ZHAW Wealth Management Blog

A Blog of the ZHAW Zurich University of Applied Sciences

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Robo advisor for wealth management banks

AI In Portfolio Management – 3 Ways How Wealth Management Banks Benefit

The integration of Artificial Intelligence (AI) into portfolio management could bring a shift in how wealth management banks offer investment services to their clients. A recent paper titled “Enhancing Portfolio Management Using Artificial Intelligence: A Literature Review”, to which the Head of our Institute, Prof. Dr. Peter Schwendner, guided me, offers a comprehensive overview of this integration, illustrating the potential of AI to revolutionize asset allocation, client service, and operational efficiency.

With this blog post, I will try to showcase the article’s findings from a wealth management bank’s perspective and outlining strategies for harnessing AI in portfolio management, while navigating the challenges associated with transparency, fairness, and compliance.

Christoph Künzle
Kategorie: Digitalization, Strategy, Technology
GenAI and robo-advisors in Swiss Wealth Management

GenAI as the new Robo-Advisor? A Revolution in Swiss Wealth Management

The integration of Robo-Advisors and GenA) within wealth management hints at a transformative shift, also for Swiss Private Banks. This blend of advanced technology offers new horizons in personalized and efficient wealth management solutions, potentially reshaping the way advice is delivered to private clients.
For Swiss Private Banks, this represents an opportunity to further sharpen their value propositions, offering clients hyper-tailored investment strategies at scale.

Christoph Künzle
Kategorie: Digitalization, Investing, Strategy, Technology

Open Wealth – How Swiss Wealth Managers Are Silently Becoming Digital

As we know from Deloitte’s traditional Wealth Centre Ranking studies, Switzerland has traditionally been the world leader in cross-border wealth management, whereby the country’s significant number of External Asset Managers (EAMs) have contributed to this position. However, Swiss wealth managers have certainly faced challenges due to shifting demographics and client needs, technological advancements, regulations, or macroeconomic uncertainties.

Christoph Künzle
Kategorie: Digitalization, Strategy, Technology

Digital Banking For Gen Z, Millennials, Gen X

Motivated by the accelerated shift to digital banking during the COVID-19 pandemic, designing a compelling digital banking value proposition and UX has become crucial for banks. A recent article has examined the digital banking adoption and perceptions across generations, aiming to capture the differing attitudes and usage patterns of digital banking among Gen Z, Millennials and Gen X.

Christoph Künzle
Kategorie: Digitalization, Strategy, Technology