FinTech Advisory for Dummies

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

Within an ever-switching and hard landscape, UBS Institutional Consulting presents customized solutions centered in your Group’s evolving needs and requirements. Our expert teams of Institutional Consultants produce a disciplined process backed by UBS, a world leader in wealth administration.

We get it. We had been there within the trenches with you at one time or A further. This is often what we find are a number of the leading fintech worries:

Permits tests of latest exposures and adjustment of strategic portfolio designs as prolonged-time period money current market circumstances evolve

Has the flexibility to include particular shopper goals and Choices in the development of asset allocation

Companies & Consultants Prepare Participant I’m someone or investor planning to acquire motion that will help safe my financial long term.

Get insights into worker and employer attitudes and behaviors about workplace Advantages, for example fairness awards, financial wellness and retirement.

Recognize Each individual manager’s true component exposures and detect the ones that continuously deliver required style tilts

Quantitative equipment to permit the modelling of strategic tendencies and advise portfolio building selections:

Evolve Consumer Anticipations Producing tactics for facts and engineering integration processes to further improve electronic banking, lending and payments capabilities that exceed client anticipations.

Fintechs also travel digital transformation and enablement, generally supplying bespoke instruments for information defense and security.

Securities lending The special resources and practical experience of our specialized associates, combined with Comerica’s energy as being a custodian provides purchasers using a high standard of support that differentiates us from the typical agent application.

Join us as AB specialists dig into the issues buyers are inquiring about. We will find a much better understanding of the forces shaping our world...though hoping not to consider ourselves too severely.

"Fintech was among the list of major individuals inside the exchange of 2005," wrote William Dahill, a lawyer for Martínez. "He realized that the only real way" that Argentina could Get better from its financial crisis "will be by means of a reduction of its liabilities, which might enable the financial state to grow and the state get back a least standard of creditworthiness.

In March 2017, his hedge fund, FinTech Advisory, thought of a vulture fund, been given bonds by using a experience value of $one.three FinTech Advisory billion as collateral for the $300 million loan to Venezuela, serving to the Venezuelan govt market assets amid Intercontinental sanctions. Among April and June, Martinez traveled regularly to Venezuela on debt-similar matters, touring once more in Oct to urge the government of Nicolas Maduro not to pay for the accumulating payments on overdue bonds.