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.

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What are non-bankable assets?

A traditional wealth management portfolio typically consists of shares, bonds and funds. These are, by definition, financial assets and therefore “bankable”. Other things that make up personal wealth may be of value as well, but are often excluded or managed independently from more traditional assets in a wealth management portfolio. Think of direct investments in companies or private equity funds, the purchase or co-acquisition of primary or secondary residences, pieces of art and rare collectibles, and the like. These items do not appear on your bank's portfolio report and are, by definition, non-bankable assets. In saying that, they have a current value, an expected value development, and an inherent risk – just like any other asset. 

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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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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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