Trends 2021 and beyond
Our exploration of the structural shifts impacting the wealth management industry.
Strategy insights from the aperture team as well as crowdsourced knowledge from the people shaping the industry.
Wealth Management Trends
Embedded Insurance 2.0: Best Case Studies
4x4 Virtual Salon with Graeme Dean, Sriram Jayanthi, Jim Dwane and Roberto Gonzalez.Read More
Banking-as-a-Service (BaaS): Navigating the Maze
The worlds of Open Banking, SaaS and BaaS may actually be converging – with several highly lucrative winner-take-most platforms likely...Read More
New Business Models in Wealth Management
4x4 Virtual Salon featuring Chris Bartz, Christine Schmid, Dmitry Panchenko and Bertrand Gacon.Read More
A new approach to enterprise software analysis (and why we launched The Market Map)
Introducing The Market Map for Wealth Management Software Solutions, a new approach to evaluate technology solutions in the digital age.Read More
Democratization of Wealth Management
4x4 Virtual Salon featuring: Sid Sahgal, Nikolai Hack, Qiaojia Li and Michael O'Sullivan.Read More
A Long View of Banking Industry Disruption (#36)
Structural Shifts with Marc RUBINSTEIN, former hedge fund partner and author of the Net Interest newsletter.Read More
Digital Assets are Coming of Age (#34)
Structural Shifts with Adrien TRECCANI, CEO of METACO, the foundation of digital assetsRead More
Hard Truths about Digital Banking (#32)
Structural Shifts with Leda GLYPTIS, Chief Client Officer at 10x TechnologiesRead More
The new moat in financial services (and why P. Thiel, not W. Buffett,…
In the networked age, scale of production is no longer a moat. Instead, network effects are the new moat. Peter...Read More
Network Effects in Financial Services (#8)
Structural Shifts with Evgenia Plotnikova (Principal VC @ Dawn Capital); Martin McCann (CEO at Trade Ledger) and Oliver Prill (CEO...Read More
Digital Era Banking Systems
The banking software market is reconfiguring around the demands of the digital economy — and value is accruing to new...Read More
What is a Challenger Bank for?
The last couple of months have seen JP Morgan close its digital bank Finn, as well as BPCE close the UK arm...Read More
The Market Map for Best WealthTech Providers 2021
With The Market Map, we are upgrading vendor assessment criteria to help those charged with selecting, scaling or investing in wealth management software solutions to make better informed decisions about what characteristics matter in the digital age.