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Simon Gegen

ETFs and diversification: How to build a well-rounded portfolio

Investing in the stock market can offer excitement and potential financial gain, but it's essential to recognize that all investments carry inherent risks. There are a few certainties regarding manag

07 Apr 2023
Capital Markets Technology
Diederick Van Thiel

Urgently Resetting Banks' Growth Strategy in the Current Climate

The current banking climate is facing a lot of changes and challenges that banks need to address urgently. Credit Suisse was recently acquired by UBS for $2 billion, while Silicon Valley Bank was spli...

05 Apr 2023
Banking Strategy, Digital and Transformation
A Finextra Member

Bricking it - the truth about Consumer Duty and wealth management

In the middle of the great financial crisis I remember listening to Bill Mott, one of the leading fund managers at the time, discussing the challenging task central banks had ahead of them. He called ...

30 Mar 2023
Banking Strategy, Digital and Transformation
Eric Mellor

5 Key Trends Driving Wealth Management in 2023

2022 was an important year for the global wealth management sector. The global pandemic saw wealth managers scramble to digitize service offerings and enable both remote servicing and distribution. Po...

29 Mar 2023
Banking Strategy, Digital and Transformation
Preeti Mishra

Hyper-personalization: A Holy Grail to Success in Wealth Management

The changing contours of the wealth management industry The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations of a new genera...

23 Mar 2023
Finextra site news
Rahul Kambli

Ending technology asymmetry in primary markets for bonds

Accessing the primary market for corporate bonds can be lucrative for asset managers astute about pricing and credit quality. However, surveilling the market, managing data on new issues and making i...

14 Mar 2023
Karthikeyan Rengasamy

Reinvent option pricing in capital markets using quantum computing

Introduction Derivatives have a huge impact on modern finance as the financial markets are benefited by them in several ways. Derivative contract is a financial instrument whose value is determined fr...

05 Mar 2023
Capital Markets Technology
Kuldeep Shrimali

Maximize value across wealth customer journey through insights

The competitive landscape of wealth management industry is evolving very rapidly by a range of forces including an increasingly diversified client base with much higher expectations, hybrid advisory m...

02 Mar 2023
Capital Markets Technology
Luigi Wewege

Insights on Wealth Management and Asset Protection Trends

Success frequently comes with a significant drawback: it can make you a potential lawsuit target! This includes unfounded and frivolous lawsuits that can devastate your financial well-being. That mean...

26 Feb 2023
Trends in Financial Services
Elena Berestovaya

Be Picky! - A Working Marketing Strategy for New Forex Startups

At UpTrader, we often come across forex brokers who struggle with stagnant sales growth. To address this challenge, they may try various approaches such as improving their software, adding new assets,...

24 Feb 2023
Marketing in Financial Services
Gery Zollinger

UK financial regulators have an opportunity to unlock AI’s potential

Adoption of AI technology has come a long way in recent years, especially in the back and middle office of financial institutions where the ability of AI to sort vast quantities of data, automate repe...

21 Feb 2023
Artificial Intelligence and Financial Services
Srinivasagopalan R

Can Transformers accelerate the evolution of an Intelligent Bank? – Exploring recent research trends

Machine Learning (ML) has transformed the Banking landscape over the last decade powering organizations to understand customer better, deliver personalized products and services and transform the end-...

18 Feb 2023
Artificial Intelligence

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