DownloadThe Portobello Bookshop Gift Guide 2024

The WEALTHTECH Book

The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries

Thomas Puschmann author Susanne Chishti author

Format:Paperback

Publisher:John Wiley & Sons Inc

Published:4th May '18

Should be back in stock very soon

The WEALTHTECH Book cover

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.

"There is... a very rich, well-written amount of information in this book that business development managers, RMs, intermediaries and, yes, clients, can exploit." (WealthBriefing.com, October 2018)

"... a useful place to get ideas, inspiration and insights into what is happening in the industry, and what to expect coming down the line in the near future." (Irish Tech News, June 2018)

ISBN: 9781119362159

Dimensions: 188mm x 244mm x 18mm

Weight: 726g

336 pages