Wealth & Money Management Awards - Winners List (2015)

Enhancing Financial Connectivity: Key Integrations for Streamlined Reporting and Data Management

There is increased complexity in financial systems in the modern business setting, which assumes increasingly more digital forms. The necessity of smooth connectivity between different platforms has never been as keenly felt as it is now. Deeper integration of

A car dealer signs a contract for a new car at a car dealership.

Decoding Car Finance: Expert Tips for Selecting the Best Payment Plan

In recent years, 80% to 90% of new cars and an increasing number of used vehicles have been bought with finance agreements. With car prices continuing to rise, the growing need for car financing has become more evident as consumers increasingly rely on various

Economy finance and investment background

Why Your Business Won’t Secure VC Funding

UK start-ups raised £2.2 billion in new venture capital funding in the third quarter of 2024, marking a significant decline from the £4.4 billion secured in the previous quarter, according to recent data from HSBC. In this increasingly competitive landscape,

A group of investors discussing investment opportunities in a boardroom

Engaging the Next Generation of Investors

By Matt Ryan We are used to seeing the word ‘millennial’ as a shorthand for young people, or even teenagers, often alongside shopworn cliches about avocado toast and phone addiction. However, as of 2024 millennials can be as old as 43 – some are grandpar

Futures Trading in the Current Climate

Margin trading is an attractive way to improve profitability via the use of borrowed funds, commonly utilized in futures trading. Essentially, it allows traders more size than their current reserve — which in turn allows for the possibility of risk in e

young business woman hand putting coin into piggy for saving cost

Closing the Gap: Empowering Women’s Financial Futures

According to data from life insurance specialists, LV=, 71% of women surveyed didn’t feel confident in what steps to take to avoid running out of money during their retirement years, compared to 50% of men. Similarly, 77% of women said they lacked confidence

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Happy optimistic young girl student holding credit card.

Personal Credit Finance: 7 Reasons Why ‘Buy Now, Pay Later’ Services Are More Popular Than Ever

Over recent years, more than 26.4 million of us have turned to ‘buy now pay later’ (BNPL) services to help us pay for both essentials and treats by spreading payments over a number of months. Research from last Christmas shows that one in four of us used B

Lost in Translation: Navigating the Global Financial Landscape with AI

By Lloyd Farrow, Sales & Marketing Director at LanguageLine Solutions UK As international markets become increasingly interconnected, financial institutions are extending their reach beyond domestic borders to access new markets and diversify their portfol

How Embedded Finance is Redefining the Travel Industry

By Philipp Buschmann, Co-Founder and CEO of AAZZUR In the world of travel, convenience is king. From the moment we start dreaming about our next vacation to the time we finally sink into that beachside lounge chair, we want everything to flow smoothly. But the

A digital alert icon over glowing binary code represents a cybersecurity threat or data breach.

The Average Cost of a Data Breach in the Finance Sector is $6.08 Million, a Staggering 22 Percent Higher Than the Global Average of $4.88 Million

According to IBM’s 2024 Cost of a Data Breach report, finance has the second highest breach costs of the 17 industries studied By AJ Thompson, CCO, Northdoor plc    IBM’s 2024 Cost of a Data Breach report has highlighted the increasing cost for o

Experts Reveal How School Leavers Hoping To Start Their Own Business Can Spot Online Payment Scams This Summer

When it comes to online shopping, customers aren’t the only ones who can fall victim to scams. Many scams target sellers instead – and these can harm anyone, including school leavers planning to bypass university and start their own business instead. Anyon

dealer salesman giving car key to owner.

The Real Impact of Your Credit Score on Car Financing

When it comes to car financing, your credit score is a crucial factor that can significantly affect the terms and conditions of your loan. As an expert in financial matters, I aim to demystify the complexities surrounding credit scores and their impact on car

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Analyst team use sticky note and laptop for financial insight with business Fintech paper for data analysis dashboard. Creative and analytic brainstorming for business marketing strategy idea.

5 Essential Marketing Strategies for Lenders and Brokers to Drive Growth

By Nicola McCoosh, founder and CEO of Yada Yada Finance In today’s competitive financial services landscape, many lenders and brokers struggle to meet their growth targets when relying solely on ad-hoc or siloed marketing activities. Whether it’s sporadic

Lost in Translation: Navigating the Global Financial Landscape with AI

Close up young businessman standing near table with pen in hands, ready signing profitable offer agreement after checking contract terms of conditions, executive manager involved in legal paperwork

6 Common Mistakes That Could Invalidate Your Business Insurance

Business owners are being warned to keep their providers up to date or risk invalidating their insurance. Insurance comparison experts from Quotezone.co.uk have highlighted six ways businesses may have unknowingly invalidated their business insurance

Pretty young woman shopping online with credit card and laptop while sitting on sofa at home.

Financial Advisors: The Types of Purchases That Could Impact Your Credit Score When Made on a Credit Card

Credit cards are a convenient way to manage finances, but how you use them can significantly affect your credit score. Sovereign Boss Financial Advisors, a leading financial advisory firm in the UK, outlines the types of purchases that could harm your credit s

Fintech Start-Up Founder of the Year 2024: Shawn-Marc Melo

Shawn-Marc Melo has come a very long way since he first started his sales career 15 years ago. With an impressive array of experience under his belt, he soon discovered his dream to launch his own fintech brokerage - and, two years ago, he did just that in the

Most Innovative Self-Service Kiosk Soultions Provider 2024 – Middle East

FinTech solutions company Infinite Business Solutions (IBS) DMCC pioneers a range of leading edge technologies and value-added services for a variety of industries on a global scale. Striving to more than meet the demands of growing businesses with its worldwi

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Decoding Car Finance: Expert Tips for Selecting the Best Payment Plan

Futures Trading in the Current Climate

Closing the Gap: Empowering Women’s Financial Futures

Hand putting Coins in glass jar with calculator and alarm clock for time to money saving for retirement concept

Navigating Retirement: The Nation’s Outlook on Financial Planning

According to data from life insurance and retirement specialists, LV=, 60% of adults surveyed in its Wealth and Wellbeing research programme, over the age of 50, think they’ll struggle financially in retirement. Moreover, more than 6 out

Personal Credit Finance: 7 Reasons Why ‘Buy Now, Pay Later’ Services Are More Popular Than Ever

Financial advisor consultation with clients on retirement

The Evolving Perception of Equity Release in Modern Retirement Planning

One in three UK mortgage holders would consider equity release as a way of raising cash if they didn’t have to sell their property or downsize, according to research from investment, protection and retirement specialist LV=. The 16th edition of the

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Why Your Business Won’t Secure VC Funding

5 Essential Marketing Strategies for Lenders and Brokers to Drive Growth

Woman In Grocery Aisle Of Supermarket With Coupons

Coupon Expert Reveals How You Can Save Hundreds On The Weekly Shop

In today's world of rising living costs, finding ways to save money on weekly shopping is more important than ever. Making small changes to the way you shop, and mastering the art of couponing, can lead to significant savings, sometimes hundreds of pounds over

Young couple reading bad financial report

Home Fuel Expert Shares How Switching from Oil to LPG Can Have a Positive Impact on Your Finances

Choosing the right fuel to power your property is an important decision, as it can affect how warm your home gets during the cold winter season and save you precious money on the gas bill at the end of the month. For those householders who live off the grid, o

Almost a Third of UK Business Owners to Sell Up to Fund Retirement

Almost one third (30%) of UK business owners plan to sell their businesses to help fund their retirement, according to new research. Business owners across the country have been fighting rising costs from energy bills to higher living wages and it seems

A Woman in Plaid Blazer Using Her Laptop

8 Ways to Secure Funding for Your New Venture

Although conditions are challenging for new business ventures this year with factors such as the pandemic and cost of living crisis playing a part, all hope is not lost…In total, there were 5.47 million small businesses in the UK during 2022 this accounted f

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Decoding Car Finance: Expert Tips for Selecting the Best Payment Plan

Engaging the Next Generation of Investors

Smiling female financial adviser talking with a customer.

Navigating Market Uncertainty: Financial Advisers on Elections and Planning

By Chris Metcalfe, IBOSS Chief Investment Officer, part of Kingswood Group Understanding market reactions to elections Elections invariably stir up a blend of anxiety and anticipation among investors, advisers, and clients. This year has seen its fair share of

A financial advisor reviewing investment plans with clients

Empowering Luxury: Why Luxury Brands Should Adopt Embedded Finance Solutions

By co-founder and CEO of AAZZUR, Philipp Buschmann Luxury is a powerhouse sector that shows no sign of slowing down, this year the Luxury Goods market is projected to generate a revenue of US$368.90bn. Luxury and innovation have always gone hand in hand with

FX Risk Management Should Always Be a Priority

Market volatility has been reserved in recent times but there are signs the tide is turning. Laurent Descout, Founder and CEO of Neo, discusses the importance of FX risk management and why it should always be a priority. 2024 so far has been a relatively quiet

GenZnomics: 10 GenZ Beliefs & Behaviors Driving the Global Economy

As a GenZ authority and policy advocate with 93.3K followers and 3.7M likes on TikTok, I believe it is essential to advance a cross-generational understanding of the driving forces behind the post-millennial economy in order for industry to establish best prac

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Decoding Car Finance: Expert Tips for Selecting the Best Payment Plan

Closing the Gap: Empowering Women’s Financial Futures

Navigating Retirement: The Nation’s Outlook on Financial Planning

Personal Credit Finance: 7 Reasons Why ‘Buy Now, Pay Later’ Services Are More Popular Than Ever

6 Common Mistakes That Could Invalidate Your Business Insurance

Financial Advisors: The Types of Purchases That Could Impact Your Credit Score When Made on a Credit Card

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Six Key Policies Outlined Ahead of General Election to Fuel Britain’s Entrepreneurial Renaissance

Introduction of start-up concierge service, tax incentives and greater education all called for in new business manifesto With the UK approaching a pivotal general election this July, a new manifesto is calling on all political parties to implement policies de

Businesspeople Using Laptop In Office with Calculator

Once-in-Generation Opportunity to Fix Tax Advice Market

The Association of Accounting Technicians (AAT) has responded to HMRC’s long-awaited consultation on “Raising standards in the tax advice market”, which closes for submissions today. HMRC has asked the industry and consumers for their views on

Expert Reveals Five Things You Can Do Before The End Of This Tax Year To Benefit You In The Future

The UK tax year, often referred to as the financial year, starts on the 6th April and ends on the 5th April the following year. The end of the tax year is an important deadline for all taxpayers, marking the cutoff for various tax-related relief, payments, and

How to Gain Income Tax Relief This Year While Also Backing Britain

By Madeleine Ingram, Director, Calculus Capital Investors navigating the complex landscape of wealth management often seek avenues that not only offer lucrative returns but also come with attractive tax benefits. Venture Capital Trusts (VCTs) and Enterprise In

Are UK Accountants Ready For the Upcoming Changes to R&D Tax Relief Only Two Weeks Away?

From April 2024, the existing R&D Expenditure Credit (RDEC) and SME schemes will be merged into one R&D tax relief incentive From April 2024, changes to R&D tax relief announced in the 2023 Budget mean that the existing R&D Expenditure Credit (

Hand flipping wooden block from 2023 to 2024 on stack coin

Tax Changes: Expert Explains the IR35 Updates Coming in April and Who They Impact

Significant changes are on the horizon for IR35, set to take effect on April 6th. This new policy, known as ‘IR35 offset’, aims to prevent double taxation by empowering HMRC to offset tax and NI contributions already paid by contractors, fostering fairer s

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A person analyzing data on their laptop, with the screen showing graphs and tables of traffic analytics

Nine Ways to Protect Company Data in Remote Roles

In 2024, 63% of workers are working remotely in some capacity. For employers, the challenge lies in balancing the flexibility of remote roles with the need for robust data protection, as half of businesses (50%) and around a third of charities (32%) report hav

Protecting User Privacy and Secure Internet Access

A Guide to Third-Party Cyber Risk Management for Retail

Cybercrime is not only a very real threat to online activity, it’s also growing at an alarming rate. With a projected cost of $9.22 trillion in 2024, that figure is expected to rise to $13.82 trillion by 2028. Cybersecurity experts are continually trying to

Digital cybersecurity and network protection

ICO and NCA Sign Memorandum of Understanding, a Crucial Step Towards Enhancing the UK’s Cybersecurity Posture

Third-party IT consultants can help organisations align with the recommendations outlined in the MoU and ensure that their cybersecurity frameworks are robust The Information Commissioner’s Office (ICO) and National Crime Agency (NCA) have signed a memoran

Cyberattacks and Reputation: How to Recover and Rebuild Consumer Trust

Cybersecurity breaches are a significant threat to a company's financial health and its reputation. While the immediate consequences of cybercrime often involve data loss, corrupted information, and compromised accounts, the long-term implications can be far m

The Average Cost of a Data Breach in the Finance Sector is $6.08 Million, a Staggering 22 Percent Higher Than the Global Average of $4.88 Million

Young woman working with computer at table. Concept of cyber attack

Cyber Security Compliance: Expert Explains the Regulatory Requirements for Businesses and How to Protect Against Cyber Threats

With an increasing reliance on technology, the protection of sensitive data and digital assets has become paramount for businesses of all sizes. The UK Government’s Cyber Security Breaches Survey 2023 estimates there were 2.39 million instances of cybercrime

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Our Previous Winners: Wealth & Money Management Awards (2015)