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WealthTech
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22 October 2019

BUSINESS & ECONOMICS / Budgeting, Budgeting and financial management
Preface; Patrick Schueffel.
Part I. Introduction.
Chapter 1. Digitizing Wealth Management: The Opportunity That Turns Into a Threat; Marc P. Bernegger.
Chapter 2. Is FinTech a Red Herring? J.P. Caldeira.
Chapter 3. FinTech: The Genie Will Not Turn Back to His Bottle; Raphael Cretinon and Jean Bonnefoy.
Part II. Technological Trs Affecting Wealth & Asset Management.
Chapter 4. Information Strategy in a Changing Landscape of Investment Management; Nicolas Buerkler and Helena Steiner.
Chapter 5. WealthTech—The Brave New World? Alexander Tomenendal.
Chapter 6. The Pitfalls of Investing 4.0; Hendrik Emrich.
Part III. Societal TRS Affecting Wealth & Asset Management.
Chapter 7. Democratization of Banking Services in Emerging Markets: Mexico; Felix Cardenas and Maurizio Ballesteros.
Chapter 8. Why Bitcoin Is Not a Currency but a Speculative Real Asset; Dietmar Peetz and Gregory Mall.
Chapter 9. Millennials: The New Generation of Wealth Management Clients; David Gyori.
Part IV. IT Management, Data Privacy And Regulatory Implications.
Chapter 10. The Regulation of Robo-Advisors; Richard B. Levin, Peter F. Waltz, and Robert W. Wenner.
Chapter 11. Regulating WealthTech and Robo-Advise in the EU; Ulf Klebeck.
Chapter 12. Protection of Privacy from Conception or Privacy by Design; Nicolas Steiner.
Part V. Financial Risk And Performance Measurement.
Chapter 13. How Can Robo-Advisors Help to Enhance Investment Returns? Claus Huber.
Chapter 14. Performance Watcher; Nicholas Hochstadter.
Part VI. The Competitive Landscape.
Chapter 15. Cross Border Set Up of Crowdlending Investment Funds; Torsten Ries.
Chapter 16. The Landscape of Robo-Advisor Operators in the DACH Region; Maryna Tykholoz-Cukov.
Chapter 17. Doomed like Dinosaurs; Patrick Schueffel.
Part VII. The Wider Value Chain.
Chapter 18. A Network of Experts is the Future of Asset Management; Anna Schmid.
Chapter 19. Decrypting the WealthTech Mindset; Richard-Marc Lacass and Berthe Lambert.
Chapter 20. Cryptoasset Portfolios: The Next Wave of Digital Asset Management; Floyd DCosta.
Part VIII. Product Development And Innovation.
Chapter 21. How WealthTech is Re-Inventing the Customer Experience by Linking Open Innovation and Technology; Daniel Fasnacht.
Chapter 22. Venture Capital and Banks Investing in Startups via Corporate Venture Capital; Maurizio Ballesteros and Felix Cardenas.
Part IX. Marketing And Sales.
Chapter 23. Digital Family Office 2.0; Steffen Bassler.
Chapter 24. Strategizing about Robo-advise; Claude Diderich.
Part X. The Human Side Of Wealthtech.
Chapter 25. Age of Discovery: Navigating the Balance Between Human and Machine; Dimitrios Salampasis, Anne-Laure Mention, and Alexander Kaiser.
Chapter 26. A Call for More Case Studies on FinTech Innovation; Wolfgang Amann.
Biographies.