Managers of Wealth Fintech

More than 20 million Brits targeted by financial scammers

‘It is worrying to see the sheer scale’ of the problem

Objectway Releases Joint Research with Compeer "Setting the Digital Agenda for the Next Normal" in Wealth Management

Predictably, all wealth managers see ESG as a commercial opportunity.

Most institutional investors expect to buy digital assets, study finds

This included direct cryptocurrency investments or exposure through stocks of cryptocurrency companies or other investment products.

Reality Check for Swiss «Crypto Valley»

Crypto Valley now has 960 companies employing 5,200 people

Automation, digitisation and AI are ripe areas for investment: Investcorp survey

Institutional investors said aging population and climate change are top trends too

After a year that disrupted the industry, global rankings show that fintech is thriving

The report also shows that significant investment came into the sector during the year.

Fraud alert: Impersonation scams continue to soar in 2021

Quilter is warning people to stay alert to the risk of impersonation fraud, and has published a new video on its ‘Stay Safe’ webpage to provide customers, advisers and the wider public with tips on avoiding such scams.

World Wealth Report 2021

The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools

Digitalisation and sustainability are top priorities for consumers in the Middle East, PwC report says

The PwC Middle East report charts the shift in consumer attitudes after a period of upheaval

Refinitiv releases findings of 2021 Financial Crime in the Middle East and North Africa survey

Covid-19 put an enormous burden on the risk and compliance functions in a very short amount of time

Study Finds That Digitally Mature Companies Saw Valuations of 23%, on Average, Above Precrisis Levels Within Six Months of the Pandemic’s Start

The study revealed that despite major declines at the start of the pandemic, companies deemed the most digitally mature saw valuations 23% above precrisis levels, on average

Going for growth

Automating the client lifecycle

SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021

Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year

The future of wealth management is hyper-personalisation, says Objectway survey

The paper illustrates interesting findings on the applications of hyper-personalised services in Wealth Management

Research report: Managing the client lifecycle

Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.

A&M Taxand 2021 Global Guide to M&A Tax

The past year also left the markets wondering whether a trade deal would ever be struck between the UK and the European Commission as the Brexit deadline loomed.

Financial Advisers under 45 want more from their tech stack

Shows that financial advisers under the age of 45 are more likely to work in firms that spend more on tech

Benchmark for Sustainable Banking - Research Report

The main barriers cited by banking executives to adopting sustainable behaviours varied across regions.

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services, Highlighted in Whitepaper from Broadridge

To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based applications and data-driven insights

M&A in tech, digital, media and marketing is bouncing back

Global M&A activity in technology, digital, media, and marketing bounced back in the first quarter of this year, passing pre-pandemic levels, according to a report by M&A advisory firm Ciesco.