Analyst Research

Wealthtech 2022
Challenges in wealth management, from 2021 to 2022
March 2022

10 March 2022

Analyst Research

The swiss wealthtech landscape report 2021
Increasing front office efficiency and intergenerational wealth retention through digital change
December 2021

1 December 2021

Analyst Research

The rise of ESG in wealth management
ESG is at the centre of today’s risk management approach
September 2021

1 September 2021

Analyst Research

Setting the digital agenda for the next normal
Digital development to improve performance and maximise client experience
July 2021

20 July 2021

Analyst Research

Senior leaders ESG forum
Discussing the opportunities and challenges associated with ESG investing
June 2021

1 June 2021

Analyst Research

The wealth management firm of 2025
Are you ready for the future?
April 2020

13 April 2020

Analyst Research

Squaring the circle
Improving the quality of service and cost-to-income ratio
February 2018

13 February 2018

Analyst Research

Digital engagement & collaboration in wealth and investment mgmt
The hype, the reality and the future
December 2016

13 December 2016

Analyst Research

Digitisation in practise
Trasforming investment service for affluent clients
March 2015

13 March 2015