{"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":"zarzadzanie-majatkiem-przyszlosci-o-co-w-tym-wszystkim-chodzi","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pl\/wealth-management-of-the-future-what-is-it-all-about\/","title":{"rendered":"Zarz\u0105dzanie maj\u0105tkiem przysz\u0142o\u015bci: O co w tym wszystkim chodzi?"},"content":{"rendered":"

COVID19 przyspiesza cyfryzacj\u0119 i utowarowienie bran\u017cy zarz\u0105dzania maj\u0105tkiem. Nadszed\u0142 czas, aby przyjrze\u0107 si\u0119, w jaki spos\u00f3b transformacja cyfrowa i podej\u015bcie cyfrowe wp\u0142yn\u0105 na przysz\u0142o\u015b\u0107 zarz\u0105dzania maj\u0105tkiem i bankowo\u015b\u0107 cyfrowa<\/a>.<\/p>\n

In this blog post, we will discuss some of the changes coming in wealth management as well as what they mean for you!<\/p>\n

Zarz\u0105dzanie maj\u0105tkiem<\/a> w ci\u0105gu nast\u0119pnej dekady ulegnie powa\u017cnym zmianom. Pojawiaj\u0105 si\u0119 nowe technologie, kt\u00f3re b\u0119d\u0105 \u015bwiadczy\u0107 us\u0142ugi inwestorom i firmom w celu inwestowania ich pieni\u0119dzy. Technologie takie jak Robo Advisors i Sztuczna inteligencja<\/a> b\u0119d\u0105 dost\u0119pne dla ka\u017cdego klienta lub firmy, kt\u00f3ra chce poprawi\u0107 swoj\u0105 sytuacj\u0119 finansow\u0105 poprzez zarz\u0105dzanie maj\u0105tkiem. Innowacje te mog\u0105 ostatecznie ca\u0142kowicie zast\u0105pi\u0107 ludzkich doradc\u00f3w finansowych. Ale jak to wszystko wp\u0142ynie na Ciebie?<\/p>\n

Jak automatyzacja wp\u0142ynie na bran\u017c\u0119 zarz\u0105dzania maj\u0105tkiem?<\/h2>\n

Robo Advisors <\/a>to w zasadzie zautomatyzowane narz\u0119dzia inwestycyjne, kt\u00f3re mo\u017cna skonfigurowa\u0107 tak, aby automatycznie inwestowa\u0142y w r\u00f3\u017cne fundusze i akcje bez jakiejkolwiek interakcji ze strony zarz\u0105dzaj\u0105cego maj\u0105tkiem. Dzi\u0119ki zdolno\u015bci do ulepszania analityki i du\u017cych ilo\u015bci danych mog\u0105 monitorowa\u0107 globaln\u0105 gospodark\u0119 i rynki finansowe, aby uzyska\u0107 wnikliwe porady i inwestycje dla swoich klient\u00f3w. Wystarczy tylko powiedzie\u0107 Doradca Robo<\/a> ile pieni\u0119dzy chcesz zainwestowa\u0107, jaka jest Twoja tolerancja na ryzyko i strategia, na jakich sektorach si\u0119 koncentrujesz, a nast\u0119pnie pozw\u00f3l mu dzia\u0142a\u0107! Jedynym momentem, w kt\u00f3rym cz\u0142owiek b\u0119dzie musia\u0142 interweniowa\u0107, jest planowanie finansowe. bankowo\u015b\u0107 prywatna<\/a> \u017ce interakcja mi\u0119dzyludzka jest kluczowa. Dzi\u0119ki InvestGlass mo\u017cesz zbudowa\u0107 sw\u00f3j robo-doradca<\/a> w 10 minut!<\/p>\n

Budowa\u0107 cyfrowy onboarding<\/a> i po\u0142\u0105czy\u0107 je z narz\u0119dziem do r\u00f3wnowa\u017cenia InvestGlass, aby stworzy\u0107 w\u0142asnego robota-doradc\u0119. Robot pomo\u017ce wygenerowa\u0107 blottery handlowe na podstawie plan\u00f3w portfela modelowego. Rebalancing wy\u015bwietli CRM<\/a> KYC<\/a> aby upewni\u0107 si\u0119, \u017ce szanujesz odpowiednio\u015b\u0107 ka\u017cdego klienta przed dokonaniem transakcji<\/p>\n

\"\"<\/figure>\n

Jak wp\u0142ynie to na op\u0142aty za zarz\u0105dzanie zarz\u0105dzaj\u0105cych maj\u0105tkiem?<\/h2>\n

Robo-doradcy w znacznym stopniu wp\u0142yn\u0119li na op\u0142aty generowane przez zarz\u0105dzaj\u0105cy maj\u0105tkiem<\/a>. Od czasu pojawienia si\u0119 sztucznej inteligencji w finansach, koszty inwestowania i handlu znacznie spad\u0142y. Zarz\u0105dzanie maj\u0105tkiem i dostawcy us\u0142ug powa\u017cnie ucierpieli, je\u015bli chodzi o op\u0142aty za zarz\u0105dzanie. Zarz\u0105dzaj\u0105cy maj\u0105tkiem nie mog\u0105 ju\u017c konkurowa\u0107 z naprawd\u0119 niskimi op\u0142atami za zarz\u0105dzanie, kt\u00f3re oferuj\u0105 ich konkurenci. Jak wida\u0107 na poni\u017cszym wykresie, wy\u017csze op\u0142aty za zarz\u0105dzanie mog\u0105 znacz\u0105co wp\u0142yn\u0105\u0107 na skumulowane zwroty w czasie. \u015arednia op\u0142ata doradcza za aktywne zarz\u0105dzanie wynosi blisko 2-3 %, podczas gdy op\u0142ata ETF wyniesie oko\u0142o 0,60%. R\u00f3\u017cnica ta mo\u017ce wydawa\u0107 si\u0119 niewielka w przypadku rocznych wynik\u00f3w, ale je\u015bli we\u017amiemy pod uwag\u0119 10-letni okres \u017cycia i efekt z\u0142o\u017cony, r\u00f3\u017cnica b\u0119dzie znacz\u0105ca.<\/p>\n

Czy zarz\u0105dzaj\u0105cy maj\u0105tkiem powinni inaczej podchodzi\u0107 do m\u0142odych inwestor\u00f3w?<\/h2>\n

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

Mened\u017cer inwestycyjny powinien zawsze stara\u0107 si\u0119 zaspokaja\u0107 potrzeby m\u0142odszego pokolenia, aby m\u00f3c konkurowa\u0107 z innymi. sztuczna inteligencja<\/a> i wykorzystanie technologii. Mo\u017cna to osi\u0105gn\u0105\u0107 dzi\u0119ki inwestycjom i doradztwu finansowemu w tematach nowej generacji, takich jak zr\u00f3wnowa\u017cone finansowanie, kt\u00f3re zajmuje czo\u0142owe miejsce w preferencjach inwestycyjnych Pokolenie X i Z<\/a>. This means, that we should see a shift in wealth management industry towards topics of Sustainability, ESG, and DeFi where most of wealth advisors should specialize in order to catch up with these new trends.<\/p>\n

The question always remains, is a managing director or senior management, willing to invest in the digital transformation of their company?<\/p>\n

It is important to consider the future of wealth management.<\/p>\n

InvestGlass<\/strong> stworzy\u0142a pakiet narz\u0119dzia cyfrowe<\/a> kt\u00f3re pomog\u0105 Ci oceni\u0107, na jakim etapie finansowej podr\u00f3\u017cy znajduj\u0105 si\u0119 Twoi klienci i czego potrzebuj\u0105 dzi\u015b, aby odnie\u015b\u0107 sukces w przysz\u0142o\u015bci. InvestGlass oferuje pojedyncz\u0105 platform\u0119 do zarz\u0105dzania portfelem, zam\u00f3wieniami, transakcjami, p\u0142atno\u015bciami i zarz\u0105dzaniem ryzykiem, FINSA<\/a>, MIFID.<\/p>\n

You can develop stronger customer relations through the use of real-time insights and data-based recommendations to tailor your advice to your customers\u2019 needs. Additionally, the tagging option allows you to classify your clients into various categories, such as risk-averse and risk lovers, or sports fans and technology optimists.<\/p>\n

The future of wealth management lies ahead. Are you able to follow? Skontaktuj si\u0119 z nami.<\/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. 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