Are new advisory and fee models making a positive contribution to wealth management?

Tom Burroughes, Group Editor, 21 May 2019

A big thank you to Matthias Wyss, our Head of International Wealth Technologies, for sharing his valuable insights on efficient & scalable portfolio management, providing consistent investment advice via sophisticated technology, or goal-based wealth management during the last WealthBriefing’s roundtable that took place in Zurich.

„I think it is all about embracing the change, embracing the technology, and also really focusing on the client’s true needs“, says Matthias Wyss. Watch the latest WealthBriefing Round Table video:

Other Participants were: Roman Mayer – Union Bancaire Privée; Alessandro Caironi – Deutsche Bank and Christine Schmid – Credit Suisse. (Details about viewing the video are below.

Read the original post here.