Insights

Where does investment advisory fit into a general wealth management offering and how do you approach the technology it needs? Demand for advisory services – where a wealth manager helps plan and manage a client’s investment portfolio – has...

An accurate pricing strategy can help wealth managers boost annual revenues and profits as well as build valuable trust in an increasingly competitive market. Rising competition and costs have prevented many Wealth Managers (WMs) in Asia from...

The coronavirus pandemic appears to be triggering a rethink about business models and strategy among wealth managers (WMs). Regional lockdowns, social distancing and civil unrest have made it far trickier to sign up new customers, especially where...

Our latest C-level survey found a disconnect between ambition and being able to seize upon the massive opportunity presenting itself to the wealth management...

Organisations combining agile data governance with blockchain could overcome the usual problems of storage and retrieval that so often stop them from using data...

Involving IT transformation consultants in the due diligence process before a potential acquisition means banks could avoid costly mistakes, writes Stefan...

Orbium’s second C-level survey highlights the stark differences in performance between those who are on top of their data and those who...

As implementation partner to the wealth management unit of a large German bank, Orbium drew on its vast experience of Avaloq core banking transformations to help achieve demanding business goals. Zabeen Moser- Mawji discusses this successful...