The Financial Technology Landscape, in 2021 and Beyond

The Financial Technology Landscape, in 2021 and Beyond

Technology, with an emphasis on artificial intelligence – AI - will both drive and enable personalised, contextualised and timely advice delivery. Right across the decade, three factors in particular will encourage AI adoption, within cloud native architectures. They...

What defines ‘Good’ investments in 2021?

What defines ‘Good’ investments in 2021?

ESG - Environmental, Social, and Governance – investing has graduated to a central position in the investment strategy landscape. Two sets of factors mean wealth managers cannot ignore it. Set One: The new generation of clients increasingly want to see ESG reflected...

To Collaborate closer, work Remotely!

To Collaborate closer, work Remotely!

Remote collaboration is here to stay. This year’s COVID-driven acceleration towards intelligent digital collaboration will continue in 2021, as wealth management firms and their clients experience the benefits it brings.  The trend is confirmed by the analysts....