Latest insights

insights

Forget the hype: What is really happening in Fintech now

by Tenity | 14/07/2025 12:00:00

Tenity Takes brings you authentic voices and views straight from those building the future of finance. And who better to launch this new series than Andreas Iten, CEO of Tenity, opening the......

How ERI’s technology supports high-performing investment strategies

by ERI | 26/06/2025 12:00:00

Please explain why you/your business was able to reach this award-winning level? Private wealth managers are navigating a rapidly evolving landscape marked by market volatility, increasing regulatory constraints and mounting pressure......

Navigating volatility: Managing transfer pricing and intercompany lending in a neo-mercantilist landscape

by LSEG Data & Analytics | 19/06/2025 21:00:00

Geopolitical and regulatory shifts - including neo-mercantilist policies and BEPS 2.0—are reshaping global tax norms, compelling multinational treasury teams to rethink intercompany financing structures and align them with economic substance and......

Why UHNWIs should work with Fintechs: Specialised excellence in wealth management

by Altoo | 26/05/2025 21:00:00

Fintechs — financial technology companies — are at the forefront of this transformation. While mass-market fintechs like Revolut, Klarna, and Robinhood dominate headlines with their focus on streamlining finances for consumers......

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The hidden compliance risks costing financial firms millions

by Aveni | 26/05/2025 09:00:00

This illustrative case study showcases how Aveni Detect can uncover hidden compliance risks, protect against regulatory scrutiny, and transform compliance into a strategic advantage. Financial institutions across the UK face hidden......

The blind spot that could cost you billions: Why product intelligence matters?

by Kore | 21/05/2025 12:00:00

Legacy platforms, fragmented data silos, and a complex regulatory environment continue to stand in the way of making intelligent, data-driven decisions about their products. Firms have long relied on business intelligence to track......

WealthTech funding down 85%, what founders can do?

Business Strategy & Advisory, Fundraising & M&A

by WealthTech Strategy Partners | 06/05/2025 12:00:00

WealthTech funding rose slightly in the US last quarter, rising 9% from the prior quarter. But that was not the problem. The problem was that early-stage deals (under US$100mm) were off......

Financial crime risks in UK markets: regulatory insights for 2025

by LexisNexis Risk Solutions | 02/05/2025 12:00:00

Navigating evolving financial crime risks in UK markets Recent regulatory publications from the Financial Conduct Authority and Bank of England provide critical insights into the evolving landscape of financial crime prevention......

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A strategic imperative for UAE’s financial services industry

by additiv | 28/04/2025 12:00:00

The UAE’s alternative End-of-Service Benefits (EoSB) scheme represents a transformative $100 billion opportunity that will fundamentally reshape the region’s financial services landscape. This paper examines how this regulatory evolution creates strategic......

Transforming investment access in the UK

by additiv | 21/04/2025 12:00:00

The UK financial advice landscape stands at a critical juncture, with £430 billion sitting in underutilised cash deposits and 13 million adults lacking access to professional guidance, the need for......

How is technology and social change driving major transformation in wealth management?

by LexisNexis Risk Solutions | 18/04/2025 12:00:00

Over 2300 investors and 500 wealth management firms talk to ESI ThoughtLab about some of the major trends and changes that are transforming the wealth management sector. The global pandemic was......

The evolution of scams and how to protect your customers

by LexisNexis Risk Solutions | 11/04/2025 12:00:00

With the right strategy and intelligence, it's possible to turn the tide on bad actors Scams are now an unfortunate and pervasive part of our everyday lives. In spite of awareness......

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