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Disruption Potential and a Future Scenario‚Ä®
Digital Wealth Management


In the USA, digital wealth management as a hybrid solution, i.e. a combination of robo advice and video/telephone support, is already offered for 0.5% p.a. This development, which can be transferred to Europe and Germany easily from the purely business point of view, will put the established players  under massive price pressure. The resulting disruption will mean a radical change in wealth management, but will not mean that the future will belong only to robo advisors.

A sustainable and profitable business model can be a hybrid model, that combines a standardised and extremely efficient portfolio management with individual advice (online and offline), and so achieves new added values for the clients.

Our Key Service Offerings:

  • Increasing revenue by new client focus
  • Increasing efficiency by digitalisation and cooperation with Fintechs

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