Mensuel de mai 2022 - Fonds d’investissement

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Wealth management & Wealth Techs : when they cooperate everybody wins
By David SUETENS (Independent Director) and Pierre NEMETH (CEO -SOPIAD)   The wealth management industry is typically represented by traditional values and providing discrete financial services and structuring advice. These attributes remain important, but for many clients, they are no longer sufficient. New segments are emerging: young entrepreneurs, whose rising affluence is in part fueled by wealth transfer from their baby boomer parents. Add to this, the growing wealth among women, and a customer marketplace that now includes several generations with the latest generation being digitally savvy. Today’s new investors’ segments are clearly dissatisfied with a “one-size-fits-all” service model/strategy. Many are exploring investment products which were...
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