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Article

Why Wealth Managers Must Become Masters of Their Data

Orbium’s second C-level survey highlights the stark differences in performance between those who are on top of their data and those who...
January, 2020
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Article

Expert Partners on the Transformation Journey and Beyond

As implementation partner to the wealth management unit of a large German bank, Orbium drew on its vast experience of Avaloq core banking transformations to help achieve demanding business goals. Zabeen Moser- Mawji discusses this successful...
November, 2019
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Article

Staying Successful in a Disruptive Era of Personalised Wealth Management

Orbium’s C-Level Survey 2020 report will help wealth managers chart a path to success as clients demand increasingly tailored services that reflect their personal goals. Katharina Mohr and Ian Woodhouse look at what to expect from this...
November, 2019
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The Rising Importance of Ethical Investing
video

The Rising Importance of Ethical Investing

Orbium’s Head of Strategy and Change, Ian Woodhouse chaired the discussion at the 2019 Private Banking and Wealth Management Conference on Next Generation Wealth. As part of the session, Ian caught up with Ian Dembinski, Head of Rathbone Private...
October, 2019
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The Rising Importance of Wealthy Women
video

The Rising Importance of Wealthy Women

Orbium’s Head of Strategy and Change, Ian Woodhouse chaired the discussion at the 2019 Private Banking and Wealth Management Conference on Next Generation Wealth. As part of the session, Ian caught up with Ian Dembinski, Head of Rathbone Private...
October, 2019
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An Introduction to Orbium and its Acquisition by Accenture
video

An Introduction to Orbium and its Acquisition by Accenture

Zabeen Moser-Mawji, managing director at Orbium sat down with The Wealth Mosaic for a conversation about this year’s acquisition by leading technology and business consultancy – Accenture. In the video, Zabeen discusses the history of Orbium,...
October, 2019
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Article

Keeping The Trillions of Family Wealth: How to Win Next-Generation Clients

The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy and change at Orbium, explains why wealth managers must overhaul their services to keep...
September, 2019
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Article

Practise What You Preach When It Comes to ESG

The demand for ethical investing is only going to grow, so wealth managers must think about how they can best meet it, writes Zabeen Moser-Mawji. In the next 10 years or so, wealth managers expect to see $1.2 trillion transferred between...
September, 2019
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