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Revolutionizing Wealth Management: The Case for a Shared Economy in Investment Know-How

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

For small banks and independent wealth managers in particular, a significant effort is required to adequately cover non-traditional investment themes (i.e. direct lending and alternative investments). It involves research specialists to filter the universe, perform on-site due diligence and select the appropriate investment managers. All these necessary steps do not increase the income of the financial institution. On the contrary, it increases the headcount and operational costs.

An HNWI/UHNWI client of a financial institution is either a client because the private bank’s iconic brand is appreciated or because of the relationship manager. Wouldn’t this client stickiness pave the way for a shared economy on the pricey investment knowhow side? With Uber, both Uber and the driver rightfully earn something when transporting clients, and both are part of the same platform. This economic opportunity also exists in our industry. Both parties could lower costs and increase revenue by sharing investment knowledge and platform resources.

Source: LinkedIn

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Innovative approach in wealth management depicting the integration of shared economy principles in investment strategies.

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