Wealth management - Long Reads, News, Articles & Research: Finextra

How AI is reshaping portfolio construction

Madhvi Sonia Head of Content at Finextra

How AI is reshaping portfolio construction

Portfolio construction has long been a careful balancing act between risk, return, and investor psychology. Traditionally, it has been siloed, relying on historical data, human judgment, and static models. Classic portfolio construction follows a linear path: where risk tolerance and investment goals are assessed first, assets across predefined ca...

24 July 2025 /wealth

From advisors to algorithms: The shift in wealth guidance

Madhvi Sonia Head of Content at Finextra

From advisors to algorithms: The shift in wealth guidance

For decades, wealth management was a relationship business. Clients used to meet their financial advisors in offices, discuss life goals, and trust human judgment to guide their financial futures. However, over the last decade, a quiet revolution has taken place: one that’s replacing handshakes with algorithms and intuition with machine learning. ...

21 July 2025 /wealth

Hamish Monk Senior Reporter at Finextra

What is robo advice?

Robo advice in the context of the financial services industry refers to automated investment advice available around-the-clock, over the internet. The process typically begins with an information gathering phase – often in the form of an online questionnaire – before which investments are automatically executed on behalf of the client, based on th...

08 July 2025 /wealth

What Shackleton’s strategic expansion means for UK wealth management

Madhvi Sonia Head of Content at Finextra

What Shackleton’s strategic expansion means for UK wealth management

As reported by Financial News this week, a document seen by the publication revealed that Shackleton explored a takeover deal that could have tripled the amount of money it manages. The wealth manager, that oversees a portfolio of £5.5 billion, had discussions with a larger rival that managed £10 billion at the time and a smaller firm with £2 bil...

19 May 2025 /wealth

How Robinhood’s new and improved banking offering is a wake-up call to the industry

Scott Hamilton Contributing Editor at Finextra Research

How Robinhood’s new and improved banking offering is a wake-up call to the industry

Is it an investment, a deposit, a delivery service, a game, or a gamble? Or perhaps, all of the above? Questions like these are being asked more frequently by savvy consumers - and in some cases business leaders and competitors - about the plethora of new hybrid financial services providers and their increasingly ‘mixed’ portfolios of spending, sav...

11 April 2025 /wealth

What’s behind the record highs in secondary market trading?

Brendan Gallen Partner at Reed Smith LLP

What’s behind the record highs in secondary market trading?

Secondary market trade volumes soared to record levels last year, signalling an ongoing and noticeable shift in investor sentiment and portfolio management strategies. A secondary market transaction occurs when an investor buys or sells an existing stake in a private equity fund, venture capital vehicle, or other alternative asset. Secondaries tra...

25 March 2025 /wealth

Low-touch trading: Why personal service still matters

Dominic Lowres Head Electronic Trading at Investec

Low-touch trading: Why personal service still matters

The past decade has seen a steady shift towards automated trading, propelled by ongoing technological innovations and relentless cost pressures. While this trend will undoubtedly continue, an overly narrow focus on costs risks diverting attention from the real needs of clients. The winners in the future of trading technology will be those who succ...

11 March 2025 /wealth

Wealth management in 2025: Tech innovation in focus

Richard Shearwood Wealth Consultant at Simplify Consulting

Wealth management in 2025: Tech innovation in focus

Technology in the wealth management industry cannot be avoided. Firms will have to adapt or die in this fast-moving sector. Businesses need to revamp their business strategy and make sure technology is at the centre of the operation – otherwise they will be left behind in the market by more forward-thinking companies. Technology is reshaping the we...

24 February 2025 /wealth

How APIs can unlock huge value for banks and their treasury customers

Scott Hamilton Contributing Editor at Finextra Research

How APIs can unlock huge value for banks and their treasury customers

When corporate and banking institution systems communicate, it’s all about easier, faster, and more. Data is the product, and Application Programmer Interfaces (APIs) are becoming the ‘golden key’ to sharing it for accounts, transactions, and reporting on both. At the NW Summit of the Association for Financial Professionals, experts from both worl...

22 July 2024 /wealth

Varun Yadav Director of Product, Cash Management Solutions at BNY

How treasury can optimise cashflow

As macroeconomic uncertainty continues, corporate treasurers are seeking out smarter ways to manage their liquidity, improve their working capital and increase operational efficiencies. This article explains how the introduction of virtual account solutions can support these aims. Digitalisation continues to impact all aspects of our personal live...

25 June 2024 /wealth

Can the wealth management industry embrace technology in the race for alternatives?

Retired Member

Can the wealth management industry embrace technology in the race for alternatives?

Individual investors hold 50% of the estimated $280 trillion of global assets under management, though their allocation to private capital is just 16% and, in some segments, materially lower. Until recently, private investors had scorned greater allocation due to structural barriers: high minimum investment thresholds, the need and expectation of ...

16 May 2023 /wealth

Wealth management: Evolving the role of wealth advisor for a digital future

Paige McNamee

Wealth management: Evolving the role of wealth advisor for a digital future

Expectations of both the relationship manager and the customer are shifting. The typical investor profile is not only evolving, but bringing with it a host of new demands rooted in the expectation that services are instant, personalised, and offer a pleasantly seamless customer experience. The role of wealth manager leans fairly heavily on sales a...

11 April 2023 /wealth

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