Thought Leaders
Prepare for volatility. Get data, liquidity and efficiency in one place
Global inflation is certain to alter the fixed-income landscape. Whatever actions central banks take and the corresponding effects on yields, …
Casino companies on the rise after the pandemic
The pandemic has been tough on many businesses, and many have struggled to survive. The economy has been pressured by …
Digitalisation set to rocket as Wealth Assurance adapts to new business paradigm and demographics
75% of geographic Europe-based wealth professionals expect a ‘high’ to a ‘very high’ level of digitalisation over the next …
Wealth professionals across Europe are unanimous on the key drivers for choosing their providers
Europe-based wealth professionals based across 12 countries affirm “quality of service” as the most important criteria in selecting a …
Wealth professionals across Europe predict increasing appetite for Unit-Linked life insurance
More than half (57%) of the 677 European-based wealth professionals respondents stated that Unit-Linked life insurance solutions are a …
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The Alternative Investment Forum – A Virtual Experience
The Alternative Investment Forum is back for the 12th year in a new, exciting format as a virtual event, with …
Generation change needs new approaches in wealth management
$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by …
Keeping the trillions of family wealth: How to win next-generation clients
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. …
Ortec Finance Launches Goal-based Financial Planning Solution
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial …
The Gains for Robo Advice and Beyond
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth …
Offering technology-led, bespoke service in HNWI and Affluent banking
Clients in wealth management – independent of the wealth segment – do have a preference for bespoke service, individually tailored …
Fintech industry needs tools to select the right data for clients
Data management is the main challenge for the Fintech industry. Technological developments should consider modular and scalable solutions for companies …
Why Belize is suitable for offshore banking
By Luigi Wewege, SVP of Caye International Bank. When you bring up the idea of offshore banking, it's not unusual to …
Interview with BRP Bizzozero & Partners CEO Patrick Genazzi
Could you explain what BRP is and what it does? BRP Bizzozero & Partners SA is a Swiss group with a …
Client focus and data are forging the path of new private banks
With new competition and customers demanding outstanding service, specialisation is proving the only way to succeed in wealth management 4.0, …