CODE
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept
Back
All
Insights
News

Developing a hybrid advisory solution for a private bank: A Swiss case study

Developing a hybrid advisory solution for a private bank: A swiss case study by Nucoro and Edmond de Rothschild.

With $15 trillion expected to transfer hands to millennials, Gen Z and Gen Ys in the next ten years, how is technology enabling private banks to strengthen their brand across generations? And what can these banks learn from the retail sector as we experience one of the biggest shifts in investing behaviour yet?
‍

Edmond de Rothschild's Salvador Vidal and Nucoro's Hugo Ferreira discuss the challenges that Edmond de Rothschild faced when embarking on its digital investment journey and delve into how its partnership with Nucoro is paving the way for them to thrive in the digital age with a hybrid advisory proposition.

‍

This recording is part the second edition of EFMA's Affluent Banking Best Practice Forum - Wealth Transfer - Big Challenge. If you'd like to know more about our solutions, get in touch with us here.

Key Ideas

  • A discussion of the challenges that Edmond de Rothschild faced when embarking on its digital investment journey
  • Digitising processes, while keeping clients firmly front of mind, requires an advanced, flexible and scalable platform that enables firms to launch innovative investment and savings solutions
  • The Nucoro platform enabled Edmond de Rothschild to build digital wealth management propositions at speed and scale

Related content

3 ways banks and wealth managers are adopting Embedded Wealth today (and why only one is delivering)

As the tectonic plates of consumer expectation continue to shift and as demographic flux sees wealth transferred to younger, more tech-savvy generations, traditional, face-to-face wealth manager/investor relationships are under threat.

5
 min. read
Insights

Embedded Wealth management is coming

Embedded wealth functionality is set to provide traditional wealth management with its most significant disruption in decades. Here's why the time to respond is now.

4
 min. read
Insights
abrdn Nucoro logos

abrdn invests in Nucoro

Decision reflects recognition of Nucoro as a leader in next generation investment technology infrastructure

2
 min. read
News
HeyTrade Nucoro logos

HeyTrade teams up with Nucoro to form API-technology partnership

Digital retail investing solution is based on Nucoro's cloud-native technology and easy to use APIs, allowing for flexibility and future product scaling

2
 min. read
News
Lennart Asshoff

WealthBriefing interview: An ability to meet a variety of client challenges

WealthBriefing talked to Lennart Asshoff, CEO at Nucoro, after recent award win about what has made the wealthtech firm stand out this year.

3
 min. read
Insights
Leading wealthtech platform provider, Nucoro, has announced the appointment of Steve Hoy as its Head of Partnerships.

Steve Hoy joins Nucoro as Head of Partnerships

Leading wealthtech platform provider, Nucoro, has today announced the appointment of Steve Hoy as its Head of Partnerships, bringing with him over 30 years’ experience in financial services.

2
 min. read
News