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News and resources on wealth, investment management, robo and advisor markets worldwide.

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Expert opinions

Guy Melamed

Guy Melamed CEO at Exberry

New Year’s Resolutions for Market Infrastructures in 2024

Traditional financial infrastructure providers are increasingly considering upgrading their trading systems to align with modern times. This is both based upon strategic developments taking place over the past couple of years (Microsoft investing £1.5bn in LSEG, Nasdaq collaborating with Amazon for cloud infrastructure, and Google injecting $1bn i...

/inclusion /markets Capital Market Technology

Anish Kapoor

Anish Kapoor CEO at AccessPay

Corporate Payments in 2024: APP fraud, ISO 20022-readiness and generative AI

The start of a new year is a natural time to consider what lies ahead. Here, we look at four key themes in corporate payments: Authorised Push Payment (APP) fraud, operational resilience, generative AI and ISO 20022, and consider what lies in store for 2024. Authorised Push Payment Fraud Combatting APP fraud will be high on the agenda for many orga...

/payments /predictions Finextra site news

Priya Kumari

Priya Kumari Digital Content Marketing Specialist at MSys Technologies

The Resilience of Credit Unions: Shaping the Future of Consumer Loans

Introduction While credit unions have experienced a slight slowdown in growth, they have proven to be more resistant to market fluctuations compared to banks. Despite facing challenges, credit unions have managed to maintain their share and even make gains in specific sectors. This article explores the recent trends in credit unions' consumer loan...

/payments /markets Banking

Raktim Singh

Raktim Singh Senior Product Leader at Infosys

Democratized AI

What is Democratized AI: The democratization of artificial intelligence entails universal access to AI. Put simply, open-source datasets and tools, which were created by prominent corporations , require minimal user expertise in artificial intelligence, allowing anyone to construct groundbreaking AI software. The underlying principle of 'Democrat...

/retail /inclusion Artificial Intelligence

Mantvydas Štareika

Mantvydas Štareika CEO at CapitalBox

Alternative sources of finance should support SMEs

Small and medium-sized enterprises, SMEs, make up 99% of all European companies and are the backbone of the EU economy, as they account for the vast majority of growth in the labor market. Despite that, SMEs are still seriously underfunded, in fact by as much as around €400 billion in the EU alone according to a recent study. The reason is that SM...

/retail /inclusion




Don’t go extinct - How Wealth Managers can remain relevant

Transformation drivers and actions to prioritise Until recently, the wealth management industry in the UK has been largely homogeneous, with most traditional firms offering similar products and services to similar customers under similar business models. Fintech has been chipping away at these norms for a few years, but even in 2021, traditional wealth managers with rudimentary digital tools still dominate the market.  However, the pace of change has accelerated in the last year.  Newcomers are arriving in droves with engaging customer experiences, new technology and convergent services that address the historical limitations of the wealth industry, while opening new doors to new opportunities.  Now Covid-19 has put the industry into the spotlight, exposing some enduring weaknesses and highlighting the need for modernisation.  In a post-pandemic world, wealth management companies that are willing to innovate will begin to pull sharply away from those that are stuck in the past. Everyone hoping to remain relevant in this space - banks, advisory firms, asset managers, investment managers and technology providers - must be ready to drive transformation or risk extinction.  Download your copy of this Finextra impact study, produced in association with Cognizant, to learn more.   



The Future of ESGTech 2022

Employing Data to Deliver on the UN's SDGs The unrealised potential for data to serve fertile, yet dormant, use cases is limitless. Therefore, empowering the reclaiming and repurposing of data is paramount if data is to lead to all people living in peace and prosperity. This endeavour has not progressed due to the entities holding data being unwilling to exchange data over concerns around data protection and security or the prioritisation of the desire to capture direct returns on investment. Others may also be reluctant to share data in hope they gain market power or competitive advantage. In financial services, this has not been the case. With the second Payments Services Directive or PSD2, banks are required to open access to data and share with other organisations. This has increased transparency of pricing, improved security through authentication and verification and encouraged banks to use application programming interfaces (APIs) for this disclosure of information. This shift to a digital economy will continue and will result in an attraction to a platform where financial data can be used to offer value-added services to other industries. One example would be open finance, an API-enabled offering, now facilitates the sharing of financial products, data, and services between independent parties, going beyond the regulatory requirements set out around open banking. By utilising APIs, financial institutions can implement open finance solutions to offer people greater product choice and control over their finances and data. Repurposing different types of data can amplify the impact of data on economic, environmental, or cultural development, can help fill information gaps and cultivate new perspectives. However, the world is behind schedule on achieving the United Nations’ Sustainable Development Goals. This report will focus on specific targets, however, not all, and consider how environmental, social and governance (ESG) data can be utilised by financial institutions and fintech firms to achieve the SDGs and ensure global communities can migrate to a circular global economy.



The Future of Wealth Management 2022

A sector at the beginning of its digital renaissance. Increased digitisation of goods and services throughout the 2010s gathered pace long before Covid-19 turned the global outlook on its head. The pandemic served only to reaffirm this shift to digital as a matter of urgency.    The wealth management sector was not spared the upheaval; however, it appears to be emerging from the crisis with an invigorated sense of progress.    The disruptive forces of digitisation and Covid-19 are now joined by a groundswell of consumer expectation. This is clearly witnessed in the soaring uptake of retail investment tools and applications, greater access to financial instruments and widespread revolt against the traditional inaccessibility of financial services.  This report, the Future of Wealth Management 2021 with interviews from Accenture, Coutts, Hargreaves Lansdown, Nutmeg, Oxford Risk, Tilney Smith & Williamson, and UBS Global Wealth Management will explore the forces currently shaping the industry. It will examine not only what these forces are, but how and why they form the structural foundation for a sector which is at the very beginning of its digital renaissance.




Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

Speaking at TCF 2023, Matthew Lee, Global CTO & Head of Innovation BFS, Cognizant, and Mel Jacobs-Kemps, CIO, Wealth Management & Corporate Banking, ABN AMRO, discuss their joint partnership with Temenos. We hear about what's important to each about the collaboration and how they are working on the Temenos platform, about the strategic choices made recently, and where the focus will be for ABN AMRO going forward.


Long reads

Christian Kent

Christian Kent Managing Director, Financial Services & Technology at Houlihan Lokey

Can the wealth management industry embrace technology in the race for alternatives?

Individual investors hold 50% of the estimated $280 trillion of global assets under management, though their allocation to private capital is just 16% and, in some segments, materially lower. Until recently, private investors had scorned greater allocation due to structural barriers: high minimum investment thresholds, the need and expectation of ...

Paige McNamee

Paige McNamee Senior Reporter at Finextra

Wealth management: Evolving the role of wealth advisor for a digital future

Expectations of both the relationship manager and the customer are shifting. The typical investor profile is not only evolving, but bringing with it a host of new demands rooted in the expectation that services are instant, personalised, and offer a pleasantly seamless customer experience. The role of wealth manager leans fairly heavily on sales a...

Liz Field

Liz Field Chief Executive at PIMFA

Is the future of the wealth management industry here?

If I were ask you to conjure up an image of the wealth management industry, it would come as little surprise if you were to describe wood panelled offices and pinstriped suits. To describe the sector as one of the most traditional within the City of London’s Square Mile, whether that reputation was deserved or not, certainly until a few years ago,...