A full shake-up: moving from assets under management to assets under intelligence
additiv Thought Leadership, May – Jun 2020
In this new report, we look at the broader societal and business implications of the COVID-19 pandemic, and what they mean for the wealth management industry.
Digitalization: gradual, then sudden
What is Digital Wealth Management?
The shift to Assets under Intelligence
What does post-pandemic digital wealth management look like?
Better advice, more transparency
New services aimed at decumulation of assets
Focus on return on intelligence
