A Simple Key For institutional financial solutions Unveiled

Wiki Article

Fintech suppliers have a singular set of problems, from a lack of intel on who is winning discounts and why, to extremely complicated messaging that doesn’t resonate with financial institution and credit score union executives, to a lack of expertise on good sector sizing.

It informs our tactic tips on your own behalf and delivers actionable insights for “at the moment” and more time expression implementation.

No illustration or warranty, either Specific or implied, is furnished in relation to the accuracy, completeness or reliability of the knowledge contained herein. Any views expressed are issue to vary unexpectedly and will differ or be contrary to thoughts expressed by other small business spots or teams of UBS.

Cornerstone can assist. We operate with fintech suppliers, fintech challengers, and sector traders to improve their worth for banks and credit unions.  Our subject material gurus merge their familiarity with fintech and banking to deliver custom engagements that get success.

This study focuses on financial wellness packages, and reveals that staff members increasingly worth them and the companies presenting them.

Being a firm giving prosperity management expert services to customers, UBS Financial Providers Inc. presents expense advisory companies in its potential being an SEC-registered investment adviser and brokerage providers in its ability being an SEC-registered broker-seller. Expenditure advisory products and services and brokerage services are separate and distinct, differ in product ways and are governed by different guidelines and individual preparations.

Learn the transformative energy of generative AI inside the retail market and over and above in BDO's e-book.

Leveraging automation and regtech to Enhance the precision and efficiency of fintechs’ regulatory compliance procedures.

Don't just really should Every single supervisor reveal skill, they need to offer you decreased correlations and diversification with one another

A The Wall Road Journal article, printed on November 10, 2013, explained Martínez's conclusion to invest in Argentina "an unconventional call," on condition that "Argentina has become a cautionary tale For several buyers considering that its 2001 default on $100 billion in sovereign credit card debt" and that its very last two presidents, Néstor Kirchner and Cristina Kirchner, had "regularly gone mano a mano with major enterprise," nationalizing an oil company and in search of to force the Clarin media group to interrupt up its company.

In March 2017, his hedge fund, FinTech Advisory, regarded as a vulture fund, been given bonds that has a experience value of $one.3 billion as collateral for just a $300 million loan to Venezuela, aiding the Venezuelan govt market property amid Intercontinental sanctions. Between April and June, Martinez traveled commonly to Venezuela on personal debt-associated matters, traveling all over again in October to urge the government of Nicolas Maduro not to pay for the accumulating payments on overdue bonds.

 With close to forty yrs of practical institutional financial solutions experience, Comerica’s consumer-focused group of experts will let you navigate creating your personal or leveraging our existing CITs for the certified retirement plan clients.

This authorized battle, reported the Situations, was "drawing again a curtain on Mr. Martínez's secretive earth" and "might have implications for other firms on the earth's quickest-growing economies.

His "wholesale" order of defaulted Argentinian bonds was viewed as an act of "loyalty" to Argentina by Kirchner and Other folks. In the course of Argentina's worst economic periods, he bought into "almost all" with the nation's large companies, "from Telecom to Transener."[8]

We husband or wife across AB to obtain differentiated expenditure capabilities and return resources to construct shopper Remedy

Report this wiki page