Top 2021 Wealth Management Trends. What’s actually changing?

The pandemic is putting financial sector’s resilience to the test, throwing us and our customers into a complex scenario ruled by uncertainty. The first half of 2021 is expected to continue much like 2020 ended, with client interactions conducted almost exclusively on a virtual basis, but challenges continue in 2021.

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DOUBLE WIN FOR OBJECTWAY WEALTHTECH SUITE AT XCELENT 2020 AWARDS

We are particularly proud when recognition from market analysts and clients coincides, and this is what happened in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. The report was written by Celent Wealth Management Senior Analyst, Ashley Longabaugh.  
Objectway WealthTech Suite, in fact, has been awarded with the XCelent award for Breadth of Functionality and for Client Base.

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Towards 2021, thanks for trusting us

Dear Objectway Customer,

As we enter the holiday season and begin to look ahead to the New Year, I want to extend my personal thanks for trusting Objectway as your digital partner. The coronavirus pandemic and its impacts have been unique and remarkable, requiring all of us to think and act in new ways. Throughout this period, Objectway has remained focused on being there for you every step of the way.

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Risk and ESG-aligned portfolios

This short paper focuses on how asset and wealth managers can deliver risk and ESG-aligned portfolios to their clients and on how an end-to-end risk portfolio management service, can deliver additional value in terms of stronger returns, higher quality of investments and above all, more client engagement.

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SM&CR: Have you kept your Statement of Responsibilities (SoR) up to date?

Defined by the FCA as “a catalyst for change”, the SM&CR represents an opportunity to enhance healthy cultures and effective governance in financial institutions, requiring greater accountability both individually and within a firm, as well as setting a new standard of personal conduct and competence.

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Everything you always wanted to know about risk (But were afraid to ask)

A risk aware investment process needs to be supported by a solid approach and integrated with risk data feed that are correctly imported, validated and armonised to support the entire investment process.

But what does it really mean?
Let’s talk it over with Elena Giancaspro from Confluence, a global leader in data-driven investment management solutions.

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2020: Anno Zero per il comparto assicurativo – La consulenza

Le evoluzioni normative emanate quest’estate dall’IVASS collocano il 2020 come anno zero per la definizione e costruzione di nuovi processi di relazione e vendita dei prodotti assicurativi tra i distributori, gli intermediari e i loro clienti.
Sono numerose le riflessioni che diversi addetti al settore, noi compresi, stanno esprimendo in questi mesi.

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