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wealth management

wealth management


Norbert Paddags shares an article on the combination of digital solutions and personal communication in wealth management.  Hybrid solutions in wealth management Hybrid models are the panacea that make driving fun and at the same time allow you to have a clear conscience thanks to the electric drive. But hybrid solutions are not only in […]

Modak Fahad shares an article on delivering a differentiated client experience in asset and wealth management. The asset and wealth management industry continues to experience a lot of consolidation with deals such as Morgan Stanley/E*Trade/Eaton Vance, Schwab/TD Ameritrade, and Franklin Templeton/Legg Mason. Scale is becoming an important competitive advantage in this winner-takes-all environment. Leaders in […]

Umbrex is pleased to welcome Christian Fendt with Arumis Consulting GmbH. Christian has over 25 years international experience in management consulting and in financial services.  Prior to founding Arumis Consulting, a small, independent management consultancy, he founded Pegasos Capital, an independent private wealth management company and launched his own mutual fund. Christian also worked 5 […]

Umbrex is pleased to welcome Ravi Arulanantham. Ravi has two decades of experience in the financial services industry at the intersection of product, investing, and corporate strategy. Most recently he was Global Head of Product & Strategy at Wells Fargo Asset Management. Prior to Wells, he held various strategy and investment roles at JPMorgan Asset […]

Umbrex is pleased to welcome Luka Repansek.  Luka Repansek worked as a management consultant in the financial institutions practice at McKinsey and gained experience in a number of European markets. He was Fellow at the McKinsey Global Institute in San Francisco were he conducted research on global capital markets. After McKinsey, Luka spent several years […]