The WEALTHTECH Book: The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries - Softcover

Chishti, Susanne; Puschmann, Thomas

Softcover

ISBN 10: 1119362156 ISBN 13: 9781119362159

Publisher: Wiley, 2018

Synopsis

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.

About this title

About the Author

SUSANNE CHISHTI is the Founder and CEO of FINTECH Circle and the FINTECH Circle Institute, the leading peer-to-peer learning platform providing in-person and online courses across fintech enterprise innovation, WealthTech, InsurTech, artificial intelligence and blockchain applications in finance, crypto-currencies and startup methodologies. As Co-Editor of the global Bestseller The FinTech Book, she has been selected as a "City Innovator – Inspirational Woman" after working for 15 years across Deutsche Bank, Lloyds Banking Group, Morgan Stanley Investment Management and Accenture in London and Hong Kong.

THOMAS PUSCHMANN is Founder and Director of the Swiss FinTech Innovation Lab at the University of Zurich and member of the Swiss Innovation Council Innosuisse. Before his current position, Thomas was heading a large international financial services research project at the Universities of St. Gallen and Leipzig and was a visiting scholar at the MIT Sloan School of Management. He is an advisor for many strategic national and international initiatives and an advisory board member of various institutions.

From the Back Cover

WORK WITHIN THE FINTECH DISRUPTION TO CAPTURE A NEW, MORE LUCRATIVE MARKET

Low-cost robo-advisors, blockchain-based systems, new business models and a proliferation of direct-to-client applications are already affecting the wealth management sector. This trend will only grow as global wealth continues to increase, and new technologies such as big data analytics, artificial intelligence and distributed ledger technologies enable entirely new and more cost-effective and client-responsive approaches to wealth management. The WealthTech Book helps savvy practitioners join the digital evolution of the financial services industry, with a comprehensive resource for competing in the new paradigm.

• Learn the latest developments in wealth management technology
• Examine the insights of cutting-edge scientists and practitioners
• Explore new approaches to analytics, data mining and more
• Understand market dynamics and the future of wealth management
• Future-proof your career with fintech innovation

The movement toward digitization along the entire wealth management value chain is not going away, and traditional approaches are already floundering as wealth management becomes more accessible, affordable and eponymous. The WealthTech Book provides investors, advisors and finance visionaries with an invaluable resource for tapping the huge customer potential of this rising market.

From the Inside Flap

WORK WITHIN THE FINTECH DISRUPTION TO CAPTURE A NEW, MORE LUCRATIVE MARKET

Low-cost robo-advisors, blockchain-based systems, new business models and a proliferation of direct-to-client applications are already affecting the wealth management sector. This trend will only grow as global wealth continues to increase, and new technologies such as big data analytics, artificial intelligence and distributed ledger technologies enable entirely new and more cost-effective and client-responsive approaches to wealth management. The WealthTech Book helps savvy practitioners join the digital evolution of the financial services industry, with a comprehensive resource for competing in the new paradigm.

• Learn the latest developments in wealth management technology
• Examine the insights of cutting-edge scientists and practitioners
• Explore new approaches to analytics, data mining and more
• Understand market dynamics and the future of wealth management
• Future-proof your career with fintech innovation

The movement toward digitization along the entire wealth management value chain is not going away, and traditional approaches are already floundering as wealth management becomes more accessible, affordable and eponymous. The WealthTech Book provides investors, advisors and finance visionaries with an invaluable resource for tapping the huge customer potential of this rising market.

Edition details

• Publisher: Wiley
• Publication date: 2018
• Language: English
• ISBN 10: 1119362156
• ISBN 13: 9781119362159
• Binding: Paperback
• Edition number: 1
• Number of pages: 336