Family Offices and HNWIs, the Fastest Growing Segment of Wealth Management

We were delighted to see an excellent thought leadership article by the CEO of our client 1fs:Wealth, Bobby Console-Verma featured in the most recent edition of the Global Family Office Community Journal.   1fs:Wealth is a UK Wealthtech that provides a ground-breaking digital Family Office and Wealth Management platform that integrates and improves the accuracy and risk assessment of complex portfolios in new ways. The company engaged Catalina Consulting to deliver its initial fundraise and to develop its sales and marketing strategy. 

June 19, 2020  / 

New Lawtech Sandbox announced for the UK

Lawtech Boost—The U.K. Announces R&D Initiative To Accelerate Legal Services Technology Development. This week, Britain’s Ministry of Justice, the LawTech Delivery Panel and Tech Nation - a government-sponsored body created to support the digital economy - have jointly announced plans for the creation of an R&D sandbox. A place where new concepts can be tested in a regulatory compliant environment. The inspiration for the sandbox came in part from a similar exercise carried out by the Financial Conduct Authority (FCA) in 2015 to allow financial technology companies to test ideas. It’s an initiative that has played a role in driving the success of Britain’s fintech sector.

May 24, 2020  / 

The All Ireland Alternative, e-Seminar

On Tuesday May 5th from 2.00 pm to 3.00 pm BST, IFI Global and Catalina Consulting, in partnership with Invest Northern Ireland and IQ-EQ will host an e-seminar to explore the development of the Irish Funds Industry post the COVID-19 crisis. A White Paper will follow. Many believe that the current crisis will likely lead to a review of business practices across multiple industries, including fund management. Additionally, given the particularly peripatetic nature of the European Fund Industry reform is probable. The e-seminar and White Paper will therefore explore what that reform might mean for the Irish Funds Industry.

April 22, 2020  / 

The EU Cross Border Funds Series, Soft Relaunch

IFI Global and Catalina Consulting are relaunching the planned 2020 EU Cross Border Funds Series. Given the current situation, the series remains low-key and we will not carry out any active promotion for now. The revised series deck is available for sponsors and friends to view, and we look forward to re-engaging with everyone as things start to improve.

April 8, 2020  / 

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