Video
Business Strategy & Advisory
Digital (Robo) Investing
2nd December 2021
Who may benefit from the wealth management services?
Where are the main opportunities for the industry?
What will the next generation of robo-advisors look like?
To give you the answers, Mike (Michał) Lisewski...
blogs
Proposition Design, Development & Delivery
Software Development & Management
11th December 2020
Organisations of all shapes and sizes have recognised the urgency of digital transformation to meet these fast-changing client needs and stay relevant in an ever more competitive industry environment.
To make...
news
11th November 2020
Expert Laser allows you to directly access Opus Una’s Wealth management industry experts on an hourly basis for specific topic areas. A standard and transparent rate for all experts –...
blogs
Digital (Robo) Investing
Financial & Retirement Planning
7th September 2020
Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful
Despite much recent hype about the rise...
blogs
Proposition Design, Development & Delivery
Software Development & Management
3rd June 2020
“Ideas are cheap, execution is everything”, said various wise and learned people in slightly different ways, with particular reference to early stage companies. The idea is important, of course. What...
blogs
Business Establishment & Support Services
Business Strategy & Advisory
20th May 2020
Worrying is what founders do. You’ve put your heart and soul into your new business; you’re as invested in it growing and succeeding as you would be with your (other)...
blogs
Proposition Design, Development & Delivery
Software Development & Management
13th May 2020
Last month we posted on the challenges for FinTechs in raising seed capital. This month we are beginning to dive a little deeper on these challenges. First off, we look...
blogs
Business Process Management & Outsourcing
Technology Strategy & Consulting
1st May 2020
More relevant now than ever. Outsourcing of technology can increase speed to market, reduce spend and mitigate risk – if executed correctly. Read the thoughts of wealth industry experts on...
Podcasts & Webinars
Client Engagement & Management
Technology Strategy & Consulting
2nd April 2020
Original date of recording: Wednesday, March 18th, 2pm UK time
Duration: 50 minutes
Webinar participants:
Adviscent - Thomas Bosshard, CEO
Invessed - Theo Paraskevopoulos, CEO
SimCorp Coric - Sarah Prior, Senior Sales Manager
Genuine Impact - Alister Sneddon, Co-Founder & CTO
Host/moderator: Sharmil Patwa, Founder, Opus Una
Webinar introduction
Wealth...
blogs
Business Strategy & Advisory
Technology Strategy & Consulting
1st April 2020
It has just become harder to raise capital
The challenges for FinTechs in raising seed capital are already significant. One of the likely outcomes of the COVID 19 Pandemic is a...
case study
Proposition Design, Development & Delivery
22nd January 2020
Client profile
Revolutionary digital wealth management firm
Challenge
The founder, a global markets veteran, had identified a number of themes related to sub-optimal delivery of wealth management services to a particular client segment....
blogs
Proposition Design, Development & Delivery
Technology Strategy & Consulting
24th July 2019
The potential benefits of engaging with technology in the wealth management world are no different from any other industry.
These are:
Reduced cost
Increased control
Increased revenue
While in wealth management technology is being used...
blogs
Proposition Design, Development & Delivery
Technology Strategy & Consulting
1st July 2019
Reduced computing costs and greater internal appetite to invest have dovetailed nicely with customer expectations. The wealth management industry is now catching up on the technology front, says Sharmil Patwa...
case study
Proposition Design, Development & Delivery
1st January 2019
Client profile
Leading global private bank within a US-based tier-1 multinational bank.
Challenge
Our client, a global private bank, wanted expert restructuring of a new tax wrapper service for fund solutions, to launch...
case study
Proposition Design, Development & Delivery
7th February 2018
Client profile
Multrees is an independent provider of global custody, investment administration and consolidated reporting services for wealth managers and private investment offices.
Challenge
Multrees, responds rapidly to its clients’ needs as they...
case study
Proposition Design, Development & Delivery
10th January 2018
Client profile
Wealth management division of a UK-based global banking group.
Challenge
Our client, the wealth management division of a global banking group wanted to ensure that its product development processes, governance and...
blogs
Compliance & Regulation
Digital Platforms & Tools
19th December 2017
Three areas that we at Opus Una think there is a real opportunity for FinTech to make a difference in wealth management in 2018 are:
Direct Investment
Governance, Risk & Compliance (GRC)
Brokerage
Three...
