Kidbrooke Insights Podcast

WealthTech Trends Fourth Quarter 2022

November 21, 2022 Natalie Burke, Zaliia Gindullina Episode 6
WealthTech Trends Fourth Quarter 2022
Kidbrooke Insights Podcast
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Kidbrooke Insights Podcast
WealthTech Trends Fourth Quarter 2022
Nov 21, 2022 Episode 6
Natalie Burke, Zaliia Gindullina

Despite volatile markets, rising interest rates, and a slowing economy, wealth management mergers and acquisitions set a record in the first half of 2022, with a whopping 119 deals, according to Fidelity Institutional. So, the wealth management industry doesn’t seem to be slowing down.  This episode covers critical trends shaping the emerging sector in the last quarter of 2022. We talk about the enforcement of sanctions against Russia, the industry's efforts to combat greenwashing, human-centred design, low-code and no-code software and the state of Fintech in the flagging economy.

Sources:

https://www.jdsupra.com/legalnews/between-a-rock-and-a-hard-place-the-9071278/

https://www.jdsupra.com/legalnews/between-a-rock-and-a-hard-place-claims-7534094/

https://hsfnotes.com/fsrandcorpcrime/2022/07/20/sanctions-tracker-new-uk-sanctions-legislation-sanctions-enforcement-updates-and-more/


https://www.wsgr.com/en/insights/enforcement-of-russian-sanctions-and-export-controls-is-coming.html


https://www.wealthmanagement.com/cre-wire/esg-fund-bosses-hit-reckoning-goldman-dws-crosshairs


https://www.esginvestor.net/tougher-enforcement-regulation-on-esg-funds-a-wake-up-call-fixler/


https://kidbrooke.com/blog/the-hybrid-wealth-business-focus-on-technology/ 


https://www.wealthmanagement.com/industry/wealth-management-market-may-double-2030


https://www.bain.com/insights/in-a-new-world-time-for-wealth-management-firms-to-shift-course/


https://fintech.global/wealthtech100/is-no-code-technology-the-future-of-wealthtech/


https://www.finextra.com/blogposting/22636/the-impact-of-digital-only-banks-on-the-traditional-banking-industry

 



 



Show Notes

Despite volatile markets, rising interest rates, and a slowing economy, wealth management mergers and acquisitions set a record in the first half of 2022, with a whopping 119 deals, according to Fidelity Institutional. So, the wealth management industry doesn’t seem to be slowing down.  This episode covers critical trends shaping the emerging sector in the last quarter of 2022. We talk about the enforcement of sanctions against Russia, the industry's efforts to combat greenwashing, human-centred design, low-code and no-code software and the state of Fintech in the flagging economy.

Sources:

https://www.jdsupra.com/legalnews/between-a-rock-and-a-hard-place-the-9071278/

https://www.jdsupra.com/legalnews/between-a-rock-and-a-hard-place-claims-7534094/

https://hsfnotes.com/fsrandcorpcrime/2022/07/20/sanctions-tracker-new-uk-sanctions-legislation-sanctions-enforcement-updates-and-more/


https://www.wsgr.com/en/insights/enforcement-of-russian-sanctions-and-export-controls-is-coming.html


https://www.wealthmanagement.com/cre-wire/esg-fund-bosses-hit-reckoning-goldman-dws-crosshairs


https://www.esginvestor.net/tougher-enforcement-regulation-on-esg-funds-a-wake-up-call-fixler/


https://kidbrooke.com/blog/the-hybrid-wealth-business-focus-on-technology/ 


https://www.wealthmanagement.com/industry/wealth-management-market-may-double-2030


https://www.bain.com/insights/in-a-new-world-time-for-wealth-management-firms-to-shift-course/


https://fintech.global/wealthtech100/is-no-code-technology-the-future-of-wealthtech/


https://www.finextra.com/blogposting/22636/the-impact-of-digital-only-banks-on-the-traditional-banking-industry