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The WealthTech Book - The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries

The WealthTech Book - The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries

Authors
Publisher John Wiley & Sons Inc
Year 04/05/2018
Pages 336
Version paperback
Readership level Professional and scholarly
Language English
ISBN 9781119362159
Categories Investment & securities
$32.12 (with VAT)
142.80 PLN / €30.62 / £26.58
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Book description

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.

The WealthTech Book - The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries

Table of contents

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

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