digital wealth management
digital private wealth, wealth management, digital private wealth management, digital wealth management, wealth management solutions
Identifying the real transformation in wealth management
The latest survey of our partner Orbium, Survive and Thrive to 2025 – Insights from the Wealth Management C-Suite, reveals the challenges ahead for private banking and wealth management.
In this guest blog, Ian Woodhouse, Head of Strategy and Change at Orbium, shows how the company could help wealth managers transform and enhance their future potential.
digital private wealth, wealth management, digital wealth management, wealth management solutions
The future of wealth management
After five years of hype about digitalization, it’s time to take stock. Which trends have fulfilled expectations? Five years ago, all the talk was of robo-advisory, robotic process automation and distributed ledgers. But which technologies are private banks and wealth managers now using to secure their future?
crypto, blockchain, wealth management, digital wealth management, non-bankable asset
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.
blockchain, digital wealth management, wealth management solutions, data science, blockchain technology
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?
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.
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.
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.
digital wealth management, wealth management solutions, client centricity
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.
digital private wealth, wealth management software, digital wealth management, wealth management solutions
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.
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.