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Could 2024 bring real transformation to Asset and Wealth Management?
The rising star of 2023, Generative AI, is joined on my list by two themes
Industry
Asset Management
Capability
Risk & Compliance
Technology & Data
Portfolio Management Systems – How to avoid implementation pitfalls
Many implementations are not delivering as expected
Industry
Asset Management
Capability
Operating Strategy & Transformation
Technology & Data
Tokenisation
Growth Accelerator for Investment Managers
Industry
Asset Management
Capability
Operating Strategy & Transformation
Risk & Compliance
Consumer Duty – Don’t tell me it’s over….
Implementation areas that need addressing.
Industry
Asset Management
Capability
Operating Strategy & Transformation
Risk & Compliance
Technology & Data
DORA: Exploring the next phase of Operational Resilience
While the compliance date of 2025 seems far away, the work required to ensure compliance may be substantial for some firms.
Industry
Asset Management
Capability
Risk & Compliance
Consumer Duty and the Importance of Testing Consumer Understanding
Consumer understanding is one of the four key outcomes required by the Financial Conduct Authority’s (FCA) 12th Principle – Consumer Duty. With ...