Wealth management - Long Reads, News, Articles & Research: Finextra

What’s behind the record highs in secondary market trading?

Brendan Gallen Partner at Reed Smith LLP

What’s behind the record highs in secondary market trading?

Secondary market trade volumes soared to record levels last year, signalling an ongoing and noticeable shift in investor sentiment and portfolio management strategies. A secondary market transaction occurs when an investor buys or sells an existing stake in a private equity fund, venture capital vehicle, or other alternative asset. Secondaries tra...

25 March 2025 /wealth

Low-touch trading: Why personal service still matters

Dominic Lowres Head Electronic Trading at Investec

Low-touch trading: Why personal service still matters

The past decade has seen a steady shift towards automated trading, propelled by ongoing technological innovations and relentless cost pressures. While this trend will undoubtedly continue, an overly narrow focus on costs risks diverting attention from the real needs of clients. The winners in the future of trading technology will be those who succ...

11 March 2025 /wealth

Wealth management in 2025: Tech innovation in focus

Richard Shearwood Wealth Consultant at Simplify Consulting

Wealth management in 2025: Tech innovation in focus

Technology in the wealth management industry cannot be avoided. Firms will have to adapt or die in this fast-moving sector. Businesses need to revamp their business strategy and make sure technology is at the centre of the operation – otherwise they will be left behind in the market by more forward-thinking companies. Technology is reshaping the we...

24 February 2025 /wealth

How APIs can unlock huge value for banks and their treasury customers

Scott Hamilton Contributing Editor at Finextra Research

How APIs can unlock huge value for banks and their treasury customers

When corporate and banking institution systems communicate, it’s all about easier, faster, and more. Data is the product, and Application Programmer Interfaces (APIs) are becoming the ‘golden key’ to sharing it for accounts, transactions, and reporting on both. At the NW Summit of the Association for Financial Professionals, experts from both worl...

22 July 2024 /wealth

Varun Yadav Director of Product, Cash Management Solutions at BNY

How treasury can optimise cashflow

As macroeconomic uncertainty continues, corporate treasurers are seeking out smarter ways to manage their liquidity, improve their working capital and increase operational efficiencies. This article explains how the introduction of virtual account solutions can support these aims. Digitalisation continues to impact all aspects of our personal live...

25 June 2024 /wealth

Can the wealth management industry embrace technology in the race for alternatives?

Christian Kent Managing Director, Financial Services & Technology at Houlihan Lokey

Can the wealth management industry embrace technology in the race for alternatives?

Individual investors hold 50% of the estimated $280 trillion of global assets under management, though their allocation to private capital is just 16% and, in some segments, materially lower. Until recently, private investors had scorned greater allocation due to structural barriers: high minimum investment thresholds, the need and expectation of ...

16 May 2023 /wealth

Wealth management: Evolving the role of wealth advisor for a digital future

Paige McNamee

Wealth management: Evolving the role of wealth advisor for a digital future

Expectations of both the relationship manager and the customer are shifting. The typical investor profile is not only evolving, but bringing with it a host of new demands rooted in the expectation that services are instant, personalised, and offer a pleasantly seamless customer experience. The role of wealth manager leans fairly heavily on sales a...

11 April 2023 /wealth

Is the future of the wealth management industry here?

Liz Field Chief Executive at PIMFA

Is the future of the wealth management industry here?

If I were ask you to conjure up an image of the wealth management industry, it would come as little surprise if you were to describe wood panelled offices and pinstriped suits. To describe the sector as one of the most traditional within the City of London’s Square Mile, whether that reputation was deserved or not, certainly until a few years ago,...

27 March 2023 /wealth

Six questions to ask yourself on investment risk

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Six questions to ask yourself on investment risk

It is easy to be seduced by the potential upside for an investment. If the market for electric cars is growing, surely Tesla is a good investment? Or if stay-at-home fitness is the latest trend, Peloton shares are likely to fly. If inflation is soaring, gold must be a good bet, or if interest rates are rising, it’s the time to buy banks. This migh...

03 August 2022 /wealth

Regular vs lump-sum investing: Which is right for you?

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Regular vs lump-sum investing: Which is right for you?

Choosing whether to invest larger sums infrequently, or smaller sums frequently, may not seem like an important decision, but each approach can lead to profoundly different results. There are two main routes into financial markets. Investors can drop in large sums in one go or they can drip feed money into the market via regular savings. Few people...

28 June 2022 /wealth

Getting the right balance for your ISA investments

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Getting the right balance for your ISA investments

Investors will often spend a lot of time and effort choosing the right investments for their ISA each year, but existing portfolios don’t always attract the same level of attention. This can lead to your ISA portfolio becoming unbalanced, ill-prepared for changes in market direction and out of sync with your long-term financial goals. A well-consi...

08 June 2022 /wealth

Early birds reap the benefits from tax-free savings

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Early birds reap the benefits from tax-free savings

Often how you invest is as important as where you invest. Many investors know about the importance of using their ISA allowance but fewer think about using it early. If you’re serious about investing for the future, getting an early start can make a real difference to your wealth. Tax efficiency can add up over time Using their ISA allowance eac...

23 May 2022 /wealth

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