Tag "wealth management"

9 Wealth Management Trends for 2021

Sustainable investing, hyper-personalization and ecosystem building are among the top nine trends wealth management firms must prioritize in 2021, French consulting firm Capgemini says in a new report. In a paper titled Top Trends in Wealth Management 2021, the company

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Wealthtech Spending to Reach US$24B Annually by 2023

With COVID-19 accelerating digital transformation, wealth managers are expected to increase tech spending to reach approximately US$24 billion annually by 2023, according to a new research by Celent, the tech advisory arm of Oliver Wyman. By the end of 2020,

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Wealthtech Switzerland Report: 300+ Providers Are Serving the Swiss and Liechtenstein Sector

More than 300 tech providers from 21 different countries are currently serving wealth managers in Switzerland and Liechtenstein. Amongst these, 170 are homegrown Swiss companies, according to a new report by the Wealth Mosaic, a knowledge resource for the wealth

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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

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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

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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

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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

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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

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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

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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

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