Tags: , , , , ,

THE DIGITAL AGE OF WEALTH MANAGEMENT

THE DIGITAL AGE OF WEALTH MANAGEMENT

Millennials are identified as those born between the 1980s and the new millennium. This generation is challenging the traditional way in which financial services are delivered. The old way of doing business, more in the form of a ‘gentlemen’s club’ […]

Continue Reading >

TECHNOLOGY INVADES COMPLIANCE WITH REGTECH

TECHNOLOGY INVADES COMPLIANCE WITH REGTECH

Lately, particularly after the financial crisis, the financial sector has witnessed an increase in regulatory requirements, both in terms of restriction and disclosure. Compliance burns indeed lots of time and resources (human and capital), especially if we consider that implementing […]

Continue Reading >

THE TECH GAP

THE TECH GAP

69% of High Net Worth Individuals (HNWIs) use online banking. 47% of HNWIs not using robo-services would consider them for the future. This is to say how the tech appetite is remarkable in the segment, which might be an alarm […]

Continue Reading >

BREXIT ON UCITS FUNDS

BREXIT ON UCITS FUNDS

There is no doubt on the potential negative effect ‘Brexit’ may have on the UK asset management industry. But how much would this separation be painful? Concerns are related, among the many issues, to the UCITS funds. These european-level regulated […]

Continue Reading >