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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management vs Asset Management Many people interchangeably use the term asset and wealth management.

Banking 78
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Wealth Management: Building and Protecting Fortunes

Tom Spencer

Wealth management is a critical field that helps high net worth individuals and families to achieve their financial goals and maintain their financial assets over the long-term. Wealth managers assist their clients to do this through a combination of strategies involving financial planning, investment management, and risk management.

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Healthcare Industry — The Rise of Vertical Integration

Tom Spencer

In recent years, players in the healthcare industry have strived to create more effective systems in order to improve overall patient outcomes. For example, an insurance company might take control of hospitals, primary care providers, home services, or community agencies. How to break out of the old model?

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Asset Management – Industry Overview (Part 1 of 4)

Tom Spencer

Asset managers are institutions that ‘manage money’ on behalf of certain beneficiaries. Well, asset managers aim to understand client investment objectives and invest client funds in a variety of financial products and asset classes. Major traditional asset managers include: Blackrock. Affiliated Managers.

Industry 113
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New Technologies in the Insurance Landscape (Part 3 – Cloud)

Tom Spencer

The cloud – which refers to storing, managing, and processing data via a network of remote servers instead of locally on a server or personal computer – is quickly becoming a critical source for innovation. Cloud in the Insurance Sector. However, more widespread reliance on the cloud should proceed with caution.

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New Technologies in the Insurance Landscape (Part 1 – Artificial Intelligence)

Tom Spencer

Digital disruption is touching every aspect of the consumer market, including the insurance industry. Traditionally, the insurance industry has lagged behind other sectors in the shift into digital technologies, its business model proving to be remarkably resilient. Artificial Intelligence.

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What is the Professional Services Industry All About?

Progressus

Professional services is an expansive space spanning several industries – consulting firms, software publishers, IT service providers, even manufacturers and distributors that offer post-sale services — each with its own set of challenges, regulations, and opportunities.