Latest Portfolio management News: Finextra Research

Finextra TV/wealth

Do We Need More Client Solutions and Less Products?

Providing insights into where the future of investment technology should be headed, Bernard del Rey, founder and CEO, Capital Preferences described how the industry has typically been too invested in products and portfolios. What he believes should be the central focus for the future now are solutions that provide a better, clearer understanding of the end client in order to inform hyperpersonalization.

13 August 2025

Finextra TV/wealth

Wealth Management: Both Easier & More Complex Than It Ever Was

Attending the Communify Fincentric Experience 2025, Michael Smith, EVP - Business Development, Communify Fincentric spoke to FinextraTV about the seemingly conflicting outlook of the current wealth management industry. In some sense, Smith believes, there are more tools to make the process easier but, at the same time, it is harder than ever to be successful. Diving into client requirements and the definition of a good product, Smith provides his expert analysis of the situation.

13 August 2025

Finextra TV/crypto

How Digital Assets Are Leading Wealth Portfolios

Joining FinextraTV at Money 20/20 in Amsterdam, Waqar Chaudry, Head of Digital Assets, Financing and Securities Services, Standard Chartered explains the long-term outlook on digital assets in wealth portfolios. Providing examples of how cryptocurrencies, especially, have outperformed other asset classes, Chaudry describes how corporates, specifically, have become key drivers of this popularity. As part of this, he further explains how more traditional institutions can provide unique insights to this more modern innovation.

07 August 2025

Finextra TV/wealth

The 3 Most Compelling AI Use Cases in Wealth Management

As part of our new Future of Wealth Series, Joe Bonanno, Global Head of Data Analytics & Innovation - Citi Wealth, Citi joined FinextraTV to discuss some of the key components of the current wealth management sector. Specifically, Bonanno brings insights into how AI is being receieved across the industry and the ways in which it is particularly useful in relation to data inputs for large language models, task optimisation and research.

05 August 2025

Finextra TV/ai

How AI Can Reduce Decision Fatigue for Asset Managers

Joining the FinextraTV Virtual Studio, Phil Cox, COO, Russell Investments and Roshan Shetty, BFSI & Public Sector Head - Americas, Tech Mahindra discuss the decision fatigue within asset management currently and how AI helps alleviate that. Splitting the task abilities that can be improved into analysis, portfolio construction, risk management and trading strategies, Shetty and Cox debate the ease if AI adoption into existing processes and how information-based tools have risen to the top.

30 July 2025

Finextra TV/wealth

Australian Wealth: How Superannuation Growth is Prompting Technology Conversations

Whilst at the Communify Fincentric Experience 2025, Lachlan Hardy, Head of Sales & Business Development - APAC, Communify Fincentric helped to provide his unique insight into how the Australian wealth market compares to others. Speaking to the growth of self-directed wealth and superannuation funds, Hardy describes how one of the key considerations are around how technology is interacting and enabling this growth.

23 July 2025

Finextra TV/wealth

The 3 Key Trends in Wealth Management in 2025

Whilst at the FinextraTV Studio at the Communify Fincentric Experience 2025, RP Sandilya, Broadridge, explained 3 of the key trends he's seen in wealth management recently. From the democratisation of the industry as younger investors come into the market to the changing system requirements and modernisation.

01 July 2025

Finextra TV/markets

Communify Fincentric Unifies Financial Data with Acquisition from S&P Global

John Wise, Chairman and CEO of Communify Fincentric, explains the backstory to the company's acquisition of Markit on Demand from S&P Global. Aimed at fixing the financial industry's persistent challenge of fragmented data, this strategic move unifies client and market information in a single platform, integrating over 4,000 global data feeds to enhance AI-driven insights for portfolio managers, advisors and self-directed investors. By merging these data sets, the business intends to set a new standard for the broking, wealth and asset sectors, enabling institutions to navigate complex data landscapes and drive growth in a digital world.

15 August 2024