23/07/2020 | By: Renato Castro

How The Investment Management Industry Has Been Impacted By COVID-19

Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have been impacted - including investment management. Markets have been moving rapidly while uncertainty has been at an all-time high. This has caused a lot of confusion among investment managers and the kind of strategy to follow. 

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  • How The Investment Management Industry Has Been Impacted By COVID-19

    By: Renato Castro

    Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have been impacted - including investment management. Markets have been moving rapidly while uncertainty has been at an all-time high. This has caused a lot of confusion among investment managers and the kind of strategy to follow. 

    Read more →
  • When is it the Right Time to Upgrade Your TAMP?

    By: Antonio Neri

    Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the end of 2019, Forbes stated that TAMPs were expected to manage close to $4 trillion in client assets. With this in mind, it’s apparent that using outsourcing investment management is on the rise.

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  • How to Bring Advisor Value to Your Financial Planning

    20/07/2020 By: Alexandre Farah Diniz

    With so many financial advisors and specialists out there, it is crucial to add maximum value to your clients. This means stepping away from relying solely on traditional solutions and finding new ways to bring advisor value to your financial planning. 

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  • Achieving Digital Excellence – Wealth Management Playbook

    10/07/2020 By: Mikhail Nassimov

    Long before COVID-19 put further pressure on wealth managers to digitise their business, both clients and advisors were seeking a range of digital tools and capabilities to improve their experience. Post-COVID-19, these expectations will only continue to rise, further intensifying a digital arms race among companies.

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  • How AI Can Help Advisors Become More Proficient

    30/06/2020 By: Marcos Puccini

    When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI). As digitalization has revolutionized many, if not all, services, the financial industry is rapidly evolving too.

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  • The Silicon Review interviews our founder and CEO, Yuryi Ferber and our USA Growth Officer, Steven Mars

    23/06/2020 By: Renato Castro

    In an exclusive interview with the American magazine The Silicon Review, our founder and CEO, Yuryi Ferber, together with the BRITech USA Growth Officer, Steven Mars, explains the importance of the American Franchise in the market.

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  • What Are SMA’s And How Can They Benefit Your Firm?

    By: Renato Castro

    In today’s fast-paced and forever evolving economy, it’s becoming increasingly apparent that financial advisors need to broaden their offerings to drive client acquisition. One way to do this is through separately managed accounts (SMAs).

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