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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. 

wealth advisory

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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