Managers of Wealth Fintech

Balancing technology and personal interactions

Whether family offices with multi-generational families or high-end wealth managers looking to appeal to clients’ heirs, technology can bridge the generational divide.

Wealth and Asset Management 4.0

How digital, social, and economic trends will transform the investment industry

NFTs - a legal minefield

Over time, the law as it applies to NFTs linked to art, will no doubt evolve in the same way as the law related to online platforms has evolved.

Keeping Up With Institutions in a Race to Net Zero

By and large, the institutional investors interviewed exhibit a high degree of confidence in their ability to make meaningful progress in developing their organization’s ESG investment approach.

Bank of America Executive Sees Crypto as Asset Class: 'I Don't View It as Competition at All'

Bank of America COO Tom Montag talked about cryptocurrency Thursday in an interview with Chainalysis CEO Michael Gronager at a conference hosted by the blockchain analytics firm in New York.

Ensure your organisation is well prepared for future disruption

It’s been a few years that the Bank of England, in collaboration with the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA), have started their consultation on regulation that will shape the UK financial sector for the

Why would investors switchtheir financial advisor?

A look at investors’ relationship with their relationship manager

Crealogix Special Issue November 2021: Development banks

Find the answers to these and many other questions on digital funding in this special edition of CREALOGIX Insights for Development banks.

Delio roundtable: Collaboration in private markets – a realistic ambition or impossible to achieve?

Delio is privileged to play a small (but hopefully important) role in helping to connect the wider ecosystem of investors and financial institutions.

JPMorgan estimates CBDCs could save corporates £100 billion in transaction costs

The research specifically outlines four critical elements required for mCBDC implementation

Wealth Management Technology Trends Previsory

Wealth management firms need to leverage the technology trends that are enabling the shift toward scalable, client-centric ecosystems or risk becoming vulnerable to competitors and disruptors.

JPMorgan Touts Hedge Funds, Real Estate Over Crypto for 2022

So-called alternative assets, which also include digital currencies, private debt and private equity, “should continue to outperform into 2022,” JPMorgan strategists wrote.

Broadridge Reports First Quarter Fiscal 2022 Results

"Broadridge reported strong first quarter results," said Tim Gokey, Broadridge's CEO

Leveraging a strong UXD process to gain your client’s trust

UXD is the process used by design teams to create specific products considering the whole context: from the user’s most intimate thoughts to the whole context of use in the physical world.

2021 Global Climate Survey

How investors are taking on the risks and opportunities of climate change

Digitization critical to handling $45 trillion assets: BNY Mellon

“Our payment flows are one of the largest in the world,” he added.

Five trends driving compliance automation in wealth management

Because compliance relies on data that is often collected from disparate systems, the manual processes that have long been the standard are particularly error-prone and expose firms to the risk of penalties.

Don't Choose Extinction

The amount spent directly on these subsidies could pay for COVID-19 vaccinations for every person in the world

NFTs are attracting a new generation of visitors

They maintain the original dimensions, are strictly limited in production, secured against theft and are accompanied by an NFT and a certificate of authenticity.

Firm foundations and digital transformation put Qatar’s banking sector on recovery path

The report also charts the asset growth evident within the Islamic finance segment in particular, and highlights the high-value opportunities available for players operating in the field, which include infrastructure funding, green sukuk issuances and mor

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