The Future of Wealth Management Platforms
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.…
All the financial knowledge in the world won’t make you a good investor (feat. Morgan Housel)
https://youtu.be/grVe8fP4neoInvesting has entered the digital age. But this does not only have advantages. The new world of day trading for zero commission offers retail investors new opportunities to access the…
Have you heard of the CLIC economy?
https://youtu.be/j3lQZzX_idoCLIC - which stands for circular, lean, inclusive, and clean is a term coined by Lombard Odier and describes as a concept the building blocks of a sustainable future. New…
The rise of retail investors (feat. Morgan Housel)
https://youtu.be/WkVr5344cXwInvesting has entered the digital age. But this does not only have advantages. The new world of day trading for zero commission offers retail investors new opportunities to access the…
The rise of retail investors (feat. Morgan Housel)
Investing has entered the digital age. But this does not only have advantages. The new world of day trading for zero commission offers retail investors new opportunities to access the…
The Future of Wealth Management
How hybrid advisory models are transforming the industry Robo-advisors emerged after the 2008 crisis as fintechs aiming to democratize access to wealth management services. But most have failed to build…
Rising inflation, rising debt, and rising interest rates – a dangerous cocktail for markets?
Rising inflation, rising debt, and rising interest rates – a dangerous cocktail for markets?Investors are getting nervous.Since the market correction in March 2020, both bond and equity prices have skyrocketed…
Managing Wealth in a Post-Corona World
2020 was a roller coaster ride for the asset and wealth management industries. In March, financial markets experienced some of the most volatile and tumultuous weeks before the V-shaped recovery…
Managing Assets in a Post-Corona World
2020 was a roller coaster ride for the asset and wealth management industries. In March, financial markets experienced some of the most volatile and tumultuous weeks before the V-shaped recovery…
To overcome the reluctance for accepting AI, we must highlight the gains in terms of productivity and efficiency, using plain language.
We took the opportunity to talk to Expert.ai's Chief Operating Officer Gabriele Donino and the Managing Director Switzerland Domingo Senise de Gracia about the use of artificial intelligence, the potentials,…