Log In
Contact Us
Login
Contact Us

Wealth Management

Six Key Criteria For Assessing Wealth Management Cybersecurity

To streamline their workflows and optimise their results, today’s successful wealth management firms use vast quantities of data covering multiple aspects of their clients’ financial lives, from the values of their portfolios to their personal information.
Read More »

How Robo-Advisors Can Help Human Wealth Managers

Robo-Advisors
Automated, algorithm-driven investment platforms, commonly known as robo-advisors, have emerged as a convenient solution for portfolio management. While able to serve as an alternative to human financial advisors for fee-sensitive clients preferring a do-it-yourself approach, robo-advisors can also provide a valuable tool for traditional, relationship-driven wealth management firms to provide superior services. This article describes how.
Read More »

The Top Four Family Office Use Cases For AI

Family Office 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.
Read More »

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.
Read More »

What Is Wealth Data Virtualisation?

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.
Read More »

ESG Trends For 2024: Further Steps Toward A Sustainable Future

ESG Trends for 2024
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.
Read More »

WealthTech In Asia-Pacific

WealthTech Asia
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.
Read More »

In The Know: Digital Wealth Platform Basics

Digital Wealth Platform
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.
Read More »
Explore More

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Subscribe Now
Left Menu Icon