Tag "wealth management"

5 Trends That Wealth Managers Need to Keep Their Eyes On Right Now

The wealth management industry is facing disruptive challenges, including increased adoption of new technologies like artificial intelligence (AI) and analytics, the entry of bigtechs, and pressure of fee structures. As the wealth industry evolves, wealth management firms must reinvent themselves

Read More

The Next Generation Wealth Manager

Wealth managers are confident that technology will be a key enabler in achieving efficiency, delivering highly personalized services, and enhancing customer experience, according to a new survey by Temenos and Forbes Insights. In a report titled The Next Generation Wealth

Read More

Europe Now Hosts +100 Wealthtech Players

There are currently 100 wealthtech players in Europe spread across 12 countries, according to the newly released Mapping Wealthtech Europe by Invyo, Seed Founders and Odysseus Alternative Ventures. Wealthtech refers to a segment of fintech that focuses on enhancing wealth

Read More

3 Trends Driving Switzerland’s Wealthtech Industry

Fintech companies are penetrating nearly every financial services segment, driving both innovation and disruption. Subsegment focus areas of fintech include digital payments (paytech), fully-digital insurance (insurtech), banking (banktech), wealth management services (wealthtech), and the creation of marketplaces for selling financial

Read More

The Rise of Wealthtech: Infographic

Evolving consumer expectations, the rapid adoption of technology and new competitors entering the markets are placing new demands on today’s wealth management firms. These trends are re-shaping the look and feel of the industry, and the change is happening across

Read More

Wealthtech Flourishes in Switzerland

A new generation of fintech companies is building digital solutions to transform the investment and asset management industry. Often referred to as “wealthtech” companies, these use artificial intelligence (AI) and big data to offer advice, and provide low-cost alternatives with

Read More

Social-Private-Banking: How to Make Customers (with Fintech) more Happy?

We all want to be satisfied. We want to be happy. Each generation and culture, however, interprets “happiness” differently. Being satisfied is something personal and personalised. Whoever manages to create happiness and/or satisfaction for others, fosters their trust. By: Eric

Read More

Wealth Managers ‘Dangerously Behind’ in Digital Tech Adoption

The rise of technology has altered how we live and do business, impacting all parts of the economy, including finance and wealth management. But as digital disruption advances, wealth managers are found to be “dangerously behind” the curve in adoption,

Read More

Asset Managers Need to Adapt Their Business Models

As fintech surges, Luxembourgers asset managers and servicing firms “are well-positioned to ensure that Luxembourg is in the driving seat for innovation,” according to Simon Ramos, partner of Deloitte Luxembourg. In a new paper entitled ‘How can fintech facilitate fund

Read More

PwC & CACEIS Advise Investment Firms to Have a Clear Online Marketing Strategy

The rise of the digital economy has changed the way businesses deliver services, interact with clients and market their products. As social networks have become an important component of our daily lives, asset managers and investment firms need to have

Read More