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9 Wealth Management Trends for 2021

Le Jan 15, 2021
@SpirosMargaris a partagé
9 #WealthManagement #Trends for 2021 https://t.co/cqVGloxMA7 #fintech #wealthtech @FintechCH https://t.co/BEhQoOIDyb
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Sustainable investing, hyper-personalization and ecosystem building are among the top nine trends wealth management firms must prioritize in 2021, French consulting firm Capgemini says in a new report.

fintechnews.ch
Le Jan 15, 2021
@SpirosMargaris a partagé
9 #WealthManagement #Trends for 2021 https://t.co/cqVGloxMA7 #fintech #wealthtech @FintechCH https://t.co/BEhQoOIDyb
Open

9 Wealth Management Trends for 2021

9 Wealth Management Trends for 2021

Sustainable investing, hyper-personalization and ecosystem building are among the top nine trends wealth management firms must prioritize in 2021, French consulting firm Capgemini says in a ...

Amid climate crisis, investors are starting to put their money towards a sustainable future

Amid climate crisis, investors are starting to put their money towards a sustainable future

Many investors are choosing to funnel their money into investments that address climate change and climate risk, a move that asset managers are rushing to meet the demand.

How Does Impact Investment Drive A Social Change And Profit?

How Does Impact Investment Drive A Social Change And Profit?

Impact investment is a move that allows organizations to make money while investing in a social or environmental cause, which holds prospects

Reinventing Wealth Management: How Technology is Shaping The Way We Manage Investments

Reinventing Wealth Management: How Technology is Shaping The Way We Manage Investments

Traditionally, wealth management has been a human-based professional service that provides financial and investment advice to clients of high-net-worth and ultra-net-worth category. Since ...

What’s The Future Of Investing? 17 Experts Share Their Insights

What’s The Future Of Investing? 17 Experts Share Their Insights

Without the ability to invest, who knows how long it would take the… ...

CAIS Announces $50M Equity Investment

CAIS Announces $50M Equity Investment

CAIS the leading alternative investment platform, today announces an agreement for a $50M Series B equity investment from Eldridge, a holding company with a unique network of businesses ...

Key Benefits of Robo-Advisors in Fintech

Key Benefits of Robo-Advisors in Fintech

When you are investing and strive for a higher ROI, whom do you address? As a rule, you reach out to...

Ford Foundation: Spotting mispriced risks in affordable housing, quality jobs and diverse managers

Ford Foundation: Spotting mispriced risks in affordable housing, quality jobs and diverse managers

The latest global trends in impact investing and social impact in new financial markets, venture capital and impact investment funds. Join now!

Envisioning the future of impact investing

Envisioning the future of impact investing

Clear measurement standards, high-grade operations, specialized products, and more training for entrepreneurs can make impact investing a more influential practice.

Wealth managers are promising business-class service for the masses

Wealth managers are promising business-class service for the masses

Banks, brokers and tech buffs vie to look after common people’s $72trn stash of cash

361 Infrastructure Partners Named to ImpactAssets 50

361 Infrastructure Partners Named to ImpactAssets 50

361 Infrastructure Partners, a wholly owned subsidiary of 361 Capital, was recently named to the ImpactAssets 50 2020 list.

How To Invest And Have Impact Through Funds

How To Invest And Have Impact Through Funds

Investing through impact funds could help investors construct a more balanced portfolio, access private investments and have an impact beyond their financial contribution.

Capital Impact Partners Named to ImpactAssets Ninth Annual IA 50 Impact Investment Fund Manager Showcase

Capital Impact Partners Named to ImpactAssets Ninth Annual IA 50 Impact Investment Fund Manager Showcase

For the third consecutive year, ImpactAssets named Capital Impact Partners to its IA50 showcase of impact investors.

Grayscale Q4 2018 Report: Institutional Investors Provide 66% of Capital Inflow

Grayscale Q4 2018 Report: Institutional Investors Provide 66% of Capital Inflow

The latest crypto investment report from Grayscale Investments reveals that capital inflow from institutional investors is on the rise.

Root Capital Selected for the Eighth Annual IA 50 Impact Investment Fund Manager Showcase

Root Capital Selected for the Eighth Annual IA 50 Impact Investment Fund Manager Showcase

For the eighth consecutive year, Root Capital has been selected for the ImpactAssets 50 (IA 50), a free online resource for investors and financial advisors. The annual guide features fund ...

WealthTech startup InvestSuite raises €2 million

WealthTech startup InvestSuite raises €2 million

InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million is bringing ...