Wealth & Asset Management
Driving growth, innovation and compliance.
Wealth & Asset Management is at a pivotal moment, shaped by rapid technological, social, and regulatory shifts. Its success hinges on blending innovation with trust-driven client relationships to deliver meaningful, future-ready services.
The future of Wealth & Asset Management lies in embracing these advancements while maintaining the core of trusted relationships. This balanced approach ensures that the industry transforms into a deeply impactful partnership, delivering innovation, efficiency, and enduring value.
The industry's evolution focuses on key pillars
- Personalization at Scale: Delivering tailored solutions that align with individual client goals, values, and priorities, supported by AI-driven insights and predictive analytics.
- Seamless digital and compliant-by-design Experiences: Enhancing client engagement with cutting-edge tools like 24/7 portfolio dashboards, digital contract signing, and streamlined workflows for MiFID and ESG compliance.
- Generational Wealth Transfer: Adapting to the shifting dynamics as baby boomers pass on assets to younger, digitally native generations with a strong emphasis on sustainability, tech-driven solutions, and personalized offerings.
- Responsible Integration of AI and Automation: Leveraging tools such as advisory co-pilots, chatbots, and virtual assistants to optimize operations and client interactions without compromising the human touch.
- Navigating Regulatory pressure: Preparing for frameworks like FIDA and the Retail Investment Strategy (RIS), integrating ESG standards, and addressing transparency and suitability requirements across investment products.The industry's evolution focuses on key pillars.
Our Expertise : Guiding You Through Wealth & Asset Management
1. Launching Innovative Investment Products and Service
- Roboadvisor Platform Implementation and Decommissioning
- Launch of new Fund of Fund & Discretionary Mandate (SFDR-Article 9)
- Portfolio System Migration and decommissioning
- Private Assets Strategy design
2. Enhancing Digital Engagement and Efficiency
- Digital Dashboards for Clients and Employees
- Digital Contract Signing Tool
- Digital MiFID Profile Renewal
- Digital ESG Workflow
3. Regulatory Compliance and Standards Impact Analysis
- ESG Criteria
- MiFID Quick-Fix
- Retail Investment Strategy
- FIDA / Open Finance
4. Expertise in Wealth & Estate Planning
- PaxFamilia (Abbove) Implementation
- Credit Lombard process improvements
- Family Office design and setup