Four Potential Opportunities for
European Wealth Managers
Click on the four opportunities below to learn more:
Hybrid Model/Advisor On-Demand
Partial Portfolio Automation
Decision Support Tools
Hybrid Model/Advisor On-Demand
Automated asset allocation: Algorithms make customised investment decisions, using client information.
Model portfolios: Micro-strategies guide investment/risk profile combinations. Portfolios are dynamically constructed and periodically rebalanced using algorithms.
Partial Portfolio Allocation to Automated Management
Portfolio managers may delegate part of the portfolio, possibly driven by asset classes, to fully automated investment management platforms.
Enhanced Decision Support
Portfolio managers supervise only investment decisions in certain asset classes, for some client segments, freeing them up to focus on complex yield enhancement products and interacting with clients.
Gamification reveals insights into customer behaviour and expectations, which can be turned into targeted investment product, marketing and customer education offerings.