Tag "wealth management"
Virtual Financial Advisory On the Rise
Ongoing economic uncertainty and geopolitical volatility are making wealth management more daunting for investors, fueling changes in preferences and expectations through greater demand for advice and virtual advisory experiences, as well as openness to working with multiple providers, a new
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Switzerland Lags Behind in Adopting Robo-Advisors, Investment Tech
Swiss investors are lagging behind their European counterparts in embracing investment technology services. A new survey by Swiss banking technology provider Avaloq, which polled 1,430 investors across 10 countries in Europe and Asia, found that only 8% of Swiss respondents
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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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