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Latest /wealth expert opinions

George Relish

George Relish Editorial Director at Quidable

Student Loan Debt Crisis Worsens as Interest Rates Rise

Student Loan Debt Crisis Worsens as Interest Rates Rise The student loan crisis is growing in the UK. In 2023, the average student loan debt was over £44,000 per student. Beyond this, rising interest rates mean that costs are rising even higher all the time. For many people, this means a lifetime of potential debt repayments. How did the situat...

/wealth Banking and Lending Solutions

Nigel Semitecolos

Nigel Semitecolos Head of WM IAG at TCS

Wealth Management in the UK – Part I

Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individuals and a further £1.9trn sitting in defined benefit pension liabilities. (Source: LEK UK Wealth Management: Spotlight on Value Creation), but it is...

/wealth

Kuldeep Shrimali

Kuldeep Shrimali Consulting Partner at Tata Consultancy Services

Client onboarding an everlasting priority for wealth firms

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer centric business model as it allows to drive business growth by attracting new clients and prospects. The key drivers that propel firms to con...

/wealth Capital Markets Technology

Suman Rao

Suman Rao UK managing director at Avaloq

How design thinking can transform user experience in wealth management

Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of pioneering products like the first mouse for Apple. In recent years, it has become increasingly popular in the financial industry and big financial pl...

/wealth Digital Banking

Retired Member

Retired Member 

What is Impact Investing and 7 Companies That are Transforming the Future

In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been causing some fanfare. Let's decode this concept together. Understanding Impact Investing Envision the melding of social conscience with investment st...

/wealth /sustainable Business

Julia Khandoshko

Julia Khandoshko CEO at Mind Money

Data Is The Future of Asset Management: But It Comes with a Catch

Irrespective of the industry, AI and ML are now all the rage, and asset management is no exception. By 2027, around 16% of asset managers will supposedly disappear due to a paradigm shift in technological advancements and investor expectations. AI and ML technologies are being used in various aspects of the financial industry. It’s all about adopt...

/wealth /predictions Artificial Intelligence and Financial Services

Harriet Christie

Harriet Christie Chief Operating Officer at Mirrorweb

How the SEC keeps raising the stakes on mobile messaging

When JP Morgan Chase was fined $200 million for recordkeeping failures in 2021, it felt monumental. While ‘ephemeral messaging’ penalties were admittedly a new proposition, the size of the levy should have drawn a line in the sand and led to a tectonic shift in compliance procedures for financial services organizations. What has unfolded since has...

/regulation /wealth Regulatory Reporting

Tommaso Migliore

Tommaso Migliore CEO & Co-Founder at MDOTM Ltd

The Four Stages Of AI Maturity: From Base Research To Successful Integration in Investments

Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency. The remarkable application of such technology in this field has then grabbed substantial attention, particularly from large financial institutions, to the point that...

/wealth

Darren Winfield

Darren Winfield Insight Consultant at Defaqto Ltd

Why is Robo-advice so appealing for Gen Z?

Robo-advice, or digital wealth management, is gaining popularity, particularly with Gen Z, as a way for individuals to receive financial advice and invest their money using algorithms and technology through apps and web-based platforms rather than human financial advisors. As Gen Z continues to gain financial knowledge and independence, the adopti...

/wealth /predictions Digital Banking, Mortgages and Savings

Andrea Varga

Andrea Varga Head of Innovation at Aryza

Unlocking Receivables Management Excellence: The Case for Multiple Collection Agencies

In the intricate landscape of receivables management, large companies find themselves navigating a complex web of financial obligations and diverse customer bases. The stakes are high, and the challenges are formidable. In this ever-evolving arena, a compelling shift in strategy is gaining prominence - the engagement of multiple Debt Collection Ag...

/payments /wealth

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