• 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.

  • What are non-bankable assets?

    A traditional wealth management portfolio typically consists of shares, bonds and funds. These are, by definition, financial assets and therefore “bankable”. Other things that make up personal wealth may be of value as well, but are often excluded or managed independently from more traditional assets in a wealth management portfolio. 

Delivering modern alpha profitably

In the second article of this series, we took a close look at the unique expectations that affluent people in the GBA (Greater Bay Area) have for their banks and wealth management firms and found that they are a complex mixture of the traditional and the modern. We now turn our attention to how executives targeting this market can manage to meet these demands profitably.

19. Apr. 2022Blog
Winning and keeping clients in the GBA

In the first article of this series, we looked at the vast scale of wealth creation taking place in the GBA (Greater Bay Area), and at some of Avaloq’s proprietary research that indicates how large the opportunity is for banks and wealth management firms to serve the people driving this growth.

01. Apr. 2022Blog
The future of Greater Bay Area financial markets

The Chinese government has repeatedly demonstrated its commitment to enhancing trading integration and market fluidity across the Greater Bay Area (GBA). Both have proven to be key to the region’s economic development as it continues to evolve into a global hub for technical and industrial innovation.

21. Mar. 2022Blog
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. 2022Whitepaper
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. 2021Whitepaper
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. 2021Whitepaper
Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Banks often use separated retail and wealth management systems. This lack of integration can hinder growth and disrupt client experience. How can banks take a more seamless approach?

19. Aug. 2021Blog
Finding the sweet spot between human and digital advice

Learn why we believe a hybrid advisory model, which blends AI and automation with classic human support, will be the premium standard in wealth management.

19. Jul. 2021Blog

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17. Jun. 2021Blog
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05. May. 2021Whitepaper
Instant Payments - Changing the way we pay
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19. Mar. 2021Blog
What are non-bankable assets?
03. Mar. 2021Whitepaper
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10. Feb. 2021Blog
Data science for wealth management
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Avaloq's acquisition by NEC successfully completed
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ESG – a trend turned regulation
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24. Sep. 2020Whitepaper
Client reporting and the future of wealth management
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What is synthesized data?
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The future of wealth management
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4 benefits of BPaaS in the new decade
16. Jul. 2020Whitepaper
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?
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
17. Mar. 2020Whitepaper
Delivering agility, security and simplicity in financial payments
12. Mar. 2020Blog
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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
23. Jan. 2020Whitepaper
Avaloq Insights Report 2019
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?
09. Dec. 2019Whitepaper
Digital advice and enhanced client engagement
20. Nov. 2019Blog
Cloud Adoption in Financial Services: Western Europe vs Asia, by IDC
29. Oct. 2019Whitepaper
Breaking the innovation deadlock
11. Oct. 2019Blog
What makes an effective digital wealth management solution?
04. Oct. 2019Blog
Why successful banks invest in digital wealth management solutions
06. Aug. 2019Blog
Digital accounting? Smart contract? Token?
10. Jul. 2019Blog
The potential of digital assets in wealth management
19. Jun. 2019Whitepaper
Getting cloud right
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
09. Apr. 2019Whitepaper
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01. Oct. 2018Whitepaper
Competing in today’s platform economy
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Wealth Management C-level survey: Private Banking and Wealth Management 4.0
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Towards banking-as-a-service, by ZEB
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Blockchain: plausibility within banking and bealth management
Delivering modern alpha profitably

In the second article of this series, we took a close look at the unique expectations that affluent people in the GBA (Greater Bay Area) have for their banks and wealth management firms and found that they are a complex mixture of the traditional and the modern. We now turn our attention to how executives targeting this market can manage to meet these demands profitably.

19. Apr. 2022Blog
Winning and keeping clients in the GBA

In the first article of this series, we looked at the vast scale of wealth creation taking place in the GBA (Greater Bay Area), and at some of Avaloq’s proprietary research that indicates how large the opportunity is for banks and wealth management firms to serve the people driving this growth.

01. Apr. 2022Blog
The future of Greater Bay Area financial markets

The Chinese government has repeatedly demonstrated its commitment to enhancing trading integration and market fluidity across the Greater Bay Area (GBA). Both have proven to be key to the region’s economic development as it continues to evolve into a global hub for technical and industrial innovation.

21. Mar. 2022Blog
Data divide: The financial cost of a disconnected retail and wealth management system for firms and investors

Banks often use separated retail and wealth management systems. This lack of integration can hinder growth and disrupt client experience. How can banks take a more seamless approach?

19. Aug. 2021Blog
Finding the sweet spot between human and digital advice

Learn why we believe a hybrid advisory model, which blends AI and automation with classic human support, will be the premium standard in wealth management.

19. Jul. 2021Blog
The synergies between Avaloq and NEC

At our recent Townhall meeting with NEC’s leadership, we discussed many exciting synergies between Avaloq and our new parent company. Our clients have much to look forward to.

17. Jun. 2021Blog
Which tech trends will accelerate when payments turn real-time?

Learn how the rise of instant payments will help boost four other key tech trends, including the Internet of Things and smart contracts.

01. Jun. 2021Blog
Three robo-advisory myths debunked

Think robo-advisory is an impersonal solution for young, inexperienced, small-sum investors? Think again. In our latest blog post, we dive into the research to answer three key questions in the robo-advisory space.

11. May. 2021Blog

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05. May. 2021Blog
What changes with instant payments?
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?
04. Oct. 2019Blog
Why successful banks invest in digital wealth management solutions
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
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. 2022Whitepaper
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. 2021Whitepaper
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. 2021Whitepaper
Instant Payments - Changing the way we pay

The time has come for real-time, 24/7/365 electronic payments where the funds appear immediately in the payee’s account. How do instant payments work? What effect will they have on a banks' or wealth managers' business?

05. May. 2021Whitepaper
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. 2021Whitepaper
Wealth management redefined with AI

With the apparent advantages of using data-driven insights to develop their business, many wealth managers are beyond the point of just thinking about data science. This report helps wealth managers with examples of tangible AI use cases and explains how the initial challenges in data science projects can be overcome.

02. Feb. 2021Whitepaper
The Front-to-Back Office Report

How should financial institutions react to changing investor needs? And what are the most important topics in the Front, Middle, and Back Office of today and tomorrow? Avaloq’s Front-to-Back Office Report will answer just that.

15. Dec. 2020Whitepaper
API security - in an open banking ecosystem

Open banking has become a strategic priority for many financial institutions and wealth managers. In this context, many see IT security as an inevitable evil that limits the potential of an ecosystem.

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