Future of Advice

Banks often struggle to clearly monitor what truly drives profitability across key business dimensions (e.g. clients, products, business units, and beyond). In today’s environment of macroeconomic uncertainty and growing organizational complexity, the ability to understand, benchmark, and actively steer profitability has become critical. It calls for a structured, proactive and effective approach.

Private debt is evolving from a niche institutional strategy into a key driver of growth within  Alternative investment funds. This article explores how “alternative credit” has grown into a USD 1.7 trillion market, highlights the variety of strategies within it, and examines why it is increasingly being distributed to retail investors.

Large Language Models (LLMs) have reached production, and their security implications demand immediate operational focus.

Explore whether private banks should invest in asset servicing for growth or divest and refocus on core private banking activities.

As voice agents, predictive automation, and ambient computing replace traditional screens, a fundamental question emerges: how do users trust what they cannot see?

Fund transitions are inherently complex, high-stakes undertakings that place significant demands on all parties involved, including asset servicers, asset managers, management companies, and incumbent service providers. 

Agentic AI takes initiative, learns continuously, and shapes how work gets done.

The transition to T+1 settlement aims to reduce counterparty risk between the trade and the settlement and align Europe with America and some Asian markets,. 

Deloitte Strategy,Analytics, and M&A helps you achieve better business outcomes and continued growth with strategy, AI, data, and analytics  solutions

Fix common workplace mistakes by focusing on purpose, fairness, recognition, balance, control, and community.

Luxembourg’s fund managers are going digital, but lasting success depends on culture, mindset, and leadership, not just new technology.

Luxembourg’s fund managers are going digital, but lasting success depends on culture, mindset, and leadership, not just new technology.

On 28 June 2025, the European Accessibility Act (EAA) came into force across the European Union.

The UK is transitioning to the new Consumer Composite Investments (CCI) regime, replacing the UCITS KIID by mid-2027. 

Learn how ZeroOps can streamline KYC, AML, and credit workflows to enhance operational efficiency.

The initial sprint to comply with the EU’s Digital Operational Resilience Act (DORA) reached a milestone in April 2025 as financial institutions rushed to submit their Registers of Information (RoI) on ICT third-party arrangements.

The initial sprint to comply with the EU’s Digital Operational Resilience Act (DORA) reached a milestone in April 2025 as financial institutions rushed to submit their Registers of Information (RoI) on ICT third-party arrangements.

In today’s banking landscape, the speed of credit decisions—often referred to as “time to yes”—has become a critical competitive factor.  Banks are increasingly evaluated based on how much time elapses from when a client first approaches a bank for a loan and when they receive a formal offer or approval.

CSSF supervises financial entities via offsite and onsite processes. Offsite supervision involves reviewing reports and maintaining dialogues, while onsite inspections focus on specific topics to ensure compliance and market integrity.

Europe’s asset servicing sector is at a pivotal moment of its evolution: new regulations, continuously increasing client demands for real-time data, seemingly endless AI use cases, and a growing desire for digital assets.

The amended banking package detailing the regulatory prudential requirements (the so-called “CRR3-CRD6” framework) was published in the Official Journal in July 2024.

Over the past years, the banking industry has faced inflation, consolidation, and high interest rates that have returned revenue and profits. But as macroeconomic conditions shift, with rising operating costs and falling interest rates, banks will need new approaches to ensure profit.

In an era where operational efficiency has become a lever for value creation, real estate investment managers are increasingly using outsourcing as a transformative strategy to generate efficiency.

Luxembourg’s Banking industry is navigating a complex, rapidly evolving environment characterized by increasing cost pressures. Market data management is a significant cost driver, prompting Banks to reassess and optimize their approach in this domain.

Sovereignty claims are everywhere, but how much control do you really have over your cloud, AI, and workplace tools? This article breaks through the buzz.

The European investment landscape witnessed a significant regulatory evolution with the publication of the amendment to the EU Alternative Investment Fund Managers Directive (AIFMD) on 26 March 2024, in the Official Journal of the EU.

The healthcare sector stands on the cusp of monumental transformation, driven by the rapid evolution of Artificial Intelligence (AI).

Threat-Led Penetration Testing (TLPT) under DORA focuses on identifying vulnerabilities through realistic attack simulations, prioritizing risks based on real-world threats. 

Mergers and acquisitions (M&A) are an integral part of corporate strategy and typically driven by financial objectives. 

Investment fund managers (IFMs) have long relied on branches to streamline cross-border distribution. But with increasing regulatory burdens, they are becoming costly and complex, leading many to reevaluate their efficiency.

GenAI agents automate tasks and boost efficiency by mimicking human cognitive skills, defining roles within business domains, and supporting scalable multi-agent systems. 

GenAI agents automate tasks and boost efficiency by mimicking human cognitive skills, defining roles within business domains, and supporting scalable multi-agent systems. 

Seven key points European fund managers should keep in mind when designing open-ended ELTIFs.

The amending Solvency II Directive was finally published on 8 January 2025 in the Official Journal of the European Union. Member States will have two years to transpose it, and it shall apply at the latest from 30 January 2027. 

In a rapidly evolving world, organizations are rethinking how they connect and support their people. As global dynamics shift, the focus is on fostering workforce resilience and sustainability. 

In an era marked by economic volatility and geopolitical uncertainty, the role of the chief financial officer (CFO) has never been more critical or complex.