London, April 16th, 2020 – The Wealth Mosaic (TWM), the unique digital directory of solution providers, solutions and content focused on and built around the business needs of wealth managers across the world, is pleased to announce the release of the Swiss Wealth Technology Landscape Report 2020. A directory-led report which, in this first edition includes over 300 solution providers relevant to the technology and related business needs of wealth managers in Switzerland, is focused on creating the most comprehensive and accessible directory of technology and related solution providers relevant to the broad range of business needs of wealth management businesses in Switzerland. More broadly, the creation of this report is part of TWM’s ongoing research to uncover, profile, categorise and engage the international marketplace of solution providers to the wealth management sector so wealth management companies of all types can find solutions that meet their increasing business needs.
“In wealth management geographies across the world, the sector is changing at a pace not seen before. In a historic and market-leading wealth management jurisdiction like Switzerland, this reality represents both a clear and present challenge to its status and size as well as a concrete opportunity to not just maintain that position but to grow and advance it. However, the Swiss wealth management marketplace cannot rely on its historic status and strengths and continue to do business like it did in the past. Times have moved on and it is our firm belief that it will only be through an intelligent and committed engagement with the many new and powerful technology capabilities that now exist around the sector that Switzerland, as a market-leading wealth management centre, will not just maintain its historic position but have the chance to enhance it into the future," said Stephen Wall, Co-Founder and Head of Marketplace & Content at The Wealth Mosaic.
He added: "looking at the modern technology landscape, we see both the power of these solutions but also a growing fragmentation and complexity as to what solutions are out there and available to wealth managers in Switzerland. First of all, it is fantastic that the wealth management sector now has so much more technology and solution providers to select from. However, the downside to this is the clear potential for confusion from wealth managers as well as other players active in the marketplace. The creation of our website is one way in which we are trying to bring much of this marketplace and supporting knowledge resources together and, now, with the publication of the Swiss Wealth Technology Landscape Report 2020, we hope to have created a resource that can develop, grow and adapt to support the knowledge needs of the Swiss wealth management marketplace in terms of the technology provider landscape that exists around them."
Simon Ramery, Co-Founder and Head of Sales at The Wealth Mosaic, added: “This is the first in a planned annual report series specifically for the Swiss wealth management sector, which, with the support of our ongoing process of research and curation for our website, will bring together the complete technology and related solution provider marketplace for the knowledge needs of the Swiss market. Given the level of innovation achieved each year, we believe our Swiss report will be a great way for participants in the sector to keep on top of how technology companies are helping the Swiss wealth management sector grow and evolve in this exciting period of change.”
Ramery added: "We’d like to thank those firms that participated in providing their insights and contributions to help bring this report together. What is clear in their writing and profiling is that the role and potential of technology to support the business needs of wealth managers has leaped forward in modern times. The cumbersome, inflexible and expensive solutions of the past are becoming a distant memory……almost! Whether focused on data, insights, compliance, client discovery, client acquisition, portfolio building and management, personalization, advisor-enablement, Cloud deployment or many other aspects of this new environment, the infrastructure and richness of capability that is increasingly available is a new boon for the potential and opportunity of the Swiss wealth management sector.”
Key report features
The report includes the following characteristics:
- 13 articles from solution providers
- 6 interviews with market participants and influencers
- 18 solution providers in the featured section of the directory
- 288 further solution providers included in the main A-Z section of the directory
- Solution providers originating from 21 geographies
Supporting and featured solution providers
We’d also like to thank all of the below for their contributions to the report:
- Christine Ciriani, Industry Partner at Motive Partners
- Thomas Schornstein, Head Sales at additiv
- Christian Neuenhaus, Head of Marketing & Communication at aixigo
- Arndt Mielisch, Senior Marketing Manager at Appway
- Richard Dratva, Chief Strategy Officer at CREALOGIX Group
- Pius Stucki, CEO at Etops
- Richard Nordin, Managing Director UK, Partner at FA Solutions
- Paul Brann, Head of Product Development at FinanceBI
- Albert Iselin, Executive Director for EMEA at Finantix
- John McCann, Chief Revenue Officer at Nucoro
- Michael Gallino, International Business Development at Prometeia
- Ian Rees, Product Director at SimCorp Coric
- Michael Kaimakliotis, CEO at Tindeco Financial Services
- Antony Bream, MD – EMEA & Americas at Wealth Dynamix
- Thomas Schäubli, Head of Marketing at APIAX
- Mathias Schütz, Regional Manager Switzerland & Liechtenstein, Avaloq; CEO Avaloq Sourcing (Switzerland & Liechtenstein) at Avaloq
- Raphael Suter, Sales Switzerland at Evolute Group
- Christian Egli, CEO at ONE PM
- Ingo Fritzen, Managing Partner at Soranus
- Jay Oberai, Founder at Synergy Asset Management
- Ralph Mogicato, Independent Senior Advisor and Angel Investor
- Roi Tavor, Co-founder & CEO of Nummo
- Rishi Chattopadhyay, Founder and CEO at SwissWealthTech
- Urs Bolt, independent WealthTech advisor
- Dr. Efi Pylarinou, Fintech and Blockchain Advisor and Influencer
PLEASE CLICK ON THE IMAGE BELOW TO ACCESS AND DOWNLOAD THE FULL SWISS WEALTH TECHNOLOGY LANDSCAPE REPORT
About The Wealth Mosaic
The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work.
For more information, please contact:
Stephen Wall
Co-Founder, Head of Marketplace & Content
The Wealth Mosaic
stephen@thewealthmosaic.com
+44 770 447 3665
