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The Wealthtech Book de Susanne Chishti

The Wealthtech Book

Autor Susanne Chishti, Thomas Puschmann
en Limba Engleză Paperback – 30 iul 2018

Contrar opiniei populare, digitalizarea nu înseamnă eliminarea consultantului uman, ci recalibrarea valorii pe care acesta o aduce în relația cu investitorul. Reținem că tehnologia nu mai este un simplu accesoriu, ci motorul principal de creștere în administrarea activelor. The WEALTHTECH Book oferă un cadru riguros pentru înțelegerea modului în care soluțiile software sofisticate fac managementul banilor mai accesibil și mai eficient. Subliniem faptul că, deși automatizarea completă atrage investitorii aflați la începutul acumulării de capital, modelele hibride devin esențiale pentru portofoliile complexe care necesită diversificare strategică. Abordarea autorilor Susanne Chishti și Thomas Puschmann diferă de Robo-Advisory de Peter Scholz prin faptul că este mai puțin axată pe bazele teoretice ale algoritmilor și mult mai aplicabilă în contextul dinamicii de piață și al noilor modele de business. Dacă lucrările anterioare ale autoarei, precum The Fintech Book sau The InsurTech Book, explorau revoluția financiară la nivel macro, acest volum se concentrează strict pe nișa managementului averii, explicând cum poți depăși indicii de referință utilizând instrumente de ultimă generație. Cititorul va învăța să navigheze printre platformele de robo-advisory cu costuri reduse și să integreze inovația fintech pentru a genera randamente superioare, transformând presiunea competiției în oportunitate strategică.

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Specificații

ISBN-13: 9781119362159
ISBN-10: 1119362156
Pagini: 336
Dimensiuni: 189 x 266 x 17 mm
Greutate: 0.73 kg
Editura: Wiley
Locul publicării:Chichester, United Kingdom

Public țintă

The primary market is: wealth managers, asset allocators, family offices and entrepreneurs & start–ups who want to be inspired by success stories and learn about the overall market dynamics
The secondary market is: Consulting firms (ie Law firms, PR/marketing agencies, consulting firms etc) who all have discovered the WealthTech  market with huge customer potential but don t know enough about the sector and want to gain some thought–leadership
The tertiary market is: Employees in large wealth advisory firms, particularly those based in big banks, who are concerned that their industry is changing and who know that they need to learn about WealthTech to future–proof their careers (These are C–level executives down to account managers and wealth advisors)

De ce să citești această carte

Această carte este indispensabilă pentru profesioniștii din sectorul financiar care doresc să înțeleagă viitorul investițiilor asistate de tehnologie. Veți câștiga o perspectivă clară asupra modului în care WealthTech transformă consultanța tradițională în soluții digitale scalabile. Este resursa ideală pentru a vă asigura relevanța profesională într-o industrie unde algoritmii și modelele hibride devin noul standard de performanță.

Despre autor

Susanne Chishti este o figură centrală în ecosistemul fintech global, fiind recunoscută pentru capacitatea de a agrega expertiza liderilor de opinie în volume de referință publicate de John Wiley & Sons, Inc.. În calitate de CEO al FINTECH Circle, ea a coordonat serii de succes precum The Fintech Book și The InsurTech Book, stabilind standardele de cunoaștere în domeniu. Thomas Puschmann completează această viziune cu o expertiză academică și practică solidă în inovația serviciilor financiare, fiind implicat în cercetarea sistemelor bancare digitale la nivel internațional.

Descriere scurtă

Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. * Explains how the wealth management sector is being affected by competition from low-cost robo-advisors * Explores technology and start-up company disruption and how to delight customers while managing their assets * Explains how to achieve better returns using the latest fintech innovation * Includes inspirational success stories and new business models * Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

Notă biografică

SUSANNE CHISHTI is the Founder and CEO of FINTECH Circle and the FINTECH Circle Institute, the leading peer-to-peer learning platform providing in-person and online courses across fintech enterprise innovation, WealthTech, InsurTech, artificial intelligence and blockchain applications in finance, crypto-currencies and startup methodologies. As Co-Editor of the global Bestseller The FinTech Book, she has been selected as a "City Innovator - Inspirational Woman" after working for 15 years across Deutsche Bank, Lloyds Banking Group, Morgan Stanley Investment Management and Accenture in London and Hong Kong. THOMAS PUSCHMANN is Founder and Director of the Swiss FinTech Innovation Lab at the University of Zurich and member of the Swiss Innovation Council Innosuisse. Before his current position, Thomas was heading a large international financial services research project at the Universities of St. Gallen and Leipzig and was a visiting scholar at the MIT Sloan School of Management. He is an advisor for many strategic national and international initiatives and an advisory board member of various institutions.

Cuprins

Preface viii

About the Editors xi

Acknowledgements xiii

1. Introduction

The Augmented Investment Management Industry 7

FinTech Disruption Across the Wealth Management Value Chain - Will FinTech Dominate the Wealth Management Model of the Future or is there Still a Place for Traditional Wealth Managers? 11

Embracing Emerging Technology 16

WealthTech - Business as Unusual 19

Welcoming an Artificial Intelligence Robot as a Colleague 23

Essential Digitization in Wealth Management 28

Becoming Millennial-Minded is Key for WealthTech 31

"To Infinity and Beyond!" - Building WealthTech Applications has Never Been Easier 34

2. Digitizing Client Advisory and Robo-Advisors

Ten Reasons Why Digital Wealth Management Will Become a Worldwide Market Standard 42

What Do Wealthy Clients Think About Digital Wealth Management? 45

Challenges of Digitizing Wealth Management Advisory 50

The Hybrid Advice Model 53

No "One Size Fits All" - Personalized Client Service and Social Selling in Wealth Management 57

How to Give "Sleep-Tight" Robo-Advice 62

How Gamification Can Attract Consumers to Sign Up 65

The Counter-intuitive Reality of Robo-Advice Demographics 68

How Emerging Technologies Will Change Emerging Markets - Welcome Robo-Advisor X.0! 71

Presentation Technology - Enriching the Client Experience in a Physical and Virtual World 74

Digital Super Powers - The Role of Artificial Intelligence in Wealth Management 77

Using Artificial Intelligence in Wealth Management 80

Digital Asset Management in 2020 - Seven Theses 83

Making Digital Advice Personal is as Important as Making Personal Advice Digital 86

3. Digitizing Wealth Management Operations

Digital Business Model for Wealth Management Operations as Matchmaker of Generations 94

How a Digital Architecture Can Lead to Tangible Business Results 97

The Personalization Pillar 101

Digitizing Wealth Management 105

Survival of the Fittest - Cyber Resilience 108

4. Digital Platforms, Products and Ecosystems

Wealth Management-as-a-Platform - The New Business Architecture with PSD2 116

Wealth Management - Preparing for a Digital Revolution 120

How to Digitalize Wealth Management at Banks 123

Key Success Factors in Gaining Market Share and Scale in Alternative Lending 127

Personal Financial Intelligence - AI and the Future of Money Management 132

Financial Forecasting and Portfolio Optimization in the 21st Century 135

AI-Powered Wealth Management Products and Investment Vehicles 138

Wealth Managers Can Deliver Effective Client Outcomes with a Data-Driven Investment Process 142

The Business Case for Gender Equality 147

Fiduciary Robo-Selection is Possible in a New Fund Order 151

5. Blockchain Applications in Asset and Wealth Management

Cryptocurrencies and Blockchain 158

How Blockchain Drives Innovation in Asset Management 162

Use Cases and Monetization Challenges of Blockchain Applications in Wealth Management 166

Blockchain as a Backbone to Asset and Wealth Creation 170

Dreaming of a Ledger-Free, Globally Connected Wealth Management Industry 173

Trust Arbitrage and the Future of the Wealth Manager - How Blockchain Innovations Can Crack the Code 177

Investment and Issuance Distributed in Blockchain 181

6. Founders' Success Stories

Launching MeDirect Bank as a Challenger Bank 190

Empowering Women Financially - The Why and the How 194

Why I Left Goldman Sachs for FinTech 197

Moneymeets.com - Germany's Leading Personal Finance Management Portal 199

The 100 Trillion Dollar Market Failure 203

7. Enterprise Innovation

Just Do It! Using the Buzz Around Innovation to Empower Banks and Asset Managers 210

Leveraging Corporate Innovation by Opening Banks to External Ecosystems 213

Wealth Management is Dead, Long Live Wealth Management 216

8. Global Overview of WealthTech

Is the Future of WealthTech Already in China? 224

WealthTech in Latin America 227

Challenges in the Japanese Wealth Management Market - Digital Issuance and Distribution of Japanese Real-Estate Securitized Products 231

How to Unlock WealthTech in Turkey 234

9. What is the Future of WealthTech?

The Networked Client 244

The Investment Managers of the Future are Going to be Millennials 247

Empowering Asset Owners and the Buy Side 251

An Industry Driven by Digital, Data and Artificial Intelligence 254

WealthTech - Taking Private Banking and Wealth Management Digital 257

The Wealth Management Canvas - A Framework for Designing the WealthTech Firm of the Future 260

The Ingredients of IKEA's Approach for a Starry Wealth Management - Choose to Change the Competitive Arena in a Mature Sector 264

FinTech and the Wealth Management Challenge 267

Cognitive Decision-Making with "Insights-as-a-Service" 271

More Banking for Less Money 273

How AI Will Cause Robo-Advice to Completely Outperform Human Advice 275

Security in the Future of WealthTech 279

How China is Shaping WealthTech and the Future of Financial Services 282

From the Technological to the Financial Singularity - A Journey Without Return to the Future of Finance 285

Welcoming the 2058 Class of the "Galactic Academy of Wealth Management" 289

List of Contributors 292

Index 309