• Avaloq wealth industry survey

    The view from the front and investment office

    Wealth management professionals are dissatisfied with or indifferent to their technology, according to an online survey conducted by Avaloq in Europe and Asia. Read up on all the findings by downloading Avaloq’s research report now.

  • Avaloq 2023 investor survey:

    The five dimensions of investor behaviour

    The report shines a light on the fundamentals of investor behaviour across six markets in Europe and Asia. It is based on original research carried out by Avaloq in 2023.

  • Why would investors switch their financial advisor? 

    Take a closer look at investors’ relationship with their relationship manager in our latest research. Explore what investors look for in an advisor, who so-called ‘Loyals’ and ‘Switchers’ are, and how investors really feel about the use of artificial intelligence in the advisory process.

The case for crypto services in wealth management

The wealth management industry has enormous potential to offer crypto investment services to clients. According to Avaloq’s recent research, cryptocurrencies such as Bitcoin or Ether remain a popular choice among investors globally, with an overwhelming majority expressing keen interest in crypto if offered by their traditional financial provider.

13 Feb 2024 Blog
Avaloq wealth industry survey: The view from the front and investment office

What are the challenges and opportunities facing the wealth management industry today? Based on a survey of 200 industry professionals across six key markets, the Avaloq wealth industry report blends original research findings with insightful perspectives from experts at BlackRock, Accenture, Synpulse, Datos Insights and Avaloq.

06 Feb 2024 Reports
Unlocking success: How BPaaS can transform back-office efficiency in wealth management

Today, a growing number of banks and wealth managers are striving to bolster operational efficiency. One focal point in their pursuit is the back office. This article explores the significance of banking operations outsourcing within a business process as a service (BPaaS) model and delineates its benefits for financial institutions.

05 Dec 2023 Blog
How design thinking can transform user experience in wealth management

Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of pioneering products like the first mouse for Apple.

15 Nov 2023 Blog
Investors turn to financial advisers as appetite for income and risk increases

In the competitive world of wealth management, staying attuned to evolving investor sentiment is a prerequisite for success. Amid a sluggish global economy and market uncertainty, investors are increasingly seeking income and demonstrating a willingness to embrace risk. Avaloq recently surveyed 3,000 affluent to ultra-high net worth individuals across six European and Asian markets, shedding light on these shifts and the opportunities they present for wealth managers.

01 Nov 2023 Blog
Investment advisory in digital assets: The next step for banks and wealth managers

For years, digital assets have offered an attractive alternative to traditional investments. A recent survey by Avaloq confirms that investors remain positive about digital assets, despite the recent crypto winter and the collapse of notable exchanges and crypto-native firms. Today, of the investors Avaloq surveyed in Germany, Switzerland and the UK, 42% say they invest in cryptocurrencies – 4 percentage points higher than in the previous year's study. This is supported by data from the European Union, which shows that the market capitalization of digital assets increased eightfold from 2020 to 2022.

19 Oct 2023 Blog
Digital inclusion: Empowering everyone with accessible online banking

In today’s digital world, embracing accessibility is not just about ticking legal checkboxes – it is the key to fostering inclusivity, empowering individuals with disabilities and providing equitable access to financial services for all. Online banking, as the gateway to economic empowerment, must be seamlessly navigable by all individuals. The EU Accessibility Act (EAA), introduced in 2019, amplifies this need, setting a deadline of 28 June 2025 for banks and wealth managers within the European Union (EU) and those serving EU-based clients to prioritize and implement accessibility measures.

11 Oct 2023 Blog
Avaloq 2023 investor survey: The five dimensions of investor behaviour

The report shines a light on the fundamentals of investor behaviour across six markets in Europe and Asia. It is based on original research carried out by Avaloq in 2023. We conducted an online survey among 3,000 mass-affluent to ultra-high net worth individuals aged 18 and above in Germany, Switzerland, the UK, Hong Kong, Japan and Singapore to understand what motivates them, which investment methods they use, what their attitude to risk is, which types of investment they favour and which sources inform their investment decisions.

13 Sep 2023 Reports

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08 Sep 2023Blog
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FCA Consumer Duty: a major win for transparency and client experience
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SEC fines of over $1.8b signify the need for innovation in banks’ client communications
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Business model transformation in asset management
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Delivering modern alpha profitably
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Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors
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Finding the sweet spot between human and digital advice
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Three robo-advisory myths debunked
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What are non-bankable assets?
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Non-bankable assets - investing in a new era
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What does 2021 have in store for banking operations?
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Avaloq's acquisition by NEC successfully completed
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Will voice end the era of touch in banking?
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How are functions in the financial industry changing?
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API security - in an open banking ecosystem
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ESG – a trend turned regulation
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Can automation and robo-advisors help democratize the wealth management industry?
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Client reporting and the future of wealth management
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What is synthesized data?
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Democratization of wealth management - a unique business opportunity
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Rise of conversational banking - transforming mobile client advice
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What is conversational banking?
30 Jun 2020Blog
Monetizing and tokenizing non-bankable assets
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Can AI-based recommender solutions help wealth managers?
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Blockchain – the Innovation Engine of the Financial Industry?
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Machine Learning for non-bankable asset investing
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5 things that open banking has given us
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Investing in non-bankable assets – the whys and hows
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Connect the dots: how to use relationship networks in banking
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Avaloq Insights Report 2019
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Distributed learning across banks – Avaloq’s differentiating approach
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Is it time to redefine the risk-based portfolio approach?
19 Dec 2019Blog
Change from a single-instrument to a risk-based portfolio approach in wealth industry
16 Dec 2019Blog
Why automation in the wealth advisory process is becoming critical
13 Dec 2019Blog
How will blockchain transform the wealth management industry?
20 Nov 2019Blog
Cloud Adoption in Financial Services: Western Europe vs Asia, by IDC
29 Oct 2019Reports
Breaking the innovation deadlock
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What makes an effective digital wealth management solution?
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Digital accounting? Smart contract? Token?
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The potential of digital assets in wealth management
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Getting cloud right
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Digital assets in wealth management
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Competing in today’s platform economy
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Blockchain: Plausibility within Banking and Wealth Management
The case for crypto services in wealth management

The wealth management industry has enormous potential to offer crypto investment services to clients. According to Avaloq’s recent research, cryptocurrencies such as Bitcoin or Ether remain a popular choice among investors globally, with an overwhelming majority expressing keen interest in crypto if offered by their traditional financial provider.

13 Feb 2024 Blog
Unlocking success: How BPaaS can transform back-office efficiency in wealth management

Today, a growing number of banks and wealth managers are striving to bolster operational efficiency. One focal point in their pursuit is the back office. This article explores the significance of banking operations outsourcing within a business process as a service (BPaaS) model and delineates its benefits for financial institutions.

05 Dec 2023 Blog
How design thinking can transform user experience in wealth management

Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation, resulting in the creation of pioneering products like the first mouse for Apple.

15 Nov 2023 Blog
Investors turn to financial advisers as appetite for income and risk increases

In the competitive world of wealth management, staying attuned to evolving investor sentiment is a prerequisite for success. Amid a sluggish global economy and market uncertainty, investors are increasingly seeking income and demonstrating a willingness to embrace risk. Avaloq recently surveyed 3,000 affluent to ultra-high net worth individuals across six European and Asian markets, shedding light on these shifts and the opportunities they present for wealth managers.

01 Nov 2023 Blog
Investment advisory in digital assets: The next step for banks and wealth managers

For years, digital assets have offered an attractive alternative to traditional investments. A recent survey by Avaloq confirms that investors remain positive about digital assets, despite the recent crypto winter and the collapse of notable exchanges and crypto-native firms. Today, of the investors Avaloq surveyed in Germany, Switzerland and the UK, 42% say they invest in cryptocurrencies – 4 percentage points higher than in the previous year's study. This is supported by data from the European Union, which shows that the market capitalization of digital assets increased eightfold from 2020 to 2022.

19 Oct 2023 Blog
Digital inclusion: Empowering everyone with accessible online banking

In today’s digital world, embracing accessibility is not just about ticking legal checkboxes – it is the key to fostering inclusivity, empowering individuals with disabilities and providing equitable access to financial services for all. Online banking, as the gateway to economic empowerment, must be seamlessly navigable by all individuals. The EU Accessibility Act (EAA), introduced in 2019, amplifies this need, setting a deadline of 28 June 2025 for banks and wealth managers within the European Union (EU) and those serving EU-based clients to prioritize and implement accessibility measures.

11 Oct 2023 Blog
Digital transformation unlocks new potential for wealth management in Japan

In recent years, Japan's wealth management industry has navigated significant changes, facing both unique challenges and unprecedented opportunities. In 2022, Japan's Prime Minister, Kishida Fumio, noted that over half of Japanese individuals' JPY 2,000 trillion (USD 14.4 trillion) financial assets are held in bank deposits and cash, resulting in slower asset growth compared to the US and UK. This situation presents both a missed opportunity and future potential.

08 Sep 2023 Blog
Five steps to successful AI adoption in small and medium-sized financial institutions

Generative artificial intelligence (AI) has gained significant attention lately. The increasing number of creative AI solutions, including well-known ones like ChatGPT, demonstrates the growing awareness among the public regarding AI's potential to enhance productivity.

04 Aug 2023 Blog

More Articles

22 Mar 2023Blog
The state of AI adoption in wealth management
12 Dec 2022Blog
Cloud services approach inflection point in wealth management
30 Nov 2022Blog
FCA Consumer Duty: a major win for transparency and client experience
06 Oct 2022Blog
SEC fines of over $1.8b signify the need for innovation in banks’ client communications
16 Jun 2022Blog
Business model transformation in asset management
19 Apr 2022Blog
Delivering modern alpha profitably
01 Apr 2022Blog
Winning and keeping clients in the GBA
21 Mar 2022Blog
The future of Greater Bay Area financial markets
19 Aug 2021Blog
Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors
19 Jul 2021Blog
Finding the sweet spot between human and digital advice
17 Jun 2021Blog
The synergies between Avaloq and NEC
11 May 2021Blog
Three robo-advisory myths debunked
19 Mar 2021Blog
What are non-bankable assets?
18 Feb 2021Blog
What does 2021 have in store for banking operations?
10 Feb 2021Blog
Data science for wealth management
19 Jan 2021Blog
The language of banking: how to best communicate with your clients
23 Dec 2020Blog
Avaloq's acquisition by NEC successfully completed
22 Dec 2020Blog
Will voice end the era of touch in banking?
15 Dec 2020Blog
How are functions in the financial industry changing?
25 Nov 2020Blog
How to seamlessly integrate ESG in your investment advisory process
04 Nov 2020Blog
Avaloq’s Future as Part of NEC
03 Nov 2020Blog
5 security challenges in an open banking ecosystem
21 Oct 2020Blog
ESG – a trend turned regulation
11 Oct 2020Blog
Can automation and robo-advisors help democratize the wealth management industry?
24 Sep 2020Blog
What is synthesized data?
09 Sep 2020Blog
The future of wealth management
27 Jul 2020Blog
4 benefits of BPaaS in the new decade
16 Jul 2020Blog
What is conversational banking?
30 Jun 2020Blog
Monetizing and tokenizing non-bankable assets
10 Jun 2020Blog
Can AI-based recommender solutions help wealth managers?
28 May 2020Blog
Blockchain – the Innovation Engine of the Financial Industry?
17 Apr 2020Blog
Machine Learning for non-bankable asset investing
18 Mar 2020Blog
5 things that open banking has given us
12 Mar 2020Blog
3 key drivers of innovation in the open banking platform economy
18 Feb 2020Blog
Investing in non-bankable assets – the whys and hows
27 Jan 2020Blog
Connect the dots: how to use relationship networks in banking
20 Jan 2020Blog
Distributed learning across banks – Avaloq’s differentiating approach
06 Jan 2020Blog
Is it time to redefine the risk-based portfolio approach?
19 Dec 2019Blog
Change from a single-instrument to a risk-based portfolio approach in wealth industry
16 Dec 2019Blog
Why automation in the wealth advisory process is becoming critical
13 Dec 2019Blog
How will blockchain transform the wealth management industry?
20 Nov 2019Blog
Cloud Adoption in Financial Services: Western Europe vs Asia, by IDC
11 Oct 2019Blog
What makes an effective digital wealth management solution?
06 Aug 2019Blog
Digital accounting? Smart contract? Token?
10 Jul 2019Blog
The potential of digital assets in wealth management
01 May 2019Blog
BPaaS: Why banks must critically rethink their business model
26 Apr 2019Blog
How BPaaS models help to reduce complexity in digital banking
Avaloq wealth industry survey: The view from the front and investment office

What are the challenges and opportunities facing the wealth management industry today? Based on a survey of 200 industry professionals across six key markets, the Avaloq wealth industry report blends original research findings with insightful perspectives from experts at BlackRock, Accenture, Synpulse, Datos Insights and Avaloq.

06 Feb 2024 Reports
Avaloq 2023 investor survey: The five dimensions of investor behaviour

The report shines a light on the fundamentals of investor behaviour across six markets in Europe and Asia. It is based on original research carried out by Avaloq in 2023. We conducted an online survey among 3,000 mass-affluent to ultra-high net worth individuals aged 18 and above in Germany, Switzerland, the UK, Hong Kong, Japan and Singapore to understand what motivates them, which investment methods they use, what their attitude to risk is, which types of investment they favour and which sources inform their investment decisions.

13 Sep 2023 Reports
Transforming for Wealth Management in Japan: Building the digital capabilities to succeed

The financial assets of Japanese individuals total JPY 2,000 trillion, with over half of it held in cash. However, rising inflation and regulatory changes present opportunities for diversification and modern wealth management. With an aging population and wealth gradually shifting to the next generation, the time is ripe for financial institutions in Japan to embrace digitalization and tap into this potential.

26 Jul 2023 Reports
Ethical artificial intelligence – avoid human bias in AI

See how AI models and the regulation around them have evolved, and learn how financial organizations can ensure the use of a more ethical, unbiased AI system.

18 Mar 2022 Reports
The historic opportunity for wealth management firms in the Greater Bay Area

The Greater Bay Area and its financial market is changing drastically at an incredible speed. The pool of investible private wealth may double, as the Chinese government runs several initiatives and programs to enhance financial ties in the region.

17 Mar 2022 Reports
Why would investors switch their financial advisor?

Take a closer look at investors’ relationship with their relationship manager. What is it they want in an advisor and what would make them leave for another? Who are so-called ‘Loyals’ and ‘Switchers’? And how do investors with financial advisors really feel about the use of artificial intelligence in the advisory process?

04 Nov 2021 Reports
Why do people invest?

Why, how, and in what do people invest? We surveyed 1400+ affluent-to-UHNW investors across 10 countries in Europe and Asia to find out. Explore the fundamentals of investor behaviour in our latest research and see how these insights can help guide your organization.

09 Sep 2021 Reports
Non-bankable assets - investing in a new era

In this white paper, we outline our vision of non-bankable asset (nBA) investing and the opportunities as well as challenges of nBAs as an alternative investment vehicle. We also describe how financial institutions can take advantage of tokenization for nBA investing.

03 Mar 2021 Reports

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