Tag: portfolio management

QPLIX, a WealthTech company specialising in wealth management software for family offices and private banks, has received a significant investment from tech-focused firm Partech via its Growth Fund.

In today’s rapidly shifting financial landscape, it’s critical for investment advisors to fully understand their clients’ investments in digital assets.

Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances.

Private equity firms have gradually begun to recognize the importance of cybersecurity oversight, moving beyond basic pre-acquisition cyber due diligence.

Comprehensive ESG due diligence is crucial not only for ensuring regulatory compliance but also for enhancing transparency, optimising portfolio value, and driving sustainable growth....

In the realm of InsurTech, the ability to accurately assess risk, calculate premiums, and determine policy renewals hinges significantly on understanding historical losses. IntellectAI, which...

P&C and health pricing teams operate in a dynamic environment. They need to ensure that their current pricing strategy is not only appropriate for their policyholders but also accurately aligned with the evolving competitive and regulatory landscape. In reality, pricing executives act as insurance portfolio managers, constantly monitoring margins, loss ratios, and GWP to align with both the insurer's overall strategy and market competition. Recent regulations such as the UK's Customer Duty, also highlight the necessity for real-time identification of risk outliers within portfolios and the ability to explain these outliers to regulators, making this capability a regulatory requirement.

In the rapidly evolving digital landscape, traditional methods of portfolio oversight are increasingly inadequate against the mounting cyber threats. Recognising this shift, a strategic, programmatic approach to cybersecurity has become crucial for safeguarding investments and enhancing company valuations.

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Danelfin, a firm that leverages AI to enhance stock selection and portfolio management for retail investors, has secured €2m.