Writing
Notes on wealth and asset management technology
Platforms, operations, product and data, written from inside the work.
Essays in Asset Tech
Your CIO Is Redundant, Your ETFs Are Next.
Asset TechAI is poised to fundamentally disrupt the wealth management industry by automating core functions, replacing traditional roles, and transforming products like ETFs through advancements in direct indexing and proactive workflow engines.
Mansion House Shake-up: UK’s regulatory Red Tape Revolution
Asset TechNewly appointed Chancellor Rachel Reeves announced a sweeping overhaul of the U.K.’s financial‑services rulebook, a plan she dubbed the Mansion House Shake‑Up. The message is unmistakable: for Britain’s economy to thrive, we must eliminate outdated regulations that hinder capital flow and simplify the complicated red tape entrepreneurs face.
Top 10 WealthTech Companies Redefining the Asset Management Space
Asset TechDiscover the top 10 WealthTech companies revolutionizing the asset management industry. Explore innovative solutions driving efficiency, transparency, and smarter investments.
Your Ultimate Guide to the SEC-mandated T+1 Settlement Cycle
Asset TechDiscover everything about the SEC-mandated T+1 settlement cycle, its benefits, impact, and how it streamlines stock market transactions.