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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

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.

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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.

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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.

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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.

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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.

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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.

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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.

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Oct 4, 2019 2:00:38 PM | Blog | digital wealth management, wealth management solutions

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.

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Jul 10, 2019 10:52:00 AM | Blog | digital assets, crypto, digital wealth

The potential of digital assets in wealth management

Digital assets are slowly but surely carving out a place for themselves in the modern portfolio. But just how indispensable are they?

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Jun 25, 2019 11:35:00 AM | Blog | PSD2, PSD2 solutions

Learning from the PSD2 rollout

How exactly is PSD2 faring across the EU? Here are the lessons from an actual LIVE PSD2 implementation for a UK based client.

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