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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.

digital wealth management

Monetizing and tokenizing non-bankable assets

In today's article, we write about the fundamental problem of exchanging non-bankable assets and present a new method for trading them in the absence of any regulated (public) market. 

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Blockchain – the Innovation Engine of the Financial Industry?

Blockchain has been a buzz word for a few years but the announced disruption seems to have disappeared. So where are we since then? Are the promises all gone? Is there really something beyond the hype?

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Machine Learning for non-bankable asset investing

After introducing non-bankable asset investing in the first article of this series, we here discuss some valuation approaches using machine learning to make nBA investing fit for total wealth management.

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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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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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Finding the Needle in the Haystack, by IDC

When it comes to choosing a strategic partner, it's not always simple. There might be plenty of options to choose from, but making the right choice can be exhausting, risky and costly.

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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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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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