article thumbnail

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115
article thumbnail

FP&A’s Scope: What Is In And What Is Out?

Fpanda Club

Data pull from disparate systems FP&A professionals analyze data but typically should not engage in the extraction of data from various systems. This technical task should be handled by IT or dedicated data teams who specialize in integrating and managing data from multiple sources.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

How Can AI Help Financial Planning?

The Finance Weekly

AI in financial planning is changing how businesses analyze data and make decisions. Traditionally, financial teams had to analyze large amounts of data to evaluate performance, predict trends, and plan for success. For example, it can find links between investments and market changes.

article thumbnail

How do banks navigate the trinity of costs, compliance, and innovation?

Global Finance

Banks continue to invest in technologies and processes designed to ensure adherence to regulations, safeguarding their operations and fortifying customer trust. Banks are increasingly investing in technologies that enhance their capabilities and ensure adherence to regulatory standards.

article thumbnail

Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. I have written about how mean reversion is at the heart of many active investing strategies , and why assuming that history will repeat can be a mistake.

article thumbnail

World’s Best Private Banks 2025: Asia-Pacific

Global Finance

Best Private Bank For Sustainable Investing: Bank Of Singapore Private Bank A subsidiary of Singapore-based OCBC, Bank of Singapore (BoS) can leverage the groups approach to sustainability and environmental, social, and governance (ESG) concerns to its advantage. ICICI created a data lake and analyzes data through multiple analytical tools.

Banking 52
article thumbnail

Members’ Spotlight: Charles Westermeyer

CFO Talks

The challenge of analyzing data, identifying trends, and making informed decisions based on complex factors inspired me to learn more. Additionally, invest in your communication skills to effectively convey complex financial concepts to various stakeholders.

CFO 52