Future of Finance Institute

Components

Every Future of Finance Research Institute project consists of some combination of the following components:

 

  • Structured interviews with members of a target audience
  • A review of all relevant literature in the target area
  • Identification of reliable data sources
  • The distribution of one or more multiple choice polls
  • Analysis of the findings and preparation of conclusions
  • Preparation of internal management analyses and recommendations
  • Drafting and editing of articles based on research findings
  • Drafting and editing of white papers based on the research findings
  • One or more webinars (or physical events) aimed at the target audience
  • Publication of white papers for download
  • Delivery of consented webinar or event attendee and white paper download mailing lists

Services

The Future of Finance Research Institute provides market research and marketing services to banks, investment banks, fund administrators, market infrastructures, FinTechs and technology vendors.

 

Every research project is different, but projects completed by the Future of Finance Research Institute always begin with structured conversations with customers and competitors.

 

The purpose is to establish exactly how any market a client wishes to approach with a new or improved product or service works now and in the future, and identify the factors critical to success or failure.

 

Once the threats and opportunities are properly understood, the project concludes with publication of original content based on the findings, such as a white paper or series of papers and a webinar.     

 

Some projects are launched explicitly to inform corporate strategy. In these cases, a separate and confidential report is delivered to management, complete with analysis and recommendations.

Dominic Hobson

Co-founder and editorial director of Future of Finance and leads its Research Institute

He was one of the founders of Asset International, a publishing and events business whose titles include Global Custodian, where as editor-in-chief he was responsible for a series of customer satisfaction surveys that covered all areas of the securities services industry, including sub-custody, prime brokerage and several varieties of fund administration.

 

After Asset International was sold, Dominic contributed to the work of two data businesses which cover the financial markets. He has also delivered multiple research projects of behalf of investment and custodian banks and financial market infrastructures.

 

Dominic has written for Financial News, contributed occasionally to the BBC on financial markets issues, and has three works of non-fiction to his name, including The National Wealth: Who Gets What in Britain. He was amanuensis to Nigel Lawson, former Chancellor of the Exchequer, in the preparation of his memoirs.

 

Dominic was a member of the Innovate Finance Policy Advisory Board of the Corporation of the City of London and served on the United Kingdom government Office of Science group of experts on distributed ledger technology.

Athletic Trainer

Piers Cardew

Former consultant with McKinsey who heads research projects at the Institute

Piers spent most of his career in banking, initially in corporate and correspondent banking at Citi; mortgage finance at First Boston; and later in investment banking at James Capel (which was acquired by HSBC), UBS and DLJ (which was acquired by Credit Suisse First Boston) where he was a pioneer in global portfolio trading.

 

His experience includes six years as a partner at Kudu Advisors LLC, a boutique financial advisory firm that specialises in strategic advice and mergers and acquisitions in the asset servicing and asset management industries.

 

Piers obtained his Master of Business Administration (MBA) from the Harvard Graduate School of Business. He also has held Series 3,7, 24, 63 and 79 registrations with the Financial Industry Regulatory Authority (FINRA), and holds the Project Management Professional (PMP) certification.

Athletic Trainer

For Further Information Please Contact

Wendy Gallagher

Commercial Director and Co-Founder Future of Finance

Tel: 07725 160903

Email: wendy.gallagher@futureoffinance.biz