Tag: KidbrookeONE

Kidbrooke has introduced a new employee benefits platform, Life, designed to transform the management of End of Service Benefits (EOSB) in the UAE and the wider Gulf region.

The first half of 2025 has revealed clear shifts in wealth management, with firms moving beyond discussions of investment strategies to focus on access, personalisation, experience and automation. Kidbrooke, which offers a unified analytics solution for investment and wealth firms, recently outlined the four trends are shaping how advice is delivered, scaled and humanised across the sector.

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

The FCA’s Consumer Duty, introduced in July 2023, has become a driver of change across UK financial services. Its goal—to ensure good outcomes for...

As artificial intelligence becomes increasingly embedded in the wealth management sector, the emphasis is shifting from automation to augmentation. AI is no longer seen as a replacement for financial advisors but as a valuable partner that enhances their efficiency, supports compliance, and improves client outcomes. This evolution is clearly embodied in Kidbrooke’s AI-powered solution, Kate.

Since its official launch in July 2023, the Financial Conduct Authority’s (FCA) Consumer Duty has become a cornerstone of UK financial services regulation. Designed to ensure “good outcomes for retail customers”, the Duty has pushed financial institutions to rethink how they design, present, and support their products and services.

Sustainability has evolved from a fringe concern to a central pillar in financial services strategy. With the demand for transparency and accountability rising, financial institutions are under increasing pressure to integrate environmental, social, and governance (ESG) factors into every level of decision-making. Data management, climate scenario modelling, and ESG analytics are becoming critical tools in the journey toward sustainable finance.

Retirement marks a significant transition in life, shifting from peak earnings to financial dependence on savings and pensions.

The UAE’s recent End of Service Gratuity Reform represents a significant step towards modernising employee benefits and retirement planning for private sector and free zone employees.

The wealth management sector has seen a gradual adoption of generative AI (GenAI) and large language models (LLMs), particularly as firms look to enhance efficiency and client interactions.