{"id":30454,"date":"2021-07-12T16:02:58","date_gmt":"2021-07-12T14:02:58","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30454"},"modified":"2026-01-10T22:25:22","modified_gmt":"2026-01-10T21:25:22","slug":"fremtidens-formueforvaltning-hvad-handler-det-om","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/da\/wealth-management-of-the-future-what-is-it-all-about\/","title":{"rendered":"Fremtidens formueforvaltning: Hvad handler det hele om?"},"content":{"rendered":"

COVID19 s\u00e6tter skub i formueforvaltningsbranchens digitalisering og kommercialisering. Det er tid til at se p\u00e5, hvordan digital transformation og digital tilgang vil p\u00e5virke fremtiden for formueforvaltning og Digital bankvirksomhed<\/a>.<\/p>\n

I dette blogindl\u00e6g vil vi diskutere nogle af de \u00e6ndringer, der er p\u00e5 vej inden for formueforvaltning, og hvad de betyder for dig!<\/p>\n

Formueforvaltning<\/a> er ved at gennemg\u00e5 nogle store forandringer i det n\u00e6ste \u00e5rti. Der er nye teknologier p\u00e5 vej, som vil levere tjenester til investorer og virksomheder, s\u00e5 de kan investere deres penge. Teknologi som Robo Advisors og Kunstig intelligens<\/a> vil v\u00e6re tilg\u00e6ngelig for alle kunder eller virksomheder, der \u00f8nsker at forbedre deres \u00f8konomiske situation gennem formueforvaltning. Disse innovationer kan i sidste ende helt erstatte menneskelige finansielle r\u00e5dgivere. Men hvordan p\u00e5virker alt dette dig?<\/p>\n

Hvordan vil automatisering p\u00e5virke formueforvaltningsbranchen?<\/h2>\n

Robo-r\u00e5dgivere <\/a>er grundl\u00e6ggende automatiserede investeringsv\u00e6rkt\u00f8jer, der kan s\u00e6ttes op til automatisk at investere i forskellige fonde og aktier uden nogen menneskelig indblanding fra en formueforvalter. Gennem evnen til at forbedre analyser og store m\u00e6ngder data kan de overv\u00e5ge den globale \u00f8konomi og finansmarkederne for at udlede indsigtsfulde r\u00e5d og investeringer til deres kunder. Du skal bare fort\u00e6lle Robo-r\u00e5dgiver<\/a> hvor mange penge du vil have dem investeret i, hvad din risikotolerance og strategi er, hvilke sektorer du fokuserer p\u00e5, og lad det s\u00e5 k\u00f8re! Det eneste tidspunkt, hvor et menneske skal gribe ind, er, n\u00e5r det drejer sig om finansiel planl\u00e6gning og Private Banking<\/a> at menneskelig interaktion er afg\u00f8rende. Med InvestGlass kan du opbygge din Robot-r\u00e5dgiver<\/a> p\u00e5 10 minutter!<\/p>\n

Bygge digital onboarding<\/a> formularer og link dem til InvestGlass' rebalanceringsv\u00e6rkt\u00f8j for at producere din egen robotr\u00e5dgiver. Robotten vil hj\u00e6lpe dig med at generere handelsblokke fra dine modelportef\u00f8ljeplaner. Rebalancering vil screene CRM<\/a> KYC<\/a> at s\u00f8rge for, at du respekterer hver kundes egnethed, f\u00f8r du handler<\/p>\n

\"\"<\/figure>\n

Hvordan vil formueforvalternes administrationsgebyrer blive p\u00e5virket?<\/h2>\n

Robotr\u00e5dgivere har i h\u00f8j grad p\u00e5virket de gebyrer, der genereres for Formueforvaltere<\/a>. Siden indf\u00f8relsen af kunstig intelligens i finansverdenen er omkostningerne ved at investere og handle faldet betydeligt. Formueforvaltnings- og tjenesteudbydere er blevet h\u00e5rdt ramt, hvad ang\u00e5r deres forvaltningsgebyrer. En formueforvalter kan ikke l\u00e6ngere konkurrere med de meget lave forvaltningsgebyrer, som deres konkurrenter tilbyder. Som det fremg\u00e5r af nedenst\u00e5ende graf, kan de h\u00f8jere forvaltningsgebyrer i h\u00f8j grad p\u00e5virke dit samlede afkast over tid. Et gennemsnitligt r\u00e5dgivningsgebyr for aktiv forvaltning er t\u00e6t p\u00e5 2-3 %, mens et ETF-gebyr vil v\u00e6re omkring 0,60%. Denne forskel kan se mindre ud for et \u00e5rs afkast, men hvis du tager en 10-\u00e5rig levetid og den sammensatte effekt i betragtning, vil forskellen v\u00e6re betydelig.<\/p>\n

B\u00f8r en formueforvalter g\u00e5 anderledes til unge investorer?<\/h2>\n

Azaret Metrio Zintos<\/a><\/p>\n

En investeringsforvalter b\u00f8r altid fors\u00f8ge at im\u00f8dekomme den yngre generations behov for at kunne konkurrere med kunstig intelligens<\/a> og udnytte teknologien. Dette kan opn\u00e5s gennem investering og finansiel r\u00e5dgivning inden for n\u00e6ste generations emner, som f.eks. b\u00e6redygtig finansiering, der rangerer \u00f8verst i investeringspr\u00e6ferencerne hos Generation X og Z<\/a>. Det betyder, at vi b\u00f8r se et skift i formueforvaltningsbranchen mod emner som b\u00e6redygtighed, ESG og DeFi, hvor de fleste formuer\u00e5dgivere b\u00f8r specialisere sig for at kunne f\u00f8lge med disse nye tendenser.<\/p>\n

Sp\u00f8rgsm\u00e5let er altid, om en administrerende direkt\u00f8r eller den \u00f8verste ledelse er villig til at investere i den digitale transformation af deres virksomhed?<\/p>\n

Det er vigtigt at overveje fremtiden for formueforvaltning.<\/p>\n

InvestGlass<\/strong> har skabt en serie af digitale v\u00e6rkt\u00f8jer<\/a> der hj\u00e6lper dig med at vurdere, hvor dine kunder er p\u00e5 deres \u00f8konomiske rejse, og hvad de har brug for i dag for at f\u00e5 succes i morgen. InvestGlass tilbyder en enkelt platform til portef\u00f8ljestyringssystem, ordrer, handler, betalinger og risikostyring, FINSA<\/a>, MIFID.<\/p>\n

Du kan udvikle st\u00e6rkere kunderelationer ved at bruge indsigt i realtid og databaserede anbefalinger til at skr\u00e6ddersy din r\u00e5dgivning til dine kunders behov. Derudover giver tagging-muligheden dig mulighed for at klassificere dine kunder i forskellige kategorier, f.eks. risikoaverse og risikoelskere eller sportsfans og teknologioptimister.<\/p>\n

Fremtiden for formueforvaltning ligger foran os. Er du i stand til at f\u00f8lge med? Kontakt os.<\/a><\/p>","protected":false},"excerpt":{"rendered":"

COVID19 is boosting the wealth management industry digitalization and commoditization. It\u2019s time to look at how digital transformation and digital approach will impact the future of wealth management and digital banking. In this blog post, we will discuss some of the changes coming in wealth management as well as what they mean for you! Wealth […]<\/p>\n","protected":false},"author":1,"featured_media":30473,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[96,79,95],"class_list":["post-30454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-future-of-finance","tag-roboadvisor","tag-wealth-management"],"yoast_head":"\nWealth Management of the Future: What is it all about? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore the future of wealth management\u2014AI, automation, and evolving client needs. Stay ahead in the digital finance era.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/da\/fremtidens-formueforvaltning-hvad-handler-det-om\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management of the Future: What is it all about?\" \/>\n<meta property=\"og:description\" content=\"COVID19 is boosting the wealth management industry digitalization and commoditization. It\u2019s time to look at how digital transformation and digital\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/da\/fremtidens-formueforvaltning-hvad-handler-det-om\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-12T14:02:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-10T21:25:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"901\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"Skrevet af\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimeret l\u00e6setid\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutter\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Fremtidens formueforvaltning: Hvad handler det hele om? | InvestGlass","description":"Udforsk fremtiden for formueforvaltning - AI, automatisering og kundernes skiftende behov. Hold dig foran i den digitale finans\u00e6ra.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/da\/fremtidens-formueforvaltning-hvad-handler-det-om\/","og_locale":"da_DK","og_type":"article","og_title":"Wealth Management of the Future: What is it all about?","og_description":"COVID19 is boosting the wealth management industry digitalization and commoditization. It\u2019s time to look at how digital transformation and digital","og_url":"https:\/\/www.investglass.com\/da\/fremtidens-formueforvaltning-hvad-handler-det-om\/","og_site_name":"InvestGlass","article_published_time":"2021-07-12T14:02:58+00:00","article_modified_time":"2026-01-10T21:25:22+00:00","og_image":[{"width":901,"height":1200,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"Skrevet af":"InvestGlass","Estimeret l\u00e6setid":"4 minutter"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Wealth Management of the Future: What is it all about?","datePublished":"2021-07-12T14:02:58+00:00","dateModified":"2026-01-10T21:25:22+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/"},"wordCount":688,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg","keywords":["future of finance","roboadvisor","wealth management"],"articleSection":["Article"],"inLanguage":"da-DK","copyrightYear":"2021","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/da\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/","url":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/","name":"Fremtidens formueforvaltning: Hvad handler det hele om? | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg","datePublished":"2021-07-12T14:02:58+00:00","dateModified":"2026-01-10T21:25:22+00:00","description":"Udforsk fremtiden for formueforvaltning - AI, automatisering og kundernes skiftende behov. Hold dig foran i den digitale finans\u00e6ra.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#breadcrumb"},"inLanguage":"da-DK","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/"]}]},{"@type":"ImageObject","inLanguage":"da-DK","@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/ja9vhwgcabo.jpg","width":901,"height":1200,"caption":"gray robot action figure on brown wooden table"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Wealth Management of the Future: What is it all about?"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"InvestGlass","description":"Den schweiziske suver\u00e6ne CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"da-DK"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"InvestGlass","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"InvestGlass","image":{"@type":"ImageObject","inLanguage":"da-DK","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/da\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"da-DK","@id":"https:\/\/www.investglass.com\/wealth-management-of-the-future-what-is-it-all-about\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/posts\/30454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/comments?post=30454"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/posts\/30454\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/media\/30473"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/media?parent=30454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/categories?post=30454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/da\/wp-json\/wp\/v2\/tags?post=30454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}