Shields Advisory

My Portfolio

A few examples of blog articles I have authored or co-authored over recent years with support and collaboration from my wonderful colleagues at FNZ, Appway and Avaloq.

Articles: 2019 - 2023

Personalized Investing: Picasso and painting by numbers

Achieving tech leadership in private banking

The financial literacy gap is concerning: Can engagement with digital investment apps help?

Three myths of digital engagement

Race for scale

Partnering for scale: FNZ and BCG report

Personalization in a digital world

Investor expectations for digital are rising: is the industry responding?

Providing investor choice means delivering a wider scope of products – at less cost. But how?

Investor self-determination is rising rapidly: Is digital advice the way to go?

Reconnecting private bankers with their clients

As the industry reshuffles, can wealth managers be all things to all people?

Global RegTech Summit (London): Regulatory Reviews, Demo Video

As regulators turn up the heat, how will you manage the complexity?

The itch to switch: 5 reasons investors are changing wealth management providers

The democratization of wealth management: increasing demand for complex products drives increasing onboarding complexity

Debunking the myth: digital wealth management services only target the young and mass market

Client lifecycle management: what matters in retail and private banking

Reconciling Regulatory Compliance: The Key Role of Digital

How FNZ is improving the foundations of a three lines of defence model

Study: Digital Preference Just As Strong Among Older Clients

Mass Affluent Investors Demanding More Complex Financial Products

Regulation and service excellence don’t have to be opposites

Compliance by Design - Adhere To Regulations Without Sacrificing Service Excellence

Digitally Yours: Keeping Close to Your Clients

How the new digital approach to wealth management is laying the way for wealth democratization

INTELLIGENT ONBOARDING: A BRIDGE OVER THE DIGITAL GAP FOR WEALTH MANAGEMENT

Hassle-free data management for customer satisfaction and regulatory compliance

5 things that open banking has given us

3 key drivers of innovation in the open banking platform economy

Is it time to redefine the risk-based portfolio approach?

Change from a single-instrument to a risk-based portfolio approach in wealth industry

What makes an effective digital wealth management solution?

The potential of digital assets in wealth management

BPaaS: Why banks must critically rethink their business model

How BPaaS models help to reduce complexity in digital banking


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