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News & articles

March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
9 min
March 06, 2025
Transforming savings into investments: digital wealth management solutions and the appetite of eu markets
A significant portion of household wealth in Europe remains locked in short-term financial products, while long-term investment avenues are often underutilized. However, the transformation of savings […]
9 min
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
11 min
February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
On May 24, 2023, the European Commission unveiled a comprehensive proposal known as the Retail Investment Strategy (RIS). This effort represents a big step towards changing the situation for retail in […]
11 min
February 05, 2025
Hyperpersonalisation in investment planning
6 min
February 05, 2025
Hyperpersonalisation in investment planning
Think of getting a birthday card with your name spelled using glitter very delicately – one feels appreciated. Consider a financial plan meticulously designed to suit your life dreams and risk toleran […]
6 min
January 23, 2025
Strengthening europe’s financial market for green and digital transitions
8 min
January 23, 2025
Strengthening europe’s financial market for green and digital transitions
As Europe embarks on a path closer to a sustainable and technologically advanced future, the financial necessities are basic requirements and in huge numbers. This country needs over EUR 600 billion a […]
8 min
January 16, 2025
Personalised investment advice: the new necessity in wealth management
6 min
January 16, 2025
Personalised investment advice: the new necessity in wealth management
The finance and investment industry has profoundly transformed over the past few decades. This change has been driven by a deeper understanding of individual investor needs, leading to a shift in weal […]
6 min
September 27, 2024
Democratisation of private assets for retail investors
15 min
September 27, 2024
Democratisation of private assets for retail investors
Over the past few years, there has been a growing call for democratising private markets. Traditionally, only institutional investors and the ultra-wealthy have had access to asset classes within priv […]
15 min
September 05, 2024
Marketing & communication: leveraging automated investment management and fee benchmarking
7 min
September 05, 2024
Marketing & communication: leveraging automated investment management and fee benchmarking
All businesses worldwide are transforming in some way due to technological advancements. How do you think the investment management sector is thriving? In reality, the days of restricted investing alt […]
7 min
July 31, 2024
Leveraging hybrid financial advice to enhance client experiences
8 min
July 31, 2024
Leveraging hybrid financial advice to enhance client experiences
People today have high expectations when it comes to getting advice on investing their money in the right places. With technology progressing at a rapid pace, they expect the services to be as persona […]
8 min
June 26, 2024
Bridging the gender pension gap through digitalization
4 min
June 26, 2024
Bridging the gender pension gap through digitalization
Discover how tailored digital pensions bridge the retirement income gender gap & secure futures !
4 min
November 17, 2023
Integrating ai in investment advisory tools: opportunities and challenges for financial institutions
4 min
November 17, 2023
Integrating ai in investment advisory tools: opportunities and challenges for financial institutions
In an era marked by unprecedented advancements in technology, the financial industry is not far behind in harnessing the power of artificial intelligence (AI) to enhance its services. Investment advis […]
4 min
November 14, 2023
How design thinking is shaping the future of banking and insurance
3 min
November 14, 2023
How design thinking is shaping the future of banking and insurance
The banking and insurance industries are undergoing a digital transformation, driven by evolving customer expectations and the disruptive force of technology. In this era of change, innovative methodo […]
3 min
October 31, 2023
Guide for banks: navigating opportunities and challenges in the world of alternative investments
3 min
October 31, 2023
Guide for banks: navigating opportunities and challenges in the world of alternative investments
In the rapidly evolving landscape of financial services, offering alternative investments has become a topic of great interest and debate for financial institutions. As institutions look to diversify […]
3 min
October 24, 2023
The democratization of alternative investments: for a greater diversification
3 min
October 24, 2023
The democratization of alternative investments: for a greater diversification
Alternative investments are attracting increasing interest from both novice and seasoned investors. Traditionally the preserve of a financial elite, alternative investments are becoming increasingly a […]
3 min
September 01, 2023
Unlocking innovation: product development in the open finance era
3 min
September 01, 2023
Unlocking innovation: product development in the open finance era
The financial landscape is undergoing a seismic shift with the emergence of open finance—an evolution of the open banking concept that extends beyond traditional banking services to encompass a broade […]
3 min
September 01, 2023
How can you help your customers prepare for retirement and live it to the full?
3 min
September 01, 2023
How can you help your customers prepare for retirement and live it to the full?
Pension reform: your digital tools at the service of your customers As we navigate our way through an ever-changing world, it's essential that financial institutions recognize the importance of talkin […]
3 min
September 01, 2023
Enhancing customer engagement through open banking
3 min
September 01, 2023
Enhancing customer engagement through open banking
In today's rapidly evolving financial landscape, the concept of open banking has emerged as a transformative force, reshaping the way banks and insurance companies interact with their customers. Beyon […]
3 min