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

"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"-- "The WEALTHTECH Book aggregates industry expertise in a single volume. The reader will learn about key developments in the industry and obtain insights of cutting edge practitioners whether entrepreneurs, investors, or advisors in the analytics, data analysis, data mining and actuarial space"-- Intro -- The Wealth Tech Book -- Contents -- Preface -- About the Editors -- Acknowledgements -- 1 Introduction -- Executive Summary -- The Augmented Investment Management Industry -- Clients are Changing -- Connecting Market Data and Client Data -- The Fourth Epoch - The Marketplace of Wealth Management -- FinTech Disruption Across the Wealth Management Value Chain - Will FinTech Dominate the Wealth Management Model of the Future or is there Still a Place for Traditional Wealth Managers? -- Definition of Wealth Management -- Wealth Management Value Chain -- What's Driving Disruption in the Wealth Management Industry? -- Changing Customer Profile -- Where is the Current FinTech Development Focused Across the Wealth Management Value Chain? -- Where Will Innovation Disrupt the Wealth Management Value Chain? -- How Can Existing Wealth Managers Address the FinTech Challenge? -- Partnering -- Buying -- Building -- Wealth Managers Need to Consider Partnering with FinTechs to Keep Up With the Pace of Innovation -- Disruption of the Wealth Management Value Chain Has Just Started -- Embracing Emerging Technology -- WealthTech - Business as Unusual -- The Attraction for High-Net-Worth Individuals -- Collaboration with the Wealth Management Industry -- Looming Danger of Becoming Obsolete -- Competing Against Mutual Funds -- Test of Survival for FinTech Companies -- RegTech Becoming Stricter -- Conclusion -- Welcoming an Artificial Intelligence Robot as a Colleague -- Essential Digitization in Wealth Management -- Becoming Millennial-Minded is Key for WealthTech -- Embrace New Technology -- Realize that you Can't Rely on your Brand's Laurels -- "To Infinity and Beyond!" - Building WealthTech Applications has Never Been Easier -- "LEGO" - Enabled Bricks for Applications -- So How are the "Lego" Bricks Being Put Together? "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. & bull; & nbsp; & nbsp; & nbsp; Explains how the wealth management sector is being affected by competition from low-cost robo-advisors & bull; & nbsp; & nbsp; & nbsp; Explores technology and start-up company disruption and how to delight customers while managing their assets & bull; & nbsp; & nbsp; & nbsp; Explains how to achieve better returns using the latest fintech innovation & bull; & nbsp; & nbsp; & nbsp; Includes inspirational success stories and new business models & bull; & nbsp; & nbsp; & nbsp; 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"

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.

"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."-- Provided by publisher "The WEALTHTECH Book aggregates industry expertise in a single volume. The reader will learn about key developments in the industry and obtain insights of cutting edge practitioners whether entrepreneurs, investors, or advisors in the analytics, data analysis, data mining and actuarial space"-- Provided by publisher