About this ebook
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.
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About the author
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.
