As UBS and Julius Baer double down on cost-cutting — both announcing huge cost-cutting requirements — automation must become the clear path forward in wealth
Client reporting has long been one of Wealth Management’s (WM’s) most persistent and difficult challenges, especially when multiple custodian banks or financial services organisations are
We are very pleased to announce that m2Wealth International Limited has achieved first level SOC2 Certification. m2Wealth has successfully completed SOC2 Type I compliance, with
These processes can be clunky, resource-heavy, time-consuming, and expensive, notwithstanding harbouring compliance risk. At M2, our Robo Back Office isn’t just about automation — it’s
“Has the world gone crazy?” That’s the sentiment echoed across public forums like Quora, where users are baffled by the growing normalisation of sharing usernames
In today’s fast-paced investment environment, the only constant is change. Asset classes can fall in and out of favour overnight. Global events — from geopolitical
The AI Trap: Why Trustworthy, reliable Data is Everything – Artificial intelligence (AI) is no longer just a futuristic concept—it’s here, reshaping industries and decision-making.
In Wealth Management (WM) including Family Offices, U/HNWI’s, Asset Managers, IAM’s, EAM’s, Reporting System Providers etc., ‘Dirty’ Investment Data’—characterised by inconsistencies, inaccuracies, incompleteness, and errors—remains
The Evolution of Family Office Systems While embracing technology to streamline operations, approximately 72% of family offices report being underinvested in technology, according to published
This article highlights the critical importance of addressing AI hallucinations due to their significant repercussions. M2 is acutely aware of these challenges and firmly believes
In wealth management, data integrity is crucial for informed investment decisions, client interactions, and regulatory compliance. However, the industry struggles with dirty data—data that is
Bank Frick is part of the expanding list of data feeds provided by m2Wealth. Established in 1998, Bank Frick epitomises family-run, entrepreneurial, and digital banking.
