Insights

Acclaim Publication

Acclaim recognising leaders across the global wealth management industry through the WealthBriefing awards programme FINANTIX GETS INSPIRED BY ITS CLIENTS TO BUILD A WORLD-CLASS BUSINESS Christine Ciriani, Chief Executive Officer and Chief Commercial Officer,...

The Wealth Mosaic – WealthTech Report

The WealthTech Report 2020 - Using technology to improve the management of investment portfolios Efficiency and accuracy within the portfolio management process is the holy grail of the asset manager. Time lags in updating portfolios when markets move substantially...

The Wealth Mosaic

The UK Wealth Technology Landscape Report 2020 - Together, we can make it - the case for collaboration in wealth management. Wealth Managers must work to ensure both advisers and clients alike have the best tools for engagement and collaboration says Gareth Williams,...

White Papers

Events

Press

The Wealth Mosaic

The Wealth Mosaic

The UK Wealth Technology Landscape Report 2020 - Together, we can make it - the case for...

read more