Why would investors switch their financial advisor? 

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.

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.

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.

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?

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.

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.

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

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.

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.

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?

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.

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?

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.

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.

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.

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.