Additiv:金融的未来(2023)(英文版)(44页).pdf

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Additiv:金融的未来(2023)(英文版)(44页).pdf

1、Future of Finance2Contributors41Table of contentsThe Future of Wealth Management3Michael Stemmle,Nils Frowein,additivSeizing the wave of accelerated transformation6Ian Stewart,Executive in Residence at IMD Not losing the forest for the trees9Amelie Janssens de Bisthoven,NS PartnersAchieving loyalty

2、in a fast-moving market11Tim Delahunty,Commonwealth Bank IndonesiaIn the future,all investing will include some measure of sustainability14Sabine Dbeli,Swiss Sustainble FinanceWealth as a continuum:building a platform for growth17Deanno Basas,ATRAMThe future of finance is just like the past deliveri

3、ng what the market needs20Ali Alqaraawi,Aljazira CapitalThe future is now,but are you ready?22Christine Schmid,additivA rising interest environment underlines the need forinnovation in the German investment market24Carsten Kroeber,bevestor The future of finance is open and connected27Patrick Frith,T

4、arabut GatewayEducation is a key component of broadening access to wealth management solutions30Philipp Merkt,PostFinanceEmbedded Wealth:An Overlooked Opportunity?35Robert Ruttmann,Redesigning Financial ServicesBuilding a Case for Wealth-as-a-Service37Jean Sullivan,CelentPrepare for more knowledgeab

5、le clients39Marco Borer,F2B Digitalization&InnovationFinance could be more inclusive,thanks to digital assets33Julian Sawyer,Zodia3A consensus emerges”The future of finance is just like the past delivering what the market and clients need”,highlights Ali Alqaraawi of Aljazira Capi-tal.And future inn

6、ovation is not a synonym for technology.Rightly adopted and combined into new client experiences it enables change.But ultimately its combination with social,demographic and sustainable economic needs will drive success.Thus,the pieces focus on the demographic,macroeconomic and technological changes

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