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This section provides you with engaging content on wealth management. We regularly address the latest industry trends and topics and share the most important insights with you in our articles and thought papers!

Article

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

Thought Paper

Swiss Private Banking

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

Thought Paper

Disrupt Financial Planning

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

Article

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

Article

5 steps to digitise your Wealth Management

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

Download

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

Download

Swiss Private Banking

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

Download

Disrupt Financial Planning

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

Download

5 steps to digitise your Wealth Management

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

Download

5 steps to digitise your Wealth Management - ENG

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

Download

Disrupt Financial Planning

Erfahren Sie, wie Sie Ihr Financial Planning Angebot auf ein neues Level heben können. Lesen Sie, wie durch Nutzung der Methodiken des Portfolio Managements auch das Financial Planning zum 365-Tage-Service wird.

Download

Disrupt Financial Planning - ENG

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

Download

Swiss Private Banking

Erfahren Sie, welche Möglichkeiten Technologie bietet, das Beste aus zwei Welten – der klassischen Vermögensverwaltung und dem Robo Advisor – zu vereinen und wie hieraus eine erlebbare Dienstleistung entsteht.

Download

Swiss Private Banking - ENG

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

Download

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

Download

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

Download

5 steps to digitise your Wealth Management

Lesen Sie jetzt unseren Artikel “5 steps to digitise your Wealth Management Services” und erhalten Sie praktische Tipps zur kreativen Ideenfindung und wie sie von der Produktvision zu Ihrem ersten Prototypen gelangen.

Download

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

Download

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

Download

Swiss Private Banking

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

Download

Disrupt Financial Planning

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

Download

5 steps to digitise your Wealth Management

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

Download

5 steps to digitise your Wealth Management - ENG

Read our article "5 steps to digitise your Wealth Management Services" to get valuable tips on creative ideation and how to get from a product vision to your first prototype.

Download

Disrupt Financial Planning

Erfahren Sie, wie Sie Ihr Financial Planning Angebot auf ein neues Level heben können. Lesen Sie, wie durch Nutzung der Methodiken des Portfolio Managements auch das Financial Planning zum 365-Tage-Service wird.

Download

Disrupt Financial Planning - ENG

Learn how to take your financial planning services to the next level. Find out how financial planning can become a 365-day service by applying portfolio management methodologies.

Download

Swiss Private Banking

Erfahren Sie, welche Möglichkeiten Technologie bietet, das Beste aus zwei Welten – der klassischen Vermögensverwaltung und dem Robo Advisor – zu vereinen und wie hieraus eine erlebbare Dienstleistung entsteht.

Download

Swiss Private Banking - ENG

Discover the opportunities provided by technology to combine the best of two worlds – traditional wealth management and robo advisors – and how this can be turned into a personalised and tangible service.

Download

Gartner Hype Cycle

Learn more about Gartner's "Hype Cycle for Digital Banking Transformation 2021", the "Roboadvisor 2.0" technology and its opportunities as well as its practical application at aixigo.

Download

The rise of ESG

As part of The Wealth Mosaic's "The rise of ESG in wealth management" report, Christian Neuenhaus provides his view on the relevance and applicability of ESG in wealth management.

Download

5 steps to digitise your Wealth Management

Lesen Sie jetzt unseren Artikel “5 steps to digitise your Wealth Management Services” und erhalten Sie praktische Tipps zur kreativen Ideenfindung und wie sie von der Produktvision zu Ihrem ersten Prototypen gelangen.

Download

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Success Story BNP Paribas

Here, you can get an insight into the collaboration between BNP Paribas and aixigo.

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

The challenge

"BNP Paribas Wealth Management – Private Banking" aspired to further evolve into a next-generation and forward-looking private bank. Therefore, they sought a digital platform that would meet the requirements of investment advisory and discretionary portfolio management (DPM) while considering individual customer preferences.

The result

aixigo's API-based wealth management platform provided the basis for solving these challenges. The outcome is a new portfolio management system that combines the best of investment advisory and discretionary portfolio management.

Newsletter

Stay informed about the latest industry news with our newsletter and be the first to receive all news from the aixigo universe.
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