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

The Future Challenges Of Wealth Management

This report investigates the idea of digitalisation - going beyond simply moving physical into digital, and fundamentally rethink products from the conceptual to execution. It is divided into three sections, and explores the major trends affecting those on the rocky journey to finding their place in the financial landscape of the future. It indicates a real need for change by pointing to the implicit needs of traditional finance to reduce costs, save time and stay ahead of the curve.

‍

Download the report now!

Key Ideas

  • This report explores and investigates the idea of digitalisation
  • Three key ideas are recognised; the rise of automation, a different kind of customers, and business models for the future
  • A real change is needed to reduce costs, save time and stay ahead of the curve

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