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87 Results from 2023, /wealth

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

From Bearer Bonds to Registered Securities: The Evolution of Finance

In the financial world, securities are financial instruments that represent ownership of a specific asset or claim on an underlying asset. In the past, most securities were issued as "bearer instruments", meaning that whoever physically held the certificate was considered the owner, regardless of the name on the certificate. It created

/regulation /wealth Fintech innovation and startups

Retired Member

Retired Member 

100 mph Tape - rallying, wealth management and short term fixes

In our family 2 inch gaffer tape is known as 100mph tape. The name is a throwback to the days when my dad used to rally. Anyone who has rallied will know things break and fall off, and rallying isn’t a sport with a pit with a team of fully equipped mechanics around every muddy turn or conveniently positioned in every forest, so much of the time yo...

/wealth /predictions Fintech

Retired Member

Retired Member 

What is Fintech as a service & the Impact of APIs on Fintechs?

Introduction to Fintech as a Service (FaaS) Fintech as a Service (FaaS) is a business model that enables companies to outsource financial technology (fintech) services to a third-party provider. This model provides companies with a more flexible and cost-effective way to access fintech services and improve their financial operations. Let's explore...

/security /wealth Financial Transformation

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

The Evolution of Ledger Systems: From Simple Record-Keeping to Double-Entry Accounting

The evolution of ledger systems can be traced back to the early days of human civilisation, where simple record-keeping forms were used to track transactions and assets. Over time, the development of ledger systems has been driven by technological advancements and the need for more efficient and secure tracking of transactions and assets. Double ...

/regulation /wealth Fintech innovation and startups

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

Navigating the Financial Industry: Understanding Risks, Rewards, and Regulations

The financial industry is constantly evolving, with new products and services being introduced regularly. With this growth comes increased risk for investors and greater rewards for those who make the right decisions. To help mitigate these risks, governments worldwide have implemented regulations to protect investors, stabilise financial markets ...

/regulation /wealth Asia Financial Services

Vijay Rangan Gopal

Vijay Rangan Gopal Senior Consultant at TCS

Aligning Sustainable Investments with Retail Investor Preferences-Setting up a future-proof framewor

Highlights Sustainability impact has gone mainstream in Financial Investments, with expectations for transparent ESG data requirements growing manifold. Sustainable Investing regulations aimed at improving ESG transparency and comparability are gaining momentum. Sustainability Investment as a service (SIaaS) can leverage Capital Market Advisory an...

/regulation /wealth Climate Risk

Kristoffer Fürst

Kristoffer Fürst Founder at Limina Financial Systems

Start up vs legacy buy-side vendor, which is better?

When it comes to selecting a buy-side software provider, asset managers often find themselves weighing the pros and cons of choosing a smaller, emerging vendor over one that is more established and have been around for 30, 40 or even 50 years. This post looks at the key factors related to vendor size that should be considered when making this decis...

/wealth /startups Fintech

Retired Member

Retired Member 

Embedded investments – An industry view

Abstract The financial services industry has seen significant growth in the embedded finance space for the past decade. The growth areas are mostly in the embed payments, insurance, and credit but are there opportunities to reimage other financial services offerings like investments and advisory services being embedded directly into the customer e...

/wealth Banking Strategy, Digital and Transformation

Andrei Karpushonak

Andrei Karpushonak CEO at Aprimerose

Beyond stocks and bonds: the world of alternative investments

Alternative investments, such as PE funds, differ from traditional investments, such as stocks, bonds or mutual funds. This article will focus on another alternative investment structure - hedge funds. Hedge funds in the 1990s By the early 1990s, investing had entered a golden age in the USA. More Americans owned investments than ever, pushing sto...

/wealth /startups Fintech innovation and startups

Tommaso Migliore

Tommaso Migliore CEO & Co-Founder at MDOTM Ltd

AI Adoption Increases AuM, Revenues, and Productivity - Research Finds

‍According to Deloitte, financial institutions that use AI in the investment process grow AuM by 8% and raise productivity by 14%. Now that financial markets have changed, Wealth and Asset Managers are racing to develop AI solutions that can assist their clients by successfully navigating through new market conditions. ‍ — ‍ As we are witnessing a ...

/wealth /markets Fintech

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