Securitisation wants to polish its reputation, but the task is arduous and takes time. Over the past few years, securitisation has become one of the funding and risk transfer methods that banks and other capital market players prefer. It also has the blessing of the European Commission in the context …
Myths (from the Greek “mythos”) are as old as the human memory can remember. Present in all domains of our lives, even in the fact-based world of finance, they rise and adapt to reality until, one day, they fall into oblivion. New fields come accompanied by beliefs that frequently help …
Amsterdam, 9 am and a windy, rainy November (people around here are used to that). The 450 senior AWM professionals that gathered for the PwC AWM Conference 2019 feel the cold, but are excited about one of the most awaited industry gatherings each year. Friendly and talkative, they represent more …
This is a story about wealth and prosperity but of dreams and conspiracy too. Who said that blood is thicker than water? Wealth isn’t just about money. It has to do with happiness and health, with flourishing in the broader sense. That’s what Mohammed’s family got wrong. After years of …
ESG. This acronym has been gaining strength and importance throughout the European institutions’ agendas and across industries, both locally and globally. Even if you’ve only heard the term in recent years, this pillar towards a greener economy has been around for a while. How did ESGs move from being niche …
Dichotomy is embedded in life, or, life embeds dichotomy to force balance. Why don’t we look at the other side of Brexit then? Is it as bad as people are saying? We don’t want to seem unrealistic. For UK asset managers, working and living in the Brexit uncertainty isn’t like …
This isn’t an article about wealth management trends only, but a story inspired by what clients in the industry are living nowadays. Taking into account their anecdotes and questions, and the Wealth Management Forum held in Crystal Park in early November as an invaluable information source, we’ve written down this …
The asset and wealth management (AWM) industry’s revolution is ongoing. Assets under management (AuM) are increasing, as are costs and revenues. Although revenues costs have gone up, they’ve not grown at the same speed as revenues for many reasons, including economies of scale and the slow adoption of new technologies. …
Did we just write “A Jedi-like asset manager”? Well, yes, we actually did. Let’s say a hero-like one instead, in case you don’t like laser swords, dark masks and almost impossible-to-fly spacecrafts. We’re sure you got this right anyway! This article is a humble list of ideas you could add …
In the beginning of 2018, MiFID II entered into force and became a reality for banks, financial intermediaries, distributors, trading venues and manufacturers of financial products. From an EU distribution angle, while AIFMD has changed the placement rules in the EU for AIFs, MiFID II adjusts the distribution dynamics for …
