January 16, 2024

The Top Four Family Office Use Cases For AI

Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.

January 11, 2024

Understanding Asian’s Emerging Wealth Management Landscape

Asian business founders and wealth owners are ageing, and more of them than ever are transferring their assets to younger family members in what has been dubbed the Great Asian Wealth Transfer. This trend is setting the stage for private wealth management advisers and banks to shine through comprehensive estate and legacy planning.

January 11, 2024

What Is Wealth Data Virtualisation?

The ability to extract actionable, real-time insights from multi-source data is an increasingly important success factor for wealth management businesses. Here we introduce data virtualisation as a way for them to build this ability and why they should consider adding it to their digital tool belt.

January 11, 2024

ESG Trends For 2024: Further Steps Toward A Sustainable Future

As we enter 2024, a new wave of ESG trends will shape the business world and drive positive change. Here we present the top trends for 2024, providing valuable insights for companies looking to make a meaningful impact. From mandatory reporting requirements to supply chain transparency, these trends will pave the way for a more sustainable future.

January 4, 2024

WealthTech In Asia-Pacific

WealthTech is defined as any technology-enabled wealth fintech that facilitates the distribution, manufacturing, and post-trade and back-office activities across the wealth management value chain. With its growing economy and increasing wealth, Asia-Pacific is becoming an important region in global wealth management. However, the industry is still nascent, with around 40 to 45% of personal financial assets (PFA) in cash and deposits.

January 3, 2024

In The Know: Digital Wealth Platform Basics

Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.

January 3, 2024

How Recent Tech Trends Are Revolutionising Wealth Management

The wealth management industry is currently undergoing a major transformation due to the rapid advancement of technology. In order to keep pace with clients' expectations and stay ahead of their competitors, businesses in the wealth management sector are prioritising data and digital innovation. In this article, we will explore the recent key technology trends in wealth management and their implications for the industry.

December 26, 2023

Digital Age And Wealth Managers: What Is Changing

In a world increasingly steered by data-driven algorithms and machine precision, Ultra-High-Net-Worth Individuals (UHNWIs) and High-Net-Worth Individuals (HNWIs) find themselves at a crossroads. The transformative power of technology is undeniable. Yet, with such rapid digital evolution come challenges, not just in mastering the plethora of technological tools available but also in preempting an array of evolving cyber threats.

Wealth Management

The Top Four Family Office Use Cases For AI

Understanding Asian’s Emerging Wealth Management Landscape

What Is Wealth Data Virtualisation?

ESG Trends For 2024: Further Steps Toward A Sustainable Future

WealthTech In Asia-Pacific

In The Know: Digital Wealth Platform Basics

How Recent Tech Trends Are Revolutionising Wealth Management

Digital Age And Wealth Managers: What Is Changing

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