Voice of FinTech®
Trailer
Bonus
Episode 280
Season 4
Innovation in private markets and wealth management with Efi Pylarinou (Switzerland)
Efi Pylarinou, a global FinTech influencer, spoke to
Rudolf Falat, founder of the
Voice of FinTech podcast, about the digitalization of wealth management, wealth management and WealthTech trends and implications for wealth advisors.
Here is what they discussed:
- Efi´s transformational journey
- Rebranding of private markets - why is it needed?
- What about risk, aren't private markets labelled as alternatives as they pose a higher risk to investors?
- How do you see the future of asset management? Why do we still have active asset managers if, for years, we hear that they cannot beat the market and are not cost-effective?
- Passive funds and robo-advisors – are robo-advisors a threat to ETFs?
- What does customer centricity mean for large wealth and asset managers?
- Do you see AI-driven insights as a major competitive capability in the future of wealth management?
- How do you transform incumbents into data-driven, agile organisations without transition threatening their core business?
- When is commission-free trading coming to Switzerland?
- Outlook for crypto this year
- Recommended reading: The People Centered Economy: The New Ecosystem For Work, Business in Personal: Be the Leader of Your Life and Business or Paolo Sironi´s books
- The best way to reach out or get Efi´s content: https://linktr.ee/Efiglobal