Raktim Singh Senior Industry Principal at Infosys
Historically, wealth management was limited to the family's elders. These individuals, assisted by advisors and chartered accountants, made prudent and secure investments, guaranteeing the absence of concealed charges or hazards. Those in the upper echelons of society were the primary investors, and their holdings were typically limited to real est...
30 December 2023 /wealth /retail Financial Inclusion
Quantum computing is changing the game in finance. Financial modeling is becoming more efficient, secure, and intelligent using this revolutionary technology. Here are three things that will make you look at your financial world differently. 1. Super Speed Calculations : Our computer operates on a binary system of ones and zeros. But with quantum ...
26 December 2023 /wealth /retail Innovation in Financial Services
Nigel Semitecolos Head of WM IAG at TCS
In my series so far, I have explored the digital hybrid advice and the underlying data requirements that are driving strategies for Wealth Managers as they look to the future. In this third and final article of this series, I will explore the democratization of products and services by Wealth Managers. Democratisation of Products The improvements ...
21 December 2023 /wealth
Asset tokenization refers to representing digital tokens on a blockchain, which confirms the rights of ownership of real-world assets. Many of us want to own a piece in various types of masterpieces. Remember your childhood days when you tried to collect stamps, coins, or different kinds of stones? Many people have a hobby to buy and collect paint...
19 December 2023 /wealth /retail Tokenomics
James Barker CEO at HIVE
Banks are finally starting to adopt wealth management alongside their daily banking capabilities. Frankly, it's about time! The notion that a bank relationship would be limited to spending and borrowing, without helping to invest and grow, has for a long time struck me as fundamentally flawed. With the adoption of embedded wealth management, banks...
18 December 2023 /wealth /retail Banking
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Prologue The thematic investing allows clients to invest in long-term ideas and trends and enables them to capture potential opportunities emerging due to economic, technological, and social changes. Broadly, the thematic investment classified as disruptive (OpenAI, autonomous driving), megatrends (demographic shift, resources scarcity) sustainabl...
18 December 2023 /wealth Capital Markets Technology
Jeremy Takle Founder and CEO at Pennyworth
In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In this article, we'll discuss how financial AI is transforming personal finance and closing the advice gap by offering intelligent, automated wealth manag...
14 December 2023 /wealth /retail Artificial Intelligence and Financial Services
In my previous blog, I explored the UK Wealth Management market, and delved into one of the key themes I identified. Specifically, this looked at the hybrid digital advice journey, supporting both existing and future clients through a digitally led advisory offering, but with the need to have touch points leveraging a more traditional Relationsh...
14 December 2023 /wealth
Darren Winfield Insight Consultant at Defaqto Ltd
On the 12th December 2023 the FCA have written to adviser platforms and SIPP operators to ask why the interest rates on cash balances are so low in comparison to the Bank of England base rate (currently 5.25%) The Dear CEO letter points to consumer duty and the cross-cutting rules that expect acting in good faith, are not being adhered to and that ...
12 December 2023 /wealth Personal Finance
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
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