Wealth Management & Trading
Discover how technology is transforming investing, wealth management, and trading. Fintech Review explores digital investment platforms, robo-advisors, trading apps, and innovations making asset management more accessible and efficient.
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Fintech Stocks: Tracking the Growth Engines
Fintech is not just a sector, it is a major driver of value in the global markets. From digital payments to online lending, from crypto exchanges to personal finance platforms, fintech stocks reflect the rapid transformation of how money moves, grows, and is managed. For investors, fintech stocks offer both excitement and risk. They represent…
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Unlocking the Power of Systematic Trading: A Data-Driven Approach to Financial Markets
Systematic trading has become one of the most powerful strategies for modern traders looking to make informed, disciplined, and consistent decisions in the financial markets. It’s a method that removes human emotion from the equation and leverages the power of technology, data, and algorithms to drive trading decisions. The beauty of systematic trading is that…
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How Technological Innovations Can Help Diversify Your Investment Portfolio
By Daisy Moss The world of tech has transformed so many different industries across the world, with one of the most prominent being finance. In terms of what this means for your investment portfolio, we’re here to discuss how tech can help you to diversify your investments. And protect your future in a, let’s face…
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Why is Wealth Management Technology So Important?
It is time-consuming to switch from one wealth management tool to another. However, today, you have the option to have a wealth management software solution perfect for your specific needs as a wealth manager, an advisor, or a simple investor. In today’s competitive financial world, investors and wealth advisors have to be at a cutting…
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An Introduction to Investment Portfolio Management
An introduction to investment portfolio management, the concept developed by Harry Markowitz…
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Conducting Stock Performance Correlations with Machine Learning
Author: Wu Min is the Vice President of Product at Nebula Graph, an open-source distributed graph database. After earning his PhD at Zhejiang University, he worked at Alibaba Cloud and Ant Financial for years. He has also been active in academia. When evaluating companies and stocks, many investors might argue that the more data you…
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The True Democratisation of Wealth Management
Have we reached the stage of true democratisation of finance? Or, better yet, of wealth management? In case you have missed it, the digital broker Robinhood just did a big IPO. Big as in it gave the company an initial market capitalisation of $32 billion. Everybody was expecting it, but that’s not pocket change. At…
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Investment Advisory’s Future: Interview with Michael Summerton
The wave of fintech disruption that came after the Great Financial Crisis was strong. Incumbent banks and financial service providers were not in a strong position. And so new companies took the opportunity and emerged. Slowly but surely gaining customers and grabbing market share. Most of that growth was due to superior user experience, surfing…
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How Does the Tokenisation of Assets Democratise Finance?
Guest post by Mike Kessler, Founder and CEO of Tokenise, a fully regulated dedicated tokenised stock exchange on a mission to democratise investment through the tokenisation of assets using blockchain technology. Let us begin with why we wanted to improve financial inclusion and democratise finance in the first place. We saw multiple problems with traditional…
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21st Century Wealth Management: Interview with Elisabeth Dana
There is a lot of activity in all parts of the financial services industry. Everything is changing. And it is changing very fast as more companies are coming to the market. At the same time, the industry is awash with VC investments. First, it was a huge wave of innovation in payments that is still…
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Hedge Funds, Reddit and GameStop: is Fintech Democratizing Finance?
Quite a fascinating story that unfolded over the past weeks. A finance drama from films like the Big Short. David vs Goliath in the trading world with a “Rich against poor” vibe. An amazing saga to start 2021. Here is a quick recap if you have not followed. Which is particularly hard since everybody is…
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Private Banking Market: Can Neobanks Crack It?
Is the private banking and wealth management market up for disruption? When the fintech industry first emerged, startups attacked the low-hanging fruits with business and retail payments: the Stripe, GoCardless, etc. These companies are now huge behemoths because this particular fintech segment has quite matured. Fintechs then went after the retail customers, and a bit…
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5 Finance Skills to Understand Fintech
It’s very true that Fintech is a lot about tech, as per the little war for talent happening in the industry. So it’s obviously helpful if you have tech skills like coding. However, let’s not forget that we are talking about finance here. Without finance, there is no financial technology. Maybe it seems obvious, but…
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Top 5 Books About Finance
If you want to learn more about finance in order to better understand fintech, there are a few books that are must-reads. Even though fintech is actually a lot ‘tech’, you cannot really forget that it is finance after all. Without it, there is no fintech. Therefore, understanding basic financial concepts is quite key, especially…
