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Top 5 2015 Trends for the Investment Management Industry

Crystal-ball gazing is always a tricky sport. But from our privileged position at the hub of the investment management industry we have a good view of the key issues managers face. So here goes with my predictions for the year

Posted in Traditional and Alternative Asset Management

Cloudy Skies Ahead as Family Offices Institutionalise

It’s been a key trend of recent years, one we continue to watch closely – the institutionalisation creeping in to every part of the investment management space. And family offices, according to Deloitte’s 2015 Private Wealth Outlook[1], are no exception.

Posted in Advent Software, EMEA, Family Offices, Region Europe, Region Middle East

Warning – The Lack of IT Board Representation Could Be Seriously Damaging Your Health

Over the space of more than ten years with Advent EMEA, I’ve had the opportunity to talk to a lot of wealth managers. Time and time again I run into people who say that IT infrastructure plays a pivotal role

Posted in Advent Software, Risk, Trends

The Three Cs: Common Challenges and Opportunities for Wealth Managers

“Wealth management” is a pretty broad category. We encounter a lot of different types of firms in this space with different business models and strategies. But they share many common challenges and often have similar technology wish-lists. That is what

Posted in Wealth Management and Financial Planning

Best Practices Events – Final stop on the EMEA roadshow: Oslo

Our fifth and final Best Practices roadshow in Oslo this week was extremely well attended – we finished with a flourish! I presented the results of a survey we recently conducted with TNS Sifo Prospera on the Nordic fund industry,

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Posted in Asset Managers, Compliance, Global, Wealth Management

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