Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Dinis Guarda, Founder and CEO
dinis.guarda@ztudium.com
Twitter: @dinisguarda
ztudium.com
Publisher:
How Robo Advisers, Fin...
“The financial services industry has been visibly
transformed by software over the last 30 years.
Practically every financ...
Every individual =
Media + Data + Financial +
Geek “Company”
Every Business =
Media + Data + Financial +
Innovation + tech...
the rise of financial technology and its growing impact on
the global banking industry. Wealth managers are standing
at th...
7
Fintech Revolution – Finance - Big Data – Content
Discovery, Insights, Decision, Action
Understand your audience
Discovery, Insights, Decision, Action
Tech companies and countries
Cash reserves tech companies and countries
2015
2013
Billionaires in the world
source Wealth-X 2014 / UBS
Information asymmetry has dominated the banking
industry for centuries, keeping the bank/investor liability
neatly aligned...
Industry Landscape
7 Trends for Wealth Management /
Robo Adviser?
1. New products and the emergence of ETFs and closed-end products.
2. Asset...
What do you mean by Robo Adviser?
How do you manage Robo Adviser?
Robo Adviser business landscape
numbers?
Wealth Management Space –
Robo Adviser?
A trading interruption occurred [intentionally] on Friday, June 24th, for New York-based Betterment, a
robo-advisory firms...
Blockchain, in its ideal incarnation, promises to revolutionise the way we transfer and store our
most valuable assets.
It...
CompaniesWeb & mobile
set of applications
creates - surface real-time data, actionable insights, content (articles, hashta...
1. Peer to peer investment, trading and funding are
going to be more powerful for Hedge Funds and
the Investment industry;...
6. Increase of mobile and App UX / UI platforms
adapted with local, regional, national context and
technologies;
7. Techni...
TAILORED TECH, FINTECH, BLOCKCHAIN EXPERTISE AND PRODUCTS
THOUGHT LEADERSHIP AND TECH MEDIA PUBLISHERS
BOUTIQUE CONSULTANC...
How Robo Advisers, Fintech  Are Revolutionising  Wealth Management
How Robo Advisers, Fintech  Are Revolutionising  Wealth Management
Upcoming SlideShare
Loading in …5
×

How Robo Advisers, Fintech Are Revolutionising Wealth Management

6,521 views

Published on

How Robo Advisers, Fintech Are Revolutionising Wealth Management. A Reflection and presentation about trends and ideas related with the topic and what is happening in the industry

Published in: Economy & Finance
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

How Robo Advisers, Fintech Are Revolutionising Wealth Management

  1. 1. Dinis Guarda, Founder and CEO dinis.guarda@ztudium.com Twitter: @dinisguarda ztudium.com Publisher: How Robo Advisers, Fintech Are Revolutionising Wealth Management
  2. 2. “The financial services industry has been visibly transformed by software over the last 30 years. Practically every financial transaction, from someone buying a cup of coffee to someone trading a trillion dollars of credit default derivatives, is done in software. And many of the leading innovators in financial services are software companies (…).” Marc Andreesen, in WSJ
  3. 3. Every individual = Media + Data + Financial + Geek “Company” Every Business = Media + Data + Financial + Innovation + tech Company!
  4. 4. the rise of financial technology and its growing impact on the global banking industry. Wealth managers are standing at the epicenter of a tectonic shift, as the balance of power between offering and demand undergoes a dramatic upheaval. Regulators are pushing toward a 'constrained offering' norm while private clients and independent advisors demand a more proactive role; practitioners need examine this banking evolution in detail to understand the mechanisms at work. Paolo Sironi, FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification (The Wiley Finance Series), August 29, 2016.
  5. 5. 7 Fintech Revolution – Finance - Big Data – Content Discovery, Insights, Decision, Action
  6. 6. Understand your audience Discovery, Insights, Decision, Action
  7. 7. Tech companies and countries Cash reserves tech companies and countries 2015 2013
  8. 8. Billionaires in the world source Wealth-X 2014 / UBS
  9. 9. Information asymmetry has dominated the banking industry for centuries, keeping the bank/investor liability neatly aligned—but this is changing, and understanding and preparing for the repercussions must be a top priority for wealth managers everywhere. Financial Innovation shows you where the bar is being re-set and gives you the insight you need to keep up. Paolo Sironi, FinTech Innovation: From Robo-Advisors to Goal Based Investing and Gamification (The Wiley Finance Series), August 29, 2016.
  10. 10. Industry Landscape
  11. 11. 7 Trends for Wealth Management / Robo Adviser? 1. New products and the emergence of ETFs and closed-end products. 2. Asset Management – Talent Retention. 3. Asset Management – Distribution Strategy in a new Digitalised World. 4. Asset Management – Cloud base solutions and infrastructure. 5. Asset Management – Emergence of Robo-Advisors.. 6. User Experience, UI, UE, Big data and the IOE touching the Asset Management industry. 7. Cyber Security and Asset Management.
  12. 12. What do you mean by Robo Adviser?
  13. 13. How do you manage Robo Adviser?
  14. 14. Robo Adviser business landscape numbers?
  15. 15. Wealth Management Space – Robo Adviser?
  16. 16. A trading interruption occurred [intentionally] on Friday, June 24th, for New York-based Betterment, a robo-advisory firms with $5 billion in Assets under Management (AuM), as the firm decided to override its robots in an effort to protect clients the day after Brexit. Yet, financial markets had operated efficiently, even as circuit breakers were triggered at some venues, there was no fall-out or firms going out of business, even as record volatility and price moves were reached for various securities. Not so robo Robo Adviser and Black Swans?
  17. 17. Blockchain, in its ideal incarnation, promises to revolutionise the way we transfer and store our most valuable assets. It is transforming financial services and the speed and security with which we conduct transactions, as well as simplifying legal processes (via self-executing smart contracts), enhancing healthcare records and tightening national security. New research from specialist outsourced services provider SEI suggests that 70 percent of decision makers in wealth management firms have not allocated specific resources to considering blockchain and the impact it could have on their business. Global lenders including Citigroup, UBS, Barclays and Santander, are now experimenting with the technology to see how it can reduce costs and mitigate the risks within their own transactions. “Blockchain is an intimidating topic and there’s a lot to manage between the promises and the delivery. It promises a profound transformation in work flows, reduction of capital risks, greater security and, ultimately, it could lead to many cost efficiencies for wealth management.” Susan Ramonat, blockchain program lead and chief risk operator at SEI. Blockchain and Wealth Management?
  18. 18. CompaniesWeb & mobile set of applications creates - surface real-time data, actionable insights, content (articles, hashtags, videos & conversations) and influencers for their sectors extract business specific intelligence with actionable insights What Strategy? Big Data – Content Discovery, Insights, Decision, Action
  19. 19. 1. Peer to peer investment, trading and funding are going to be more powerful for Hedge Funds and the Investment industry; 2. Retail Vs. Institutional investment / trading communities; 3. Proliferation of trading and investing niche influence communities; 4. The advent of blockchain digital identity ledgers - digital currencies and global decentralised organisation; 5. Big data / Social Media driven disruption, platforms and social – creating social disruption Trump - Brexit; 10 Trends for Wealth Management / Robo Adviser?
  20. 20. 6. Increase of mobile and App UX / UI platforms adapted with local, regional, national context and technologies; 7. Technical digital semantic platforms based in interest sentiment and algorithms for investors and traders; 8. The way we share value associated with the concept of how (big) data and offshore, open government regulations; 9. The way open data and innovation are transforming countries, emergent markets, laws and business strategies; 10. The idea of thought leadership groups supporting each other and creating premium digital organisations, cities. 10 Trends for Wealth Management / Robo Adviser?
  21. 21. TAILORED TECH, FINTECH, BLOCKCHAIN EXPERTISE AND PRODUCTS THOUGHT LEADERSHIP AND TECH MEDIA PUBLISHERS BOUTIQUE CONSULTANCY DIGITAL DEVELOPMENT 360: SEO, SOCIAL, WEB, MOBILE AND APPS INNOVATION AND SEO PLUS SOCIAL MEDIA DNA PROPRIETARY TECHNOLOGY – ALGORITHMS AND IP SOCIAL TOOLS CONTACT Dinis Guarda, Founder & CEO dinis.guarda@ztudium.com ztudium.com Publisher: intelligenthq.com – openbusinesscouncil.org – blockchainage.com - hedgethink.com – tradersdna.com

×