Making the case for the digitalisation of trading operations.
Summary
This whitepaper by Philip Schäfer and Alexander Kempf discusses why a digital trading operational model is necessary to scale and compete in today’s wealth management industry. It thus serves as a guide for wealth management executives and trading operators when mapping out their trading operations digitalisation strategy.
How wealth managers and robo advisors respond to rising competition and ongoing pressure on fees.
Unlocking Profit Through Digitalisation
How digitalising trading operations increases efficiency, improves margins, and creates new revenue.
Scaling Wealth Management Efficiently
How modern software enables scalable processes, reduces complexity, and supports sustainable growth.
Table of Contents
1. Preface
2. The Trading Operations Model 2.1 The Basic 5-Step Trading Model 2.2 The Rebalancing Approach 2.3 The Holistic View: Portfolio Lifecycle Management
3. Digitalising the Trading Operations Model 3.1 Economies of Scale 3.2 Example One: SFO and Other Small Business 3.3 Example Two: Traditional Wealth Manager 3.4 Example Three: Robo Advisor 3.5 Three Key Levers to Expect 3.6 Three Key Requirements to Consider
