blogs
20th March 2025
Structured products can be powerful tools in an investment portfolio, offering customised risk-return profiles, capital protection, and enhanced returns. However, due to their complexity, many financial advisors, wealth managers, and...
blogs
10th March 2025
The wealth management industry is undergoing a major transformation. With new technology, changing client expectations, and a younger generation stepping into wealth, the way advisors work—and the services clients expect—look...
blogs
23rd December 2024
In today’s dynamic financial world, understanding client psychology has become as essential as understanding the markets. This is where behavioral finance comes in—a field focused on how emotions and cognitive...
blogs
9th December 2024
In today’s volatile markets, clients are seeking greater control over their investments. Structured products offer a unique solution that combines flexibility, protection, and the potential for enhanced returns—benefits that go...
blogs
12th November 2024
With the rising demand for personalised investment solutions, Futora is leading the way in making tailored structured products accessible to all. Through fintech innovation and AI-driven customisation, we empower financial...
blogs
2nd October 2024
For family offices, thesmooth integration of the next generation into wealth management is one of the most critical tasks they face. With generational wealth transfer accelerating—an estimated $68 trillion will...
blogs
26th September 2024
As generational shifts continue and young individuals become more technologically adept, their behaviour and interests are evolving rapidly. According to a recent CNBC report, “Finance is the No. 1 industry...
blogs
24th September 2024
As technology transforms industries worldwide, wealth management is no exception. Robo-advisors, powered by sophisticated algorithms and artificial intelligence (AI), have emerged as a popular alternative to traditional human financial advisors....
solution information
5th September 2024
Explore the key benefits and risks of structured products below. Discover how structured investment products offer customisation and diversification, along with their potential risks.
blogs
21st August 2024
A 2023 Global Investor Study reveals a striking statistic: 85% of investors now prioritise sustainability in their investment decisions. This shift signals a burgeoning desire for investments that not only...
news
9th August 2024
We are excited to announce that Futora has entered into a corporate partnership with the UK Structured Products Association (UKSPA). UKSPA is dedicated to enhancing the structured products industry by fostering transparency,...
insight
24th July 2024
Ever wondered how investors and advisors create customised investment strategies or manage specific risks? If you’re unfamiliar with structured products, this quick beginner’s guide will provide a concise introduction to...
news
16th July 2024
We are excited to announce that Futora has entered into a corporate partnership with the UK Structured Products Association (UKSPA). UKSPA is dedicated to enhancing the structured products industry by fostering transparency,...
blogs
24th May 2024
Let us face it, many firms struggle with the chaotic management of trade idea generation and distribution, often resulting in the inability to scale up their structured products business effectively. But...
The Wealth Mosaic
22nd May 2024
The Wealth Mosaic Talks To (TWMTT) Vangelis Sakelliou, Director of Futora, about how digital innovation has enhanced the wealth management industry by revolutionising distribution channels and client engagement for structured products.
In...
blogs
16th May 2024
As we navigate through the intricacies of the financial world in 2024 and approach 2025, wealth management professionals are bracing themselves for a year filled with challenges and opportunities. In the...
videos
9th May 2024
Structured products offer diverse investment opportunities but can be complex to manage.
Futora simplifies structured product management, saving time and effort.
Watch the video below to learn more.
blogs
30th April 2024
Welcome, fellow financial navigators! We are all aware that the impact of market volatility on structured products has become a pressing concern for financial institutions, necessitating a strategic approach to...
blogs
15th April 2024
In today’s banking world, a new trend is emerging—the era of personalised experiences. In the face of stiff competition from tech giants, banks are redefining their strategies to engage customers...
news
10th April 2024
We at Futora are thrilled to share some exciting news: we have been honoured with the prestigious SRP Europe 2024 ‘Best Multi-Issuer Platform’ award. This recognition is a testament to...
blogs
Compliance & Regulation
Investment Platforms & Tools
19th March 2024
In an era where one-size-fits-all solutions are becoming obsolete, banks are redefining their approach to meet the unique financial appetites of their customers. This article serves as an easy guide...
news
6th March 2024
We are delighted to announce the strategic collaboration between Futora and Banco Inter, giving rise to Inter Strats. Helmed by Pedro Testa Fernandes, Head of the Structured Products division at...
blogs
6th March 2024
Welcome, fellow financial navigators! We are all aware that the impact of market volatility on structured products has become a pressing concern for financial institutions, necessitating a strategic approach to...
solution information
4th March 2024
Within the realm of wealth management, advisors play a pivotal role in shaping the customer journey, serving as the primary point of contact for clients throughout their relationship. The delivery...
videos
20th February 2024
Wealth management in the digital age: the financial landscape is evolving, and investors have new expectations that advisers need to adapt to. This video unveils a winning formula for building...
solution information
25th January 2024
Dive into the dynamic world of wealth management in 2024 and explore the current trends shaping the industry alongside Futora. From the realms of digital transformation, sustainable investing (ESG), Robo-advisers...
solution information
9th January 2024
The increasing interest in incorporating structured products into portfolios by family offices has not gone unnoticed. Distributing structured products introduces a higher level of complexity compared to conventional investments. However,...
blogs
24th December 2023
Today, investors are presented with an array of investment options, each offering a unique blend of risk and return. Among these options, structured deposits have gained prominence, standing at the...
blogs
Data Management & Analysis
Technology Strategy & Consulting
11th December 2023
Automating the lifecycle of a structured product can bring numerous advantages, particularly in the context of efficiency, accuracy, and strategic decision-making. Here are some key benefits:
Time savings: automation streamlines various stages...
solution information
29th November 2023
Futora’s Platform empowers wealth advisors in the dynamic world of wealth management by providing a versatile and customisable white-label solution. Key features include pricing and execution of structured products, streamlined...
blogs
9th November 2023
In today’s fiercely competitive financial landscape, being a leader in the banking world entails more than traditional offerings. As banks endeavour to enrich their clientele’s financial journey, the potential of...
blogs
Client Engagement & Management
Investment Platforms & Tools
18th October 2023
Ever wondered about the future of wealth advisers in this digital age? Let’s be honest – investors are now looking for advisers who go beyond the numbers. They desire someone...
blogs
Investment Platforms & Tools
Market & Business Infrastructure
22nd September 2023
In the ever-evolving world of finance, structured notes and structured deposits have emerged as powerful financial products, offering investors unique opportunities to explore. While these products share certain similarities, their...
blogs
Investment Platforms & Tools
Portfolio Build, Analysis & Reporting
5th July 2023
As central banks around the world raise interest rates to curb inflation, clients’ funds are finding their way into bank deposits which in turn requires banks for more funding. For...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
26th June 2023
Structured products appeal to wealth management firms all over the world for two reasons. Firstly, they allow advisors to offer clients valuable diversification, as they are not merely a delta...
videos
Business Process Management & Outsourcing
15th May 2023
Structured product issuance and distribution can be time-consuming and involve many manual tasks, but Futora offers a solution to digitalize your structured product business. With Futora, businesses can reduce time...
blogs
Compliance & Regulation
Data Management & Analysis
10th March 2023
Financial authorities classify structured securities, which Futora uses to create personalised investment products, as more complex than traditional asset classes like equities, funds and ETFs. So when offering structured securities...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
6th February 2023
If one theme dominated the markets in 2022, it was inflation. Prices soared in most of the world’s major economies - hitting double digits in some cases - primarily due to Russia’s...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
25th January 2023
If one theme dominated the markets in 2022, it was inflation. Prices soared in most of the world’s major economies- hitting double digits in some cases - primarily due to...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
13th December 2022
The digitalisation of financial services has transformed how issuers distribute products, removing friction from the process and lowering costs. Online platforms offer brokers a level of access to retail investors,...
insight
21st September 2022
Private banking is highly connected to customer experience. Private bankers and investment teams try to offer the best service they do to their clients across any function, from onboarding, advising,...
blogs
Digital Platforms & Tools
Investment Platforms & Tools
13th September 2022
Every adviser should be in a position to provide clients with the flexibility and degree of personalisation offered by structured products. The complexity of these products means they have traditionally...
blogs
Digital Platforms & Tools
Digital (Robo) Investing
8th September 2022
Distributing structured products is more complex than a conventional investment like equity due to the way the payoff works and greater regulatory scrutiny. The value of equity either rises or...
blogs
28th July 2022
Managing the lifecycle of a structured product from execution to maturity is key to delivering an optimal customer experience. At any given time, a customer might inquire about whether their...
blogs
27th July 2022
One of the main reasons wealth managers and private banks (referred to collectively as distributors in this article) add bespoke investment products to their offerings is to attract new business...
blogs
5th July 2022
Investors are seeking new ways to access the market as a means to swerve volatility in the broader markets. Structured products can be honed specifically to the investor’s needs and...
videos
5th May 2022
Learn how Futora do what they do
blogs
Investment Platforms & Tools
3rd May 2022
Structured products offer what’s known as an asymmetric risk/ reward profile. What that means is the potential upside of investing in a structured product can be higher than the possible...
blogs
Business Process Management & Outsourcing
Investment Platforms & Tools
2nd May 2022
Structured products sometimes get classified as an asset class, but they’re more like a proposition giving investors exposure to underlying assets such as equities and credit. In this respect, they...
blogs
2nd May 2022
Measuring the return on investment of an equity is relatively easy. After all, the outcome is essentially binary- the value either rises or falls (it rarely stays the same). Some...
blogs
Business Process Management & Outsourcing
Client Engagement & Management
17th April 2022
Our latest blog post discussed how price discovery for the options used in structured products is one of the biggest pain points for banks issuing personalised investments, as highlighted in...
blogs
Client Engagement & Management
Data Management & Analysis
17th March 2022
No matter where you travel in the world, you can always rely on at least one constant- wherever you visit a McDonalds restaurant, a Big Mac hamburger will taste the...
blogs
Compliance & Regulation
Data Management & Analysis
17th March 2022
Financial authorities classify structured securities, which Futora uses to create personalized investment products, as more complex than traditional asset classes like equities, funds and ETFs. So when offering structured securities...
blogs
Client Engagement & Management
Investment Platforms & Tools
17th March 2022
In our recently published report, A Step-by-Step Guide to Offering Bespoke Investment Products to Retail Clients , we explained how banks of all sizes can take advantage of the trend...