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
Max Koretskiy Investor, Cо-Founder at Blackshield Capital Group
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
Matt Ryan Chief Transformation Officer at Reef
For many organisations, their website serves as a vital tool to attract new clients and forge lasting relationships. Yet, reports indicate stark disengagement, with nearly half of visitors to financial services (FS) sites departing after viewing just one page. Consider a typical user journey across an FS website and you’ll struggle to find much in...
01 May 2024 /wealth /predictions Marketing in Financial Services
The world of investment and asset management is entering a new era where traditional methods are gradually giving way to innovative technological solutions. This transition, drive not only by technological progress, but also by a change in investor generations, requires the industry to adapt to new realities. This includes stimulating the rapid de...
22 April 2024 /people /wealth Trends in Financial Services
Mikhail Yegorin Head of PR at Jusan Bank
Retail investing has exploded in global popularity in recent years, with retail investors expected to account for 61% of global assets under management by 2030, up from 52% in 2021. The past few years have also seen headline news made by global retail investors, from the ‘meme stock’ craze to recent rushes into stocks such as Reddit and Nvidia. Wh...
10 April 2024 /wealth /retail Financial Inclusion
Harriet Christie Chief Operating Officer at Mirrorweb
The Securities Exchange Commission (SEC) is trying to instigate deep cultural change around compliance following a high-profile crackdown on ‘off-channel’ communications. Many firms find themselves in a difficult scenario – a kind of regulatory purgatory where they know that they need to make significant changes to their recordkeeping infrastruct...
09 April 2024 /regulation /wealth RegTech
Wealth management is an industry with established rules and traditions. For example, one of the first private banks that provided asset management services – the British Coutts – has been operating since 1692. However, recently even this conservative industry is experiencing significant changes. The work of asset managers is complemented by technol...
03 April 2024 /people /wealth Fintech
Serter Kazim Solak Data Engineer Manager at Yapi Kredi Bank
According to Gartner Peer Insights Reviews and Ratings, Microsoft (Power BI), Tableau, and Qlik are frequently the industry leaders in analytics and business intelligence platforms. However, how do these top platforms improve the field of data analytics, what distinguishes them, and what are their alternatives? Introduce yourself to the world ...
28 March 2024 /wealth /predictions
Mete Feridun Chair at EMU Centre for Financial Regulation and Risk
The Financial Conduct Authority's (FCA) recent Wholesale Data Market Study (MS23/1.5) underscores the pivotal role of wholesale data within the financial markets, highlighting its importance for a myriad of critical functions such as identifying investment opportunities, executing financial asset trades, making informed investment decisions, eval...
05 March 2024 /wealth /markets Data Management and Governance
The Financial Industry Regulatory Authority (FINRA) recently released its annual regulatory oversight report for 2024. This has been shared to provide firms with key insights and observations from the regulator’s recent operations, with the aim of improving transparency and strengthening compliance programs for businesses in the finance sector. ...
26 February 2024 /regulation /wealth RegTech
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