https://youtu.be/xCB7dBZtSmQWith the aging of today’s customers and the upcoming transfer of assets, many wealth managers are faced with the challenge of retaining next-generation customers. This next-generation has grown up in…
Services Media Center Events People OCTOBER 5TH, 2021 The Swiss financial industry is in a state of structural transformation. New technologies along with changing client expectations – in particular with…
The Swiss financial industry is at a watershed moment. New technologies along with tech-enabled platforms are reshaping the sector, commoditizing large parts of the value chain, forcing client-facing incumbents to…
https://youtu.be/m86gCnpxzvEThe next generation of investors are likely to put forward new demands of their financial advisors, emphasizing digital excellence and sustainability.This is relevant because the coming years will see an…
https://youtu.be/R6ee3cusSIUThe corona pandemic has further accelerated the transformation in the wealth management industry. At the same time, it has changed the views and needs of clients.In a future characterized by…
Five key insights from other industries Disruption can be painful. Other industries provide a reminder of how painful the process can be — from Uber disrupting the taxi business to…
Clusters Insights Events Pitch Arena Collaboration People JULY 8TH, 2021 The event is designed to bring growth companies together with large investors. In addition to matching attractive, pre-screened companies with…
In this slightly shorter episode, we talk to Brent Beardsley, who leads Vanguard Personal Advisor Business in Europe. The discussion covers asset and wealth management topics and we talk about…
Artificial intelligence (AI) represents a strategic opportunity for banks. The potential benefits extend well beyond mere efficiency improvements to step up the customized value proposition banks deliver to their clients.…
Robo-advisors emerged after the 2008 crisis as fintechs aiming to democratize access to wealth management services. But most have failed to build sufficient scale as they struggle with customer adoption.…