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QPLIX Insights - Digitalising Wealth Management

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In dem On-Demand-Webinar stelllen die Autoren die Ergebnisse der Studie

On-Demand Webinar: TRENDMONITOR VERMÖGENSVERWALTUNG (TMVV) 2024

This on-demand webinar by QPLIX, IVA & CAPITAL presents the findings of our study "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben". Experts Timo Pache, Andreas Ritter, Dr. Robert Strauch and Sebastian Deck analyse how German wealth and asset managers have invested the assets of their clients (in German only).

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The study

Trendmonitor 2024: Germany is losing the trust of its own investors / German assets are migrating abroad

How do Germans invest? QPLIX has has investigated this question again together with  Institut für Vermögensaufbau (IVA) based on an anlaysis of more than 62.000 real portfolios. The results are summarised in the study "Trendmonitor Vermögensverwaltung (TMVV) 2024". The core finding: Germany loses trust of its own investors, as wealth flees abroad.

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VIDEO: GKK AND QPLIX - Excellence in Cash flow Planning

GKK is not just a QPLIX customer. GKK Partners has evolved to a partner for the development of high-end solutions. In this video, GKK partners Rainer Kröll and Christian Berger explain how they have developped a sophisticated way of securing liquidity through advanced portfolio modelling for a a big client active in the area of venture capital investments - on the basis of - and together with - QPLIX.

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Kai Linde in an interview with FinTechTalk on D

"FINTECH TALK" ON THE DIGITALISATION OF WEALTH MANAGEMENT

 In this episode of Business Reporter's "Fintech Talk" series, Kai Linde was invited to join a discussion on "Developing and delivering a digital wealth management strategy". Host Charles Orton-Jones spoke with him, Kontora's Chief Investment Officer Patrick Maurenbrecher and the co-founder of the Open Wealth Association, Simon Alioth, about the state of play with regard to the digitalisation of wealth management.

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