Thomas Puschmann – författare

Get a handle on disruption, innovation and opportunity in investment technology

The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools.

The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space.

•    Explains how the wealth management sector is being affected by competition from low-cost robo-advisors

•    Explores technology and start-up company disruption and how to delight customers while managing their assets

•    Explains how to achieve better returns using the latest fintech innovation

•    Includes inspirational success stories and new business models

•    Details overall market dynamics

The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

Get a handle on disruption, innovation and opportunity in investment technology

The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools.

The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space.

•    Explains how the wealth management sector is being affected by competition from low-cost robo-advisors

•    Explores technology and start-up company disruption and how to delight customers while managing their assets

•    Explains how to achieve better returns using the latest fintech innovation

•    Includes inspirational success stories and new business models

•    Details overall market dynamics

The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

The financial system is currently confronted with tremendous challenges from the global economy, trade, politics, demographics, and most recently from enormous technological advancements. These developments have the capacity to change the existing financial system fundamentally. This book addresses how technological developments and digitalization will impact the future of financial systems. 

This book is based on the results of a series of ten roundtables with high-level experts on the future of the financial system. Experts from academia, supranational institutions, central banks, commercial banks, regulators, start-ups, technology companies, venture capital firms, think tanks, foundations, and other visionaries from five continents developed potential scenarios of the financial system 2030 over a time horizon of five years. The book presents the results of these discussions, which are structured along the ‘Vaduz Architecture’. This newly introduced concept distinguishes different dimensions for the future financial system, including information technologies, nation states and (de-) regulation.

Portale haben sich zur zentralen Benutzerschnittstelle in Unternehmen entwickelt. Prozessportale führen diesen Integrationsgedanken weiter, indem sie inner- und überbetriebliche Applikationen verbinden und dadurch ihren Nutzern einen rollenbasierten Zugriff auf prozessrelevante Informationen gewähren. Voraussetzung hierfür ist ein Integrationsansatz, der über die reine Einbindung von HTML-Elementen in einer Webseite hinausgeht und eine prozessorientierte Bündelung von semantisch abgestimmten Applikationsbausteinen erlaubt. Das Buch zeigt, welche Bausteine ein hierfür geeignetes Architektur- und Integrationsmodell beinhaltet, wie verschiedene Unternehmen dieses Modell umgesetzt haben und welchen Nutzen sie dabei realisieren konnten.

Dieses Buch bespricht eine Transformation im Bankensektor, die ähnlich tiefgreifend ist, wie einst die Industrialisierung in der Produktion physischer Güter. Sie führt nicht nur zur weiteren Automatisierung von Abläufen in Banken selbst, sondern auch zur Veränderung der Arbeitsteilung im gesamten Finanzsektor. Zur Strukturierung dieser Entwicklung unternimmt das vorliegende Buch erstmalig eine durchgängige modellorientierte Sicht auf Banken, welche die Ebenen Strategie, Organisation und Informationssystem umfasst. Anhand der vier Leitlinien Multidimensionalität, Serviceorientierung, Innovation und Vernetzung skizziert es die wesentlichen Eckpunkte für die Transformation bestehender Banken und liefert gleichzeitig Grundlagen für die jüngst entstandenen Fintech-Lösungen.