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June 4, 2019

Vontobel unveils new wealth management app

Swiss asset manager Vontobel has launched a digital wealth management app called Volt.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

Using Volt, clients can define their own individual investment priorities as well as invest in a diversified portfolio matched to their risk profile.

Clients can use the app to gain insights on the performance of individual investment offerings.

The app also updates clients regarding new investment themes, portfolio changes, along with recent market events.

A newly-developed digital risk management system from Vontobel supports portfolio risk monitoring.

Besides, the firm’s experts can adjust portfolios depending on market conditions.

At present, the firm’s existing clients in Switzerland can avail the new app.

Vontobel head of wealth management Georg Schubiger said: “The Vontobel Volt app adds a new digital dimension to our successful active wealth management offering.

“The new app allows our wealthy clients to make direct, individual use of our investment expertise from any location at any time and to customise their portfolio.

“The app complements our successful range of wealth management products and services and will create additional growth potential.”

Starting from early next year, Raiffeisen Switzerland will leverage Vontobel’s digital investment solution to power its own digital wealth management proposition for retail clients.

Earlier this year, Vontobel launched a cryptocurrency service called Digital Asset Vault targeted at banks and wealth managers.

 

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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