize various industries, particularly electric vehicles (EVs) and renewable energy. This nickname stems from the article's assertion that lithium is poised to become a vital resource in the shift towards clean...
20 April 2023 /wealth /predictions Business
Retired Member
These days, there are many travel programs available that allow people to move around from country to country with greater ease. This phenomenon has opened many different opportunities for people to explore. Over the years, many people have benefitted from migrating to new places. Some people do it because of their circumstances, while others do it...
15 April 2023 /wealth Bigger than Technology
Nathan Stevenson CEO and founder at ForwardLane
Financial advisors are increasingly turning to technology to help them provide the best advice for their clients in the most efficient manner possible. One of the most effective tools for this task is Generative Pre-trained Transformer (GPT) chatbot technology. GPT technology can provide tailored guidance that takes into account individual client ...
13 April 2023 /wealth Artificial Intelligence and Financial Services
Ravishankar Poonjolai Consulting Partner at TCS
The Consumer Duty regulation sets higher and more defined standards of consumer protection across UK financial services sectors and requires FCA (Financial Conduct Authority) regulated firms to put their retail market customers’ needs first. This affects financial service providers such as banks, building societies, insurance, life & pension f...
13 April 2023 /regulation /wealth Banking Regulations
Simon Gegen Financial cloud services and wallet solutions at Holla-Tech
Investing in the stock market can offer excitement and potential financial gain, but it's essential to recognize that all investments carry inherent risks. There are a few certainties regarding managing your money and navigating the stock market. That said, reliable investment columns will always emphasize the importance of understanding and mana
07 April 2023 /wealth Capital Markets Technology
Diederick Van Thiel Visionary Board Member | CEO | NED at AdviceRobo | Ecology Innovations | IKANO | Channel
The current banking climate is facing a lot of changes and challenges that banks need to address urgently. Credit Suisse was recently acquired by UBS for $2 billion, while Silicon Valley Bank was split over First Citizens and HSBC. Additionally, the FED and ECB have raised interest rates, and the global workforce is shifting towards being mostly m...
05 April 2023 /wealth /retail Banking Strategy, Digital and Transformation
In the middle of the great financial crisis I remember listening to Bill Mott, one of the leading fund managers at the time, discussing the challenging task central banks had ahead of them. He called it the “biggest financial experiment in history” and related the challenge to pulling a brick with a piece of elastic. There is some effort required...
30 March 2023 /regulation /wealth Banking Strategy, Digital and Transformation
Eric Mellor Wealth Management Specialist at Temenos
2022 was an important year for the global wealth management sector. The global pandemic saw wealth managers scramble to digitize service offerings and enable both remote servicing and distribution. Political challenges saw an increase in global mobility and record cross border asset flows as investors sought safe havens for their capital. Looking a...
29 March 2023 /wealth /predictions Banking Strategy, Digital and Transformation
The changing contours of the wealth management industry The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations of a new generation of investors, a continuous influx of innovative products and a number of new and disruptive technologies. Additionally, increased regulatory thr...
23 March 2023 /wealth /markets Finextra site news
Rahul Kambli Sr. Product Owner at Genesis Global
Accessing the primary market for corporate bonds can be lucrative for asset managers astute about pricing and credit quality. However, surveilling the market, managing data on new issues and making investment decisions quickly enough are challenges for most buyside institutions. In contrast, on the sell side of the new issue market, syndicating ...
14 March 2023 /wealth /markets
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.