Chandresh Pande Consultant at TCS
As per the latest survey, one in four people has lost track of at least one pension in the UK, with almost three million pension pots left unclaimed. The estimated combined value of these unclaimed pensions is a staggering £26.6 billion1. Thus, a pressing need was long felt by the authorities and pension holders in the UK for a program that helps ...
24 June 2024 /wealth /inclusion Consumer Financial Health
Jose Pierre CEO at Marketware International, Inc.
In the complex and ever-evolving world of wealth and asset management, strategic consulting plays a pivotal role in shaping the future of firms and ensuring their sustained growth and competitiveness. At its core, strategic consulting involves providing expert guidance and actionable insights to navigate challenges, capitalize on opportunities, an...
15 June 2024 /ai /wealth Fintech World
Harriet Christie Chief Operating Officer at Mirrorweb
The typical narrative is that as time passes, digital regulation becomes more stringent. Accountability becomes a greater requirement as technology continues to advance and occupy a more meaningful proportion of our professional lives. There’s nothing new here, and yet recent regulatory activity has been even more intense than expected across a va...
06 June 2024 /regulation /wealth Fintech
Matt Ryan Chief Transformation Officer at Reef
Digital Hospitality is a new paradigm in client engagement that emphasises what can be done through next-generation digital tools to engage clients. These tools have been used for years, but have significantly increased during the pandemic as face-to-face meetings became less common. Today, they are a part of many companies’ outreach efforts, so w...
06 June 2024 /ai /wealth Artificial Intelligence and Financial Services
Joris Lochy Product Manager at Intix | Co-founder at Capilever
With an audience of fintech enthusiasts, I am probably preaching to the choir, but investing your excess savings remains critical to preserving and hopefully increasing the buying power of your hard-earned money. Unfortunately in practice, this is easier said than done. After years of great enthusiasm, investments in robo-advisors seem to be retur...
03 June 2024 /wealth /retail Digital Banking Trends
Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group
Traditionally, when considering the topic of investments in stocks of public companies, we focus on the trends of the American stock market, as the largest and liquid market in the world. It is a key arena for investors due to its wide diversification, technological innovation and strict regulation. Since the beginning of 2024, the US economy and ...
18 May 2024 /wealth /markets Analytics in Banking
Dmytro Spilka Director and Founder at Solvid, Coinprompter
The blockchain revolution in the wealth management landscape is already underway, and offers a more secure and transparent means for individuals and organizations to build a more sustainable economic future: The age of DeWealth is upon us. Facilitating real-time asset tracking, smart contracts for investment automation, and decentralized control o...
17 May 2024 /wealth
Julia Khandoshko CEO at Mind Money
In 2023, asset managers saw record gains, exemplified by J.P. Morgan's asset and wealth management business, which reported $3.4 trillion in assets under management, a 24% increase from the previous year, totalling $656 billion. Despite last year's strong performance, the looming question for 2024 is how asset managers will adapt to the current h...
14 May 2024 /wealth /markets
David Wilson Senior Business Development Manager at Objectway
In the dynamic landscape of UK-based wealth and asset management firms, the paradigm of outsourcing is undergoing significant shifts, driven by a confluence of factors such as technological advancements, regulatory pressures, and evolving client expectations. We have noted a growing trend among clients in the UK, towards requesting service deliver...
14 May 2024 /wealth Outsourcing Banking, Financial Services Operations
In recent years, financial markets have faced a phenomenon known as the “new standart”. This concept describes economic and market conditions that seemed abnormal and caused panic in the market, but have now become part of the everyday reality for investors and analysts. What are the main characteristics that define the “new normal” and how do the...
02 May 2024 /wealth /markets Financial Risk Management
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