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The Journal of Wealth Management

The Journal of Wealth Management

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A Regime Change: Non-Linearity in Wealth and Investment Management

Matthias W. Uhl and Philippe Rohner
The Journal of Wealth Management Winter 2019, 22 (3) 21-27; DOI: https://doi.org/10.3905/jwm.2019.22.3.021
Matthias W. Uhl
is the head of Analytics & Quant Modelling, Investment Solutions at UBS Asset Management and a lecturer in the Department of Banking and Finance at the University of Zurich in Zurich, Switzerland
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Philippe Rohner
is chief operating officer at PPCmetrics and a lecturer in the Department of Banking and Finance at the University of Zurich in Zurich, Switzerland
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Abstract

The wealth and investment management industries are undergoing significant structural changes due to technological advancements, updated client needs, and regulatory challenges. The authors highlight the advantages to financial advisors of accepting non-linearity in business models, client requirements, and investment strategies vs. relying on established linear value chains, outdated client beliefs, and linearity in investment strategies.

TOPICS: Wealth management, statistical methods, simulations, big data/machine learning

Key Findings

  • • The wealth and investment management industries are undergoing significant structural changes due to technological advancements, updated client needs, and regulatory challenges.

  • • We highlight the advantages to financial advisors of accepting non-linearity in business models, client requirements, and investment strategies vs. relying on established linear value chains, outdated client beliefs, and linearity in investment strategies.

  • • When clients and their needs become the system, we have arrived at the next stage of wealth and investment management.

  • © 2019 Pageant Media Ltd
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The Journal of Wealth Management: 22 (3)
The Journal of Wealth Management
Vol. 22, Issue 3
Winter 2019
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A Regime Change: Non-Linearity in Wealth and Investment Management
Matthias W. Uhl, Philippe Rohner
The Journal of Wealth Management Oct 2019, 22 (3) 21-27; DOI: 10.3905/jwm.2019.22.3.021

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A Regime Change: Non-Linearity in Wealth and Investment Management
Matthias W. Uhl, Philippe Rohner
The Journal of Wealth Management Oct 2019, 22 (3) 21-27; DOI: 10.3905/jwm.2019.22.3.021
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  • Article
    • Abstract
    • HISTORY OF FINANCE AND TECHNOLOGY
    • CURRENT FINTECH LANDSCAPE AND THE FALL OF LINEAR VALUE CHAINS
    • FUTURE FINANCIAL ARCHITECTURES AND THE RISE OF NON-LINEAR ECOSYSTEMS
    • ELEMENTS OF A SUCCESSFUL NON-LINEAR WEALTH ECOSYSTEM
    • CURRENT INVESTMENT MANAGEMENT TRENDS
    • CONCLUSION
    • ADDITIONAL READING
    • APPENDIX A
    • ENDNOTES
    • REFERENCES
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