Three Emerging Trends in Traditional Asset Class Investing

Three Emerging Trends in Traditional Asset Class Investing

The current market environment, characterized by political uncertainty, low interest rates, and ever increasing regulation, forces investment managers to seek for new return generating opportunities. Although the traditional focuses on asset class diversification and capturing risk premia still apply, three trends in traditional asset class investing are emerging. First, investment managers try enlarging the investment.

Insights from the Swiss Innovation Forum 2016

Insights from the Swiss Innovation Forum 2016

The Swiss Innovation Forum is the main platform for creativity, design, and innovation. The theme of this year’s edition was PLAY. Speakers described how playing, whether by understanding business models, addressing a personal challenge, answering the question “now what?” or “what would be if …?”,  can help foster creativity, the food for innovation. This year’s.

Understanding the Future of Robo-Advice

Understanding the Future of Robo-Advice

For many technology savvy private bankers Robo-Advice is the place to be, for others it’s the worst nightmare. Again others, see in it a hype that will soon disappear. To make up your own opinion, it is key to understand the drivers behind Robo-Advice, that is the business model. In this insight we provide an.

Which Challenges Will Wealth Managers Be Facing

Which Challenges Will Wealth Managers Be Facing

Wealth managers will be faced with numerous challenges over the coming years. Some of these challenges are home-made. But most of them are due to changing customer needs (seeking advice rather than buying products) and perceived value for money. Transparency as well as customer interaction will be key to success. In addition, environmental externalities, like.

Innovation for Financial Services – A Status Update from the InnoFin 2015 Conference

Innovation for Financial Services – A Status Update from the InnoFin 2015 Conference

Innovation for financial services is to a large degree around using technology to disrupt various business model components. The focus is on achieving economies of scale, increasing efficiency, and facilitating peer-to-peer interaction. Different stakeholders play different roles in the FinTech ecosystem. There is a trend toward better servicing customer needs relying on omnichannel experiences. Regulators.

Developing new solutions using the Wealth Management Canvas

Developing new solutions using the Wealth Management Canvas

A key challenge faced when developing new or enhancing existing wealth management solutions is ensuring that all aspects of the value chain are covered, from defining the targeted client segments, though providing value, to ensuring the right capabilities. The wealth management canvas provides a holistic framework for designing, discussing, testing, and documenting wealth management solutions..