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The WEALTHTECH Book: The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries
Get a handle on disruption, innovation and opportunity in investment technology
The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools.
The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space.
- Explains how the wealth management sector is being affected by competition from low-cost robo-advisors
- Explores technology and start-up company disruption and how to delight customers while managing their assets
- Explains how to achieve better returns using the latest fintech innovation
- Includes inspirational success stories and new business models
- Details overall market dynamics
The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.
The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools.
The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space.
- Explains how the wealth management sector is being affected by competition from low-cost robo-advisors
- Explores technology and start-up company disruption and how to delight customers while managing their assets
- Explains how to achieve better returns using the latest fintech innovation
- Includes inspirational success stories and new business models
- Details overall market dynamics
The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.
728 pages, Kindle Edition
Published April 20, 2018
About the author
Susanne Chishti
15 books13 followersSusanne Chishti is the CEO of FINTECH Circle, Europe's 1st Investor Network focused on fintech investments & Founder of the FINTECH Circle Institute, the leading fintech learning platform offering Innovation Workshops to C-level executives and fintech courses. She is also the Co-Editor of the Bestseller "The FINTECH Book" which has been translated into 10 languages and is sold across 107 countries, The WealthTECH Book, The InsurTECH Book, The PAYTECH Book, The AI Book and The LEGALTECH Book (published by WILEY in 2020). Awards:
1) Selected as 24th Top Fintech Influencer in the World (Onalytica, 2020) - among the Top 100 Fintech Influencers globally
2) Won the Fintech Champion of the Year Award 2019 (Women in Finance Awards)
3) Social Media Influencer of the Year 2018 (Investment Week)
4) Top 7 Crypto Experts globally 2018 (Inc Magazine)
5) City Innovator - Inspirational Woman in 2016
6) European Digital Financial Services ‘Power 50’, an independent ranking of the most influential people in digital financial services in Europe (2015)
7) Top 5 ESG Influencers Globally (Refinitiv, 2020)
She has also been a fintech TV Commentator on CNBC and is a guest lecturer on financial technology at the University of Cambridge and Warwick Business School.
After completing her MBA she started her career working for a fintech company (before the term "fintech" was being invented) in the Silicon Valley 25 years ago. She then worked more than 15 years’ across Deutsche Bank, Lloyds Banking Group, Morgan Stanley and Accenture in London and Hong Kong.
1) Selected as 24th Top Fintech Influencer in the World (Onalytica, 2020) - among the Top 100 Fintech Influencers globally
2) Won the Fintech Champion of the Year Award 2019 (Women in Finance Awards)
3) Social Media Influencer of the Year 2018 (Investment Week)
4) Top 7 Crypto Experts globally 2018 (Inc Magazine)
5) City Innovator - Inspirational Woman in 2016
6) European Digital Financial Services ‘Power 50’, an independent ranking of the most influential people in digital financial services in Europe (2015)
7) Top 5 ESG Influencers Globally (Refinitiv, 2020)
She has also been a fintech TV Commentator on CNBC and is a guest lecturer on financial technology at the University of Cambridge and Warwick Business School.
After completing her MBA she started her career working for a fintech company (before the term "fintech" was being invented) in the Silicon Valley 25 years ago. She then worked more than 15 years’ across Deutsche Bank, Lloyds Banking Group, Morgan Stanley and Accenture in London and Hong Kong.
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May 11, 2018
The Ultimate Book on WealthTech !
As the first crowd-sourced book on the subject of WealthTech, it contains the views and ideas of FinTech visionaries and experts, each contributing with their own articles and abstracts. My article is about the future of investing for millennials and how the user-experience is a key factor in the disruption of the financial industry and it’s legacy banking system. FinTech is moving forward so rapidly that already the first ideas of blockchain implementation in the financial industry have become a reality and will continue to advance exponentially. Reading this book will give anyone that is interested or involved in the financial industry a good grasp of what is in store for the future of FinTech as well as WealthTech.
As the first crowd-sourced book on the subject of WealthTech, it contains the views and ideas of FinTech visionaries and experts, each contributing with their own articles and abstracts. My article is about the future of investing for millennials and how the user-experience is a key factor in the disruption of the financial industry and it’s legacy banking system. FinTech is moving forward so rapidly that already the first ideas of blockchain implementation in the financial industry have become a reality and will continue to advance exponentially. Reading this book will give anyone that is interested or involved in the financial industry a good grasp of what is in store for the future of FinTech as well as WealthTech.
Displaying 1 of 1 review