Category / Asset Management Companies

12/04/21

Finance takes a keen interest in new technologies and the various services and functionalities that could be integrated with these technological advances. Also, it should be noted that new technologies are sometimes considered a threat to the world of finance, especially banks with cryptocurrencies which are in the news with the bull run that Bitcoin […]

25/03/21

As we have had the opportunity to see in previous articles, in our analysis Insurance, broker: results and outlook for 2021 (in French), or our infographic Management company and Covid-19 (in French), the entire financial sector has been impacted by the coronavirus crisis. Internal processes and the entire commercial relationship, from the first point of […]

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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