360 Results from /wealth
Vivek Dubey Industry Engagement Innovation-Associate Director at Capgemeini
How FinTech is Evolving - Manual, Online, Apps, Automation, and Autonomous The financial world is changing fast; however, banks, especially in Wealth Management and Private Banking, are somewhat confused because of the different levels of understanding each layer has in the organisation: Should they use Generative AI? Machine Learning? Or the new ...
17 hours /ai /wealth
Naina Rajgopalan Content Head at Freo
Digital security has never been more important for family offices. With sensitive data at stake, advancing protection measures isn’t optional—it’s necessary. From leveraging cutting-edge software to adopting smarter protocols, explore how family offices strengthen their defenses against modern cyber threats. Streamlining Family Office Security w...
01 August 2025 /security /wealth
Matt Cockayne Chief Revenue Officer at Unbiased
AI deployment is inevitable — it’s coming for every business, in every part of every sector. Yet within the financial advice industry, there appears to be a curious lag between sentiment and action. Every event and conference I’ve been to in the past 18 months has a main thread about AI and the opportunities but the reality of usage on the gr
30 July 2025 /ai /wealth
Amr Adawi Co-Founder and Co-CEO at MetaWealth
For decades, conventional financial wisdom has shaped our thinking about wealth building and retirement planning, handed down through societal norms and parental guidance. However, in today's rapidly changing financial landscape, many of these long-held beliefs are becoming increasingly outdated with new markets and tools available to the public a...
28 July 2025 /wealth /inclusion Fintech
Dmytro Spilka Director and Founder at Solvid, Coinprompter
A Junior Individual Savings Account (JISA) is a tax-free way to save or invest for children in the UK. Opening and contributing money to a JISA is an excellent way to prepare for your child's financial future. However, there are five must-know factors to consider when opening a JISA account on behalf of your child in 2025. 1. There are two types o...
25 July 2025 /wealth
Sanju Biswas Marketing Head at Abhiloans
Pledging shares is a common way for investors to unlock the value of their stock holdings without having to sell them. It allows you to borrow money by using your shares as collateral. While it may seem like a convenient option, pledging shares involves certain risks and responsibilities that every investor should carefully evaluate. This article ...
17 July 2025 /wealth Personal Finance
Kuldeep Shrimali Consulting Partner at Tata Consultancy Services
Background There are over 17,200 private businesses in the United States with annual revenues exceeding $100 million, compared to fewer than 4,060 public companies of the same size. Investors are increasingly exploring opportunities to invest in this sector. While investing in private companies was previously limited mainly to large institutional ...
17 July 2025 /ai /wealth Banking Strategy, Digital and Transformation
Vipin Kumar Sharma IT and Consulting Delivery Manager at Infosys Ltd
After writing about “How Gen AI Can Help You Pick Stocks & Where It Falls Short”, I wanted to test it in the real world. No theory, practical use case; just me, AI, and the two most talked about ETFs in the moving sectors: the VanEck Semiconductor ETF (SMH) and BlackRock’s iShares Bitcoin Trust (IBIT). The goal? See if AI could help me researc...
16 July 2025 /ai /wealth Artificial Intelligence and Financial Services
If you’ve ever thought about investing in the stock market, chances are you’ve come across the term “equity shares.” They’re one of the most common investment options and form the backbone of the stock market. But what exactly are equity shares, and how do they work? Let’s break it down in simple terms so that whether you’re a beginner or someone ...
12 July 2025 /wealth Personal Finance
David Clee Co-Founder & CEO at MirrorWeb
Have you ever tried reading an iMessage thread exported into an email? It’s like viewing your Instagram feed through an A4 binder. Welcome to the reality many compliance teams face today: digital conversations that look nothing like the originals, stripped of context and flattened into disorienting formats. That’s a problem, as regulatory reviews r...
09 July 2025 /regulation /wealth RegTech
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