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This section provides you with engaging content on wealth management. We regularly address the latest industry trends and topics and share the most important insights with you in our articles and thought papers!
Discover the essential strategies for enhancing advisory process efficiency in Delia Steiner's insightful contribution to the Swiss WealthTech Landscape Report.
Explore the pivotal themes pertaining to wealth management in 2024, including opportunities arising from the retirement gap in the United Kingdom.
While the report spotlights the UK financial landscape as a whole, Christopher Baxter's contribution focuses on the great wealth transfer and its implications for the advisory business.
This whitepaper helps wealth managers to understand different generational demands and tailor strategies and advice to the unique needs and goals of each generation.
Christopher Baxter's contribution in The Wealth Mosaic's UK WealthTech Landscape Report looks at the complexity and advantages of cash flow planning advice.
Interested in the benefits and challenges embedded wealth could bring to your business? Then discover Delia Steiner's article.
This whitepaper elucidates why digital, modular portfolio management has the potential to become the core product in the investment business!
Discover how an integrated cash flow planning solution provides a perfect, future-proof foundation for comprehensive, client- and adviser-friendly cash flow planning services.
This whitepaper points out how a partner approach provides a fruitful basis for financial service providers to establish a resilient brand.
This whitepaper elucidates why Customer Success Management and Managed Services are the perfect match to maximise customer value!
This whitepaper covers everything you need to know to benefit from the embedded wealth management opportunity!
This e-book illustrates how hyper-personalisation in wealth management can succeed. Particular emphasis is placed on solving the complex ESG issue.
This whitepaper covers the importance of quality and speed in the solution design process to reduce project risks and time to market!
Discover how to ensure that your wealth management services meet the requirements of future generations.
Read our article "A new path to innovation for banks – getting it right from the ground up" and learn how banks can innovate within their company.
As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.
Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.
Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.
Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.
Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.
Here, you can get an insight into the collaboration between BNP Paribas and aixigo.
"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.
aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.
