research & insights from Orbium

External asset management & private banking

Redefining the business model in response to emerging trends, industry pressure and client demands

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Orbium, a global financial services management and technology consulting firm

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Orbium Digital

We recognise the value of a digitally connected and engaged salesforce and client base. Working with banks, we focus on developing and enhancing their digital strategy to deliver customer-centric capabilities, including digital onboarding, robo-advice and other frontline tools to improve productivity and compliance. As a result, our clients can offer...

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Regulation is now a constant challenge for banks, requiring increased resources and adding to overheads. Often regulation varies per region and requires constant monitoring. We understand the impact of such continuous change and have the experience and frameworks in place to address it. Action may include the review and updating of...

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by Orbium
| 19/07/2017 17:31:22

This past year has been a turbulent one for External Asset Managers (EAMs) and private banks. Brexit, increasing regulations, fee pressure, sluggish growth in assets under management (AUM), and declining net new assets (NNA) and revenue margins – are all very serious threats to continued survival. Many banks are reacting in a conservative way and are playing the wait-and-watch game. They are focusing on cost-cutting until the market conditions are clear. On the other side, some banks have decided to use this period strategically for growth and revenue increase with bold decisions and investment for when the market picks up.

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