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In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In thi...
In my previous blog, I explored the UK Wealth Management market, and delved into one of the key themes I identified. Specifically, this looked at the hybrid digital advice journey, supporting both e...
On the 12th December 2023 the FCA have written to adviser platforms and SIPP operators to ask why the interest rates on cash balances are so low in comparison to the Bank of England base rate (current...
Finding the Best Wealth Advisor Selecting the right wealth advisor is more than just a strategic choice – it's a commitment that shapes the financial futures of corporations, financial institutions, a...
Student Loan Debt Crisis Worsens as Interest Rates Rise The student loan crisis is growing in the UK. In 2023, the average student loan debt was over £44,000 per student. Beyond this, rising interest ...
Overview The UK is recognised as one of the largest Wealth Management markets globally. Estimates suggest in excess of £3trn, with £2trn in personal liquid investable financial assets held by individ...
Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of cu...
Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of p...
In the ever-evolving financial landscape, buzzwords spring up, causing us to ponder, "What is the real meaning behind this term?" Recently, the phrase "impact investing" has been c...
Irrespective of the industry, AI and ML are now all the rage, and asset management is no exception. By 2027, around 16% of asset managers will supposedly disappear due to a paradigm shift in technolo...
When JP Morgan Chase was fined $200 million for recordkeeping failures in 2021, it felt monumental. While ‘ephemeral messaging’ penalties were admittedly a new proposition, the size of the levy should...
Over the past few years, the adoption of AI into institutional investors' investment processes has proved to be successful in increasing investment results and operational efficiency. The remarkable a...