Category / Wealth Management Companies

8/05/19

According to the study “2019 Global Wealth Management Research Report” conducted by Ernst & Young in 2019, 39% of investors think they will change suppliers between 2019 and 2022. Although this number is down compared to the three years previous years, it demonstrates the importance for asset management companies of meeting customer expectations. One of […]

8/04/19

With recent legal developments, the financial sector continues to digitize and automate its businesses. Management companies and wealth management advisers have been indirectly encouraged to go digital by various regulations, notably MiFID, MiFID II, and MiFIR. By updating their IT services in order to adapt to these new regulations, management companies are digitizing the services […]

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