{"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":"gelecegi%cc%87n-servet-yoneti%cc%87mi%cc%87-ne-i%cc%87le-i%cc%87lgi%cc%87li%cc%87","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/wealth-management-of-the-future-what-is-it-all-about\/","title":{"rendered":"Gelece\u011fin Varl\u0131k Y\u00f6netimi: Her \u015fey ne hakk\u0131nda?"},"content":{"rendered":"

COVID19, varl\u0131k y\u00f6netimi sekt\u00f6r\u00fcn\u00fcn dijitalle\u015fmesini ve metala\u015fmas\u0131n\u0131 h\u0131zland\u0131r\u0131yor. Dijital d\u00f6n\u00fc\u015f\u00fcm\u00fcn ve dijital yakla\u015f\u0131m\u0131n servet y\u00f6netiminin gelece\u011fini nas\u0131l etkileyece\u011fine bakman\u0131n zaman\u0131 geldi ve di\u0307ji\u0307tal bankacilik<\/a>.<\/p>\n

Bu blog yaz\u0131s\u0131nda, varl\u0131k y\u00f6netiminde gelecek baz\u0131 de\u011fi\u015fiklikleri ve bunlar\u0131n sizin i\u00e7in ne anlama geldi\u011fini tart\u0131\u015faca\u011f\u0131z!<\/p>\n

Varl\u0131k y\u00f6netimi<\/a> \u00f6n\u00fcm\u00fczdeki on y\u0131l i\u00e7inde baz\u0131 b\u00fcy\u00fck de\u011fi\u015fikliklere u\u011framak \u00fczere. Yat\u0131r\u0131mc\u0131lara ve i\u015fletmelere paralar\u0131n\u0131 yat\u0131rmalar\u0131 i\u00e7in hizmet sa\u011flayacak yeni teknolojiler geliyor. Robo Dan\u0131\u015fmanlar gibi teknolojiler ve Yapay Zeka<\/a> varl\u0131k y\u00f6netimi yoluyla mali durumunu iyile\u015ftirmek isteyen her m\u00fc\u015fteri veya i\u015fletme i\u00e7in eri\u015filebilir olacakt\u0131r. Bu yenilikler sonunda insan mali dan\u0131\u015fmanlar\u0131n yerini tamamen alabilir. Peki t\u00fcm bunlar sizi nas\u0131l etkileyecek?<\/p>\n

<\/span>Otomasyon varl\u0131k y\u00f6netimi sekt\u00f6r\u00fcn\u00fc nas\u0131l etkileyecek?<\/span><\/h2>\n

Robo Dan\u0131\u015fmanlar <\/a>temel olarak, bir varl\u0131k y\u00f6neticisinin herhangi bir insan etkile\u015fimi olmadan farkl\u0131 fonlara ve hisse senetlerine otomatik olarak yat\u0131r\u0131m yapmak \u00fczere ayarlanabilen otomatik yat\u0131r\u0131m ara\u00e7lar\u0131d\u0131r. Analitik ve b\u00fcy\u00fck miktarda veriyi geli\u015ftirme yetene\u011fi sayesinde, m\u00fc\u015fterileri i\u00e7in i\u00e7g\u00f6r\u00fcl\u00fc tavsiyeler ve yat\u0131r\u0131mlar elde etmek i\u00e7in k\u00fcresel ekonomiyi ve finans piyasalar\u0131n\u0131 izleyebilirler. Tek yapman\u0131z gereken Robo dan\u0131\u015fman<\/a> Ne kadar paraya yat\u0131r\u0131m yapmak istedi\u011finizi, risk tolerans\u0131n\u0131z\u0131n ve stratejinizin ne oldu\u011funu, hangi sekt\u00f6rlere odakland\u0131\u011f\u0131n\u0131z\u0131 belirleyin ve sonra b\u0131rak\u0131n \u00e7al\u0131\u015fs\u0131n! Bir insan\u0131n m\u00fcdahale etmesi gereken tek zaman finansal planlama ve \u00f6zel bankacilik<\/a> insan etkile\u015fimi \u00e7ok \u00f6nemlidir. InvestGlass ile yat\u0131r\u0131mlar\u0131n\u0131z\u0131 robo-dan\u0131\u015fman<\/a> 10 dakika i\u00e7inde!<\/p>\n

\u0130n\u015fa etmek dijital i\u015fe al\u0131m<\/a> formlar\u0131 olu\u015fturun ve kendi robot dan\u0131\u015fman\u0131n\u0131z\u0131 \u00fcretmek i\u00e7in bunlar\u0131 InvestGlass yeniden dengeleme arac\u0131na ba\u011flay\u0131n. Robot, model portf\u00f6y planlar\u0131n\u0131zdan ticaret blotterleri olu\u015fturman\u0131za yard\u0131mc\u0131 olacakt\u0131r. Yeniden dengeleme \u015funlar\u0131 tarayacakt\u0131r CRM<\/a> KYC<\/a> i\u015flem yapmadan \u00f6nce her m\u00fc\u015fterinin uygunlu\u011funa sayg\u0131 duydu\u011funuzdan emin olmak i\u00e7in<\/p>\n

\"\"<\/figure>\n

<\/span>Varl\u0131k y\u00f6neticilerinin y\u00f6netim \u00fccretleri nas\u0131l etkilenecek?<\/span><\/h2>\n

Robo dan\u0131\u015fmanlar, a\u015fa\u011f\u0131dakiler i\u00e7in \u00fcretilen \u00fccretleri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde etkilemi\u015ftir varl\u0131k y\u00f6neticileri<\/a>. Finans alan\u0131nda yapay zekan\u0131n ortaya \u00e7\u0131kmas\u0131ndan bu yana, yat\u0131r\u0131m ve ticaretin maliyeti \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015ft\u00fc. Varl\u0131k y\u00f6netimi ve hizmet sa\u011flay\u0131c\u0131lar\u0131, y\u00f6netim \u00fccretleri s\u00f6z konusu oldu\u011funda b\u00fcy\u00fck bir darbe ald\u0131. Bir varl\u0131k y\u00f6neticisi art\u0131k rakiplerinin sundu\u011fu ger\u00e7ekten d\u00fc\u015f\u00fck y\u00f6netim \u00fccretleriyle rekabet edemez. A\u015fa\u011f\u0131daki grafikte de g\u00f6r\u00fcld\u00fc\u011f\u00fc gibi, y\u00fcksek y\u00f6netim \u00fccretleri zaman i\u00e7inde k\u00fcm\u00fclatif getirilerinizi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde etkileyebilir. Ortalama bir aktif y\u00f6netim dan\u0131\u015fmanl\u0131k \u00fccreti 2-3 %'ye yak\u0131nken bir ETF \u00fccreti 0,60% civar\u0131nda olacakt\u0131r. Bu fark bir y\u0131ll\u0131k performans i\u00e7in k\u00fc\u00e7\u00fck g\u00f6r\u00fcnebilir, ancak 10 y\u0131ll\u0131k bir ya\u015fam s\u00fcresini ve bile\u015fik etkiyi g\u00f6z \u00f6n\u00fcnde bulundurursan\u0131z, fark \u00f6nemli olacakt\u0131r.<\/p>\n

<\/span>Bir varl\u0131k y\u00f6neticisi gen\u00e7 yat\u0131r\u0131mc\u0131lara farkl\u0131 m\u0131 yakla\u015fmal\u0131?<\/span><\/h2>\n

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

Bir yat\u0131r\u0131m y\u00f6neticisi, gen\u00e7 nesille rekabet edebilmek i\u00e7in her zaman gen\u00e7 neslin ihtiya\u00e7lar\u0131na yakla\u015fmaya \u00e7al\u0131\u015fmal\u0131d\u0131r. yapay zeka<\/a> ve teknolojiden yararlanmak. Bu, s\u00fcrd\u00fcr\u00fclebilir finans gibi yeni nesil konularda yat\u0131r\u0131m ve finansal dan\u0131\u015fmanl\u0131k yoluyla ba\u015far\u0131labilir. X ve Z Ku\u015fa\u011f\u0131<\/a>. Bu, servet y\u00f6netimi sekt\u00f6r\u00fcnde S\u00fcrd\u00fcr\u00fclebilirlik, ESG ve DeFi gibi konulara do\u011fru bir kayma g\u00f6rmemiz gerekti\u011fi anlam\u0131na gelir ve servet dan\u0131\u015fmanlar\u0131n\u0131n bu yeni trendlere ayak uydurmak i\u00e7in uzmanla\u015fmas\u0131 gereken alanlar bunlard\u0131r.<\/p>\n

Her zaman \u015fu soru akla geliyor, bir genel m\u00fcd\u00fcr veya \u00fcst d\u00fczey y\u00f6netici, \u015firketlerinin dijital d\u00f6n\u00fc\u015f\u00fcm\u00fcne yat\u0131r\u0131m yapmaya istekli mi?<\/p>\n

Varl\u0131k y\u00f6netiminin gelece\u011fini d\u00fc\u015f\u00fcnmek \u00f6nemlidir.<\/p>\n

InvestGlass<\/strong> bir paket olu\u015fturdu di\u0307ji\u0307tal ara\u00e7lar<\/a> M\u00fc\u015fterilerinizin finansal yolculuklar\u0131nda nerede olduklar\u0131n\u0131 ve yar\u0131n\u0131n ba\u015far\u0131s\u0131 i\u00e7in bug\u00fcn neye ihtiya\u00e7 duyduklar\u0131n\u0131 de\u011ferlendirmenize yard\u0131mc\u0131 olacak. InvestGlass portf\u00f6y y\u00f6netim sistemi, emir, i\u015flem, \u00f6deme ve risk y\u00f6netimi i\u00e7in tek bir platform sunar, FINSA<\/a>, MIFID.<\/p>\n

Ger\u00e7ek zamanl\u0131 i\u00e7g\u00f6r\u00fcler ve verilere dayal\u0131 \u00f6neriler kullanarak m\u00fc\u015fterilerinize \u00f6zel tavsiyelerde bulunarak daha g\u00fc\u00e7l\u00fc m\u00fc\u015fteri ili\u015fkileri geli\u015ftirebilirsiniz. Ek olarak, etiketleme se\u00e7ene\u011fi m\u00fc\u015fterilerinizi riskten ka\u00e7\u0131nan ve risk sevenler veya spor hayranlar\u0131 ve teknoloji iyimserleri gibi \u00e7e\u015fitli kategorilere ay\u0131rman\u0131za olanak tan\u0131r.<\/p>\n

Varl\u0131k y\u00f6netiminin gelece\u011fi ileride. Ayak uydurabiliyor musunuz? Bize ula\u015f\u0131n.<\/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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