Wealthtech : wealth and asset management in the fintech age

• Other Authors: Schueffel, Patrick (Editor)
• Format: Electronic eBook
• Language: English
• Published: Bingley, U.K : Emerald Publishing Limited : Information Age Publishing, Inc., 2020.
• Subjects: Financial services industry > Technological innovations.; Asset management accounts.; Fintech.; Business & Economics > Finance > General.; Financial technology (fintech); Finance and the finance industry.; elektronické knihy; electronic books
• ISBN: 9781806606191
• DOI: 10.1108/978-1-64113-850-5
• Physical Description: 1 online resource (198 pages)

"The book "WealthTech : Wealth and Asset Management in the Fintech Age" is the primary resource for the wealth and asset management technology revolution. It examines the rise of financial technology and its growing impact on the wealth and asset management industry. Written by though...

Table of Contents:

• Preface / Patrick Schueffel
• Part I. Introduction
• Chapter 1. Digitizing wealth management: The opportunity that turns into AI? threat / Marc P. Bernegger
• Chapter 2. Is fintech AI? red herring? J.p. Caldeira
• Chapter 3. Fintech: The genie will not turn back to his bottle / Raphael Cretinon and Jean Bonnefoy
• Part II. Technological trs affecting wealth & asset management
• Chapter 4. Information strategy in AI? changing landscape of investment management / Nicolas Buerkler and Helena Steiner
• Chapter 5. Wealthtech--the brave new world? Alexander tomenendal
• Chapter 6. The pitfalls of investing 4.0 / Hendrik Emrich
• Part III. Societal trs affecting wealth & asset management
• Chapter 7. Democratization of banking services in emerging markets: Mexico / Felix Cardenas and Maurizio Ballesteros
• Chapter 8. Why bitcoin is not AI? currency but AI? speculative real asset / Dietmar Peetz and Gregory Mall
• Chapter 9. Millennials: The new generation of wealth management clients / David Gyori
• Part IV. It management, data privacy and regulatory implications
• Chapter 10. The regulation of robo-advisors / Richard B. Levin, Peter F. Waltz, and Robert W. Wenner
• Chapter 11. Regulating wealthtech and robo-advise in the eu / Ulf Klebeck
• Chapter 12. Protection of privacy from conception or privacy by design / Nicolas Steiner
• Part V. Financial risk and performance measurement
• Chapter 13. How can robo-advisors help to enhance investment returns? Claus huber
• Chapter 14. Performance watcher / Nicholas Hochstadter
• Part VI. The competitive landscape
• Chapter 15. Cross border set up of crowdlending investment funds / Torsten Ries
• Chapter 16. The landscape of robo-advisor operators in the dach region / Maryna Tykholoz-Cukov
• Chapter 17. Doomed like dinosaurs / Patrick Schueffel
• Part VII. The wider value chain
• Chapter 18. A network of experts is the future of asset management / Anna Schmid
• Chapter 19. Decrypting the wealthtech mindset / Richard-Marc Lacass and Berthe Lambert
• Chapter 20. Cryptoasset portfolios: The next wave of digital asset management / Floyd DCosta
• Part VIIi. Product development and innovation
• Chapter 21. How wealthtech is re-inventing the customer experience by linking open innovation and technology / Daniel Fasnacht
• Chapter 22. Venture capital and banks investing in startups via corporate venture capital / Maurizio Ballesteros and Felix Cardenas
• Part IX. Marketing and sales
• Chapter 23. Digital family office 2.0 / Steffen Bassler
• Chapter 24. Strategizing about robo-advise / Claude Diderich
• Part X. The human side of wealthtech
• Chapter 25. Age of discovery: Navigating the balance between human and machine / Dimitrios Salampasis, Anne-Laure Mention, and Alexander Kaiser
• Chapter 26. A call for more case studies on fintech innovation / Wolfgang Amann
• Biographies.