Wealth management at a global level

27 Nov 2013

Swissbanking, the Swiss Bankers Association recently published a report on asset management around the world. The in-depth study demonstrates a healthy sector especially with the increase of global assets (+7.8 % in 2012). These excellent results are largely worn from the positive stock market performance but also from the Asia-Pacific dynamism where HNWI assets are forecast to grow by 9.8% annually within 2015. In parallel with this thriving business, Swissbanking report emphasizes the fact that wealth management continues to undergo profound changes. “Regulatory requirements are often at odds with reality and cause more bureaucratic complications.” Thus, a centralised and automated management is identified as a global key trend to “adapt with all the possible efficiency to the increasing demands coming from the regulatory authorities and clients“. Finally, another strong trend is the role of technology in a 2.0 client relationship. HNWIs under 40 years old would particularly request a 24/7 accessible digital services from where they can access the status of their assets at any time. This new need of a permanent and transparent communication requires for professionals to deploy “software platforms featuring modular applications” including a mobile service.

KeeSystem® has already taken into account these new trends by recently launching MyKeeApp® , a mobile solution complementing KeeSense® that  enables asset managers to offer a 24/7 mobile service to their clients .

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