News & articles

February 10, 2025
Navigating the new retail investment strategy : challenges and opportunities for asset managers and distributors
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 […]
February 05, 2025
Hyperpersonalisation in investment planning
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 […]
January 23, 2025
Strengthening europe’s financial market for green and digital transitions
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 […]
January 16, 2025
Personalised investment advice: the new necessity in wealth management
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 […]
September 27, 2024
Democratisation of private assets for retail investors
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 […]
July 31, 2024
Leveraging hybrid financial advice to enhance client experiences
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 […]
June 26, 2024
Bridging the gender pension gap through digitalization
June 26, 2024
Bridging the gender pension gap through digitalization
Discover how tailored digital pensions bridge the retirement income gender gap & secure futures !