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375 Results from /wealth

Retired Member

Retired Member 

Next-gen estate planning: Time to embrace digital transformation

Abstract One of the few sectors that has witnessed positive growth post the pandemic is the estate planning industry. After a period of negative growth during pre-pandemic times, there is now an increased awareness among individuals to seek professional advice for creating a well-documented estate plan to manage their assets in case of death or in...

/wealth /crypto Banking Strategy, Digital and Transformation

Retired Member

Retired Member 

How to select a compliant cryptocurrency savings platform in Europe

If you are a European investor in any asset class, you know that inflation is at a ten-year high and that it is critical to deploy cryptocurrency to hedge against creeping inflation and create high-yield passive income. But which company should you trust with your digital assets such as Bitcoin and USDT? There are all kinds of cryptocurrency wealt...

/wealth /crypto SEPA and European Payments

Akshaya Chandra

Akshaya Chandra Head of Innovation, Technopreneur at Tata Consultancy Services

Are we saving enough today, for a better tomorrow?

Someone wise said, ‘Growing old is inevitable, growing up is optional’. The global population is ageing. According to World Health Organisation (WHO) report, population of 60+years in the world increased from 12% to 22% between 2015 to 2020. This increase has occurred rapidly and unequally in the World. AgeUK 2019 report says in the UK, alre

/wealth /inclusion Personal Finance

Retired Member

Retired Member 

Silent Disco

Before the world went into lockdown my wife arranged a child free weekend for us in London which included spending the night at the silent disco in The Shard. The concept being three DJ’s, Red, Blue and Green, battling it out to get the most listeners, with the headphones glowing Red, Blue or Green to indicate who you were listening to. Like most ...

/people /wealth Financial Inclusion

Andy Boniface

Andy Boniface Head of Product at GBST

Will Internet of Things transform the wealth management customer experience?

In recent years, there has been a lot of talk about the potential of the Internet of Things (IoT) to revolutionise how we live. From microwaves that scan food packaging and follow cooking instructions, lights that switch on and off as we enter and leave rooms, to fridges that automatically order items as we run out, the vision is that connected de...

/wealth

Retired Member

Retired Member 

Orchestration: the key for banks to capitalize on digital assets

The IPO of Coinbase earlier this year was a moment of great symbolism. The listing of the world’s largest cryptocurrency exchange is another manifestation of crypto going mainstream. But it also underlines the disruption blowing through financial services. A direct listing, it cuts out the usual intermediaries as decentralized finance also threate...

/wealth /crypto Banking Strategy, Digital and Transformation

Retired Member

Retired Member 

10 Types of Business Budget to Consider at the Budget Planning Stage

Did you know that the majority of small businesses don’t even bother creating budgets? It’s true, as the statistics show. Consequently, they suffer from a lack of financial oversight; without budget planning, you don’t know how things go in your organization. To start planning your budget, first, you need to know that there are several budget types...

/payments /wealth Treasury Management

Retired Member

Retired Member 

How Can FinTech Transform Investment Banking

The traditional investment banking industry has had a hard time adapting legacy technology – but as the digital revolution continues to sweep across finance, the time for transformation has come. FinTech will transform investment banking in many ways, including using innovation to massively boost efficiency and leverage advanced technologies such a...

/wealth /devops Fintech

Retired Member

Retired Member 

A moveable feast

A number of years ago a great friend of mine was in need of a change of pace for the same reasons Hemmingway made his famous crossing to Cuba. We opted for Barcelona but channelled some Hemmingway spirit in amongst the lazy lunches, siestas, architecture and leisurely pace. Hemingway’s influence was in the form of Mojitos which we concluded were ...

/wealth

Retired Member

Retired Member 

Three Drivers Towards Outsourcing Services

Pressure has been mounting for financial services firms to digitally transform for years, as significant inefficiencies in terms of operations and technology persist. In 2021, we have reached a threshold point: sustained fee pressure, regulatory complexities, a new wave of cybersecurity risks and a desperate need for cost transformation are forc

/security /wealth Hedge Fund Technology

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