The wealth management industry is experiencing enormous pressure from increasing regulatory requirements, low portfolio returns and fierce industry competition. There is an increasing need to reduce costs and deliver industrial-scale wealth management propositions. To maintain and grow market share, wealth managers need to boost portfolio returns, adapt to regulatory requirements, and generate cost and scale efficiencies in their investment process. This part will look at some of the ongoing trends and changes in the financial services industry and how asset managers can (or should) be transforming themselves to stay relevant and “ahead of the curve”. This will include an overview of different technologies, including the buzzwords “du jour” such as artificial intelligence (AI), machine learning and cloud computing.
PSD2 will fundamentally transform the banking landscape as we know today, and we see it as the first step towards openness in the financial industry. Platform strategy is a solution that has demonstrated its value by creating high-value marketplaces. That strategy can be different for each firm, but will require leadership and self-awareness from senior management to embrace the unknown. The wealth management sector has been one of the last bastions resisting innovation, and investment managers and private ...
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