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Banking & Financial Services

38 articles

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  • Tokenization of Real World Assets (RWA) Takes Off - Why 2026 Marks the Breakout Phase for Digital Assets like Real Estate

    Tokenization is rapidly transforming capital markets by bringing real-world assets such as real estate onto blockchain infrastructure. As regulation, institutional adoption and market infrastructure converge, a regulated ecosystem for digital securities is emerging across Europe - with Germany playing a leading role through frameworks like the eWpG. This article explores why 2026 may mark the breakout phase for tokenized assets and what it means for investors, issuers and financial markets.

    Finance & ControllingMarkus Hammer8 minutes

  • The Wealth Advisor: Pivotal for Growth in Wealth Management

    This white paper argues that Advisor Effectiveness Coaching (AEC) is a practical way to transition from product-push sales toward genuinely client-centric advice. Based on the GROW coaching model, it describes a structured programme spanning preparation, a senior-level kick-off, ongoing 1:1 and team coaching, and a “living phase” to sustain momentum. Team leaders serve as the key lever, acting as both coachee and coach to cascade change across the advisory organisation, while AI frees advisors for higher-value conversations. The paper concludes with a phased call to action – pilot, measure, and scale – with the goal of transforming advisors into trusted, augmented wealth partners.

    Banking & Financial ServicesUrs Bolt18 minutes

  • Strategic Transformation in Southeast Asian Wealth Management: The Case for Open Architecture

    Southeast Asia’s wealth pool is expanding at around 9% annually, creating strong momentum for regional Wealth Management and Private Banking players. Yet scale alone is no longer a competitive advantage. Many institutions remain constrained by legacy segmentation, product silos, and internally driven “One Bank” models, limiting Strategic Transformation and Digital Transformation efforts. Banks adopting genuine Open Architecture – enabling relationship managers to select best-in-class solutions regardless of origin – are gaining relevance with increasingly sophisticated clients. The evidence is clear: client segments are converging, balance-sheet integration does not automatically create client value, and technology partnerships only succeed when the end-to-end client journey takes precedence over internal politics and Corporate Culture barriers. Institutions pulling ahead combine clear positioning, credible WealthTech partnerships, and the willingness to redesign operating models. Growth is real; execution remains the differentiator.

    Banking & Financial ServicesUrs Bolt15 minutes

  • The State of WealthTech in Southeast Asia

    Throughout 2024, the WealthTech landscape in Southeast Asia has continued to evolve. However, there is a sizable gap between the developed financial centres and emerging economies in Southeast Asia. This article will provide a closer look at the current state and developments of WealthTech in Southeast Asia.

    Banking & Financial ServicesUrs Bolt10 minutes