Authors

Chapter 1: Introduction

Summarized, in this part you will get an introduction into WealthTech, both why consumers are driving digitalization in wealth management and how established businesses can respond to it with innovative solutions.

Patrick Donaldson

Head of Market Development, Wealth Management Asia
Thomson Reuters

The Augmented Investment Management Industry

Boudewijn Chalmers Hoynck van Papendrecht

Senior Manager
EY

FinTech Disruption across the Wealth Management Value Chain: Will Finech dominate the Wealth Management Model of the Future or is there still a Place for traditional Wealth Managers?

Dave Dowsett

Global Head Strategy, Innovation and Emerging Technology
Invesco 

Embracing Emerging Technology

Dr. Yannis Kalfoglou

Innovation Management
Invesco 

Embracing Emerging Technology

Nael Shahbaz

Business Manager, SAMT & Cryptocurrency Consultant
Ways2Wealth

WealTech: Business as Unusual

Charles D’Haussy

Head of FinTech
Invest Hong Kong

Welcoming an Artificial Intelligence Robot as a Colleague

Cheryl Nash

President
Fiserv Investment Services

Essential Digitaliation in Wealth Management

April Rudin

Founder & CEO
The Rudin Group

Becoming Millennial-Minded is Key for WealthTech

Suhnylla Kler

CEO
SDB Asset Management

To ‘infinity and beyond’! - Building ‘WealthTech’ Applications has never been easier!

Chapter 2: Digtising Client Advisory & Robo-Advisory

Summarized, this part focuses on how client advisory might change in the future driven by technological advancements. Currently banks quickly follow-up in developing or integrating robo-advisor solutions into their existing environment.

Michael Mellinghoff

Managing Director
TechFluence UK

Ten Reasons why digital Wealth Management will become a worldwide Market Standard

Prof. Dr. Teodoro D. Cocca

Professor for Wealth and Asset Management
Johannes Kepler University Linz

What do wealthy clients think about digital wealth management?

Jasper Humphrey

Head of Technology, Systems, Modules
swissQuant Group

Challenges of Digitalizing Wealth Management Advisory

Tobias Henry

Digital Wealth Lead - Managing Principal
Capco

The Hybrid Advice Model

Frank Bertele

Fintech Entrepreneur & Founder
NETZ

No “one size fits all” - Personalised Client Service and social Selling in Wealth Management

Paul Resnik

Co- founder & Director
FinaMetrica Pty

How to give 'sleep-tight' robo advice

Kris Grgurevic

Chief Commercial Officer
Niiio Finance Group

How Gamification can attract Consumers to sign up

Dr. John Stroughair

Ex-Partner
Goetzpartners

How Gamification can attract Consumers to sign up

Sarah Stewart

Analyst
Strategic Insight

The Counter-intuitive Reality of Robo-advice Demographics

Brett McDonald, CFA

Associate Consultant
Strategic Insight

The Counter-intuitive Reality of Robo-advice Demographics

Katarina Prozorova

Founder,CEO, Chief AI-Officer
Robo-Advisor IIWOII

How Emerging Technologies Will Change Emerging Markets. Welcome Robo-Advisor X.0!

Colin Bennett

Head of Digital Distrubution, Global
GAM Investments

Presentation Technology: Enriching the Client Experience in a Physical and Virtual World

Richard Peers

Director Financial Services Industry
Microsoft

Digital Super Powers: The Role of Artificial Intelligence (AI) in Wealth Management

Holger Boschke

Chairman and Independent Management Consultant
TME

Using Artificial Intelligence in Wealth Management

Ralf Heim

Co-CEO
Fincite

Digital Asset Management in 2020 – 7 Theses

Shashidhar Bhat

Ex-Digital Banking Head EMEA
Citibank

Making Digital Advice Personal is as important as Making Personal Advice Digital

Kunal Goklany

Director and Head of Operations & Technology, UK Consumer
Citi

Making Digital Advice Personal is as important as Making Personal Advice Digital

Chapter 3: Digitising Wealth Management Operations

Wealth management operations is an area which touches all customer- and provider-related processes. Summarized, this part focuses on how wealth management may be better operated through the use of WealthTech.

Laura Irmler

Senior Consultant
ARKADIA Management Consultants

Digital Business Model for Wealth Management Operations as Matchmaker of Generations

Angelique Schouten

CEO
Ophen UK

How a Digital Architecture can lead to tangible Business Results

John Wise

Co-Founder & CEO
InvestCloud LLC

The Personalization Pillar

Harald Helnwein

CEO & Founder
FinTech NOVOFINA

Digitising Wealth Management

Clyve Lo A Njoe

CEO & Founder
Blue Arca Cyber Security

Survival of the Fittest -Cyber Resilience

Richard Beetz

Project Manager
Exicon Mobile

Survival of the Fittest -Cyber Resilience

Chapter 4: Digital Platforms, Products & Ecosystems

This part will look at some of the ongoing trends and changes in the financial services industry and how asset managers can (or should) be transforming themselves to stay relevant and ‘ahead of the curve’.

Pierre-Jean Hanard

Partner
The Startup Platform

Wealth Management-as-a-Platform: The new Business Architecture with PSD2

Stephen Ong

Founding Partner
The Hub Exchange

Wealth Management: Preparing for a Digital Revolution

Sascha Freimuller

Managing Partner & Founder
Dufour Capital AG

How to digitalize wealth management at banks

Dr. Roman Timm

Partner
Dufour Capital AG

How to digitalize wealth management at banks

Ryan Held, PhD

Managing Partner, Founder
Dufour Capital AG

Transforming Banks’ Wealth Management to prosper in a digital World

Gabriella Kindert

Head of Alternative Credit
NN Investment Partners

Key Success Factors in Gaining Market Share and Scale in Alternative Lending

Catherine Flax

CEO
Pefin

Personal Financial Intelligence - AI and the Future of Money Management

Jeremy Sosabowski

Co-Founder
AlgoDynamix

Financial Forecasting and Portfolio Optimisation in the 21st Century

Yaron Golgher

Co- Founder & CEO
I Know First

AI-powered Wealth Management Products and Investment Vehicles

Dmitry Neginsky

Senior Research and Strategic Analyst
I Know First

AI-powered Wealth Management Products and Investment Vehicles

Dr. Lipa Roitman

Founder & Partner
I Know First

AI-powered Wealth Management Products and Investment Vehicles

Angela Sun

Global Head of Strategy & Corporate Development
Bloomberg

The Business Case for Gender Equality

JB Beckett

Author & Consultant of New Fund Order, UK Director and Lead
Association of Professional Fund Investors

Fiduciary Robo-Selection is Go, in a new Fund Order

Chapter 5: Blockchain Applications in Asset and Wealth Management

Summarized, this part discusses the basics of Blockchain and soon dives into the possible ramifications of Blockchain across the investment management and wealth creation realm from a capital market perspective where maximum wealth is created or lost.

Steven Dryall

Principal
Incipient Industries

Cryptocurrencies and Blockchain

Dean Demellweek

Digital Transformation & Innovation Strategist
BNP Paribas

How Blockchain drives Innovation in Asset Management

Martin Hartenstein

Executive Director, WM Omnichannel Management, Head Strategy & Business Transformation
UBS

Use cases and monetization challenges of Blockchain applications in Wealth Management

Wiwi Gutmannsbauer

Executive Director, WM Omnichannel Management, Head Strategy & Business Transformation
UBS

Use cases and monetization challenges of Blockchain applications in Wealth Management

Dirk Klee

Chief Operating Officer
UBS Wealth Management

Use cases and monetization challenges of Blockchain applications in Wealth Management

Stefan Arn

Head of IT EMEA & Group Managing Director
UBS

Use cases and monetization challenges of Blockchain applications in Wealth Management

Andreas Przewloka

Operating Head Europe
UBS Wealth Management

Use cases and monetization challenges of Blockchain applications in Wealth Management

Veronica Lange

Head of Innovation, Group Technology Office
UBS

Use cases and monetization challenges of Blockchain applications in Wealth Management

Peter Stephens

Head of Blockchain & UK Group Innovation
UBS

Use cases and monetization challenges of Blockchain applications in Wealth Management

Denis Thomas

Associate Director
KPMG India

Blockchain as a Backbone to Asset and Wealth Creation

Anni Kristiina Salo

Marketing Communications Manager
FA Solutions

Dreaming of a ledger-free, globally connected Wealth Management Industry

Partha Chakraborty, Ph.D.

CEO
Kent Avenue Capital Partners

Trust Arbitrage and the Future of the Wealth Manager - How BlockChain Innovations can crack the Code

Zeng Ziling

Vice President
ZONFIN China

Investment and Issuance Distributed in Blockchain

Chapter 6: Founders' Success Stories

WealthTech innovation is fuelled by entrepreneuship. This part shares the personal insights and stories of five entrepreneurs who set up their own successful WealthTech companies.

Xavier De Pauw

CEO
MeDirect Bank

Launching MeDirect Bank as Challenger Bank

Emilie Bellet

Founder
Vestpod

Empowering Women Financially: The Why and the How

Adam French

Founder
Scalable Capital

Why I left Goldman Sachs for FinTech

Dieter Fromm

Founder, CEO & Managing Director
Moneymeets.com

Moneymeets.com – Germany's leading Personal Finance Management Portal

Oren Kaplan

Co-Founder
SharingAlpha and Managing Partner, Meitav-Dash Global Markets

The 100 Trillion Dollar Market Failure

Chapter 7: Enterprise Innovation

This part will provide an overview on enterprise innovation models and case studies from leading industry players taking into account all four innovation areas.

Konstantin Speidel

Program Manager Digital Transformaion - Vice President
Allianz Global Investors

Just Do It! Using the Buzz around Innovation to Empower Banks and Asset Managers

Mariusz C. Bodek

Digital Transformation Executive
KPMG

Leveraging Corporate Innovation by opening Banks to external Ecosystems

Jan Enno Einfeld

Head of Investing
Comdirect bank

Leveraging Corporate Innovation by opening Banks to external Ecosystems

Kamales Lardi

Digital Transformation Strategist and Managing Partner
Lardi & Partner Consulting

Wealth Management is dead, long live Wealth Management

Chapter 8: Global Overview of WealthTech

This part is dedicated to give you a global perspective on WealthTech innovation happening across China, Japan and Latin America and future trends in those regions.

Yvon Moysan

Master in Digital Marketing and Innovation Academic Director
IESEG School of Management

Is the Future of WealthTech already in China?

Juan Manuel Vega

Chief Digital Officer, Principal
Chile MANAGEMENT

WealthTech in LatinAmerica

Shinsuke Nuriya

Director & CFO Heaf of Real Estate Investment Banking
Crowd Realty

Challenges in the Japanese Wealth Management Market - Digital Issuance and Distribution of Japanese Real Estate Securitized Products

Günes Ergun

Managing Consultant
East Management Consulting

How to unlock WealthTech in Turkey

Chapter 9: What is the Future of WealthTech

The best way to predict your future is to create it.” (Abraham Lincoln). Summarized, this part focuses on how the future of the global investment management industry and WealthTech may look like from different angles

Blake Kannady

Vice President - Product Strategy, Director
User Experience, Envestnet, Inc.

The Networked Client

Jerry Floros

Founder & CEO
MoneyDrome

The Investment Managers of the Future are going to be Millennials

Dr. Efi Pylarinou

Co-founder
DailyFintech

Empowering Asset Owners and the Buy Side

Alpesh Doshi

Managing Partner & CEO
Fintricity

An Industry Driven by Digital, Data and Artificial Intelligence

Dr. Daniel Diemers

Partner Financial Services
PwC Strategy

WealthTech: Taking Private Banking and Wealth Management Digital

Dr. Claude Diderich

Founder & Managing Director
Diderich Consulting

The Wealth Management Canvas- a Framework for Designing the WealthTech Firm of the Future

Dr. Alessandro Bologna

Investment Advisor
Deutsche Bank S.p.A. - Wealth Management

The Ingredients of IKEA’s Approach for a Starry Wealth Management - Choose to change the competitive Arena in a mature Sector

Paolo Sironi

FinTech Thought Leader- IBM Industry Academy
IBM

Cognitive Decision-making with “Insights-as-a-Service”

Rino Borini

Co-Founder & CEO
Financialmedia

More banking for less Money

Peter Guy

Editor in Chief
Regulation Asia

FinTech and the Wealth Management Challenge

Michal Rozanski

CEO & Founder
Empirica

How AI will cause Robo-advice to completely outperform Human Advice

Bruno Esteves Macedo

FinTech Speaker & Business Architect
Five Degrees

Security in the Future of WealthTech

Henri Arslanian

FinTech and RegTech Leader
Hong Kong, PwC

How China Is Shaping WealthTech and the Future of Financial Services?

José Manuel de la Chica Rodriguez

CTO Global Digital Platforms
Banco Santander

From the Technological to the Financial Singularity: A Journey without Return to the Future of Finance

David Gyori

CEO
Banking Reports Ltd

Welcoming the 2058 Class of the “Galactic” Academy of Wealth Management