TWM Swiss WealthTech Landscape Report 2022

Across Europe, the rise of the External Asset Manager (EAM) – otherwise known as Financial Intermediary Managers (FIMs) – is a trend that couples huge potential gains with added complexity for the client lifecycle management (CLM) of banks and wealth management firms. 

It is a phenomenon fuelled by both sides. Experienced former bankers are attracted by the rewards and the independence of working for themselves. At the same time, the banks win too – by buying in the expertise and an established client base of HNWIs – a bridge to increased revenues and reduced costs. 

This is a scenario in which banks can deliver more choices as to who manages their clients’ money for the best return. Indeed, the EAM is hyper-agile and flexible – able to propose the ‘best-of-breed’ solutions for clients and offer a more strategic, independent viewpoint. 

However, attracting EAMs requires some investment. 

In exchange for their expertise and agility, the EAM requires tools to reduce the administrative burden and enable automated fee calculation, digital onboarding, and event-driven client reviews.  

Learn more about this topic by downloading our extract from the Swiss WealthTech Landscape Report and find out if your CLM is ready for the rise of the External Asset Manager. 

Download the Wealth Dynamix extract now.

Access the resource
via the form below

Share

Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

10 years in the making  – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix

10 October 2022

10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix

Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.

3 min. read

Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players

29 September 2022

Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players

Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-founder about his views on outsourcing, the current requirements of firms and the benefits of change.

3 min. read

How to maximise the next-gen opportunity in Asia?

27 September 2022

How to maximise the next-gen opportunity in Asia?

The experts' take on the challenges and opportunities presented by APAC's wealth transfer.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding