WealthTech Radar 2024

These are the WealthTech trends you should have on your radar in 2024!

How will we invest in the future? Which asset classes offer the most potential? Which regulatory updates will be relevant for the industry in 2024?

The WealthTech Radar 2024 provides you with in-depth insights into the major future topics of our industry in a clear and coherent assessment by 24 experts.

22 Trends

Together with our experts, we have analysed 22 trends in detail.

96 Pages of Innovation

All about asset classes, regulation, AI and further tech trends.

24 Expert Opinions

From the industry for the industry!

24 experts as co-authors

Sohail Raja

Nico Baum

Alireza Siadat

Jan Voss

Robin Nehring

Ralf Oetting

Sonia Zugel

Alexander Sperlich

Marco di Sazio

Christian Crain

Reinhard Pfingsten

François Botha

Olya Klueppel

Ulli Spankowski

Thuwagaran Nithiananthan

Juan Colón

Malte Häusler

Simon Seiter

Karsten Kehl

Marius Briem

Christoph Püllen

Martin Schaffranski

Oliver Bussmann

22 Trends

Which products will find their way into the strategic asset allocation in wealth management? Which asset class offers the highest potential?

The radar provides you with an overview of the 24 most relevant trends in wealth management, including Crypto, Private Eyuity / Venture Capital, Fractional Stocks, Private Debt, Alternative Asset Market Place, AI, Personalized Indexing, Social Trading, Digital Custody and many more.

Allokation von Finanzanlagen und Sektoren

3 Categories

To help you keep track of the most important developments we have divided all trends into three broad categories in the radar:

Asset classes: Digital products, crypto assets, private debt, real estate, and many more.
Services: AI, ESG regulations, personalized indexing, SAA and portfolio optimization, and much more.
Infrastructure: Asset management as a service, asset tokenization, and much more.

4 Stages

After months of research, the editorial team analysed each trend in detail and, together with the co-authors, categorised them into the following four maturity levels:

Idea Stage: Trends are int the idea stage or visions.
Innovation Stage: the first start-ups are founded or offerings emerge on the market.
Growth Stage: The first market participants are generating value and recording strong growth.
Commodity Stage: Services that have already established themselves among the masses.

A peek into the WealthTech Radar 2024

Quotes from our Co-Authors:

In an era where the synergy of AI and digital solutions is reshaping wealth management, seizing opportunities in digital assets will become essential in reaching underserved and emerging markets through innovative and custom-tailored investment strategies.

Soheil Raja
Founder, Quetta Finance

Private debt is poised to capture investor attention due to a favourable risk/return profile and attractive absolute returns versus other asset classes such as equities or liquid credit.”

Olya Klueppel
Partner & Head of Credit, GP Bullhound

Enable access to the capital market for an attractive, young target audience with fractional stocks.

Ralf Oetting
Gründer & Managing Director, justTRADE

The CSR Directive went into effect in January 2024, with 50,000 companies needing to report by 2026.

Sonia Zugel
CEO & Gründerin, ESG Playbook

The best of both worlds: hybrid financial advice is a game changer.

Marco di Sazio
Digital Transformation Manager, Bankhaus Metzler

Humans and artificial intelligence (AI) complement each other perfectly to deliver better results through combined effort. AI will not fully take over our jobs, but the employees who use AI most likely will.

Nico Baum
Head of Business Management & Development Asset Management | Head of Innovation & Data, Berenberg