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66 Results from 2021, /wealth

Retired Member

Retired Member 

Twelve powerful wealth management trends. Twelve opportunities in 2021. Are you ready?

After a turbulent year businesses are looking for some bulletproof guidance and inspiration, wealth management is no exception. There is no doubt that the Covid-19 has changed the world for ever, but let's not make the pandemic a scapegoat for the woes of asset and wealth management organisations. Prior to the pandemic, the wealth management sect

/wealth /predictions Trends in Financial Services

Thomas Pintelon

Thomas Pintelon Head of Strategy at Capilever

How banks and insurers increasingly push risks towards their customers

In past blogs we have raised awareness of the lack of tooling for clients to properly manage their finances and associated risks. Personal (PFM) and Business Finance Management (BFM) modules are being developed rapidly and keep getting better, but most of these are still limited to a reporting/dashboarding layer. This allows customers to get bette...

/wealth Financial Risk Management

Yuliya Barabash

Yuliya Barabash Managing Partner at SBSB Fintech Lawyers

2021 Agenda: What Should be the Focus of Financial Companies in the Coming Year?

In-house “ecosystems”, D2C, competition for end-users, neobanking via messengers, solutions design for SMEs involving cryptocurrencies, upgrading of payment systems and cloud accounting. Those are the main global Fintech trends I have identified for 2021: Ecosystem creation The year 2020 showed us that global corporations still focus on creating ...

/wealth /markets Banking Strategy, Digital and Transformation

Venkatesh P

Venkatesh P Co-Founder and Director at Maveric Systems

Digitalization: The Future of Wealth Management

The wealth management industry is in the midst of a monumental shift due to changing demographics, the influx of new generation potential investors, transitional global scenarios, and most importantly the rampant digitalization. This pace of change has been long predicted but the pandemic has accelerated its adoption, providing continuous opportun...

/wealth /predictions Banking Strategy, Digital and Transformation

Yuliya Barabash

Yuliya Barabash Managing Partner at SBSB Fintech Lawyers

Top Digital and Fintech Supportive Countries

What are the prerequisites for the Fintech industry to flourish in any given country? I would certainly name an adapted legislative framework, the so-called “regtech”, the economic environment and favorable investment climate, as well as mobile and online technologies penetration and the population’s age and digital literacy. It is the combination...

/wealth /markets Banking Strategy, Digital and Transformation

Yuliya Barabash

Yuliya Barabash Managing Partner at SBSB Fintech Lawyers

Still afraid of payment systems?

No need to be afraid of payment systems Businessmen generally prefer traditional banks, choosing to avoid payment systems. Many people believe that classic banks are much more reliable than payment systems. When we at SBSB offer our clients to open an IBAN account with a payment system, they are usually strongly opposed to this. Their first reactio...

/payments /wealth Banking Strategy, Digital and Transformation

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