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.

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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

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