The Swiss WealthTech Landscape Report 2024 is out: a good overview the actual swiss Wealth Management ecosystem and further details on available tech solutions. A great opportunity to learn more about Croesus and its advanced #CroesusCentral discretionary portfolio management solution (pages 112 to 115). Further interest or question? Don't hesitate to contact me at romain.faraut@croesus.com #wealthManagement #portfolioManagement #croesus #wealthTech

We are delighted to announce the publication of our Swiss WealthTech Landscape Report (WTLR) for 2024!   This year’s edition of the Swiss WTLR, highlights the most relevant and impactful technology topics and trends for a specific wealth management market. We showcase the depth, breadth, and growing range of technology and related solution providers available to the wealth management community in Switzerland and beyond.   The report includes over twenty thought-provoking articles from different backgrounds of the wealth management industry, focusing on four key themes: the client experience, the wealth management offering, the business, and the external asset management (EAM) model.   Additionally, we’ve featured 10 Solution Showcases, our A-Z Solution Provider Directory with 539 entries, and a data insights section collecting relevant data points (from third-party sources) to show how the Swiss wealth management industry is evolving and its current shape. A big thank you to all the report’s contributors! Edward Turner from Dreyfus Banquiers, Christian Cebreros from The Good Guys Company, Tom Williams from Pointgroup, Tomas Hurcik from ORCA, Christoph Schnidrig from Amazon Web Services, Jasmine Willis from Simple, Tamara Kostova from Velexa, Nicolas Syz from Syz Group, Stefan Edelmann from Sygnum, Delia Steiner from aixigo, Enrico De Giorgi from Yainvest, Steve Round from SaaScada, Jürg Stalder from SIX, Roger Furrer from ERI, Marc Oliver Hauser from Tenity, Marion Fogli from Alpian, Dieter Lützelschwab from additiv, Ray Soudah from Millenium Associates, Helmut Schmid from UBS Partners, Dimitri Petruschenko from EAM.Technology, Brice Zanetti, CFA from Everon, Jamie Vrijhof-Droese, and Laurent Pellet from Lombard Odier Group Interested in reading the full report? You can read this edition of the Swiss WealthTech Landscape Report online. #switzerland #zurich #swiss #events #event #conference #technology #digitaltransformation #wealth #advisor #wealthmanagement #banking #privatebanking #tech #familyoffice #swisswealthtechlive2024 #wealthtech #fintech #finance

Excited to be speaking at the Endowus WealthTech Conference 2024, on 25 October 2024. I’ll be sharing some of our views from Janus Henderson Investors on the panel "Multi-asset strategies: Which asset class will outperform?". As more and more people take control of their wealth journey through Wealth Tech, they are also increasingly confronted with fundamental questions such as: “what’s a suitable asset allocation for me?”, “what does it mean to have a Strategic vs Tactical allocation”, or “how do I ‘adjust the sails’ of my portfolio portfolio given the current market ‘wind’?”. While it can sound daunting at first, there are fundamental principles that — once applied consistently such as what we have been doing in our Janus Henderson Balanced strategy for over 30 years — can help investor achieve attractive results. I look forward to seeing you there! More on the event here: https://lnkd.in/gEKdruaQ. #EWC2024 #BrighterTogether #JHI

𝗜𝘀 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗰𝗹𝗶𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗿𝗼𝗼𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗽𝗮𝘀𝘁? Find the answer in the 2024 Swiss WealthTech Landscape Report

At the Global Financial Planner's Summit 2024, Deepak Shenoy, Founder at Capitalmind , shared his insights on simplifying investing for retail investors and embracing market volatility. He emphasised the importance of having patience, staying focused on long-term goals, and not getting overwhelmed by market noise. Deepak also shared a personal lesson, advising investors to avoid predicting market responses and instead focus on adapting to changes as they come. #GFPSummit2024 #InvestingWisely #MarketVolatility #FinancialPlanning

How can we catalyze financial evolution and seize opportunities for sustainable impact in the evolving financial landscape of 2024? With a forward-looking perspective, ImpactVest Founder and CEO, Aisha Williams shared key insights in Article 1, Conclusion of her Impact Outlook 2024 series, published on Nasdaq, titled “A Dynamic Financial Era Begins.” As 2024 progresses, these strategies are proving invaluable:  • Embrace financial innovation to allow the redefinition of risk assessment.  • Integrate impact at the core for sustainable growth opportunities.  • Adapt to a new financial paradigm enabling forward-thinking approaches.  • Harness long-term growth opportunities for sustainable impact.  • Drive purposeful market participation towards an inclusive and sustainable financial future. As the new economy continues to unfold, these insights are guiding the way forward. Stay tuned, there is much more to come as we continue shaping this transformative era.   #ImpactInvesting #NewEconomy #Sustainability #NasdaqOutlook2024 #ImpactVest Published Article on Nasdaq: https://lnkd.in/emee9GTt

2023 was a volatile year for financial services. Alongside declining investments, the collapse of Silicon Valley Bank in March triggered panic and widespread job losses in an already suffering industry. However, in response to these conditions, 2023 also marked a year of #fintech maturity as hyper-growth was exchanged for more measured approaches that focused on value creation. This saw fintech profitability hit the mainstream which, as we embark on 2024, promises to challenge traditional financial institutions more than ever. The past twelve months also brought significant product innovations, from both incumbents and challengers. We witnessed remarkable advancements across the 600+ brands showcased in 11:FS Pulse as the capabilities and impact of financial services reached new heights. Reflecting on this progress, this report will spotlight our favourite product experiences from the past year. We’ll also delve into the standout trends that defined 2023 and share our predictions for the year ahead – all enriched by insights from our esteemed panel of experts. We hope you enjoy! 👇👇👇

Dive into Alpha Capital's Q4 2080-2081 Newsletter! Uncover groundbreaking insights, emerging trends, and innovations reshaping the financial landscape. https://lnkd.in/dCAXpYPM #FOCUS #AlphaCapital #FinanceTrends #Innovations #FinancialInsights

How can integrated impact measurement be effectively utilized to enhance portfolio strategies in the dynamic financial landscape of 2024? With a forward-looking perspective, ImpactVest Founder and CEO, Aisha Williams shared key insights in Article 1, Section 2 of her Impact Outlook 2024 series, published on Nasdaq, titled “A Dynamic Financial Era Begins.” As 2024 progresses, these strategies are proving invaluable:  • Utilize advanced analytics for impact comprehension.  • Implement proprietary frameworks for accurate quantification.  • Focus on long-term impact for broader impact goals.  • Integrate impact throughout due diligence to identify new opportunities.  • Align impact measurement with financial performance. As the new economy continues to unfold, these insights are guiding the way forward. Stay tuned, there is much more to come as we continue shaping this transformative era.   #ImpactInvesting #NewEconomy #Sustainability #NasdaqOutlook2024 #ImpactVest Published Article on Nasdaq: https://lnkd.in/emee9GTt

There are just 7 days until we release the latest edition of The Financial Technologist. 🚀 On 18th March, we will be sharing our definitive list of who we believe will be the most influential financial technology firms of 2024. Our advisory board have selected firms from across the breadth of the industry that are catalysing change, welcoming evolution, embracing disruption, and implementing innovative strategies; approaches that allow them to positively influence the next era of financial technology. 🔮 Stay tuned for the full listing to be revealed on Monday in the next edition of The Financial Technologist. 👀 #TheFinancialTechnologist #FinancialTechnologyMagazine #MostInfluential #MostInfluential2024 #FinanceMagazine