The latest survey of our partner Orbium, Survive and Thrive to 2025 – Insights from the Wealth Management C-Suite, reveals the challenges ahead for private banking and wealth management.
In this guest blog, Ian Woodhouse, Head of Strategy and Change at Orbium, shows how the company could help wealth managers transform and enhance their future potential.

After five years of hype about digitalization, it’s time to take stock. Which trends have fulfilled expectations? Five years ago, all the talk was of robo-advisory, robotic process automation and distributed ledgers. But which technologies are private banks and wealth managers now using to secure their future?

In today's article, we write about the fundamental problem of exchanging non-bankable assets and present a new method for trading them in the absence of any regulated (public) market. 

Blockchain has been a buzz word for a few years but the announced disruption seems to have disappeared. So where are we since then? Are the promises all gone? Is there really something beyond the hype?

After introducing non-bankable asset investing in the first article of this series, we here discuss some valuation approaches using machine learning to make nBA investing fit for total wealth management.

The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.

With the implementation of MiFID II in Europe and similar standards in other jurisdictions, wealth advice has effectively shifted from a “single-instrument approach” to a “risk-based portfolio approach”. This blogpost is an introduction to what this means.

Increasingly, financial advisors have to determine which category their clients belong to. This blogpost shows how MiFID and FIDLEG guide wealth managers towards a more client-centric approach.

When it comes to choosing a strategic partner, it's not always simple. There might be plenty of options to choose from, but making the right choice can be exhausting, risky and costly.

Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.