Wealthtech

Goals-Based Planning Boosts AuM Growth by 15% in Wealth Management
Lending & Investment Goals-Based Planning Boosts AuM Growth by 15% in Wealth Management

Welcome to an insightful conversation with Kofi Ndaikate, a seasoned expert in the dynamic world of Fintech. With a deep understanding of wealth management, blockchain, cryptocurrency, and regulatory landscapes, Kofi has been at the forefront of innovative financial strategies. Today, we dive into

Quai Digital Platform – Review
Lending & Investment Quai Digital Platform – Review

Imagine a wealth management sector where transferring over 100,000 accounts takes mere months instead of years, all while maintaining precision and investor trust. This scenario is no longer a distant dream but a reality brought to life by Quai Digital, a UK-based fintech platform redefining

Sune Mortensen on Digital Shifts in Wealth Management
Lending & Investment Sune Mortensen on Digital Shifts in Wealth Management

Imagine a world where financial advisors are no longer just gatekeepers of information but skilled navigators of an endless sea of data, guiding clients through turbulent markets with precision and expertise. This is the reality shaping wealth management today, as technology, generational shifts,

AI Bridges Advice Gap in European Wealth Management
Lending & Investment AI Bridges Advice Gap in European Wealth Management

Market Context: The Growing Advice Gap in European Wealth Management In the dynamic realm of European wealth management, a staggering challenge persists: millions of investors, particularly those with portfolios below £200,000, remain excluded from professional financial advice due to systemic

How Will Scale and Tech Shape Wealth Management's Future?
Lending & Investment How Will Scale and Tech Shape Wealth Management's Future?

Imagine a financial landscape where the number of advisors is shrinking dramatically, while the wealth they manage skyrockets, driven by a historic generational transfer of assets. This is the reality facing the wealth management industry today, as it stands at a critical juncture shaped by seismic

Which Portfolio Management Software Suits Advisors Best?
Lending & Investment Which Portfolio Management Software Suits Advisors Best?

In the fast-paced realm of financial advisory, where client expectations soar and market dynamics shift by the minute, choosing the right portfolio management software can be a game-changer for advisors striving to deliver top-tier service while navigating an increasingly complex landscape. The

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