Wealth Management and Private Banking Feature Focus

This Feature Focus section examines tech trends to watch in wealth management.

Private banking and wealth management, for so long a tortoise-like, change-reluctant segment, is experiencing a wake-up call with the arrival of new types of technology. The industry push towards adopting new technologies is driven by the likes of increased regulation and a major shift in client demographics and behaviour.

IBS Journal looks at some of the startups making waves in the wealth management industry and asks: should incumbents be worried?

Elsewhere, Devie Mohan, co-founder and CEO of FinTech research company, Burnmark, asks: what does the future of digital wealth management look like?

Robo-advisers, meanwhile, are here to stay. Banks should embrace disruptive technologies, in order to enhance their customer reach with a focus on Millennials and the mass affluent.
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What is the IBS Journal Feature Focus?

Each issue of our flagship monthly IBS Journal includes a Feature Focus, dedicated to a specific area of banking technology. The Feature Foci are part of the IBS Journal subscription.

IBS Journal Feature Foci cover a wide range of subjects pertinent to the financial technology industry worldwide. They include detailed case studies, analysis, interviews and other feature articles.

Each publication features independently researched and compiled material, with no advertorial or contributed articles. All articles are written by IBS, and we believe that this dedication to quality is unique among publications in the banking/financial services technology space.

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