The Financial Technology Handbook for Investors, Entrepreneurs and Visionaries in Global Asset Management.

Part of The FINTECH Book Series which became a Global Bestseller in 107 countries across 5 languages.
Published by



Susanne Chishti is the CEO of FINTECH Circle, the FINTECH Circle Institute and co-Founder of The FINTECH Book Series. She is recognized in the European Digital Financial Services ‘Power 50’ 2015, an independent ranking of the most influential people in digital financial services in Europe and has been selected as "City Innovator - Inspirational Woman" in 2016. She has also been a fintech TV Commentator on CNBC. She worked for 15 years in senior positions at Deutsche Bank, Lloyds, Morgan Stanley and Accenture.


Thomas Puschmann has spent more than a decade at the nexus of technology and business. He currently is founder and director of the Swiss FinTech Innovation Lab at the University of Zurich, co-founder and executive director of the association Swiss FinTech Innovations and member of the Swiss Innovation Council Innosuisse. Before his current position he was heading a large international financial services research project at the Universities of St. Gallen and Leipzig and was a visiting scholar at the MIT Sloan School of Management. Prior to his work in research, Thomas spent more than four years in consulting where he was a member of the board at ESPRiT Consulting and The Information Management Group.

Table of Contents

Chapter 1
Digitising Clients Advisory & Robo-Advisory
Chapter 2
Digitasing Wealth Management Operations
Chapter 3
Digital Platforms, Products & Ecosystems
Chapter 4
Blockchain Applications in Asset and Wealth Management
Chapter 5
Founders' Success Stories
Chapter 6
Entreprise Innovation
Chapter 7
Global Overview of WealthTech
Chapter 8
What is the Future of WealthTech
Chapter 9

Read what the experts are saying about TheWealthTechBook

“Following vast disruption in the retail and ecommerce space, the wealth/asset management and private banking industry is facing its own ‘Uber moment’. Staying abreast of new trends and technologies – which span well beyond the use of artificial intelligence in ‘robo-advice’ – is going to be a challenge. The WealthTECH Book is a valuable tool for industry players looking to stay relevant.""
Joy Macknight
Deputy Editor, The Banker
"The WealthTECH Book is a timely arrival to show the specifics of how technology is changing the world of big money and high net worth people. About time, as the new generation of technology billionaires don’t really want some sharp-suited person calling them all the time. Leave it to the apps!""
Chris Skinner
CEO, The Finanser LTD
WealthTech is an excellent must read! Technology is creating a win-win for consumers and the sector allowing better net returns for consumers and better RoE for those institutions timely adopting technology, finding the balance between Tech and Human relationship and trust is what the next decade is about! Exciting times and an exciting read!
Radboud Vlaar
Founding Partner, Orange Growth Capital

We published TheFINTECHBook which became a global Bestseller


Fintech Disruption across the global insurance sector
New business & revenue models
Cutting-edge InsurTech Innovation
How will the Insurance Sector change?
Success stories & lessons learned from investors, entrepreneurs and InsurTech visionaries globally