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Posted on August 26, 2020
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The democratization of wealth management has been well underway for the past few years. With the global economic downturn and the proliferation of digital solutions, has wealth management finally reached the inflection point to take the democratization of Wealth Management to the next level? For years, investments into markets and complex products used to be the playground of High Net Worth Individuals (HNWIs). This has changed in the last decade with...

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Posted on June 17, 2020
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I started out learning how UI/UX currently exists at Contemi Solutions — Here I share my experiences of joining Contemi as a masters graduate and how I am now learning to steer the design helm. Hi, I’m Caitlin I’m a multi-disciplinary designer with degrees in Industrial Design and Technology (BA) & User Experience Design (MA). I have studied different design disciplines to develop the skills to create holistic product and service experiences....

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Posted on April 15, 2020
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The wealth management sector is facing unprecedented challenges due to the outbreak of the global pandemic. As the coronavirus spreads, wealth managers’ business continuity plans need to include more of digital tools and strategies. It is precisely in this crisis situation, where remote working, or the practice of working for an extended period outside the formal office is growing steadily in popularity, that digital tools can make a valuable contribution. Digital...

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Posted on April 1, 2020
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The paradigm shift brought about by coronavirus is forcing the wealth management industry to formulate strategies and come up with better tools and solutions to survive in this crisis. Sustaining investor confidence, client retention and business survival should be the immediate priority for wealth managers in this coronavirus world. While the world is still fighting the virus, one major lessons this disease has taught us that the digitalisation is the biggest hope....

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Posted on January 14, 2020
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The relationship between the financial markets and the investor is quietly, but fundamentally, changing. A series of regulatory changes has or will require clients to be treated fairly (TCF), ensure they are better informed (MiFID II), and fully encouraged to participate in the long-term sustainability of the assets they own (SRD II). Each of these initiatives has a clear implication to the way organisations approach both the risks and processes involved...

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Posted on December 17, 2019
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Wealth management is transforming faster than most professionals realize because the industry’s customer base is changing. Three trends are driving a paradigm shift in wealth management that will become clear in 2020. The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women. For example, the HNWI (old money) will transfer $68 trillion to younger heirs worldwide over the next 25 years. The wealthy will...

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Posted on November 28, 2019
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Many wealth managers are losing money because they do not understand client onboarding. Unfortunately, onboarding done wrong will drive clients away; because the onboarding process begins the moment, a prospect becomes a client. This failure drives clients away because onboarding is the formal process of bringing a customer into a platform. Unfortunately, many wealth managers make the mistake of turning the client onboarding process over to clerical staff, or worse a...

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Posted on September 3, 2019
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Disruptive technology is the greatest threat and biggest opportunity for Asian family businesses. Technologies ranging from robotics to cryptocurrency to machine learning are reshaping almost all markets. For instance, cryptocurrency and mobile payments could soon make paper currency a thing of the past. Meanwhile, artificial intelligence, 3D printing, and robotics could make it possible for many companies to manufacture components; they now outsource, in-house. Consequently, many family firms’ markets could vanish or...

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Posted on May 2, 2019
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“Corporate actions continue to be an area of complexity, manual processing and high risk” according to the interim results of research into the corporate actions processing, conducted by the wealth management consultancy, Compeer. Even as corporate action volumes appear to increase each year (with larger participants processing in excess of 40,000 dividends and 9,000 elections last year), there is a general perception in the market that corporate actions continue to be an area...

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Posted on April 4, 2019
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In the wake of another whopping FCA fine of £34.3m to Goldman Sachs last week, following the £27.6m UBS fine, are the bigger players ignoring the regulations? MiFID and MiFID II introduced more regulatory overheads to firms in the UK, as well as the rest of Europe. Major projects have been set up and delivered on with overall costs amounting to billions - and some firms have been lost along the way, unable to...

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