Eight cornerstones of future-oriented client advisory
Financial service providers have been operating in a challenging environment for years. Banks, wealth managers and insurance companies are confronted with changing business models, increasing regulatory requirements and persistently low-interest rates.
Financial planning as a wealth management service – appreciated by clients, but rarely paid for
Financial planning is highly valued by clients. However, clients often look in vain for seamless advice that combines "financial planning" and "investment advice". This article shows the possible solutions.
ESG integration – the current situation in Asset & Wealth Management
The capital market is undergoing profound changes: In addition to the current impact of the COVID-19 crisis and the regulation, (socio)political issues are getting more and more attention. We take a look at the integration of ESG criteria in asset and wealth management today.
BILANZ publishes Private Banking Rating 2020
BILANZ publishes the Private Banking Rating 2020.
3rd-eyes analytics selected as a WealthTech 100 company
The annual list of 100 of the world's most innovative WealthTech companies published by Fintech Global is here, and 3rd-eyes analytics has been selected for the second time.
The Strategic Advantage of Integrating Modern Software Architecture in Legacy Environments
This paper discusses the evolutionary pressure on financial services companies and their strategic advantage of being able to integrate modern software architecture into a legacy environment.
