<img src="https://secure.leadforensics.com/128586.png" alt="" style="display:none;">

Avaloq Blog

Navigating the transformation

The world of banking and wealth management is undergoing a major transformation - some say
incumbents will find the disruption insurmountable. Our blog pages seek to demystify some of the trends,
concepts and topics that are impacting the industry today. We hope you find it useful, and look forward to
your comments and discussion points.

Mark Shields

Mark Shields

Marketing Principal | Avaloq | Mark has over 20 year's of experience working with financial technology across the banking, asset management and capital market sectors. He regular writes content for Avaloq's global community of banks and wealth managers, covering technology trends and innovations, to provide insight and provoke new ideas.

Recent Posts

Mar 18, 2020 10:49:00 AM | Blog
Open Banking, PSD2, PSD2 solutions, ecosystem

5 things that open banking has given us

As the dust starts to settle on the implementation projects related to PSD2 in the European Economic Area, it's time to reflect on what is happening with the move to open banking and ask,  what has it given us so far - and is it really just about payments?

Read More

3 key drivers of innovation in the open banking platform economy

What factors are driving innovation in open banking? Can the platform economy really work for the banking industry?

Read More

Can automation and robo-advisors help democratize the wealth management industry?

Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.

Read More

Is it time to redefine the risk-based portfolio approach?

The introduction of a highly automated portfolio-based advisory process and the use of quantitative portfolio risk has led to a new advisory paradigm. In this post, we explore the challenges that come with this.

Read More
Dec 19, 2019 8:47:50 AM | Blog
digital wealth management, wealth advisory, MiFID

Change from a single-instrument to a risk-based portfolio approach in wealth industry

With the implementation of MiFID II in Europe and similar standards in other jurisdictions, wealth advice has effectively shifted from a “single-instrument approach” to a “risk-based portfolio approach”. This blogpost is an introduction to what this means.

Read More

Why automation in the wealth advisory process is becoming critical

Managing investments using automated technology can have clear advantages for both providers of investment solutions and investors. We will explore some of them in this blogpost.

Read More

How will blockchain transform the wealth management industry?

Blockchain is a disruptive force but also a transformative one. This is how it is transforming the wealth management industry.

Read More

How the risk-based portfolio approach supports client centricity - or does it?

Increasingly, financial advisors have to determine which category their clients belong to. This blogpost shows how MiFID and FIDLEG guide wealth managers towards a more client-centric approach.

Read More

What makes an effective digital wealth management solution?

Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.

Read More

Why successful banks invest in digital wealth management solutions

Recent fintech trends suggest digital investment advisors will manage over $2 trillion by 2020, prompting successful banks to invest heavily in such software.

Read More

Discover Avaloq

simplicity-for-a-new-era_1982x1536

About us

Simplicity for a new era

Changes are occurring at lightning speed. But, just because the world is growing more complex, it doesn’t mean you have to. See how we put simple into action.

avaloq-solutions-1982x1536

Solutions

Explore our suite of solutions

Understand the breadth of Avaloq’s solutions – and find out how our leading wealth management technology can increase efficiency and enhance client engagement.

avaloq-support-events-1982x1536

Events

Explore Avaloq events and webinars

Join us at one of our Avaloq Community Conferences, webinars or other events to discuss the latest challenges and opportunities in the technology and financial industries.

avaloq-career-1982x1536-1

Career

Want to join our dynamic team?

Apart from our best in class technology, we have created a dynamic, informal team culture that’s truly unique.

Sign up for the newsletter here