Asset Management Systems Insights
25th April 2017
Asset and wealth management services providers face mounting competitive pressure on two fronts. On one front, today’s investors, especially younger ones, have very different expectations. Rather than relying on the advice of a single investment advisor, they tend to get more personally involved by consulting peers and independent reports and... read more
17th April 2017
1. "Because of PSD2 we might see a number of companies enter the tri-party payments space in an effort to maintain growth, but there is a lot of work they’ll have to do to catch up to where we are": James Morton, Mangopay Country Head UK & NL
The crowdfunding and marketplace model industries have blossomed in recent years,... read more
17th April 2017
1. AML software: How to select the right provider in 2017
Regulatory pressure on financial institutions and services to crack down on illegal activity has never been stronger. The sophistication levels of criminals wishing to process finance illegally, coupled with the increased scrutiny financial institutions are now facing, supported by fines... read more
12th April 2017
Danielle Guzman is global solutions marketing leader for Mercer, based in New York. She has over 20 years of experience as an insurance marketer and is an expert in the financial services industry. She was recently ranked #2 in the InsTech Power 100 leader board and #5 in the Women in Finance 100.
bobsguide spoke to the marketing leader about... read more
12th April 2017
With over 20 years of experience in building, implementing and supporting financial service applications, Christopher John currently leads the revenue and expense management solutions as president at Broadridge. Prior to his current role, he was the director of fixed income trading systems for Bank Boston Robertson Stephens. There he was... read more
4th April 2017
Alberto Cuccu - Chief Client Solution Officer, Objectway
Strategic asset allocation is the basic framework of the investment process and the first important choice to do.
According to Morningstar and its famous research of 1986, about 93% of the returns from investment were due to asset allocation. Today, the landscape is roughly... read more
30th March 2017
With Article 50 being enacted this week, the fintech industry is considering what the new landscape created by the UK formally announcing its intentions to leave the EU will mean for themselves, their clients, both financial services and SMEs, and the economy.
Stephen Burke – Group Corporate Development Director of asset management... read more
27th March 2017
Although there are opinions by the yard as to what Brexit will mean – whether for financial services or otherwise – it is essentially nothing more than speculation on what might be – however educated or well informed. In the UK there was life before passporting and, believe it or not, life would continue if passporting were to... read more
24th March 2017
Harald Helwein is one of the most well-known and respected wealth management figures in Central Europe, after whom an algorithm-based trading system is named.
He is also a strong advocate of clients getting a fairer deal from their wealth management services, which was the motivation behind launching investing fintech Novofina in 2013.
In an... read more