Finance professionals in multinational corporations are working with a variety of different software applications, including ERP systems, bank portals, market data tools, trading platforms, risk applications and treasury systems. Working with all of these programs, companies often find themselves manually keying the same data more than once. This... read more
2016 is shaping up to be one of the busiest years for financial services regulation and legislation globally. There will be several new, challenging regulations that financial sector firms will need to adapt their business operations to in order to stay ahead of the compliance curve. In order to prepare adequately, the wider alternative... read more
The FIX Trading Community returned to Paris for the first time in two years in early October to have further discussions about the current regulatory environment in Europe. The timeliness could not have been better given the publication by ESMA, earlier in the week, of its final technical standards. The panel, consisting of senior participants from... read more
I was a leading provider of both data content and product design consulting into a range of companies in the dotcom boom years of the late 1990s. I was able to see first-hand how the companies operated, how differentiated their products were and how sustainable their business models were. Today, I work alongside the CEOs of their successors. Their... read more
As my bio states quite clearly - 30 years in the financial industry. Memories of an age that was pre electronic trading as we know it today. Days of floor traders, open outcry, funny coloured jackets, dodgy haircuts and huge mobile phones. Anyone who was involved that long ago will have stories to tell of markets that were not always the most... read more
Demography is the study of population trends – and it’s a very important discipline for life and pensions. How else do actuaries work out when we are going to get ill and/or die?
The longevity debate is reasonably well understood; we (in the West) are living longer (on average) although as a famous Frenchman once said, ‘Age... read more
June already, and almost half way through what is shaping up to be a very busy 2015 for the FIX Trading Community. We have seen the creation of two new working groups and a host of new subgroups examining regulatory matters in EMEA. We have also had seven extremely well attended events across the globe.
Barely had the tinsel and holly been taken... read more
What’s the difference between financial planning and wealth management?
Does it matter, and does anyone care?
Interestingly, the FCA handbook includes neither phrase in their glossary of terms although both are widely used in the industry to mean similar but different things. Rather than get into a semantic argument let me explain... read more
If you think scalability is an IT challenge, you are right. But it is also a challenge for business leaders and treasury professionals. In general terms, a system is scalable if it has the design and capacity to efficiently handle a growing amount of work. This system can be a network, an application, a process, a company or a part of a company... read more
The budget statement in parliament is a fabulous piece of political theatre and - with this most ‘political’ of chancellors giving his final budget before an imminent and very uncertain election it was as ‘political’ as could be.
I learnt a long time ago not to get too hung up on the actual ‘words’ in the... read more