Video Interview from The Wealth Mosaic

Swiss WealthTech Live 2024: Where is the Swiss wealth management industry headed?

Video interview: technology transformation in wealth management

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by The Wealth Mosaic
| 22/10/2024 08:30:00

Earlier this year in Zürich, Switzerland, we interviewed Dr. Christoph Kunzle, Programme Director and Senior Lecturer from the ZHAW School of Law and Management, at our Swiss WealthTech Live 2024 conference.

An all-day event brought together key players from the Swiss and international wealth management sectors to discuss the latest trends and advancements in WealthTech. The event featured in-depth discussions on the most pressing topics, with participants ranging from private and cantonal banks to family offices, external asset managers, technology vendors, and consultants. These stakeholders shared their experiences, insights, and visions for the future of the wealth management industry.

One notable conversation was with Christoph, who shared his views on how technology is driving digital transformation in Swiss wealth management. He noted that the pace and impact of technological change are accelerating. However, he emphasised that the human-centric nature of the industry will remain intact, with client-adviser relationships continuing to play a central role. 

Christoph explained that while technology is enabling improvements in the industry, it is not necessarily disrupting it. One major opportunity he highlighted is the importance of data. He stressed the need for banks to focus on their data strategy, governance, and structure. By leveraging data more effectively, wealth management firms can gain significant advantages in delivering personalised and efficient services.

To learn more, watch the full video featuring Christoph’s insights on the future of WealthTech.