WEALTH MANAGEMENT
All your eggs... Large and much smaller clients could be serviced better
Wealth for all
Modernising wealth management isn’t all about the march of the robots, says Mario Alves, Director of Sales and Marketing at Aixigo. But it’s nevertheless set to be transformed – and with it the fortunes of millions of smaller investors
It’s fair to say that wealth management has, until now, been perceived as a service reserved for the financial elite – those who want to squeeze a new Lamborghini or two out of their already sizeable fortunes. At least, that’s the stereotype, but it’s one that’s about to change, according to
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Mario Alves of Aixigo. He believes that the wealth management industry is poised to undergo a revolution as a result of digitalisation; a revolution that will open up the service to those at the opposite end of the financial spectrum, particularly those looking to save for retirement funds. “We believe that wealth management is going to become a mass market offer,”
says Alves. “With digitalisation, we can deliver services of high customer value to absolutely anybody willing to invest money, however small that amount of money may be.” As he enters his fifth year as director of sales and marketing at the Aachen firm – one of the largest independent providers of technology for financial
Spring 2017