wealth management solutions
digital private wealth, wealth management, digital private wealth management, digital wealth management, wealth management solutions
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.
digital private wealth, wealth management, digital wealth management, wealth management solutions
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?
blockchain, digital wealth management, wealth management solutions, data science, blockchain technology
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?
wealth management solutions, data science, artificial intelligence, machine learning
This is the first piece in a series of three short articles that will address investing in non-bankable assets and focus on critical considerations when one’s investment portfolio includes such alternative investment vehicles.
wealth management solutions, investment solutions, machine-generated investment strategies, automated portfolio
Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.
digital wealth management, wealth management solutions, client centricity
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.
Cloud adoption has accelerated worldwide thanks to more familiarity, a better understanding and proven implementations. As with other sectors, in recent years wealth management firms have been facing huge pressure to improve operational efficiency and performance.
innovation, cloud banking, digital wealth management, wealth management solutions
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 private wealth, wealth management software, digital wealth management, wealth management solutions
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.
Recent fintech trends suggest digital investment advisors will manage over $2 trillion by 2020, prompting successful banks to invest heavily in such software.