Wealthtech : wealth and asset management in the fintech age / edited by Patrick Schueffel.

Format:

Book

Contributor:

Schueffel, Patrick, editor.

Language:

English

Subjects (All):

Financial services industry--Technological innovations.

Financial services industry.

Asset management accounts.

Fintech.

Physical Description:

1 online resource (199 pages)

Place of Publication:

Charlotte, North Carolina : Information Age Publishing, Inc., [2020]

Summary:

"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"-- Provided by publisher.

Contents:

Preface / Patrick Schueffel

Part I. Introduction

Chapter 1. Digitizing wealth management: The opportunity that turns into AI? threat / Marc P. Bernegger

Chapter 2. Is fintech AI? red herring? J.p. Caldeira

Chapter 3. Fintech: The genie will not turn back to his bottle / Raphael Cretinon and Jean Bonnefoy

Part II. Technological trs affecting wealth & asset management

Chapter 4. Information strategy in AI? changing landscape of investment management / Nicolas Buerkler and Helena Steiner

Chapter 5. Wealthtech

the brave new world? Alexander tomenendal

Chapter 6. The pitfalls of investing 4.0 / Hendrik Emrich

Part III. Societal trs affecting wealth & asset management

Chapter 7. Democratization of banking services in emerging markets: Mexico / Felix Cardenas and Maurizio Ballesteros

Chapter 8. Why bitcoin is not AI? currency but AI? speculative real asset / Dietmar Peetz and Gregory Mall

Chapter 9. Millennials: The new generation of wealth management clients / David Gyori

Part IV. It management, data privacy and regulatory implications

Chapter 10. The regulation of robo-advisors / Richard B. Levin, Peter F. Waltz, and Robert W. Wenner

Chapter 11. Regulating wealthtech and robo-advise in the eu / Ulf Klebeck

Chapter 12. Protection of privacy from conception or privacy by design / Nicolas Steiner

Part V. Financial risk and performance measurement

Chapter 13. How can robo-advisors help to enhance investment returns? Claus huber

Chapter 14. Performance watcher / Nicholas Hochstadter

Part VI. The competitive landscape

Chapter 15. Cross border set up of crowdlending investment funds / Torsten Ries

Chapter 16. The landscape of robo-advisor operators in the dach region / Maryna Tykholoz-Cukov

Chapter 17. Doomed like dinosaurs / Patrick Schueffel

Part VII. The wider value chain

Chapter 18. A network of experts is the future of asset management / Anna Schmid

Chapter 19. Decrypting the wealthtech mindset / Richard-Marc Lacass and Berthe Lambert

Chapter 20. Cryptoasset portfolios: The next wave of digital asset management / Floyd DCosta

Part VIIi. Product development and innovation

Chapter 21. How wealthtech is re-inventing the customer experience by linking open innovation and technology / Daniel Fasnacht

Chapter 22. Venture capital and banks investing in startups via corporate venture capital / Maurizio Ballesteros and Felix Cardenas

Part IX. Marketing and sales

Chapter 23. Digital family office 2.0 / Steffen Bassler

Chapter 24. Strategizing about robo-advise / Claude Diderich

Part X. The human side of wealthtech

Chapter 25. Age of discovery: Navigating the balance between human and machine / Dimitrios Salampasis, Anne-Laure Mention, and Alexander Kaiser

Chapter 26. A call for more case studies on fintech innovation / Wolfgang Amann

Biographies.

Notes:

Includes bibliographical references.

Print version record.

ISBN:

1-64113-850-5

9781641138505