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WealthTech Patrick Schueffel

WealthTech By Patrick Schueffel

WealthTech by Patrick Schueffel


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Summary

A primary resource for the wealth and asset management technology revolution. This book examines the rise of financial technology and its growing impact on the wealth and asset management industry, and offers an analysis of the current tectonic shifts happening in wealth and asset management and aggregates diverse industry expertise.

WealthTech Summary

WealthTech: Wealth and Asset Management in the FinTech Age by Patrick Schueffel

The book WealthTech: Wealth and Asset Management in the Fintech Age is the primary resource for the wealth and asset management technology revolution. It examines the rise of financial technology and its growing impact on the wealth and asset management industry. Written by thought leaders in the global WealthTech space, this volume offers an analysis of the current tectonic shifts happening in wealth and asset management and aggregates diverse industry expertise into a single informative book. It provides practitioners such as wealth managers, bankers and investors with the answers they need to capitalize on this lucrative market. As a primer on WealthTech it offers academics clear insight into the repercussions of profoundly changing business models. It furthermore highlights the concept of the ongoing democratization of wealth management towards a more efficient and client-centric advisory process, free of entry hurdles. This book aggregates facts, expertise, insights and acumen from industry experts to provide answers on various questions including: Who are the key players in WealthTech? What is fueling its exponential growth? What are the key technologies behind WealthTech? How do regulators respond? What are the risks? What is the reaction of incumbent players? This book not only seeks to answer these questions but also touches on a series of related topics:
  • Get up to speed on the latest industry developments
  • Understand the driving forces behind the rise of WealthTech
  • Realize the depth and breadth of WealthTech
  • Discover how investors react to the growth in WealthTech
  • Learn how regulators influence the evolution of WealthTech business models
  • Examine the market dynamics of the WealthTech revolution
  • Grasp the industry's potential and its effects on connected sectors
  • Build acumen on investment and entrepreneurial opportunities
A unique product for the marketplace Digital transformation is creating game-changing opportunities and disruptions across industries and businesses. One industry where these game-changing opportunities will have profound impacts is wealth and asset management. For generations, wealth and asset management was a privileged service provided to co-operations and wealthy individuals. The informational advantages that wealth managers held vis-a -vis their clients provided a key competitive differentiator. In the current digital transformation climate, this differentiator is vanishing and the setting is changing. A top priority on the agenda for any wealth and asset manager must therefore be how to respond and prepare for the ramifications of this fast changing business environment. This book (one of the first to be published in this area) will provide the reader with a head start in adapting to this new digital environment.

Table of Contents

  • Preface
  • PART I: INTRODUCTION.
  • Digitizing Wealth Management: The Opportunity That Turns Into a Threat
  • Is FinTech a Red Herring?
  • FinTech: The Genie Will Not Turn Back to His Bottle
  • PART II: TECHNOLOGICAL TRENDS AFFECTING WEALTH & ASSET MANAGEMENT.
  • Information Strategy in a Changing Landscape of Investment Management
  • WealthTech-The Brave New World?
  • The Pitfalls of Investing 4.0
  • PART III: SOCIETAL TRENDS AFFECTING WEALTH & ASSET MANAGEMENT.
  • Democratization of Banking Services in Emerging Markets: Mexico
  • Why Bitcoin Is Not a Currency but a Speculative Real Asset
  • Millennials: The New Generation of Wealth Management Clients
  • PART IV: IT MANAGEMENT, DATA PRIVACY AND REGULATORY IMPLICATIONS.
  • The Regulation of Robo-Advisors
  • Regulating WealthTech and Robo-Advise in the EU
  • Protection of Privacy from Conception or Privacy by Design
  • PART V:FINANCIAL RISK AND PERFORMANCE MEASUREMENT.
  • How Can Robo-Advisors Help to Enhance Investment Returns?
  • Performance Watcher
  • PART VI: THE COMPETITIVE LANDSCAPE.
  • Cross Border Set Up of Crowdlending Investment Funds
  • The Landscape of Robo-Advisor Operators in the DACH Region
  • Doomed like Dinosaurs
  • PART VII: THE WIDER VALUE CHAIN.
  • A Network of Experts is the Future of Asset Management
  • Decrypting the WealthTech Mindset.
  • Cryptoasset Portfolios: The Next Wave of Digital Asset Management
  • PART VIII: PRODUCT DEVELOPMENT AND INNOVATION.
  • How WealthTech is Re-Inventing the Customer Experience by Linking Open Innovation and Technology
  • Venture Capital and Banks Investing in Startups via Corporate Venture Capital
  • PART IX: MARKETING AND SALES.
  • Digital Family Office 2.0
  • Strategizing about Robo-advise
  • PART X: THE HUMAN SIDE OF WEALTHTECH.
  • Age of Discovery: Navigating the Balance Between Human and Machine
  • A Call for More Case Studies on FinTech Innovation
  • Biographies.

Additional information

NLS9781641138482
9781641138482
1641138483
WealthTech: Wealth and Asset Management in the FinTech Age by Patrick Schueffel
New
Paperback
Information Age Publishing
2019-11-30
214
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
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