Who would not want to have their estate increased by higher yields while having to pay less tax? Many feel the same way, which is why it is no surprise that wealth management companies working with precision technology A-bombs are winning significant markets from conventional players.
The market is vast, of course, and faithful longtime clients do not simply jump from one service provider to another. On the other hand, members of the new generation, who are accustomed to achievements of the digital world and are getting increasingly wealthy, are much more easily dazzled by the wonders of technology. We introduce four of the companies that are giving established wealth management companies nightmares, and we also take a look at wealth management innovations in Hungary.