The digital age of Wealth Management
Millennials are identified as those born between the 1980s and the new millennium. This generation is challenging the traditional way in which financial services are delivered.
Technology invades compliane with Regtech
Lately, particularly after the financial crisis, the financial sector has witnessed an increase in regulatory requirements, both in terms of restriction and disclosure.
The Tech Gap
69% of High Net Worth Individuals (HNWIs) use online banking. 47% of HNWIs not using robo-services would consider them for the future. This is to say how the tech appetite is remarkable in the segment, which might be an alarm for the wealth and more generally asset management business. Indeed, according to a new survey from the CFA Institute, asset management would
Brexit on UCITS Funds
There is no doubt on the potential negative effect ‘Brexit’ may have on the UK asset management industry. But how much would this separation be painful? Concerns are related, among the many issues, to the UCITS funds. These european-level regulated funds can hold a passport licence enabling them to do business throughout the Union, provided that they are domiciled and managed