Forecasting the Future: Technology and Investment in Wealth Management

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Evolving trends in outsourcing models for wealth and asset management firms: Objectway’s response to growing client interest

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10th April 2024 – In this interview with Managers of Wealth, Roger Portnoy, Objectway Chief Strategy Officer, unlocks his perspective on the role of outsourcing in the wealth and asset...

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The Consumer Duty’s Principle 12 outlines four key areas that firms need to enhance to ensure good client outcomes: Product and services: demonstrating that the customer’s best interests are at the core of the...

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Over the past five years, organisations have shifted their focus from back-end engines and compliance to developing a compelling digital customer experience (CX) to both retain existing clients and attract...

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Dr. Alexander Cassar, Chief Business Operation Officer of Objectway, highlights the main changes that are shaping the private wealth management ecosystem and all the challenges to be faced in the...

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