Enhancing client experience in wealth management – addressing key industry challenges

3rd December 2024

The wealth management industry is currently undergoing a transformative phase as it seeks to enhance the client experience amidst a rapidly changing and competitive landscape. A recent presentation at The...

Client experience – trends and developments

28th November 2024

In the rapidly evolving landscape of wealth management, the client experience has become a central focus for financial institutions. As clients increasingly demand more personalised, efficient, and seamless interactions, wealth...

Event Summary: AI Toolkit Roadshow 2024 in Zürich

Technology Evaluation & Selection Technology Implementation & Management

27th November 2024

In Zürich last week, The Wealth Mosaic hosted the latest in an ongoing series of roadshow events: the AI Toolkit Roadshow. Held at AWS, the event assembled a cross-section of...

The Wealth Mosaic talks to Cassian Scott, CEO of Instinct Digital, about its cost effective and cloud-based platform

5th November 2024

Beautiful, interactive, and cost-effective. Perhaps not the three words that immediately come to mind when thinking about reporting in the asset management industry! With a mission to transform communication to make it...

The Wealth Mosaic talks to Ian Ewart, Board Director with Instinct Digital, about the evolution of customer experience in modern wealth management

31st October 2024

Customer experience (CX) has emerged as a critical differentiator in the wealth management sector in recent years, and rightly so. With wealth management considered as potentially one of THE defining...

The Wealth Mosaic talks to Rupert Bull, CEO and Founder of The Disruption House, about the Digital Operational Resilience Act (DORA)

3rd October 2024

The Wealth Mosaic’s talks to interview series shines a light on senior executives from leading wealth management firms, solution providers, and WealthTech influencers to learn more about them, their perspectives...

Event Summary: Client Experience Toolkit Roadshow 2024 in Zürich

Client Engagement & Management Technology Implementation & Management

25th September 2024

On a crisp morning in Zürich, Switzerland, the Client Experience Toolkit Roadshow 2024 commenced its second day, in collaboration with EY, a vision to redefine client experience (CX) in the...

Round-up from today’s Client Experience Toolkit 2024 Roadshow in Geneva: a new era of wealth management

Client Engagement & Management Technology Implementation & Management

24th September 2024

Today, we embarked on a transformative journey at the Client Experience Toolkit Roadshow 2024 in the heart of Geneva. Having assembled a cadre of wealth managers and industry leaders, the...

Introducing: The Toolkit Report Series from The Wealth Mosaic

Business Strategy & Advisory Digital Platforms & Tools

22nd August 2024

As a vendor directory-led business, core to what we do at The Wealth Mosaic is to (1) stay on top of the main industry trends, (2) support wealth managers in...

The role of sustainable investment in today’s institutional offering to the wealth management community

30th May 2024

The Wealth Mosaic Talks To John McCareins, Head of International at Northern Trust Asset Management, about how the firm has adapted its institutional offering to suit the needs of the...

Rethinking wealth management - combining AI, Blockchain, and Big Data

19th April 2024

In an ever-changing world, Artificial Intelligence (AI), Blockchain, and Big Data are opening up fascinating new prospects for external asset managers (EAMs). These tools hold the key to a potential...

Digital marketing in wealth management - the power of AI

17th April 2024

We are on the brink of a new area, full of endless possibilities but also with technical and ethical challenges. Artificial Intelligence (AI) has been a part of our everyday lives...

FinIA enforcement and its impact on wealth management

15th April 2024

In early 2023, after a three-year transition, the Financial Institutions Act (FinIA) was fully implemented in Switzerland. Under this new regulation, portfolio managers, including wealth managers, are required to register...

Embracing change - technology and ecosystem synergy in wealth management

12th April 2024

A central component of the Swiss wealth management community, external asset managers (EAMs) find themselves at the forefront of a paradigm shift driven by technological advancements, regulatory complexities, and evolving...

Harmony - why the back end needs to match the front end’s needs

10th April 2024

Alison Ebbage, Editor-in-Chief at The Wealth Mosaic, talks to Helmut Schmid, MD, Head of UBS Partner. He explains that the enthusiasm for front-end functions and user experience relies heavily on...

Technology and the Swiss external asset manager (event panel summary)

10th April 2024

This panel looked at the ways in which the EAM community can collaborate more effectively with its client base. Participants included: Dimitri Petruschenko, Co-Founder and Managing Partner at EAM.Technology; Jamie...

Swiss M&A market - buyers outnumber sellers by a large margin

8th April 2024

The majority of M&A, strategy, auditing, and accounting advisers in Switzerland have long predicted large numbers of M&A transactions leading to an overdue consolidation. The reasoning behind this prediction is...

The future view of Switzerland as a wealth management centre (and the role of technology)

8th April 2024

This panel covered the outlook for the Swiss wealth management industry. It featured Mark Hauser, Head Europe and Managing Partner at Tenity; Jürg Stalder, Head of Regulatory Propositions at SIX;...

Enhancing the client experience

4th April 2024

This panel covered the drivers of customer experience and the way technology underpins the offering and its delivery. It featured Christian Cebreros, Managing Partner at The Good Guys Company; Tom...

Reaching the right people

3rd April 2024

How do you position a new bank to capture the attention of its target audience and differentiate itself? This was the pivotal question for Alpian Bank during the crucial months...

How to build a digital wealth manager

29th March 2024

This panel looked at the raison d’être behind digital wealth management and its differentiation points. It featured Marion Fogli, Deputy Chief Executive Officer at Alpian; Mark Bagnall, Advisory Board Member...

The leaders’ view – technology use in wealth management

25th March 2024

This panel looked at technology trends (and challenges) in wealth management. It featured Arash Sorouchyari, Independent Strategic Technology Adviser; Elie Yazbeck, Head of Digital Wealth Management, Managing Director, at Julius...

Behavioural finance - from lab to life

22nd March 2024

After 15 years of declining profitability for wealth managers, a new generation of behavioural finance promises to turn the tide. According to the BCG Global Wealth Report 2023, the pre-tax...

Financial information, the use of AI, and user experience

19th March 2024

The first keynote session of the day was hosted by Roy Kirby, Head of Core Products at SIX. He specialises in reference data, market data, and pricing. In his role,...

Crypto assets - soon to enter the mainstream?

Portfolio Build, Analysis & Reporting Technology Strategy & Consulting

18th March 2024

The current investment environment of high-interest rates and market volatility means that, as a rule, investors are looking primarily for good investment opportunities that will provide growth. And that often...

Are we ready to tokenise the Syz art collection?

15th March 2024

In a world where change is constant, it is important for businesses to embrace innovation, challenge the status quo, and try out new ideas. This is something for which we have...

The Wealth Mosaic talks to Andrew Kaufmann about establishing valuable connections

13th March 2024

For this piece, we talk to Andrew Kaufmann, Founder of Time to Give Network, who outlines a new way for vendors to get in front of their target audience – and...

What does a good wealth management offering look like?

13th March 2024

How can a wealth manager best deliver what clients want? And indeed, how do they know what clients want in the first place? Certainly, much has been made of the...

Data & Insights: Swiss WealthTech Landscape Report 2024

11th March 2024

Last month, we published our first WealthTech Landscape Report (WTLR) of the year, Swiss WealthTech Landscape Report 2024. It included a curated collection of articles and insights focused on the technology...

Products, advice, and content - specific, personalised, and proactive

11th March 2024

With 86% of people in Switzerland considering the ability to make self-determined financial decisions a fundamental need, the wealth management sector will need to re-invent its advisory approach as well...

Swiping right on the future

8th March 2024

The future of client communication in wealth management is paradoxically old fashioned. At its core, finance operates in the cold realm of binaries, yet for wealth managers to retain clients,...

Using technology to build trust

Client Engagement & Management Cyber & Network Security

6th March 2024

In today’s digital era, trust is fundamental to the relationship between wealth management firms and their clients. With increasing concerns over data breaches and privacy, the significance of trust is...

A touch of technology - augmenting the human element in wealth management

4th March 2024

Amid the growing complexities of regulatory changes, the emergence of novel asset classes like cryptocurrencies, and the international expansion of families and businesses, the essence of wealth management - the...

Is the future of client experience rooted in the past?

28th February 2024

Within the wealth management community, conversations frequently revolve around the concept of enhancing the client experience, with much speculation about its future. However, at its core, the essence of what...

Data Insights: WealthTech 2024 Report

27th February 2024

Our annual scene-setter report, WealthTech 2024, published last month, included a curated collection of articles and insights focused on the technology themes, trends, and challenges impacting global wealth management in...

Scene-setter headlines: WealthTech Matters – The Business

22nd February 2024

In this article, you can find out more information about the themes discussed in the WealthTech Matters - The business event, and the results of our scene-setter questionnaire, which we...

Harnessing tech innovation: highlights and insights from Swiss WealthTech Live 2024

21st February 2024

With over 160 attendees throughout the day, the Swiss WealthTech Live 2024 conference, which took place at the SIX ConventionPoint in Zürich, was packed with insightful conversation and active debate...

Private markets - investing in the information age

19th February 2024

As the pulse of global finance quickens with each technological stride, investors benefit from the coverage offered by private markets and cutting-edge information technologies. And technology has changed nearly every...

Content marketing – consistency is crucial!

16th February 2024

Social and digital marketing efforts play an increasingly important role in life. They keep people aware of what you are doing, trends you have identified, reports you like, and so...

Generative AI – the case for adoption

14th February 2024

Generative Artificial Intelligence (AI) takes the capabilities of AI a step further with its ability to take in several different inputs and create something new that replicates something that a...

Focus areas and the purpose of technology

13th February 2024

Our latest whitepaper, “The quest to become the best – becoming the trusted wealth coach and adviser”, is a part of our WealthTech Insight Series (WTIS) and was developed in...

Catering to the mass affluent – why technology is only a part of the solution

5th February 2024

Ben Covey argues that those in the process of building and acquiring wealth are very much in need of personalised advice and planning and should not be left entirely in the realms...

Introducing the WealthTech Annual Report 2024

26th January 2024

The start of the new year finds wealth management firms in the middle of industry shifts as they try to meet clients’ heightened expectations while reducing costs, adopting digitalisation technology,...

WealthTech 2024 Report - shaping the future of wealth management

18th January 2024

We are pleased to announce the release of our highly-anticipated annual report, WealthTech 2024. With contributions from industry leaders such as Objectway, 7IM, Philanthropy Impact, and many more, this report...

Looking back on 2023: Middle East WealthTech Landscape Report 2023

5th January 2024

In early July, we released our first Middle East WealthTech Landscape Report 2023 (Middle East WTLR 2023). This edition featured 10 articles, split into our standard client, adviser and business...

Looking back on 2023: APAC WealthTech Landscape Report 2023

2nd January 2024

In mid-April 2023, we released our second APAC WealthTech Landscape Report 2023 (APAC WTLR 2023). This edition featured 15 articles, split into our standard client, adviser, and business sections, plus...

Looking back on 2023: UK WealthTech Landscape Report 2023

29th December 2023

In early October, we released our fourth UK WealthTech Landscape Report 2023 (UK WTLR 2023). This edition featured 16 articles, split into our standard client, adviser, and business sections, plus...

Looking back on 2023: WealthTech 2023

27th December 2023

As we edge towards the end of the year, as part of our ‘Looking Back’ on 2023 series, we wanted to highlight where we start every year at The Wealth...

Reflecting on 2023: A year of development and output at The Wealth Mosaic

21st December 2023

Another year has almost passed and honestly, it feels like it’s skipped by faster than ever. Wasn’t it just a few weeks back that I was relaxing on the beach...

Scene-setter headlines: WealthTech Matters - The Adviser

28th November 2023

In this article, you can find out more information about The Adviser event. This year we’ve gathered write-ups for all six panels in a summary paper and included the results...

Consumer Duty - initial impressions

24th November 2023

The Consumer Duty Act came into force on the 31st of July, 2023, for all open products and services in the UK. Most firms will already have implemented Consumer Duty by...

Parts of the whole - Niche service providers form an important part of the ecosystem

17th November 2023

The wealth management sector is evolving rapidly, thanks to the improvements afforded by technology and the threat of being left behind in the quest to smooth and optimise processes, harness...

Conclusion: The role of tech for recruitment and retention within wealth management

16th November 2023

Ultimately, advisers want to grow their business, and having the right technology in place for both operational efficiency and client experience plays a part in that. Opinion on whether technology...

Making sense of wealth management - embracing trust and technology

15th November 2023

The wealth management and private banking industry has embraced and undergone significant transformations in recent years. These technological advancements and the changing demands of clients have gone largely hand-in-hand. Change...

Technology - the scaffolding behind M&A scaling

13th November 2023

Scale used to be all within the wealth management industry. And acquiring other companies to get that scale has become increasingly popular in recent years, with activity heightened in an...

Key findings: The role of technology for recruitment and retention within wealth management

7th November 2023

Technology for retention Inefficient technology affects retention Respondents said technology was not the only factor involved in retaining staff. However, they suggested that advisors are more likely to leave a firm...

Foreword: The role of technology for recruitment and retention within wealth management

2nd November 2023

Imagine interviewing at a wealth management firm. In place of laptops, you have pen and paper. In place of mobile phones, you have landlines. How motivated would you be to...

Investing in technology to support client-facing teams

Business Strategy & Advisory Software Development & Management

1st November 2023

Staying up to date when it comes to meeting client needs is key to success in the wealth management world. Increasingly that means investing in technology to ensure a firm’s...

Introduction: The role of technology for recruitment and retention within wealth management

26th October 2023

That is the focus of this research, which follows on from a series of interviews we conducted with 10 C-level participants across the US wealth management industry. We explored the importance...

Serving tomorrow’s customer today - strategies for wealth in waiting

25th October 2023

In wealth management, Millennial and Gen Z customers remain critically underserved. Those who are set to inherit wealth will be less likely than previous generations to feel affinity with their...

Women of wealth - making the message relevant

Business Strategy & Advisory Client Engagement & Management

23rd October 2023

Women now account for a third of the world’s wealth and are rapidly increasing that proportion. Inheritance, self-made wealth, better educational levels leading to higher level roles, cultural change, you...

Engagement - better decisions and better outcomes

Business Strategy & Advisory Client Engagement & Management

20th October 2023

The advice/guidance boundary has, for a long time now, been a significant barrier to a wealth manager’s ability to help engage consumers and guide them towards better outcomes. Whether it...

Data Insights from the UK WealthTech Landscape Report 2023

Business Strategy & Advisory Technology Strategy & Consulting

18th October 2023

The UK is a wealthy country punching above its weight in terms of the number of wealthy individuals and their wealth compared to its total population. But that wealth is...

Introduction from the UK WealthTech Landscape Report 2023

Business Strategy & Advisory Technology Strategy & Consulting

16th October 2023

The UK’s wealth management sector remains buoyant and offers opportunities to those prepared to adapt and evolve with it, which increasingly means leveraging technology to grow and thrive. This can...

From the Wealth & Technology Insight Digest Q2, 2023: Leveraging Generative AI

Market & Business Infrastructure Technology Implementation & Management

29th September 2023

Ever since the launch of Open AI in November 2022, the wealth management industry has been wondering what opportunities and/or threats large language models such as ChatGPT will have for...

Managing Model Portfolios On Multiple Platforms: Conclusions

Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems

21st September 2023

As a part of our WealthTech Insight Series (WTIS) and in partnership with Financial Simplicity and IAWMC, last month, we published a new whitepaper informed by a recent discussion between...

Model Portfolio Evolution, Management And Control

Investment Platforms & Tools Portfolio Build, Analysis & Reporting

13th September 2023

As a part of our WealthTech Insight Series (WTIS) and in partnership with Financial Simplicity and IAWMC, last month we published a new whitepaper titled: Managing Model Portfolios On Multiple...

Managing Model Portfolios On Multiple Platforms: Key Findings

Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems

5th September 2023

As a part of our WealthTech Insight Series (WTIS), and in partnership with Financial Simplicity and IAWMC, last week we published a new whitepaper, informed by a recent discussion between...

Ecosystems to meet next-generation needs

11th August 2023

The wealth management sector is at a crossroads. The new generation of consumers, Generation Zs and Millennials, are clearly demanding to consume services digitally, but they also expect wealth management...

The path to the family office of the future

Data Management & Analysis Portfolio & Wealth Management Systems

9th August 2023

Professionals working in family offices are experiencing significant and increasing complexity. Manual, high-risk work processes such as spreadsheets and point systems erroneously rely on human reconciliation – leading to incomplete,...

Foundations - delivering on service as well as structure

Business Strategy & Advisory Technology Strategy & Consulting

7th August 2023

What are foundations, and what use do they serve? Foundations have become popular for regional wealth structuring and succession planning in the UAE. A foundation holds assets in its own name...

The Middle East - a rapidly changing wealth management landscape

Business Strategy & Advisory Technology Strategy & Consulting

4th August 2023

Some 59% of wealth management investors in the Middle East are planning to move their assets to a new provider within the next three years, in comparison to 45% of...

Ecosystems - vital to the EAM model

Business Strategy & Advisory Technology Strategy & Consulting

28th July 2023

The value conferred by an EAM lies in the provision of an ecosystem that can reach beyond what would normally be possible with a single wealth manager. By partnering with...

Leveraging AI and adopting holistic models for hyperpersonalised services

Client Engagement & Management Market & Business Infrastructure

24th July 2023

The wealth management and life insurance industries have historically been separate entities, catering to different needs and demographics. The life insurance industry has long been characterised by complex processes, manual paperwork,...

Technology for an expatriate and highly mobile community

Client Engagement & Management Compliance & Regulation Technology

21st July 2023

Based within the DIFC, we are a regulated offshore entity with a client base that is predominantly expatriates. We have found that the Covid-19-related acceptance of technology and digital tools...

Data Insights: Middle East WealthTech Landscape Report 2023

19th July 2023

The Middle East is quickly growing its wealth management capabilities in response to a wealthy population that is growing in terms of both size and scope. Indeed, assets under management...

Introduction: Middle East WealthTech Landscape Report 2023

17th July 2023

The Middle East is certainly emerging strongly from a period of massive change. It has always been a growing international private banking hub because of the wealth held in the...

Pressure on banks = pressure on WealthTechs

Business Strategy & Advisory Technology Strategy & Consulting

12th July 2023

The first quarter of 2023 was characterized by a tremendous amount of pressure on financial institutions around the globe caused by the rapid hikes of interest rates in the respective...

An effective IT and operations shared model for private banks

Business Strategy & Advisory Core Banking

9th June 2023

The demand for cost reduction and process efficiency in a dynamic regulatory environment is ever-present within wealth management. IT and the back office still represents 30% of a private bank’s...

Minimising conflicts of interest

Compliance & Regulation Compliance & Regulatory Services

7th June 2023

The 2022 fiscal year saw regulatory bodies across the globe taking significant action against unethical and unlawful actions arising from conflicts of interest. In the UK, the Financial Conduct Authority...

Greater China - technology boosts access to investing

Business Strategy & Advisory Technology Strategy & Consulting

31st May 2023

The Greater China area is experiencing massive growth across all segments of its investing population. Mainland China, Hong Kong and Taiwan each have distinct differences and unique characteristics. But technology...

Currency capabilities - essential to enable investment

Asset Protection Portfolio & Wealth Management Systems

24th May 2023

Assets under management (AUM) in APAC are set to grow at a faster rate than any other region in the years to come. Indeed, wealth management firms foresee strong growth...

The multi-family office model (MFO) - a growth story

Family Office

17th May 2023

A multi-family office (MFO) serves as a shared independent adviser to multiple families whose wealth may not be substantial enough to sustain a single-family office (SFO), or to families who...

Driving customer engagement forward

10th May 2023

What makes for a good client experience and how does technology underpin it? Making the client experience better, promoting engagement and loyalty, and increasing the share of wallet; all are front-of-mind...

The Wealth Mosaic Talks To (TWMTT) Alois Pirker about the need for research that gives actionable insight and advice

9th May 2023

For this piece, we spoke to Alois Pirker, Founder of Pirker Partners. He says that the advisory community needs actionable insight and advice to navigate an industry that is increasingly...

The Wealth Mosaic Talks To (TWMTT) John Pepin, chief executive at Philanthropy Impact, about giving trends

Philanthropy

4th May 2023

For this piece, we talk to John Pepin, Chief Executive at Philanthropy Impact. He says that younger people have broad horizons and like to be involved when it comes to their...

The Wealth Mosaic (TWM) talks to April Rudin about how technology can help family offices deliver on their service

Business Establishment & Support Services Client Engagement & Management

2nd May 2023

For this piece, we talk to April Rudin, CEO of The Rudin Group, who says family offices are popular because they deliver on being a personalised one-stop shop for the...

Proprietary is out, standardisation is in: the changing attitude of banks

8th March 2023

The attitude of banks towards FinTechs and neobanks has become considerably warmer to the point where collaboration is now broadly accepted as the new norm. Indeed, HSBC, Deutsche Bank, and...

The family office – 2023 outlook

Business Establishment & Support Services Digital Platforms & Tools

3rd March 2023

At the beginning of 2022, Family Offices were cautiously optimistic as pandemic restrictions began to ease in most core financial centres. But, as the year progressed, geopolitical strains, conflicts and...

The Wealth Mosaic (TWM) talks to Ian Ewart about the role of technology when it comes to service delivery

Business Strategy & Advisory Digital Platforms & Tools

2nd March 2023

For this piece, we spoke to Ian Ewart, Adviser, Investor and Non-Executive Director. He says that delivering enhanced service is highly dependent on technology and that a collaborative approach between...

The Wealth Mosaic talks to Christian Jedlicka about the challenges facing smaller asset managers

Business Establishment & Support Services Compliance & Regulation

23rd February 2023

For this piece, we talk to Christian Jedlicka, Chief Strategy Officer, at Etops. He says that smaller wealth managers, EAMs and family offices need help to digitise themselves. Please introduce yourself I am...

Client experience - the bottom line

Client Engagement & Management Digital Platforms & Tools

20th February 2023

The wealth management industry is no doubt using technology more effectively than ever before; companies know that they must keep pace with client expectations to attract and retain them. State-of-the-art...

WealthTech 2023 Report: Data Insights

Client Engagement & Management Digital Platforms & Tools

17th February 2023

Around our key sections of the client, the adviser, and the business, we have brought together some data insights to underscore the main trends that we see in the market....

Reinventing wealth management - is your technology future-ready?

15th February 2023

Recent survey research conducted jointly by Accenture with PIMFA (the UK wealth industry association), asked C-Level industry executives in eight European countries for their views on post-pandemic industry changes, and...

Productivity and efficiency in wealth management: the role of tech in reducing cost to serve

Business Strategy & Advisory Compliance & Regulation

13th February 2023

2022 was a bad year in wealth management. In fact, one of the worst years in investment performance across most asset classes ever. But despite the extraordinary market conditions and...

The Panel - focus on the adviser and the role of technology

30th January 2023

The tools to deliver visibility and engagement are key for advisers to best serve clients. “Getting a view of the client’s situation and needs on a 360-degree basis is crucial. Having...

Panel - Looking at the future of the Swiss wealth management community and the role of technology

Digital Platforms & Tools Investment Platforms & Tools

23rd January 2023

What are the challenges that the Swiss industry faces? Anders Bally, Co-Founder and CEO of radicant, commented: “One of the biggest challenges that banks face is that they do not understand...

The Wealth Mosaic (TWM) talks to Elad Flishko from amplemarket, about leveraging sales and marketing tools

23rd January 2023

In this piece, we speak to Elad Flishko, Account Executive, EMEA and NA at amplemarket. He talks about the benefits of leveraging a sophisticated sales and marketing tool for wealth...

Panel - The role of the board in delivering technology

Business Establishment & Support Services Business Process Management & Outsourcing

20th January 2023

Philip. J. Weights, President Swiss Finance + Technology Association, kicked off the panel discussion by explaining how society has gone through generations of revolutions and innovation in technology to get...

What is the Cloud? Collaboration and co-innovation the Google way!

Data Management & Analysis Digital Platforms & Tools

13th January 2023

Taking banks through their digital transformation and engaging with them to give them a better understanding of what the Cloud can provide is key in today’s environment. Banks want to...

Focus on the client and the role of technology

Client Communications & Reporting Client Engagement & Management

9th January 2023

When we talk about meeting client needs, what do we mean? What themes is the industry talking about when defining who the client is? What does that mean in terms...

The Metaverse: Gateway to future customer experience

Client Engagement & Management Digital Platforms & Tools

3rd January 2023

The Metaverse is the latest in a long line of ‘next big things’ and has attracted interest from the Swiss banking and wealth management community. Described as the next iteration...

Outsourcing: The EAM’s best friend

29th December 2022

External asset managers (EAM) are a well-established part of the Swiss wealth management community, going as far back as the early 1980s. They are essentially private wealth management companies providing...

Switzerland as the home of Blockchain and digital assets

27th December 2022

The possibilities for Blockchain technology and digital assets are very broad. But when it comes down to it, the biggest question is whether it will ever gain acceptance and thus...

Capturing the next-gen – rethinking the service proposition

23rd December 2022

At our recent Swiss WealthTech event in November, Carina Schaurte, Vice President and Financial Services Lead, Switzerland, at Capgemini Invent, spoke about creating a customer-first strategy to capture the next...

Customer-First strategy: putting the client at the heart of wealth management

22nd December 2022

The past year was one of tremendous wealth accumulation around the world: recovering economies boosted by stock market gains pushed the global high net-worth individual (HNWI) population up. But to...

The Wealth Mosaic talks to Mark Trousdale, at InvestCloud about the shift in focus for the front office toward revitalising the client experience

20th December 2022

In this series, The Wealth Mosaic (TWM) interviews leading members of the wealth management and FinTech communities to find out more about them, their journey, their perspectives on the market...

The right demographic, service, and cost – The Alpian experience

20th December 2022

Alpian, the first digital private bank in Switzerland, combines everything you would expect from a private bank – but with a difference. It was set up specifically to serve the...

Introduction to our 2022 Swiss WealthTech Landscape Report

15th December 2022

And what a time to be compiling our report! The Swiss wealth management industry has emerged from the pandemic with a vehement determination to tackle all the changes accelerated by...

Foreword to our 2022 Swiss WealthTech Landscape Report

13th December 2022

With pleasure, I can report that Switzerland retains its position as the leading global provider of cross-border wealth management services. According to the Boston Consulting Group’s (BCG) research report, Global...

The Consumer Duty Act – technological perspectives for best practice

Compliance & Regulation Compliance & Regulation Technology

16th November 2022

The Consumer Duty Act, introduced by the FCA this year, asks firms to act to deliver good outcomes for retail customers. Firms need to be able to show that they have,...

The UK WealthTech Landscape Report 2022 – A Brief Overview

18th October 2022

In July, we published our third UK WealthTech Landscape Report (UK WLTR). Our goal was to provide a directory to showcase the depth, breadth, and growing range of technology and...

The UK WealthTech Landscape Report 2022: Summary Highlights

14th October 2022

In this 2022 edition of the UK WTLR, we included 726 solution providers, all of which came from the growing number of 2,500 plus solution provider profiles we host business...

How is AdviceObjects technology helping wealth and advisory firms future proof their digitalisation strategy?

24th August 2022

Meeting the needs of the digital generation is no easy feat, but a client-centric focus coupled with the right technology makes the task easier. Wealth managers, investment firms, banks and...

New FCA Consumer Duty Rules to Disrupt Product Governance

16th August 2022

The UK Financial Conduct Authority’s (FCA’s) forthcoming Consumer Duty rules – due to be published in July 2022 – have significant potential to creatively disrupt the way financial services firms...

Micro-segmentation and personalisation – for the benefit of all

29th July 2022

Consumers in all walks of life are becoming increasingly picky about who they do business with, and wealth management is no different. Clients expect their wealth managers to be able...

Foreword to our 2022 UK WealthTech Landscape Report

28th July 2022

We are both very happy to be introducing the UK WealthTech Landscape Report. The look and feel of the wealth sector has changed tremendously due to the Covid-19 pandemic and...

Introducing our third edition of the UK WealthTech Landscape Report

26th July 2022

The industry is putting the pandemic firmly behind it. But we have learned so much from that turbulent time, and the market has emerged looking so very different from the...

Smart tech and smart people: Striking the right balance

19th July 2022

The global Covid-19 pandemic has tested the resilience of both single and multi-family offices (MFOs), especially in their ability to sustain client communication and confidence. Without the benefit of in-person...

Facilitating peer-to-peer networking - Insights from the leading family office forum event

15th July 2022

Post-Covid-19, people want to meet up in person with their peers in a safe space to exchange views, share expertise, and network in a secure, sales-free, and private capacity. After initially...

Leveraging technology to make sustainable family office investments

11th July 2022

It is no secret that sustainability is a key consideration for any investment portfolio. But like with anything, sustainability risks and opportunities have a financial and economic impact on the...

Alternatives – having the whole world in your hands

7th July 2022

Interest in alternatives is growing. In the US ultra-high-net-worth portfolios have exposure of between 37%-52% to alternative assets, but here in Australia we typically see exposure of 20%-30% to alternatives....

Reducing Complexity - Enabling The Wealth Owners

5th July 2022

Today, family offices process large amounts of data and information. A typical family office is likely to have multiple custodian banks for each family member linked to the office –...

Reducing complexity – enabling the wealth owners

5th July 2022

Today, family offices process large amounts of data and information. A typical family office is likely to have multiple custodian banks for each family member linked to the office –...

Introducing our Family Office WealthTech Landscape Report 2022

4th July 2022

Welcome to the first edition of our Global Family Office WealthTech Landscape Report (GFO WLTR). Like the other reports published in our ongoing WealthTech Landscape Report Series (WTLRs) program, our...

Foreword to our 2022 Global Family Office WealthTech Landscape Report

1st July 2022

I’m delighted to be introducing The Wealth Mosaic’s (TWM) and Global PartnershipFamily Offices’ (GPFO) first Global Family Office WealthTech Landscape Report. This joint report aims to deliver a comprehensive overview...

DLT & Blockchain 2022: The view from Copper.co

Distributed Ledger Technologies & Cryptocurrencies Market & Business Infrastructure

13th June 2022

Often said is how revolutionary Blockchain technology is. Seldom heard, however, is how it affects traders’ performance targets and objectives. Now, granted, 10 minutes, the average time for Bitcoin to...

DLT & Blockchain 2022: The view from CryptoIndexSeries

Distributed Ledger Technologies & Cryptocurrencies Portfolio Build, Analysis & Reporting

7th June 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

Making the case for end-to-end advisor platforms for small and mid-sized firms

6th June 2022

Wealth management has personal service at its core and centers on the relationship between the end-client investor and the wealth advisor. This is even more true today as the industry...

Harnessing Technology in Asset Management

1st June 2022

In the age of ‘Open Data’ and evolving customer landscape – asset management leaders will need to separate facts from fiction. Up till now, asset managers had access to data, but...

DLT & Blockchain 2022: The view from DeFi Technologies

Distributed Ledger Technologies & Cryptocurrencies Financial Markets Research & Analysis

31st May 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

The US registered investment advisor landscape - an overview

30th May 2022

Over the past decade, RIAs have emerged as formidable competitors in the wealth management marketplace and have grown faster than any other type of wealth management firm. Yet because there...

DLT & Blockchain 2022: The view from FiCAS

Distributed Ledger Technologies & Cryptocurrencies Financial Markets Research & Analysis

24th May 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

DLT & Blockchain 2022: The view from Aave

Digital Platforms & Tools Distributed Ledger Technologies & Cryptocurrencies

23rd May 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

DLT & Blockchain 2022: The view from PricewaterhouseCoopers (PwC)

Distributed Ledger Technologies & Cryptocurrencies Investment Platforms & Tools

16th May 2022

What important regulations are in the process of being finalized that provide clarity for investing in Digital Assets and for Blockchain & DLT as an infrastructure in private and public...

DLT & Blockchain 2022: The view from Metaco

Distributed Ledger Technologies & Cryptocurrencies Financial Markets Research & Analysis

10th May 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

DLT & Blockchain 2022: The view from Global Digital Finance (GDF)

Compliance & Regulation Distributed Ledger Technologies & Cryptocurrencies

9th May 2022

We started working on the Global Digital Finance (GDF) project in mid-2017 when indications were the Initial Coin Offering (ICO) market was getting very hot. As a community of digital...

DLT & Blockchain 2022: Arab Bank Switzerland

Distributed Ledger Technologies & Cryptocurrencies Financial Markets Research & Analysis

5th May 2022

What is your view on the impact that DLT and Blockchain is having in reshaping asset and wealth management? What is the current state of the space and how do...

WealthTech 2022: The view from Creativemass

Financial & Retirement Planning Portfolio & Wealth Management Systems

28th March 2022

Year in review What would you highlight as the main technology themes for the wealth management sector in 2021? The major technology themes in 2021 were driven by the huge amount...

WealthTech Views Report: Data in Wealth Management - the view from SS&C

Data Feeds & Information Sources Data Management & Analysis

2nd March 2022

How is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth...

WealthTech Views Report: Data in Wealth Management - the view from mnAI

Client Marketing & Prospecting Compliance & Regulation

23rd February 2022

How is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth...

Support and advocacy: The role of the Swiss Association of Asset Managers

Business Strategy & Advisory Client Engagement & Management

23rd February 2022

Set up in 1986, the Swiss Association of Asset Managers (SAAM) aims to enhance the industry’s reputation and foster growth and recognition of the profession of independent asset managers. The...

By the industry, for the industry – OpenWealth

Compliance & Regulation Data Management & Analysis

21st February 2022

The wealth management industry is often seen as slow to move with the times. Not so in Switzerland, the OpenWealth industry association has at its heart the desire to drive...

From open banking to open finance: The Swiss experience

Compliance & Regulation Core Banking

18th February 2022

Open banking is happening all over the world, mandated or not. Customers have high expectations of being able to access relevant products and services easily in all areas of their...

Wealth management software – how to make good choices!

Software Development & Management Technology Evaluation & Selection

11th February 2022

There are many software solutions on the market that are suitable for wealth managers. This confronts decision-makers with a major challenge in making the right choice. Some wealth managers mainly...

Pitch perfect – with the help of F10, FinTechs can make a wealth manager’s offering sing

Business Strategy & Advisory Technology Evaluation & Selection

2nd February 2022

F10 aims to be the space where innovation meets industry. “What that means in practice is that we want to provide the space for emerging FinTechs, RegTech, InsurTech & DeepTech...

Come the revolution…

Distributed Ledger Technologies & Cryptocurrencies Proposition Design, Development & Delivery

26th January 2022

Blockchain, cryptocurrencies and digital assets have sometimes seemed shrouded in a conceptual air of mystery. But, in recent months, they have come to the fore as their purpose in their...

WealthTech Views ESG Report: The view from SwissQuant Group

Portfolio Build, Analysis & Reporting Risk Analysis & Management

15th November 2021

How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done? It is...

WealthTech Views ESG Report: The view from OWL Analytics

Data Management & Analysis Portfolio Build, Analysis & Reporting

10th November 2021

How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done? Where to...

WealthTech Views ESG Report: The view from BITA Risk

Client Engagement & Management Financial Markets Research & Analysis

29th October 2021

How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done? How ESG...

WealthTech Views ESG Report: Foreword by Robert Rubinstein

Financial Markets Research & Analysis Portfolio Build, Analysis & Reporting

25th October 2021

ESG - Breakdown or Breakthrough Now is ESG’s moment, or is it? For the past 25 years, TBLI has worked to educate asset owners and managers regarding ESG and impact investing....

Data security is a pressing problem – using a secure platform is the solution

Client Engagement & Management Digital Platforms & Tools

19th October 2021

Only a hermit would have failed to notice the increase in identity theft, cyber and data breaches in recent years. The figures are startling. In 2020, the number of data...

Robo and hybrid digital models in insurance and investments

Client Communications & Reporting Digital Platforms & Tools

25th August 2021

One of the most pressing questions the insurance and investment industry must now answer is how they will change and improve their offering in line with different digital client demands...

Hong Kong FinTech - forward into the future

Market Analysis, Understanding & Sizing Technology Strategy & Consulting

20th August 2021

Hong Kong is a mature financial services ecosystem with many players serving all aspects of the market. Not surprisingly, the foray that new technologies have made elsewhere have also played...

Strengthening wealth management client relationships in a post-Covid world

Client Engagement & Management Client Marketing & Prospecting

18th August 2021

The wake-up call Covid-19 has triggered huge changes in consumer behaviour. While consumer needs have not changed (I need to buy food), expectations of how those needs will be fulfilled (I...

Tech myths your firm should ditch

Business Strategy & Advisory Technology Strategy & Consulting

16th August 2021

In my 20 years of helping Australian financial advisory businesses scale, I’ve encountered many myths around financial services technology. When it comes to scaling and creating both efficiency and a...

Meet the emerging affluent – Your Gen Y, largely wealthy digital native client

Business Strategy & Advisory Client Marketing & Prospecting

13th August 2021

For wealth businesses to thrive into the future there is a group of Australians, the emerging affluent, that have great potential and cannot be ignored. Unlike Baby Boomers, they are younger...

Connected- the writing’s on the wall for wealth managers unable to adapt and move to an agile ecosystem approach

Business Strategy & Advisory Client Engagement & Management

11th August 2021

The past decade has seen unprecedented change in terms of new technology becoming available and the ability and willingness of the wealth management industry to embrace change. “The difference between the...

WealthTech Views RegTech Report: The view from Novastone

Client Engagement & Management Compliance & Regulation

10th August 2021

Company overview In order to protect clients, wealth managers must implement compliance programs and policies to meet regulatory requirements. RegTech helps these firms to test compliance programs and identify gaps and...

From process enhancement to relationship building- the role of technology within wealth management

Business Process Management & Outsourcing Client Engagement & Management

6th August 2021

The wealth management sector has been using technology to enhance its core offerings and reducing the cost of doing business. But going forward, the focus will be more on how...

Compliance – stringent regulations require a joined up and robust approach – a comprehensive platform meets that need

Compliance & Regulation Data Management & Analysis

4th August 2021

Compliance is becoming more demanding, more stringent and more time consuming. Regulators are demanding increasing volumes of data intelligence from banks about their clients. And in the APAC region this...

In it to win it – right place, right time and right offering

Business Strategy & Advisory Client Engagement & Management

30th July 2021

Covid-19 has acted as a significant driver for change the world over. This is particularly the case in Asia where it has unleashed a wave of investment in technology by...

How will technology impact the wealth management client experience in 2021?

Client Engagement & Management Data Management & Analysis

28th July 2021

Technology is transforming the client experience within wealth management. Damien DiPietro, Executive Manager, APAC, Retail Wealth, at GBST, examines how vendors in the sector are working to provide solutions for...

Embedded ecosystems – the road ahead

Client Communications & Reporting Client Engagement & Management

23rd July 2021

The huge uptake of digital technology by clients as a result of Covid-19 is here to stay and this poses questions for how the wealth management industry can tread the...

FinTech’s evolution in the advice industry – The Australian experience

Technology Evaluation & Selection Technology Implementation & Management

21st July 2021

In 2017, the Financial Planning Association of Australia (FPA) set out to break a myth our members had; that FinTechs, or robo-advisers as they were commonly called, were out to...

The power of partnerships: Meeting the demand for digital

Business Strategy & Advisory Digital Platforms & Tools

19th July 2021

“Over the last decade, we’ve evolved our technology into an ecosystem to easily adapt and enhance our digital proposition to meet clients’ ongoing private banking needs. We’re also open to...

Unlocking the last mile for conventional, alternative & digital asset investments by making them more accessible, safer & relevant

Client Engagement & Management Digital Platforms & Tools

9th July 2021

The previous argument that private banks don’t deal with digital tools has been made obsolete with the Covid-19 pandemic. The next generation that are assuming responsibility for investments for themselves...

Integration - bringing data and ecosystems together

Data Management & Analysis Technology Implementation & Management

2nd July 2021

Ecosystem integration is all about taking an “outside-in” approach to orchestrate end-to-end integrations with a dynamic network of trading partners, applications, suppliers, customers, and marketplaces. Being able to put together an...

A new map for navigating a changing wealth management landscape

Business Strategy & Advisory Market Analysis, Understanding & Sizing

30th June 2021

Earlier this year, we launched the Market Map, a new evaluation methodology for software solutions. The first report we wrote was on the wealth management market. We did so because...

Digital wealth management in Asia - will firms seize the moment

Client Communications & Reporting Client Engagement & Management

28th June 2021

It may sound counterintuitive, but the last 12 months have affirmed that the human wealth adviser is a crucial constant in any wealth management relationship. After all, without instant and...

Can A CRM Be The Ideal Servicing Platform For Family Offices, Trust Companies, And High-End RIAs?

Business Process Management & Outsourcing Client Engagement & Management

23rd April 2021

First, congratulations, because a CRM can potentially be the ideal operating platform for family office operations. Although CRM systems, with their focus on sales, are not traditionally a part of...

How to turn five tech risks into opportunity for your firm

Risk Analysis & Management Technology Strategy & Consulting

16th April 2021

The pandemic forced many organizations across the wealth management landscape to rapidly evolve how they utilize technology, deal with profitability pressure and shape customer-driven experiences. Yet still, traditional financial services...

How to thrive and drive future growth

Client Engagement & Management Technology Strategy & Consulting

14th April 2021

Crucially being able to do that is not always just about the financial returns, it’s about how the client relationship has been nurtured and deepened. Indeed, client experience has to...

How Covid-19 And The Future Of Remote Work Is Changing Financial Regulation

Compliance & Regulation Compliance & Regulatory Services

6th April 2021

When the coronavirus pandemic began sweeping across the world in the opening months of 2020, the financial industry braced itself for a turbulent year. Markets swung wildly, experiencing both sharp...

Wealth Management In 2021: From Surviving Remotely To Thriving Remotely

Digital Platforms & Tools Technology Strategy & Consulting

29th March 2021

The initial onslaught of Covid-19 saw a period of necessitated change. Wealth managers were in survival mode and moved swiftly to shore up their client service, internal processes and functionality...

Family offices - plug and play gives new opportunities

Technology Evaluation & Selection Technology Strategy & Consulting

6th December 2019

Technology provision for family offices has been historically poor, but their desire to better manage a broad array of investments has dovetailed with digitisation. The ability is there to adopt...

The journey of the robo – from misaligned to mitigant of the digitization challenge

Digital (Robo) Investing Technology Strategy & Consulting

7th November 2019

Robo investing began life as a relatively simple concept; an automated investment solution that took into account client’s personal circumstances and delivered suitable and appropriate personalised guidance to help them...

Vendors partner up to meet needs of wealth managers

12th August 2019

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit. For an industry so attached to its...

Four top uses of technology in wealth management

26th July 2019

This article was written specifically for Raconteur's Future of Investing Report, which appeared in the Sunday Times on Sunday, July 21st. Here are the links to: The full Future of Investing report...

The vendor ecosystem model is now at play, and set to grow, in the wealth management space

Digital Platforms & Tools Technology Strategy & Consulting

26th June 2019

API enabled ecosystems have long been technologically possible but have gained significant traction as a result of open banking and the second Payment Service Directive. Both require financial services firms...

APIs to play a core role in the transformation of the wealth management space

Digital Platforms & Tools

9th May 2019

Application Programming Interfaces (APIs) play a central role in opening up additional integration and customization possibilities for wealth managers. In their simplest form, APIs are just the points on a railway...

Creating the wealth management Superman through the application of technology

26th April 2019

New tools to empower relationship managers already exist. Without them, they will not be able to compete. If there is one element that has defined the wealth management sector, it is...

The evolving role and power of CRM in wealth management

Client Engagement & Management Client Marketing & Prospecting

21st March 2019

CRMs need to enable advisors to maintain a holistic view of their clients – technology can also push for actionable intelligent insight and workflow efficiency. Creating a great experience is key...

CLM – a toolkit that benefits both clients and bottom lines

Business Process Management & Outsourcing Technology Strategy & Consulting

21st March 2019

Client lifecycle management systems can bring cost savings and provide wealth firms with a better understanding of customers. Wealth management is a business built on the story of personal relationships, a...

RegTech – Coming now to a wealth manager near you

Compliance & Regulation Digital Platforms & Tools

19th February 2019

RegTech, or regulatory technology for anyone who’s been on the Moon and missed this, is coming to the fore as a pertinent and valuable use case within the broader FinTech...

Portfolio management systems adapt to new era

Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems

25th January 2019

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era. The portfolio management system (PMS) has always been central...

Is Switzerland ready to climb the new FinTech mountain and maintain its status as the leading international wealth management centre?

10th January 2019

For many years, Switzerland has been a leading international centre in the financial services, and particularly wealth management, sectors. A rougher background over the last decade, as well as the arrival...

If content is king, what content works for wealth managers and how can technology help?

Client Engagement & Management Client Marketing & Prospecting

30th November 2018

Content has become an important facet of the wealth manager’s toolbox to support, retain and attract clients. But what sort of content works and how can technology help to make...

The future is digital but must be based on a knowledge of what the client wants

30th November 2018

Let’s be clear, while the terms digital, digitisation and digitalisation (or any other variant) are all around us today, for wealth management, a sector consistently deemed to be a technology...

The B2B robo advisor market: enabling wealth managers to play

Digital (Robo) Investing

31st October 2018

The rise of the robo advisor market has been well documented over recent times. Initially, this came to market as a B2C proposition and perhaps picked up pace in the...

Time for a new breed of portfolio management tool

Portfolio Build, Analysis & Reporting Portfolio & Wealth Management Systems

25th October 2018

A new generation of portfolio management tools are now available which sit on top of wealth managers’ existing systems but offer more flexible and focused capabilities. Volatile financial markets, a diverse...

The rise and relevance of investment marketplaces

Investment Platforms & Tools Portfolio Build, Analysis & Reporting

19th September 2018

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients. Two recent news pieces caught my eye. The first was RBC’s...

Wealth management’s digitally-inspired Cultural Revolution: a bridge too far or the only show in town?

7th September 2018

The challenges faced by wealth managers in adapting to the digital environment that now surrounds them, and their ability to successfully deliver a digitally-empowered business, are huge. This is not...