Roger Portnoy2024 First Quarter Review: Highlights of what I have been seeing in Wealth Management and Wealth…First quarter review of themes, m&a strategies, and technology developments in relation to wealth management in France, UK and Switzerland.Apr 1Apr 1
Roger PortnoyAI in WealthTech — A week of positive signalsMidweek article exploring some of last week’s AI related funding and business news related to Wealth, with a particular focus on advisory.Feb 29Feb 29
Roger PortnoyWealth & Banking Related Deals, Rumours and Funding — week ending Feb 10th, 2024Overview: Funding in my covered segment was inflated this week off the back of debt facilities as opposed to equity financing.Feb 12Feb 12
Roger PortnoyWill 2024 be a big year for Tokenization?This blog was inspired by three inputs / its body examines the current pros and cons for a big jump in token issuance in 2024.Jan 221Jan 221
Roger PortnoyCorporate Investors — Considering the pro’s and con’s of having them as minority shareholdersNew weekly piece in which I share some of my experiences of working with and as a corporate investor in early stage companies.Jan 16Jan 16
Roger PortnoyWhat promises will AI deliver to Wealth Management in 2024?First article in 2024 on AI in Wealth Management in which I suggest that this year will prove to be the game changer for real use cases.Jan 3Jan 3
Roger PortnoyBlockchain and Digital Asset Deals for week Ending 16th Dec 2023 in Capital MarketsOverview: I thought I would produce a separate deal report on interesting blockchain and digital asset deals in the capital markets spaceDec 17, 2023Dec 17, 2023
Roger PortnoyFintech: Ingredients for success revealing themselves as Sentiment ImprovesExecutive Summary: My weekly article inspired by the positive performance of many publicly listed fintech firms over the past 4 weeks.Dec 10, 2023Dec 10, 2023
Roger PortnoyAI in Banking: Themes and Emerging Topics for 2024Given a lack of deals and funding spotted this week (despite lots of effort), I thought instead I would focus on the AI Symposium event.Dec 4, 20233Dec 4, 20233
Roger PortnoyThe Developing Wealth Management Landscape in the GCCNew weekly article with a focus on the evolving wealthtech environment in the GCC.Nov 28, 2023Nov 28, 2023